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Marketing 360® Blog

9 Essential Financial Advisor Marketing Ideas, Tips, & Strategies

Post By Scott Yoder | Local Advertising

Here are 9 financial marketing ideas that are essential in the digital economy.  Learn how to communicate value, get clients to connect to your solutions emotionally, and retain your best clients for a lifetime.

Financial Advisor Marketing Idea #1:  Hone Your Website

Today, a handshake will not be your first impression with most people.  Instead, they’ll hear about you or find you on search, then check out your website.

There is a lot about being successful as a financial advisor that has to do with the impression you make, and your website is no exception.  It’s an expectation that someone who does wealth management professionally will have an organized, sharp website.

Here is an example from our UXI® template mockups:

financial advisor website template design

You need a clean, modern design that’s sophisticated yet simple.  Information needs to be clear and easy to find.  And today, of course, it needs to be mobile responsive so people get the best experience on their mobile device.

Important Tip:  Have a Strong Call to Action

When a potential client visits your website, what do you want them to do?  Call?  Sign-up for a newsletter?  Download a whitepaper?  Schedule a consultation on a form?

Beyond making an impression about your business, your website is also a lead-generation tool.  Make sure it’s designed around your business objective.

This is your website’s call to action.  Here’s an example of site with strong calls to action designed into their homepage:

financial marketing website design Don’t just expect people to act.  Tell them directly what you want them to do.  Highlight that action (as with the yellow color) and make it easy to complete.

This is how you turn a website visitor into a lead.

#2:  Focus on a Specialization

Why should a client choose you instead of your competition?  What do you offer that they don’t?

There is a heuristic we use in marketing which says when you try to please everybody, you end up delighting nobody.  The best you can do is average, which is a tough sell with online marketing.

Consumers today love specialists.  They are empowered by the computers in their hands to find the exact solution to their problem.  We all assume that someone who specializes in a particular service is better at it –  which is a pretty safe assumption.

Do you work more with small businesses, executives, or retirees?  Do you specialize in a particular area, such as divorce, retirement, or asset management?

Develop a unique value proposition for your financial services.  Note an area that you’re strong at and where you have an advantage over the competition.   Outline what you do on your homepage, first thing.

If you do this well, you’ll have a huge advantage over the multitude of financial planners whose websites are filled with vague platitudes about financial security.

If you don’t have an area of professional specialization, note part of your customer service or other policy.  Give people a reason to choose you.

Pro Tip:  Highlight Your Status as a Fiduciary

If you are a certified financial planner (CFP), work on a fee-only basis, and have a fiduciary oath you sign for your clients, highlight these attributes.

A lot of people don’t trust financial planners today because so many are sales brokers who don’t operate with the client’s best interests in mind.  The 2008 crash didn’t do much to help the financial world’s reputation either.

If you are a fiduciary, you have a strong value proposition to offer clients.  Be sure to highlight it in your marketing material.

#3.  Avoid Financial Jargon

When it comes to marketing content, you need to speak in a language your clients understand.

Avoid stilted styles that make you sound like a professor teaching a graduate class.  Also, translate financial jargon into language that resonates with the layperson.

Financial advisor websites tend to fall into two categories.  Either they are dry, jargonistic, and confusing, or they’re trite and overly general.

Here is an excerpt from The Minimalist that has a really solid voice for explaining retirement planning:

Youth is wasted on the young. Often, money is, too.

Back in my corporate days, when I managed scores of retail stores and hundreds of employees, I stressed the importance of planning for retirement—as well as saving for future goals—with every person I hired. Before the start of their very first shift, I would sit down with each new team member and show them how to save for retirement without stress, worry, complexity, or pain. Within a few minutes, I could literally see the difference in their physiology as trepidation drained from their facial features and, after we spent 30 minutes examining their options, confidence began to take over once they realized planning for retirement is much simpler than they thought.

Avoid jargon and being overly complex, but at the same time don’t treat people like dunces.  A causal, professional voice works best for explaining financial concepts.

Pro Tip:  Use an Infographic

Many fast-moving online consumers respond better to visual content.  You can get your message across effectively using an infographic like this:

financial advisor infographic

#4.  Start Getting Reviews

Online reviews now play a major role in the decision-making process of most online consumers.  For many business verticals, reviews on Google, Yelp, Top Rated Local, and even Facebook are crucial to gaining the trust of prospective clients.

As of this writing, financial advisors are lagging with regard to reviews; many have none at all.

This is an opportunity for you to gain a competitive advantage.

