7 Unique Financial Advisor Marketing Ideas


Are you a financial advisor searching for new marketing ideas? Getting yourself out there is essential for your business- but it can be challenging to draw in new clients. If you want to try a new or different approach to marketing, be sure to keep reading!

All of the most unique, simple, and fun financial advisor marketing ideas are listed below. Let’s get started.

1. Start a Newsletter

Start a Newsletter

Photo by Cytonn Photography on Unsplash

If you don’t have time to meet with new clients, you can start a newsletter. Doing so helps keep interested people engaged with you and keeps your business fresh in your readers’ minds. Plus, you simply need to email the newsletter out to everyone in today’s world- no printing required!

You will want to ensure the newsletter is worth reading. Fill it with thoughtful, unique content. As you get more comfortable with writing, the newsletter should grow with you and your business. Your newsletter should be released at least once a month, but you can offer weekly or biweekly letters if you have a lot to discuss.

You can include:

  • Advice
  • A Frequently Asked Questions section
  • Plenty of images
  • Your logos and branding.
  • Your contact information.

There are plenty of ways to create an engaging newsletter!

2. Upgrade or Start Your Website

If you don’t have a professional website, now is the time to make one! A high-quality financial advisor website allows people to access information about your company easily. Many people seek out a website when they want to get in touch with a business- if you don’t have one, you’re missing out on potential clients.

Your website should be easy to find, include consistent branding, and use Search Engine Optimization (SEO). If you can consist of all of those aspects, your website will generate natural traffic essential for online marketing.

Building a website is fun for many people. You can take a site you already have and upgrade it. Or, you could start from scratch. No matter which option you choose, you want to create a solid website.

3. Learn About Your Target Audience

When it comes to financial advisor marketing, you need to know who your target audience is. That way, you can easily reach out to them. You need to understand what your target audience’s demographics are, which would include the following details about them:

  • Their age
  • Gender
  • Profession
  • Where they live

If you want to narrow down your target audience even further, you can add more details to that list. The more specific your target audience, the more clients you will attract to your business. Once you know exactly who your target audience is, you can market to them.

You can likely reach them through social media, newsletters, or other forms of marketing. However, different demographics respond better to certain types of marketing, so you will want to consider what actions you take carefully.

4. Send Thank You Cards

Send Thank You Cards

Photo by Cytonn Photography on Unsplash

Sending out thank you cards to all of your clients is a wonderful way to make them feel appreciated. You can easily send some small notes and cards at a low cost, making it effective marketing. In addition, you can mail them to your current clients and potential clients you recently met with.

Since many businesses rarely send physical cards anymore, doing so will help you stand out from the other financial advisors. You will want to use your handwriting and include a personal message.

For example, you could write: “Thank you for meeting with me last week. I appreciated the opportunity to talk with you and will do my best to fulfill all your financial advisor needs, should you choose me.” Make sure to sign with your name and leave your phone number.

Overall, people enjoy getting cards in the mail. Receiving one from you will make your clients feel special.

5. Know the Big Employers in Your Town

Next, you will want to know who the employers in your area are. They likely offer retirement plans and other types of benefits to their employees. Then, you can speak at those locations and offer advice on the best ways to save for retirement, college, or other important life events. 

When you speak at these locations, make sure you put your name and contact information on the materials you use. For example, if you hand out flyers, brochures, or business cards- you want your contact details visible.

Once you start gaining the employees as clients, they may mention you to their coworkers. You want to ensure they have good things to say about you!

6. Connect With Local Newspapers

You can also connect with local newspapers and journalists. They are probably on the hunt for some unique stories to feature. For example, if you have financial advice or information to offer, the journalists could create a column.

This method would help you reach out to more people in your community without any cost to you. Plus, it’s always a good idea to have your local newspapers on your side. They may reach out to you if they need an expert to discuss finances in their paper at a later time.

7. Host a Seminar

Prefect idea to host a seminar, which is a wonderful way to meet new people. You can educate them and provide them with essential financial advice- helping them to remember you when they need your services.

You can host your seminar in person or online. It can cover several different topics or focus on just one. Of course, you will want to discuss topics that you are an expert on. If you run the seminar online, you can even record it and create a podcast from the event.

Don’t Hesitate to Reach Out

Don't Hesitate to Reach Out

No matter how you decide to market to your audience, you need to feel comfortable reaching out to people. There are plenty of different ways to sell your financial services. When you are confident, your potential clients will be able to tell.

Overall, there are many different ways to reach people. Make sure to choose something that works for your business!