8 Creative Marketing Ideas For Financial Advisors

In today’s highly competitive financial advising industry, it is difficult to stand out from the competition and find new clients. A financial advisor's ability to differentiate themselves is key to establishing a successful firm. One way that you achieve this is by using creative marketing ideas for financial advisors, these marketing ideas will help to set your firm apart from the rest of the field and draw new clients into your business. The following article will provide you with some suggestions on how to implement creative marketing ideas to ensure you stand out from the crowd and bring in more clients.


Creative Marketing Ideas For Financial Advisors

How do I promote myself as a financial advisor?

As financial advisors, we know that the key to our success is helping clients build wealth. But how do you promote yourself as a financial advisor? The best way to market your services is by developing relationships with your target audience and providing value - both in-person and online.

1. Stay Top of Mind With Existing Clients

Using marketing efforts to acquire a new client can cost five times more than retaining an existing client. That’s why it’s so important to stay top of mind with your existing clients so that when they have a financial need you are the first financial advisor they reach out to. Sending a personalised card to your clients will prove you care and help keep you top of mind. Whether it's for a birthday or congratulations on a milestone, sending out greeting cards shows that you are dedicated and thoughtful. This is a creative marketing tactic that will help keep you top of mind the next time they need financial advice.

2. Send Thank You Letters

Sending thank you letters or notes to your existing clients is a proven financial advisor marketing strategy and a great way to get creative with your marketing efforts. This strategy is so simple, yet so powerful. You can keep it short and sweet. Say something like, “Thank you for choosing me from Financial Firm Name to look after your financial affairs. I want to take a moment and thank you for trusting me. I sincerely appreciate you choosing me to handle your finances and will do my best to serve you.”

It’s important to make sure the note or letter to clients is sincere and handwritten. It doesn’t have to be a formal letter, it could even a post-it note on top of their paperwork. It should only take 20-30 seconds to write a handwritten note. Handwritten notes are a great marketing idea that shows you're not just looking to make a sale, but someone who truly appreciates them. This will go a long way to depend on your client relationship and will not only help you with referrals but the next time they get an offer from another advisor they will remember the gesture and be more likely to stick with you. This is one of the best ways to gain a competitive edge in the financial service industry. It’s a small gesture that makes your existing clients feel special. If you are looking for a low-cost way to market your services, this is it!

3. Speak At Events

If you’re looking to increase your company's exposure, one of the best things you can do is speak at events. Try tapping into local institutions that are looking for a qualified speaker to attend their marketing events. Some examples are charities, educational institutions or groups that relate to your niche. If you want to go the extra mile then consider charging an admission fee for guests to attend and then donate the earnings to the institutions that are hosting you. If you publicise this act of charity then you will increase the number of attendees, as people will appreciate being educated on your topic and also feel great about giving back to a charitable cause. When you speak at an event, it's like getting an endorsement because the leaders of the group have viewed you as a trustworthy expert. For financial advisors who want to get in front of pre-qualified leads, this is a creative marketing idea for financial advisors that really works.

4. Make One More Call

You've just finished your workday and you're about to head out the door. Before you do, try to call one more prospect before you head home. This tactic has proved to be a very effective way of marketing for financial advisors. If you implement this tactic every day it will generate many more new clients over the course of the year. If you aren’t able to get through to them, then leave a voicemail. There are a number of great reasons to always leave a voicemail:


  1. When the person calls back, your call is not perceived as an interruption because they called you.

  2. If someone is hard to reach they won’t always answer the phone, but they are likely to listen to their voicemail when it’s convenient for them.

  3. When they call you back, you’ll have their undivided attention and they’ll be more likely to listen to you.


Creative Marketing Ideas For Financial Advisors

What Is Financial Advisor Digital Marketing?

Financial advisors have a lot of options available to them when it comes to reaching prospective clients. Digital marketing is one way that has proven successful in attracting new clients, and shouldn't be overlooked by any advisor looking for new business opportunities. A financial website, SEO, a blog and social media are some of the ways that financial advisors can utilise digital marketing to grow their business. The digital age has opened up a world of possibilities for the modern-day advisor. Properly utilising digital marketing strategies can help financial advisors generate more leads and grow their business. In this section, we’ll walk you through four digital marketing techniques that can help you create long term growth through a steady stream of digital marketing leads.

