Financial Advisor Marketing Tools for the Digital Age

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Inbound Marketing

Get on board with these top tools for marketing in the Digital Age!

As a financial adviser, you have the potential to benefit tremendously from the proliferation of new online marketing tools. Now that we’re fully enveloped in the Digital Age, you have many new techniques and resources at your disposal to market your business and services to those who can benefit the most.

What’s so different about marketing in the Digital Age? Digital Age marketing is characterized by “inbound marketing,” as opposed to “outbound marketing.”

Inbound marketing is the free, value-add content you create and post online for others to find, based on their needs (and, more importantly, search engine queries). It’s what the person on the left in the image above is doing.

Outbound marketing is more traditional, where you advertise using billboards, email blasts, and prospect seminars in the hopes of exposing your company/brand/profile to as many people as possible. It’s what the bullhorn guy on the right of the image is doing.

So which Digital Age marketing tools should you start using?

I wrote a succinct guide to marketing in the Digital Age for the January 2013 issue of the Journal of Financial Planning.





Topics: Bill Winterberg, digital marketing for advisors, Marketing, marketing in the digital age, marketing tools for financial advisors