Advisors Ask: Marketing Trends for Financial Advisors with Brittney Castro

How to Write a Financial Advisor Biography

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In this Advisors Ask, we will be answering all of your questions related to current marketing trends for financial advisors. We want to keep you in-the-loop with the latest marketing trends so that you will be equipped with the necessary tools to help grow your online presence as a leading financial advisor.

This month’s featured advisor is Brittney Castro, the founder and CEO of Financially Wise Women! Situated in Los Angeles, Financially Wise Women is a boutique financial planning firm whose mission is to teach women and couples in their 30s and 40s the art of managing their money. They are in the business of serving individuals who are eager to educate themselves to be financially literate by creating a plan, budget and investment portfolio for themselves. Financially Wise Women work with clients both in person and virtually to help them better understand how to manage their money during all the important stages of their life.

Brittney herself has also garnered quite the recognition as a well-known financial expert in the industry. She has appeared in a number of national media outlets, including CNN, CNBC, The Wall Street Journal, and The New York Times just to name a few! This past March, one of our Digital Marketers had the opportunity to speak with Brittney to learn about her best financial tips, her greatest professional achievements, and her opinion on women in the financial services industry. Be sure to read the full article here: Brittney Castro: Women in the Financial Services Industry.

Watch the replay below

Questions answered:

  1. What is the best social media strategy to generate new leads - besides content marketing?
  2. From your experience, what is the best digital lead generation strategy for advisors?
  3. What about the transition from B/D to Independent RIA? How did you manage the transition and how have you navigated compliance in regard to your videos and social?
  4. What is your experience with using infographics and how do you see this trend being beneficial to growing a business?
  5. What does the #FinTech disruption mean for financial advisors?
  6. What marketing channels would you say are most appropriate for in-bound marketing, especially during different stages of the customer lifecycle stage?
  7. What do you think are the major differences when marketing towards current customers who are in their say 40’s and 50’s in comparison to millennials? How can I communicate effectively to both types of target markets?
  8. I am curious as to what social media statistics you think are important to track, if any?
  9. What types of marketing integration tools would you say are the most relevant and beneficial to become familiar with?
  10. What are the most common marketing mistakes that financial advisors make when trying to generate optimal content? 

Feel free to follow us on the social media platform below:

Lester Tiro: Twitter: @lestertiro LinkedIn: Lester Tiro

Brittney Castro: Twitter: @Brittneycastro LinkedIn: Brittney Castro

Additionally, check out Financially Wise Women’s platforms below.

Facebook: Financially Wise Women

LinkedIn: Financially Wise Women

Author: Kelsey Jang

Disclaimer: The content of this article is for informational purposes only. If you are planning to implement a new marketing practice and are unsure what the regulations are, always contact your compliance department first.