How to Market Sell Yourself as a Financial Advisor

A career of a financial advisor is a challenging one. Nonetheless, for a professional dedicated to their work, it’s also a dynamic vocation that helps you stay focused, up-to-date, and in control when it comes to your clients’ financial future.

When you’re starting your own business or looking to expand your client base, it might feel overwhelming at first. There are many competent financial advisors out there who aren’t expert salesmen or marketing managers.

How to plan personal marketing in a way that will help you successfully sell yourself as a financial advisor? Here is what you need to know.

1.  Define your target audience

In this time and day, a well-thought-out marketing strategy is everything, and to be able to plan and execute it right, you must be very well aware of who it is that you’re trying to attract.

Defining a buyer persona is more than an interesting marketing exercise. It is a crucial step that makes it or breaks it for your business. A person’s age, education, demographics, professional goals, and problems they face are essential, as you’ll need your marketing strategy to revolve around specific people you want to become your clients.

In short: To attract your audience, you must prove to them that you can address their pain points. To be able to prove that, however, you must meet and understand them first.

2.  Create content for blog and newsletters

There are three critical reasons why a regularly updated blog website section is a must in this time and day:

  1. Well-written, useful blog posts are a great way to present competence and share helpful information that attracts potential customers;
  1. With appropriate SEO optimization tactics, your blog will become a strong asset for your website, attracting the attention of major search engines and potential customers looking for financial advisors online;
  2. Content experts from high-traffic websites such as superior papers and nerdy writers point out that hiring professionals to handle your business’ content needs is a secure way to make your blog relevant, effective, and profitable.

Additionally, creating engaging content for newsletters is an excellent way to stay in touch with your leads, providing valuable insights in exchange for their contact information.

3.   Maintain consistent social media presence

Social media platforms have officially become a necessary part of every marketing strategy. In fact, this is already old news. To step up your game, make sure to maintain a consistent presence on your business profiles on Instagram, LinkedIn, Facebook, and Twitter.

Social media marketing strategy and campaigns largely depend on your target audience, as well as the platform you’re advertising on. Get to know your audience well so you can plan your marketing methods accordingly.

4.  Host and visit networking events

Whether you prefer to expand your professional network online or by attending local events in your area (and we strongly suggest doing both), the right time to begin is – now.

Your online presence and activity on professional platforms like LinkedIn could be a great start. Ask and answer questions, join discussions, organize webinars, and look for relevant groups and associations you can join. Stay in touch with people from your branch and educate yourself on the latest trends and practices in your field.

Staying active in the local business community will help you build a strong brand, make professional connections, and inspire trust in your future clients.

5.  Team up with influencers

There is almost no business that doesn’t at least consider partnering with influencers today. Teaming up with these marketing gurus who already boast large follower bases can only help your business, attracting attention to the value your expertise can provide.

Working with influencers can be particularly useful for financial advisors. They need their client’s unconditional confidence and trust, and influencers are just the people who can make that happen.

6.  Follow up with your existing clients

Looking for new opportunities and potential clients is vital for a business, but be careful not to neglect the clients you already have. A good word about your skills is most likely to come from those people, so make sure to show them your gratitude and appreciation.

An occasional follow-up can bring a lot of benefits. Your clients will feel valued and taken care of, and, therefore, more inclined to recommend your services to their friends or business associates.

Maintain regular contact with your former clients even when they send you no work. A close connection with your current client base leaves room for asking for referrals you might need in the future.


Financial control and security are some of the vital aspects every business must never take for granted. Your role as a financial advisor is extremely important for your clients, so don’t be afraid to put yourself out there and advertise your competence and reliability.

Advertising yourself might not come naturally right away, but dedicating time and energy to it will surely pay off. Try out the tips listed in this article and measure the results to find out which ones work the best for you.

Do you have a specific approach to some of these marketing strategies? Let us know in the comments!