8 Easy & Creative Marketing Ideas for Financial Advisors

Advisor Websites
Advisor Websites • Posted on Jul 4, 2021

Let's be honest, as a financial advisor you most likely don't have time to set up a whole marketing strategy and start implementing multiple projects on top of your current workload. Since we understand that, we've decided to compile a list of 8 quick and creative ways you can market yourself - hassle free. Without further ado, here they are:


Lunch and learns for financial advisors


1. Lunch and Learn

Lunch and learns are exactly what they sound like: having lunch while learning. You can offer these short sessions to establishments and businesses near your workplace. Simply go there, give a 10-30 minute presentation on a topic your clients usually like to learn about, discuss the services you offer, and then leave a business card. It doesn't take too much time out of your day, and it gives people time to enjoy their lunch break. 


Publishing newsletters as financial advisors


2. Publish Newsletters

Newsletters are super easy and great to keep your business top of mind. This is one of the many ways you can provide value and advice to your customers. Perhaps think of starting with a monthly email highlighting what is new in your business, and give them some advice or answer some frequently asked questions. From here, you can develop your newsletter and make it as intricate as you like, maybe even adding some branded styling. 


Hosting seminars and webinars for financial advisors


3. Host A Seminar or Webinar

Seminars and webinars are similar in name and context. They are both ways to reach out to audiences and educate them, similarly to lunch and learns. The only difference between these two is that one is done in-person while the other is done online. Therefore, you wouldn't even have to leave your office if you didn't want to. We recommend that a seminar or webinar should last about 30-45 minute, and cover a few different specific aspects of one overarching theme.


reaching out to journalists for financial advisors


4. Reach Out to Journalists

Local newspapers are, as a general rule, usually pretty happy to cover some interesting local happenings or have a financial expert on hand, to call and reference if needed. Reach out to a few local journalists and see what sticks. Perhaps you'll even be presented with the opportunity write a column on financial affairs. The really awesome thing about this marketing technique is that it's free, and targets people living nearby, giving you more chances of finding clients that are relevant to your ideal market. 


celebratory cards for financial advisors


5. Send Out Cards

Cards are really nice, cheap, and thoughtful. If you have a concern for the environment or want to try going paperless, e-cards are a really great option. They also happen to be free, which gives you the opportunity to send more out. Maybe try sending some special cards for weird holidays like national sandwich day, or keep them targeted by sending a card out during national teachers day if one of your clients happen to be a teacher. For the lowest cost and effort option, simply stick to mailing gift and holiday cards. This gives an extra nice touch, and shows you care without having to spend hours designing some intricate cards for national clean your car day. 


presentations and meetings for financial advisors


6. Speak At Meetings

This tactic is not dissimilar to that of lunch and learns, with the only big difference being the environment and situation. Rather than planning an entire presentation and organizing something that takes up more time, inquire as to whether you could do a short presentation of around 5 minutes during a weekly meeting at a company. You can even do this at some meetings for local clubs in town such as sports, or organizations. Get creative and see if you can't reach out to people who wouldn't necessarily be on your radar in other situations. 



7. Professional Website

Obviously, we are big believers in the power of a professional website here at Advisor Websites.  This is a great way to practice a very modern marketing technique. Your website is a way for people all over the world to find, meet and get in touch with you. For tips on generating traffic and how to become an SEO expert, we recommend pairing this whitepaper with your website. 


sponsoring youth sports for financial advisors


8.  Sponsor Youth Sports

Finally, if you are looking for a way to reach out to more clients in your vicinity, all the while giving back to your local community, sponsoring youth sports is a great way to do this! You can donate some money to the local sports team, in exchange for adding your logo to their jersey, or perhaps adding a banister to their arena. This way, you are making yourself an important staple in the community, and reaching out to the parents of the children in the sports activities, and connecting with them by showing you care. 



Now, all these tips may seem like a lot. We don't necessarily recommend you attempt to put all of these into practice at once, but taking a little time to dip your toes into marketing techniques may prove extremely beneficial to your business. If you try your hand at any of these, we'd love to hear from you! Reach out to us on social media or through email, and let us know how these practices have worked for you. 


About Advisor Websites, A Snappy Kraken Company

Founded in 2012, we specialize in helping financial advisors stand out and grow their business online with conversion-friendly, personalized websites and targeted digital marketing solutions, all of which follow FINRA and SEC guidelines.

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.

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