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The Best Part About Marketing When You're a Financial Advisor

Yes, I know. Marketing can be a time suck.

You don't have time to market because YOU'RE RUNNING A BUSINESS.

Of course, it's a cyclical beast; if you don't market you might not HAVE a business.

Here's the good news: What you need to know about marketing as a financial advisor is...well...not much.

I know this because I have colleagues who work in digital marketing and - no offense, financial planners - but the last thing they want to do is work with you because of all your compliance issues.

The thing is - that's really the only headache you have.

When I talk to these colleagues, they're always researching new platforms and software and trying to keep with with their clients' needs.

I'm smugly sitting over here thinking, "Well, my advisors can only use certain programs. So, I don't have to learn about everything that's out there. I just have to know how to make the most of what they are allowed to use."


  • You can only typically use one of three different choices for a compliance-approved website, so you don't have to research every platform out there.

  • You don't have a lot of options when it comes to email marketing, so you don't have to figure that out.

  • Some of you can't even use YouTube, so there's a time saver.

The point really present where you CAN BE and then let go of the rest.

Make your templated compliance-approved website as custom as possible. Here are three different examples of one FMG Suite template:

Pick a social media platform and BE ACTIVE. Post at least three times a week and get on there and comment on other posts. Build your digital network. IT WORKS.

Don't just send out the same boring email that every other advisor sends out with articles from Kiplinger and Investopedia. Use the blog function on your website. Create your own content. Promote it through an email program you're allowed to use.

While other people are spinning their wheels, trying to figure out what they should already know. You don't have to waste time researching.

Dig in and use the heck out of what's available to you.


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