What are the essentials of a Financial Advisors marketing strategy?

As a Financial Advisor, your digital marketing strategy is one of the most useful tools in generating new leads for your business. However, it can be difficult to figure out which mediums and tactics are most beneficial for your specific business needs, and are worth investing your time and money into. In this post, I look at What are the essentials of a Financial Advisors marketing strategy?

1. Understand Your Target Market & Niche  

The rapidly growing number of Financial Advisors on the internet can make it difficult to compete. Especially when many of them try their best to be everything for everyone.


From taxes to retirement planning, if you give off the impression that you ‘do it all’ to your prospects from your website design and content, you risk losing your credibility as an expert who can solve their specific problem.

If a potential client wanted help with personal tax advice, chances are they would look for a Tax Planning expert to help them out instead of someone who specializes in Retirement Planning. 

By focusing on a smaller audience and carving out your own niche, it provides clarity for customers by allowing them to come to the conclusion that “this Advisor is for me”.

Having a deep understanding of your target audience will help you create magnetic content that’s engaging, interesting, and, most importantly, provides value that positions you as a thought leader.

2. Consider Website Design and UX

It’s no secret that first impressions have a huge impact on whether prospects stick around or bounce, which is why as a Financial Advisor you really need to start thinking about your website and your online presence as a translation of your physical space. Your digital presence represents your business just as much as your office space, and branding and will determine your prospect’s impression of your credibility as an advisor.

To be effective, your website design needs to be tailored to your target niche. The visuals of your website, including both images and graphic design convey to your prospects if you’re the right Advisor for their needs. For example, certain images may appeal to young families more than they would with retirees.

Prospects that visit your website generally know what they want and are on the hunt for answers, which is why when it comes to your website design, you’ll want the user experience (UX) to be as smooth and streamlined as possible.

The more simple navigation is for users on your site, the better chance they have of exploring all that you offer.

3. Never underestimate the power of content marketing

Prospective clients don’t want a sales pitch, they want insight. But how do they get it? 

The answer: Through valuable content marketing that speaks to your audience’s problems.
Content marketing is a powerful tool for building brand recognition and establishing yourself as an expert in the niche, but it can be difficult to get started. For example, you’ll need time to plan out your strategy before creating assets like videos and ebooks that may never see any ROI.

I hope that you have found this post on ‘What are the essentials of a Financial Advisors marketing strategy?’ useful.

If you’re a financial advisor looking for help, please feel free to get in touch here. Myself and my team are more than happy to help.

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We encourage all members to ask questions, solve problems and provide advice. Join the group here.

If you haven’t done so already – Download our Facebook Ads Blueprint For Financial Services: https://l2wmarketing.typeform.com/to/PifCDP

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