Financial Services Marketing

Robo advisors, discount stock brokerages, and fee structure changes are just a few of the issues that most financial advisors have seen eating away at their top line revenue over the past few years. While the markets have been headed in a positive direction for the past few years, we all know that won’t last forever and that impending bear market, or stagnant market, is going to cause a lot of advisors to wash out of the business. 

 

With all of these potential obstacles to your practice growth, how do you stand out from the crowd of other advisors targeting the same prospective clients as you? The answer is by getting to them first with an integrated and automated marketing approach designed with you by your new marketing partners at FunnelGrowth! We start with an audit of your current digital strategy, including your website and social media properties, then we help you craft the story of how we take your clients from where they are now to the financial goals that your practice will help them to attain. While much of your target market is on the internet and we will be able to reach them with that story, we realize that not everyone will be, so we use integrated print campaigns that combine digital marketing along with more traditional media to make sure that we can reach the entirety of your target market. If you’re ready to move your financial advisory practice to the next level, increase your AUM, and have clarity on how to communicate the value of your services to your new prospects schedule a call with us today!