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Marketing for Financial Advisors: How to Get the Attention You Deserve

In 2024, financial advisor marketing thrives in fostering meaningful connections with your target audience.This article equips you with the essential tips and strategies to elevate your marketing game and position yourself as a future-proof financial advisor.

Mike Arnold


With over 241,000 financial advisors in US (Source: Zippa "Financial Advisor Demographics and Statistics in the Us") out there, just being good at the numbers isn't going to cut it anymore. To thrive in today's world, you need razor-sharp marketing to stand out from the sea of suits.

You'll have heard it all if you're researching the marketing process. Use social media. run ads. Have a website. These are okay, but they're generic and don't usually fit your unique practice, right?

It's time to forget the one-size-fits-all nonsense, ditch the dull financial advisor marketing strategies, and unlock some moves that truly resonate with your ideal clients.

We will upgrade your whole digital game, make your content scream "expert!" and maybe even turn you into a mini-celebrity in your niche. Get ready for a wave of folks finally seeing the value you bring.

Let's turn those "uh-huhs" into signed contracts!

First Step: Establish Your Unique Value Proposition (UVP)

Your Unique Value Proposition (UVP) is your secret weapon.

It's what makes you stand out as a business and makes you, you. After all, your services are pretty much the same as those of other financial advisors. Adidas, Nike, and Gymshark all offer sportswear, and they're all different companies with their customer base.

So, what's your special something that makes the client say, "Yep, this advisor gets me." Maybe it's your insanely good client service, tech-forward strategies, tone, voice, and style, or you know everything about sustainable investing.

Whatever it is, OWN it.

See, in 2024, clients don't just want an advisor; they want a partner who understands their goals and keeps up with the times. If you don't shout what makes you unique, you'll get lost in the noise.

Here's why a killer UVP matters:

  • Sets you apart: In a crowded space, you need to stand out from the crowd.
  • Attracts your ideal clients: People who value what you bring will come knocking.
  • Makes your marketing a breeze: Everything (website, social media, etc.) flows from your UVP.


Your UVP isn't just a tagline; it's how you ensure the right people find you and find you irresistible.

And the truth is, you need to figure this out before you work on any other aspect of your financial advisor marketing strategy since it'll dictate all the details and the direction you take.

Tailor Your Services for a Niche Market

Forget being a jack-of-all-trades advisor. Niche down and get laser-focused on your ideal clients and marketing efforts. It's always better to master a single niche than be mediocre across the board.

Think about it: serving everyone means you're exceptional to no one. But when you focus, say, on small business owners or pre-retirees, everything changes.

Here's the deal:

  • Instant authority: You're the expert for your people, not just another advisor.
  • Laser-focused marketing: Talk directly to their pain points – it'll hit them right in the gut.
  • Deeper client bonds: Go beyond the numbers and be a true partner in their journey.
  • Stand out from the crowd: In this game, being different is the only way to truly win.
  • Efficiency boost: Streamline what you offer and become a pro at what your niche needs most.


Niching down isn't just about marketing; it's about running a better, more fulfilling practice. So, who's your niche? Who are you aiming to connect with? Your USP should make this pretty easy to grasp.

Engage Through Email Marketing Campaigns

Your inbox is a financial advisor marketing goldmine, especially for nurturing client relationships. Even in today's world of video marketing and social media, email marketing still holds a staggering 4200% return on investment, outperforming social media at 40 times when it comes to acquiring customers.

All while personally and individually connecting to your leads in their inbox. Think of email like that friendly tap on the shoulder – "Hey there! Got some good stuff for you."

Forget those generic newsletters. We're talking personalization - that's the key to modern email success.

Segment your list so your messages feel like you're talking to your clients, not at them. Maybe one group gets tax tips while another gets retirement updates – that extra effort pays off in engagement.

Stay top-of-mind with consistent emails. It could be a monthly roundup, a quick market analysis, or whatever. The key is regularity—building that sense of "this advisor is on top of things."

But here's the secret sauce: make emails valuable. Explain complex stuff in plain English, share your unique market views, whatever makes sense for your niche. When people see real value, they won't hit delete.

Finally, don't be shy about asking for action! Whether booking a call, reading your new blog, or whatever, a clear "ask" steers them in the right direction.

It's not about blasting out sales pitches. Email is about building relationships, one thoughtful message at a time. Do that, and those connections will turn into clients.

Harness the Power of Client Testimonials

Testimonials are like having your best existing clients do the selling for you.

Think about it – when you're scoping out a new restaurant, do you trust the fancy ad or the rave reviews from someone like you? The same goes for financial advisors!

