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. First, you need to establish a solid foundation for financial marketing with four key pillars: website, lead generator, email newsletter, and social media.

In this webinar, we’ll dive deep into each of the four pillars and share practical tips and strategies for creating effective content that resonates with your audience.

Websites for Financial Advisors

First up is your website. It’s like your digital business card, and it needs to be up-to-date and on point. Your website should tell prospects who you serve, what you do, and who you are. And don’t forget to include a clear call to action, like “Book a meeting with us to get started!”

Lead Generator for Financial Advisors

Next, you need a lead generator. This is something valuable, like a checklist, webinar or eBook, that you offer in exchange for an email address. Once you have their email, you can hit them up with a series of 7-10 emails designed to get them to book a meeting with you.

Email Newsletters for Financial Advisors

Your email newsletter is the third pillar, and it’s a great way to keep your clients and prospects engaged. With a regular newsletter, you can provide value and helpful information that keeps you on your mind when they’re ready to purchase.

Social Media for Financial Advisors

Finally is social media. You don’t have to be on every platform, just the ones where your ideal clients hang out. Post consistent and valuable content encouraging prospects to subscribe to your newsletter, book a meeting, or visit your website.

Content that resonates with your ideal clients

But here’s the thing, the essential part of your financial marketing is your content. Your content needs to speak directly to your ideal client and make them want to work with you. Without great content, your website, lead generator, email newsletter, and social media efforts will fall flat.

Getting your financial marketing on track can be challenging, but don’t sweat it. If you need help, contact us at Financial Tech Tools for a free consultation. With a solid plan and a focus on the four pillars and content that resonates, you’ll be able to grow your business and reach your ideal clients in no time! So, what are you waiting for? Let’s get started!

Why Financial Tech Tools?

Let me tell you a bit about Financial Tech Tools. I’m Angelina Hung, co-founder of the company, and I’m all about helping advisors grow their businesses with digital marketing strategies. With my CFP, CLU, CHS, and EPC designations and more than 20 years of experience in the financial services industry, I know what works.

Financial Tech Tools has a team of marketing, design, and tech experts who specialize in creating financial infographics, videos, websites, and calculators. We’re always on the cutting edge of the latest digital marketing strategies to help our advisors succeed.

And here’s the best part: our unique combination of tech and financial knowledge saves our advisors over 40 hours when putting together a website, content, email, and social media strategy. You don’t have to explain what life insurance is or what an RRSP or TFSA does. We get it.

So, whether you’re just starting or looking to take your financial marketing to the next level, we can help you create a solid plan focused on the four pillars of financial marketing and killer content that resonates with your ideal clients. So, let’s connect and schedule your free consultation today. Contact us at Financial Tech Tools, and let’s get started!