5. Ensure Your Website Conveys Credibility

All of the design elements on your site work together to convey a message about your brand. If one or more of those elements are less than professional, it can affect how you're perceived by potential clients. Your company's website is often the first impression people have when they learn about your business for the first time. You want them to trust that they're in good hands and understand how you'll be able to help them solve their problems. A key website element is the call-to-action, which directs the visitor to complete a specific action. A well-placed call to action to contact or subscribe to your newsletter can be the difference between losing or gaining a new client.

If something about your site makes it seem unprofessional, like inconsistent branding, you will likely turn off potential clients before you even get a chance to speak with them. At Capital Design, we specialise in creating a tailored financial website that will give visitors all the information they need while conveying credibility and establishing trust in your brand. If you are interested in increasing the credibility of your website, we’d love to hear from you.

6. Generate Leads Using Search Engine Optimisation (SEO)

It’s hard to get found online, especially when you’re competing with thousands of financial advisors, that’s where digital marketing comes in. If you want people to find your financial services business, then it is crucial that you take advantage of a digital marketing strategy called SEO. SEO for financial services is the process of optimising your website so it shows up at the top of search engine pages - and not just for your own name or website address, but relevant keyword searches that prospective clients are searching for. Search terms related to your services allow you to capture more leads, making sure that prospective clients are able to locate your business on Google.


There are many factors in ranking your website for specific search terms such as content marketing, backlinking and on-site optimisation. If implemented correctly SEO can be one of the most cost-effective methods of marketing for financial advisors. The most efficient way to ensure you are ranking on Google happens is by hiring a professional SEO agency that understands financial advisor digital marketing, such as Capital Design. We can help increase your visibility on search engines such as Google and drive more targeted traffic to your website so that you can convert those visitors into paying clients.

7. Establish a Social Media Marketing Strategy

As a financial advisor, there are many benefits to establishing a social media marketing strategy. It's important for financial advisors to build and maintain brand awareness through social media platforms like Facebook or Twitter, as it can help to grow trust with their target audience. This is a digital marketing technique that creates credibility with your network by providing value as a financial advisor. You can speak about your products and services on social media, but the main content marketing tactic that should be used is to create free value for your audience. Social media platforms love consistency, so it's important to post regularly so that your posts reach your network, as most platforms will limit your reach if you are infrequent with your social media posts.

8. Write Guest Blog Posts

Guest blogging is about providing a link back to your blog or website on another person's website. It is a digital marketing technique that can be used as part of an SEO strategy. This can be in the form of an article, podcast episode, video or any other content you create and want to share with others. Guest blogging can not only help you boost your SEO rankings but can also generate qualified traffic to your website where potential clients can learn more about your services and contact you. Using your financial expertise to create guest posts for reputable financial websites is a great way to reach a large audience right away. We recommend targeting website’s whose audiences align with yours, so you can provide real value to qualified prospects.

Financial advisors are under increasing pressure to attract new clients and retain existing ones. Many financial advisors have tried marketing strategies such as cold calling, advertising in newspapers and magazines, direct mail campaigns, radio spots, etc., but they haven’t seen the results that they expected. Capital Design offers creative marketing ideas for financial advisors like you who want to be more successful in attracting new clients and retaining existing ones. We can help you create a winning financial advisor digital marketing strategy that will grow your firm. If you are interested, then get in touch to book a free, no-commitment consultation or call us on 0432 412 024.

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CAPITAL DESIGN

At Capital Design, we exclusively help financial service companies create compelling brands, bespoke websites and results-driven digital marketing strategies. Founded by Toby McDowell, Capital Design has a wealth of knowledge working with established and emerging financial firms. Our clients consist of financial advisors, financial planners, asset & wealth management firms, investment firms, and other financial service firms. If you are interested in reaching more customers, we’d love to talk to you.

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