Testimonials build that instant "okay, I can trust this person" feeling. These people all had a five-star experience, so the chances are I can have one to.

See, numbers and jargon only go so far.

But when a real person tells a story about how you helped them reach a major goal or turned their financial worry into peace of mind... that makes potential clients picture themselves getting those same results.

And testimonials are versatile – one might speak to a nervous retiree, another to an ambitious small biz owner. It shows you 'get' all sorts of people.

But you got to get those testimonials and use them strategically. Here's the game plan:

  • Target the right clients: Don't just ask anyone. Go for the ones who are over the moon about what you did for them.
  • Ask smart questions: Guide them to share the nitty-gritty – what problems they had and how your solutions changed things.
  • Strike while they're stoked: The best time to ask is right after they hit a milestone, while they're still feeling the excitement.

Now, make those testimonials work for you!

  • Website spotlight: Put them front and center on your homepage or a dedicated "Success Stories" page.
  • Social media magic: Turn quotes into eye-catching graphics, or get short video testimonials for extra impact.
  • Close the deal: Weave them into proposals, emails, whatever. They'll be that extra nudge that turns a "maybe" into a "sign me up!"


Remember, authenticity is way more powerful than a polished sales pitch. Keep those testimonials real, and update them often to show potential clients you consistently get results.

Photos and videos? Even better for building trust.

Testimonials aren't just a nice-to-have, they're about showcasing the life-changing work you do. Use them well, and watch your ideal clients start lining up.

Partner with Local Businesses and Charities

Forget just being another financial advisor.

These days, it's all about being a part of something bigger than yourself. Teaming up with local businesses and charities isn't just good karma; it's a smart marketing move, especially if your target market is people in your local area.

When you're seen putting time and resources into the place they live, it's another insight that you're the one for them. You're showing you care.

Here's why this is one of the best financial advisor marketing ideas:

  • Tap into new audiences: Think of all the people who love that local coffee shop or animal shelter...now they might discover you, too!
  • Values matter: Supporting causes shows you're not just about profits but improving your community. That kind of advisor? People want to work with that.
  • Become a familiar face: Sponsoring that 5K, teaching a workshop at the library... puts you out there, making connections in a real way.
  • Reputation boost: When people see you're invested locally, they automatically trust you more.
  • Meet the right people: Rubbing elbows with business owners and community leaders – these are your potential clients or people who know them.


Here's the thing: it's not just who you partner with, but how. Get creative!

  • Team up with a business: Maybe their clients get a discount from you, and your clients get a free coffee. It's a win-win! Get creative with how you go about this.
  • Charity tie-in: Could you match client donations or volunteer your expertise for a fundraiser?


This kind of marketing feels good, and it works.

You're not just some name on a website; you're the advisor who helped build that new playground or who sponsors the high school debate team. That's powerful stuff.

Implement a Referral Program

Think of your happy clients as your unofficial sales team, just waiting to be unleashed. A good referral program turns those word-of-mouth recommendations into a steady stream of new business. It's like using testimonials, as above, but taking it one step further.

It's a win-win deal – you generate quality leads, your clients get rewarded, and everyone's happy.

But you can't just slap up a "refer a friend" sign and call it a day. Here's how to do it right:

  • Start with goals: What do you want this to achieve – more clients, higher-value clients, something else? Knowing this helps you design the perfect program.
  • The right rewards: Don't cheap out! You want something that makes clients go, "Ooh, I want that!" Discounts, upgrades, maybe even something totally unique?
  • Keep it simple: If the process is confusing, no one will bother. Make it as easy as telling a friend about you, and make sure you track those client referrals reliably.


Next, get the word out! Your awesome new program is useless if clients don't know about it.

  • Launch it with a bang: Email blast, social media hype...let people know this is big.
  • Gentle reminders: A mention in your newsletter and on invoices keeps it top-of-mind.
  • Brag a little: Share success stories (with permission). Seeing others get rewarded is motivating!


Of course, you need to track how well it's working. Are people actually using it, and are those leads turning into clients? Get feedback from those who participate so you can make it even better.

And finally, never forget the thank you! A personal note, small gift, or even just public recognition for those who refer goes a long way. After all, these folks are doing some of your financial advisor marketing for you!

A referral program isn't just about growth, it's proof that you're doing such a great job, your clients can't help but tell others.

That's the kind of financial advisor marketing money can't buy.

Use Analytics to Refine Your Strategy

I'll cover this now because it's so important, but bear in mind it's vital for every financial advisor's marketing strategy above and below.

