Marketing can be super confusing, especially with all those marketing gurus telling you to “do this, do that” without explaining why. As a result, it’s easy to get overwhelmed and “shoulding” all over yourself. But don’t worry; there’s a simple solution. Recently, I had the honour of speaking at the Kelowna Eduvacation about marketing for financial advisors, and here’s what I spoke about:

First and foremost, to establish a solid foundation for financial marketing, we need to focus on four key pillars: website, lead generator, email newsletter, and social media. In this webinar, we’ll dive deep into each of these pillars and share practical tips and strategies for creating effective content that resonates with your audience.

  1. Websites for Financial Advisors:
    Your website serves as your digital business card and needs to be up-to-date and on point. It should clearly communicate who you serve, what you do, and who you are. Don’t forget to include a clear call to action, such as “Book a meeting with us to get started!”
  2. Lead Generator for Financial Advisors:
    Next, you need a lead generator, which is something valuable that you offer in exchange for an email address. This could be a checklist, webinar, or eBook. Once you have their email, you can nurture them with a series of 7-10 emails designed to encourage them to book a meeting with you.
  3. Email Newsletters for Financial Advisors:
    The third pillar is your email newsletter, a great way to keep your clients and prospects engaged. Regular newsletters provide value and helpful information, ensuring you remain top of mind when they’re ready to make a decision.
  4. Social Media for Financial Advisors:
    Finally, social media is essential. Focus on the platforms where your ideal clients hang out. Consistently post valuable content to encourage prospects to subscribe to your newsletter, book a meeting, or visit your website.

However, the most crucial part of your financial marketing is your content. It must speak directly to your ideal clients and make them want to work with you. Without great content, your website, lead generator, email newsletter, and social media efforts will fall flat.

If you find getting your financial marketing on track challenging, don’t sweat it. At Financial Tech Tools, we offer a free consultation to help you create a solid plan focused on the four pillars and killer content that resonates with your ideal clients. Our team of marketing, design, and tech experts specializes in creating financial infographics, videos, websites, and calculators. With our combined tech and financial knowledge, we save our advisors over 40 hours when putting together a website, content, email, and social media strategy.

Whether you’re just starting or looking to take your financial marketing to the next level, we are here to help. Let’s connect and schedule your free consultation today. Contact us at Financial Tech Tools, and let’s get started!