Top 10 Marketing Ideas for Financial Advisors

Are you a Financial Advisor looking to secure more Client Meetings? See our Top 10 tips to attract new clients and get more from existing clients.

Download a PDF version here. 

1 – Create lead magnets to build a prospect list

Lead magnets serve two purposes:

  • Visitors to your website give you their email addresses in exchange for your lead magnet, which you can use for follow-up contact
  • When they read (or watch) your lead magnet, they find out more about what you do and how you help them

Example: Create an eBook or video series that helps you build a funnel full of leads, which you can then turn into customers.


2 – Automated schedulers make appointments easy

If someone wants a call or meeting with you, they want to sort it out instantly.

Avoid the annoying back-and-forth of scheduling meetings in your diary by investing in an online booking system (some are even free!). Potential clients can then see available slots in your diary and book themselves in.


3 – Bring in the professionals

Rather than spend time doing your own lead generation (which you may not know how to do anyway), why not get a lead generation company to do it for you?

Search for financial lead generation companies and find one that is right for you. You can find companies who will sell for your business only, or ones that generate their own leads, which they sell to financial advisors just like you.


4 – Know who’s visiting your site

Google Analytics and Google Search Console are free tools that deliver data on visitors to your site, such as how many visitors come to your site, how long they stay and how they found you.

This kind of information helps you identify what’s working in your digital marketing, so you can do more of it.


5 – Be more visible in your local area

Google My Business is a free tool that showcases your business in local Google search results. You also show up on Google Maps when people are searching the area.

Your next big client may be round the corner.


6 – Get to the top of Google searches

You can use search engine optimisation (SEO) to get to the top of Google rankings for your chosen keywords, but it takes time and it’s not an exact science.

The surefire way to get to the top of Google is by purchasing Google Ads. You’ll be at the top of the screen, but you only pay when someone clicks on your ad.


7 – Work with strategic partners

Think about people you know who could help you get clients. For example, if you specialise in wealth management, perhaps you know a lawyer or an accountant who deals with high net worth individuals who could benefit from your expertise?

Team up with strategic partners and help each other to the top of the mountain.


8 – Hold a seminar at a large corporate

To find a raft of new clients in one place, see if you can find a large company that will allow you to come in and run a one-day financial surgery.

You can present to the team, or set up times when employees can come and talk to you about their finances on an individual basis. It’s an excellent way to get your name out there.


9 – Encourage more referrals

Referrals are a great way to win new clients, but too many people don’t have a system for asking for referrals.

Make asking for referrals part of your everyday routine when talking to your clients. You can also incentivise successful referrals with gifts for the person that helped you win a new client.


10 – Get on to YouTube

YouTube is the second biggest search engine in the world. If someone has a problem, there’s a good chance that they’ll go and find a video to solve it. If you can make a video that helps them, it raises your profile. It might even win you some new clients.

If you’re a confident presenter, why not try making some videos around some financial topics? You could make short videos about tax, investment, pensions or just about anything else. You could film it on your phone, while there is a wide selection of online tools to help you bring it to life.

Good luck!


Download a PDF version of these top 10 tips here!


Find out more from 360 Search

360 Search is an industry-leading financial services recruitment consultancy, with a dedicated team of skilled consultants operating a tailored approach to the recruitment process. We are specialists in insurance, finance, asset management, compliance and the life and pension sectors, on a permanent and interim basis. Find out more about our team and services.