Think of financial advisor marketing without data, like building a house without a blueprint. It takes lots of effort, but will it stand strong?

Analytics are your marketing master plan. They show you what works (and what doesn't), who your ideal client really is, and where to spend your hard-earned money for the best results.

While you may feel as though you have your finger on the pulse of what makes your business work, the chances are you'll be surprised by what actually drives your success.

But let's be honest, those analytics dashboards can feel like you need a decoder ring to understand them! Here's how to get started without getting overwhelmed:

  • Tools of the trade: Focus on the essentials – Google Analytics for website stuff, and use the built-in insights on your social media platforms. You don't need any fancy tools to tell you the fundamentals.
  • Have a goal in mind: More email sign-ups? Increased website traffic? This tells you what numbers to watch closely. Avoid vanity metrics as well. A million followers on Instagram sounds great, but if you're getting one or two click-throughs, what does it matter?
  • Data check-ins: Make it a routine, maybe monthly, to start. That way, you catch trends (good and bad!) and can pivot your strategy quickly.


Now let's talk about turning all those numbers into financial advisor marketing magic:

  • Get personal: Data tells you who loves your content and who bounces away. That means targeted messaging that actually gets opened and read.
  • Fix the pain points: Analytics and metrics show where people get lost on your website or social pages. Optimize that experience = more clients actually reaching out.
  • Smarter spending: Trial and error is expensive! Data steers your ad dollars towards the audience most likely to convert into paying clients.


Of course, there are a few ways to get tripped up:

  • Too many numbers: Focus on the key things tied to your goals; otherwise, it's just noise.
  • It's not ALL about the data: Customer feedback and your own intuition still matter! Pair them with the numbers for a winning strategy.
  • Set it and forget it: Things change fast online. Keep an eye on your stats so you can change things up, too.


Analytics are an investment that keeps paying off. They help you learn who you serve best, hone your message, and ditch tactics that waste time and money. That's the kind of marketing confidence you can't put a price on.

Develop a Strong Personal Brand

Yeah, I know, we hear about "building a personal brand" all the time, and as a financial advisor, this is one of the most preached forms of marketing, but there's a reason for it - it's the truth.

However, it's also a bit of a buzzword these days, so it's time to cut through the noise and get to what actually works.

Think of your personal brand like your signature – it makes you instantly recognizable, and tells people what to expect from you. In the world of financial advisors, this is pure gold.

It helps you stand out from the generic crowd, and attracts the kind of clients who truly 'get' what you're about.

Okay, but where do you even start with this? 

First, you need that bedrock: What makes you, YOU? Not just your qualifications, but your approach, your niche, maybe even your own money journey. This is what makes you unique and what you'll build your whole brand around.

Oh yes, that UVP is coming in clutch again.

Second, think about the feeling you want clients to have.

Secure? Empowered? In control of their future? Let those values guide everything you put out there, from your website to the way you speak. People do business with those they trust, so authenticity is key.

Now, you got to get the word out!

Start with a killer website – think of it as your digital storefront. It needs your services, yes, but also your story, blog posts that prove you know your stuff, and those glowing client testimonials. This is where people start to get a sense of who you are as an advisor.

Branch out on social media, but strategically.

LinkedIn is a must-have, but don't ignore other platforms where your ideal clients might be hanging out. Tailor your content for each one – you don't post the same things on LinkedIn as you do on Instagram!

However, don't try and be on every single platform. You'll burn out, and you'll end up in the trap again of being mediocre in everything rather than mastering your lane. You might find that just being on LinkedIn is all it takes, and that's fine too!

And finally, don't forget the power of face-to-face!

Networking, speaking at events, and even just getting involved in your community can raise your profile and create that all-important personal connection.

The important thing with building a brand is consistency. The same logo, colors, and overall vibe across everything you do. But also, stay true to yourself. People can spot a fake a mile away, so let your genuine passion shine through.

Finally, remember that brands aren't static. Ask for feedback often from clients or even colleagues. How does your brand make them feel? Does it reflect who you really are? And don't be afraid to evolve over time – it shows you're growing as an advisor and can attract a whole new wave of ideal clients.

A strong brand isn't just about snazzy marketing.

It's about confidently being yourself and letting the right people know, "Hey, this is what I do; this is why I'm awesome at it, and this is why we'd be a great fit."

That kind of clarity is magnetic.

Stay Active and Engaged on Professional Networks

While we're on the subject of LinkedIn and being connected, it's time to stop checking it 15 times a day, scrolling for a bit, having an idea for a potential blog post, and then moving on, but actually using it to its full potential.