Start bringing up the topic of online reviews with your best clients.  Choose people who’ve worked with you successfully for several years and who would do you a favor as a friend.  Ask them to write up something about their experience for one or more of these platforms.

Also, if your portfolio is really building, make sure you’re showing up on Barron’s top advisor rankings.

Depending on your location, you may find a variety of niche sites rating advisors.  To find them, do a search for “best financial advisors + location” and investigate what ranks on page one.  Find out how you can get rated for sites that look credible.

#5.  Rank for Financial Advisor Searches

Many people looking for a financial advisor will start out by getting on their phone and asking Google.

The two mainstays of Google and Bing for paid and organic search are still vital to your online financial advisor marketing.

Today, it’s important to have well-defined campaigns for both your pay-per-click (PPC) and organic (SEO) campaigns.

PPC advertising tends to work better as direct-response with short, to the point copy.  Because you’re bidding on position, these ads will rank at the very top of search results.  And because you’re paying for each click, you want to try to target people who are more likely to convert right away.

Use PPC for the most competitive keyword phrases and keywords that indicate the person is ready to hire a financial advisor.  Link your ads to landing pages with a matching message and strong call to action.

For SEO, consider content meant to connect with the online researcher trying to figure out their financial and investment options.  Use blog articles to rank for longer, research-based keyword phrases.  Showcase your expertise and use this content to develop a sense of trust.  The more content you create, the better your website (including your Google local listing) will rank.

Set up and optimize your Google My Business page.  This is a free listing that connects to Google Maps.  It’s the primary way that Google knows where your service area is so you come up for local searches.  Optimize your descriptions with keywords and try to get customer reviews to increase your ranking.

#6.  Develop Video Content

Many financial advisors don’t use video, which opens up another competitive opportunity for those that do.

Start with a basic video commercial you can embed on your homepage and use as your intro YouTube video.  The focus will be your value proposition.  For example:

Beyond this, you can make short informational videos for your YouTube channel and to use on social media.   Offer advice, tips, and tricks on how to plan for retirement and manage savings.  Also, embed these videos in blog articles on your website and optimize them for SEO.

#7.  Social Media Marketing

Social media marketing can be a very effective way for financial advisors to create a personalized voice and make connections with their audience online.

However, financial advisors also have to be careful about compliance issues.  While you share useful information, “endorsing” content can get you trouble with issues outlined in FINRA Regulatory Notice 10-06.

Also, per FINRA Rule 3110 you are required to retain records of social media activities and avoid deleting any interactions.  There are no current rules on how long you have to keep these records, but it’s common practice for firms to keep them for three years.

Also, be aware of Facebook’s personal attributes policy.  If your ad directly implies someone has a financial problem, it will be disapproved.

Outside of this, use social media as way to share useful tips, firm updates, and curate content for clients.

Also, you’ll want to network on LinkedIn, which is probably the most used social channel for financial advisors.

If you outsource social media management, be sure to work with a marketing company that understands compliance concerns.  Often, you’ll need to review and approve posts yourself to make sure everything is compliant.

#8.  Resources and Associations

There are many resources available for financial planners that will help with marketing and networking.  Some are meant for the public to help them find planners, and also worth being aware of.  Recommended:

Financial Planning Association

National Association of Personal Financial Advisors

Wealth Legacy Institute 

National Association of Insurance and Financial Advisors 

Society of Financial Service Professionals 

Financial Advisor Marketing Idea #9:  Put Software to Work for You

When most small business owners and professionals look at digital marketing today, they come to the same conclusion.

This is overwhelming.

It’s easy to feel that way.  Digital life moves so fast it becomes too much of a good thing; indispensable yet intractable.

Not to mention that covering all these marketing channels is a job unto itself.

But maybe the most frustrating thing is how hard it is to track your marketing ROI.  There’s loads of data (more than you want, really) but turning it into cohesive reporting is a challenge.

This is why we developed the Marketing 360® software platform.  We tie into all the disparate online platforms and create one software interface and reporting tool.  You can view all your search, social media, and paid advertising campaigns in one place, focusing on your conversion data.

Major time saver.

Also, this connects to a CRM so you can collect and manage your client contacts (from lead to customer).  And it ties into email marketing software so you can manage those campaigns.

Please contact us to get a free demo of this software.  We’ll also hook you up with a free website mockup if it’s time for an update.

Marketing is a lot like wealth management.  Make the right investments and they’ll pay off.  Marketing 360® is the best marketing investment you’ll ever make.