8 Easy Marketing Ideas for Financial Advisors
by Abdul Aziz Mondal Marketing Published on: 29 October 2021 Last Updated on: 08 November 2024
As a financial advisor, you need to plan and start many different marketing strategies. However, they all don’t need to be super involved. Sometimes, an easy marketing idea does the trick!
These eight ideas will help you promote your services and gain access to new clients. Let’s get started!
1. Start a Newsletter
Newsletters are simple to start and help keep people engaged with your business. They’ll see your letter each month and feel reminded of the services that you can offer them. You can also include:
- Plenty of information.
- Advice
- Frequently asked questions.
- Other news that clients and employees may be interested in.
The purpose of your newsletter can vary, depending on the services your business has to offer. You’ll want to include imagery and branding in the newsletter, making it feel more connected with your business. Many advisors also start with a more simple newsletter, then add more information to it as time goes on.
Overall, newsletters allow you to give those on your email list essential updates relating to the company. These emails often make up a large portion of marketing campaigns- it would be wise for you to utilize them.
2. Host a Webinar
Webinars are essentially online seminars. These presentations allow audiences to ask you questions directly, which helps them determine what you can do for them. Overall, they’re excellent for marketing.
If you want to host your webinar, you should stick to about 30 minutes. If it goes on for too long, your audience will start to lose interest. Finally, before the day of, you’ll want to do a practice run! There’s the chance that winging your webinar could go smoothly, but it could also be very stressful for you and others.
3. Make a Blog
Next, it’s also a great idea to make a blog for content marketing! Blogs allow you to reach massive audiences online. When you plan your financial advisory content out, you’re also much more likely to find potential clients there too.
You can write articles, short posts, make videos, take pictures, and put them up on your site. The more research you do into SEO, search results, and keywords, the easier it is for people to find your blog.
Well-written posts are essential for generating new leads while keeping your current audience in touch with your business. When you give them more information, people will feel more confident in your brand and its products.
Overall, one of the best marketing strategies involves running a content marketing blog. If you’re interested, make sure to give it a shot! There are plenty of free-to-use platforms out there that you can experiment with.
4. Use Customer Referral Programs
You can also set up customer referral programs to help more people discover your business. To start one, you can offer benefits to your clients or customers who refer others to you. This referral reward could be in the form of a free product, discounts, and more! You can get creative with your program.
Many people talk to each other about what brands they have an interest in. Positive word-of-mouth is an amazing marketing strategy. A potential customer is much more likely to trust a family member who says they had a great experience with your brand, leading to them searching your business.
5. Attend Networking Events
You’ll also want to attend networking events. At these events, you can discover plenty of new marketing strategies and build new connections. The more connections you have, the better off you’ll be!
You can also plan, host, and create your own networking events if you don’t know of any in your area. They can be either in-person or online- whichever method you think will attract more people is best.
Many networking events also have seminars, or short classes, where you can learn more about advertising. If you’re making your own networking events, make sure to include plenty of useful seminars!
6. Update Your Business Cards
When was the last time you updated your business cards? Was it when you first made them? You can make something more creative with a design that stands out. That way, more people will think of your business first!
Many people mistakenly believe that business cards aren’t useful in this day and age. They’re necessary and make it easier for people to contact you, without much thought. Plus, many people keep the business cards they get in their wallets- which is a reminder to reach out to you.
It’s also a more personal way of reaching out to people. If you aren’t using a business card with your marketing strategy, it’s easy to make one! You’ll want to include your contact information, but the overall design is completely up to you.
7. Engage Your Audience on Social Media
You’ll want to interact with your potential audience on social media. You can tag customers, respond to their posts, and more! You must have a presence online, and being active as your brand on socials is an easy way to accomplish it.
You’ll also want to encourage your customers to tag your brand on social media. It helps if you hold contests or giveaways! By receiving more engagement, your business will attract more natural traffic and conversions.
So many businesses are online nowadays. If your brand still doesn’t have a social media page, it’s a great place to start.
8. Advertise Locally
Finally, you can advertise locally around your town. Some businesses write their social media handles on sidewalks in chalk, but there are plenty more things you can try! You can print flyers and display them where you think people will see them.
When you advertise locally, you’re sure to reach potential clients. Many people want to work with local businesses, so you may even discover opportunities for collaborations. Overall, there are many benefits to advertising locally- you don’t want to skip it!
Always Reach Out
It also helps to make yourself available to others. Reach out when you can! You’re sure to find many more marketing opportunities when you’re more willing to communicate with people.
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