Think of LinkedIn as the place where you build connections, share your smarts, and position yourself as the go-to advisor in your niche.

First things first, make your profile stand out.

Don't just list your job history, make it clear WHY someone should work with you. A professional-looking photo is a must, and your headline should be more than just "Financial Advisor."

Use those precious characters to highlight your specialty or what makes your approach different. In your summary, tell your story – it makes you relatable, not just another suit.

Now, it's time to get noticed by doing more than just lurking:

  • Share the good stuff: Found an insightful article? Post it, but don't just hit share! Add your own take – it shows you're paying attention and sparks conversation.
  • Create your own content: Even short posts sharing tips or market insights prove you know your stuff. Not a writer? Do quick videos or infographics!
  • Be social, even on social media: Comment on others' posts (thoughtfully!), join groups relevant to your niche, and congratulate connections on their wins. It builds goodwill and keeps you visible.


That said, remember that LinkedIn is a long game, and the key is consistency. Try to post or engage with clients or other financial professionals a few times per week so your network starts to expect valuable content from you.

But what if you want to be more than just active, you want to be seen as a leader in your field? Here's how to level up:

  • Write longer articles: This is your space to go deep on a topic and truly showcase your expertise.
  • Host a webinar: Invite your network, share some knowledge, and take Q&As. This positions you as the helpful authority.
  • Don't be afraid to have an opinion. (Respectfully, of course!) Sharing your unique take on industry news makes you more memorable.


Finally, don't forget to track your progress. LinkedIn's analytics aren't perfect, but they give a sense of what kind of content gets the most traction. This helps you refine your strategy so you're not just shouting into the void.

LinkedIn can feel overwhelming at first, but think of it as a long-term investment. By being present, being helpful, and being yourself, you'll attract like-minded connections, ideal clients, and maybe even some exciting new opportunities!

Offer Complimentary Financial Education Workshops

Want to become the financial advisor everyone recommends, the one clients rave about?

Think beyond the one-on-one meetings and host a free workshop or webinar.

This isn't about giving away all your secrets – it's about showing off your smarts, attracting your ideal clients, and building trust on a larger scale. It's about building your reputation, getting your name out there, and showcasing to the world that you have so much value to give.

Here's the magic of free education:

You become the expert, no sales pitch needed. Teach a class on retirement financial planning or smart investing, and you're instantly positioned as the authority in the room (or the Zoom).

The audience comes to you! People who sign up are already interested in the financial topics you know best. This makes for super-qualified leads.

Word of mouth is powerful. Happy attendees tell their friends, their colleagues...and suddenly you're reaching people you never could with a typical ad.

Of course, you need a workshop that actually delivers value, not a snoozefest.

Focus on solving their biggest pain points – crushing student debt, getting ready for retirement, whatever your niche is. Ditch the jargon and use real-life stories and examples to make complex stuff relatable.

Choose between a webinar for maximum reach or in-person to build a stronger local connection.

Either way, a little humor and interactivity go a long way!

Promoting your workshop is crucial, so get creative with those social media posts and snappy email invites. Partnering with a local business can make everyone's audience bigger – like a realtor co-sponsoring a seminar for first-time homebuyers.

But here's the best part...the workshop is just the start!

Give attendees a valuable cheat sheet or guide to take home – it keeps you top of mind. Get feedback so you can make your next one even better. And with their permission, add them to your email list to subtly nurture those new leads.

Think of workshops as an investment in both your brand and your community. You're genuinely helping people get financially savvy, and that's the kind of advisor who becomes truly successful. It's a win-win for everyone!

Optimize Your Digital Presence

In 2024, your website, social media...that's how most clients find you. It's your digital handshake, and it better be a firm one! But with things changing so fast online, how do you ensure you're seen?

Here's how to stand out in a noisy world:

First, let's talk about your website. 

Think of it as your fancy office lobby. It needs to be welcoming and functional and impress the heck out of those clients. This means it MUST work perfectly on phones and tablets, not just computers. Nobody waits for a slow site to load anymore, so make sure yours is speedy.

And ditch the boring stuff...add interactive tools like a mortgage calculator or a retirement savings quiz. This keeps people engaged and gets them thinking about their own needs.

Now, let's get those search engines to love you.

SEO (search engine optimization) in 2024 is about quality content and great user experience. People are using voice search more ("Hey Siri, find me a financial advisor near me") so make sure your site is written in a natural, conversational way.

And video is HUGE – if you can explain complex stuff in a short explainer video, you'll shoot up the rankings.

Social media is no longer an afterthought – it's where you build relationships and show your personality. Video, video, video! It doesn't have to be fancy, but a short tip of the day or market update keeps your face in their feed.

Use those live features and stories to connect with followers in real time. And, yeah, you got to pay a little attention to those algorithms; they're always changing! But by staying on top of the latest trends, you'll make sure your content actually gets seen instead of disappearing into the void.

Treat your digital presence as an extension of your in-person expertise. It needs to be up-to-date, engaging, and tailored to those you want to serve. It's a way to be "open for business" even when you're asleep!

READ ALSO: Assemble the Perfect Sales Toolbox — 10 Best Sales Productivity Tools

Leverage Content Marketing

While we're heavily moving towards visual content like videos these days, there's still plenty of room and need for traditional content marketing, although executing this financial advisor marketing strategy is very different.

Most notably, you absolutely cannot just generate content on ChatGPT, post it on your website, and hope for the best. That's actually the worst thing you can do and is sure to get you penalized. Instead, you need unique, original, and inspiring content that stands out from the crowd.

And in a world flooded with a weird blend of actual value and generic financial advice, this is easier said than done.

Here's how to level up your content game:

Let's start with blogging, the foundation of good content marketing.

Think beyond dry explainers – answer the questions your clients actually ask. Break down complex stuff in plain English, and organize your posts so it's easy to find the info they need. Bonus points for guest blogging on related sites, which gets you in front of a whole new audience.

Don't forget about proper search engine optimization!

Next, get chatty with podcasting.

It's a surprisingly intimate way to connect with people, and makes you feel more like a trusted friend than a salesy financial advisor. You can go deep on financial topics or bring in guests for a fresh perspective, which also expands your network.

Now, 2024 (and beyond) is all about trying new things.

Host webinars for live Q&A, and repurpose those into smaller video clips for social media. And this might sound futuristic, but AI tools that give personalized recommendations are on the horizon. Imagine a potential client gets suggested a blog post that's perfect for their situation!

The key to content marketing is consistency and quality. You're not just blasting out info, you're giving real value, the kind of stuff people actually want to read or listen to. This builds trust long before someone ever books a meeting with you, which is the ultimate goal.

Enhance Your Customer Experience with Process-Focused Tools

Bringing all this together, we need to have a focus on tools.

Now, in today's world, where AI is taking off in a big way and there's a seemingly a tool for everything, it's easy to get carried away on a big investment journey where you think that these tools are going to get results.

That's not entirely the case.

Instead, you need to look at your workflow, your process, and your goals, and then onboard tools that are specific to you and will help to streamline and optimize what you're doing. Modern tools aren't a silver bullet - they're an assistant to enhance what you're doing already.

This is essential to providing a top-notch customer experience and, therefore, essential for winning and retaining clients. This includes everything from initial contact to follow-ups and scheduling, especially for financial advisors.

With this in mind, prioritize tools that enhance:

  • Rapid Response: Tools that facilitate quick responses to inquiries across platforms (website, social media, etc.) show prospects you're attentive and ready to engage.
  • Targeted Communication: Tools that segment audiences and personalize messaging help deliver relevant content to the right people, fostering stronger connections.
  • Streamlined Content Creation: From design templates to scheduling tools, look for ways to produce high-quality content efficiently without sacrificing quality.
  • Effortless Workflow Management: Automated task reminders, campaign tracking dashboards, and collaboration tools keep your marketing efforts organized and on track.
  • Data-Driven Insights: Utilize tools that provide analytics on website traffic, social engagement, and email campaigns. This data empowers you to make informed decisions about your marketing strategies.
  • Integration Capabilities: Opt for tools that seamlessly integrate with your CRM, email platforms, and other essential software, ensuring smooth data flow and avoiding redundancy.


One excellent example is CallPage. It offers features like instant callbacks, smart call routing, built-in follow-up reminders, easy scheduling, and wide-ranging integrations. Tools like this help you provide the responsive, personalized service that turns prospects into loyal customers.


The world of financial advising is changing fast, and your financial advisor marketing needs to keep up! In 2024, it's not about blasting out generic ads and hoping for the best.

It's about connecting with potential clients where they are – offering valuable content on social media, hosting eye-opening events (online or IRL), and using smart tools like CallPage to ditch the friction in getting a lead on the phone.

These strategies do more than just fill your calendar. They show you're the kind of financial advisor who's on the cutting edge. They help you build trust before you ever meet, making those initial meetings way more productive.

The financial advisors who thrive in the coming years won't be the ones doing things the same old way. They'll be the ones embracing new tools, new tactics, and a client-focused approach.

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