How Do I Promote Myself as a Financial Advisor?

As of 2024, only 27% of Americans are working with a financial advisor. This is an untapped market of potential clients that you can attract to your firm. The challenge is, that it can be tough to stand out or blend out from the thousands of other finance professionals gunning for that same market.

This is why it’s so important to start with a proven financial advisor marketing strategy. The right strategy can help grow your business exponentially. The wrong strategy (or no strategy at all) will only lead to wasted marketing budgets and time, with no results to show for it.

Let’s talk about the best ways for financial advisors to grow their prospect list and win new clients.

How Do You Sell Yourself as a Financial Advisor?

Of course, you can build your client base by focusing on a specific market and trusting your clients to advocate for you, but how do you market yourself as a financial advisor? It’s about being personable and meeting the needs of your ideal client base. Marketing is essential because it puts you in control of your own growth, at the pace you want. You can continue to expand even when referrals wane in a dry market. A few things you can do to market yourself include:

1. Host an event to connect with your current and potential clients by getting to know them on a personal level. Your network will grow exponentially by asking your clients to invite one person.
2. Create valuable content that stands out in your market. Write a blog, newsletter, social post, etc. to showcase your expertise, which will draw in leads based on your content. Being the authority on a subject will gain you traffic.
3. Create a consistent marketing strategy to reach your target audience. Consistency is key to building relationships and trust with your market. When a potential client looks at your social media and sees you haven’t been consistent with your posts, they might not find you as a trustworthy source.

By putting yourself out there, you’re more likely to reach clients who see you as a trustworthy source based on referrals and information they find online.

How Do Financial Advisors Grow Their Client Base?

Developing a client base can be difficult as a financial advisor because it takes a significant amount of trust for someone to let you handle their financial situation. Cold calling and direct marketing are most likely the first steps many advisors take. However, developing working relationships based on these tactics alone can be challenging. More focused approaches will increase your client base. In general, when asking how to grow your client base as a financial advisor, you should consider these three steps: 

Find a Niche

One of the first steps to grow your client base is choosing a specific niche to focus on. This is important because it will help you stand out from other advisors who only offer general services. Think about it: investors want to work with advisors who are focused on them and their specific problems. Being too general in your marketing is a surefire way to appeal to no one.

advisors who focus on one (or more) specific niches will get the most out of their marketing time and dollars by attracting only their ideal clients. On top of that, focusing on a particular field helps you face less competition, have more client loyalty, and (possibly) justify higher costs

Some questions you should consider when determining a niche market:

• Who is your target client and what are their needs? What financial goals or challenges are they facing? Do they have specific values or interests? What type of education and career are they in?
• What distinct knowledge or skills do you have that another financial advisor cannot provide?
• What services will you provide to serve your target client successfully? What are the problems you love to solve? 

Automate Digital Marketing

Digital marketing for financial advisors starts with consistency. Prospects will place more trust in your business if your website, social media accounts, and other aspects of your digital presence are kept up-to-date and consistent.

The challenge is that keeping up with all of those marketing tasks on your own is hard. When you get busy with clients or take a week off, posting on social media or writing email content can fall through the cracks. This is where a tool like Snappy Kraken can help. By automating your entire digital presence (in just 1-2 hours per month) and creating financial advisor content, you can focus on what you do best while “all that marketing stuff” happens in the background, automatically.

Client Referrals 

Word-of-mouth continues to be one of the most dependable and successful methods of obtaining recommendations in the industry. Going above and beyond expectations increases the likelihood that your clients will become advocates for your business and give unsolicited introductions to other potential clients. 

According to Neilson, 83% of customers trust word-of-mouth, or referrals from friends and family, more than any other promotion, and are four times more likely to buy a product or service referred to them. Another staggering statistic is that 65% of new business comes from referrals, according to The New York Times. By providing an excellent service, your clients are more likely to share your information with people they know. As your client base grows, so do your referrals, leading to more fruitful connections. 

Keep in mind that consistent communication keeps you in clients’ minds and will lead to additional referrals because clients feel really good about the service they are getting.

Market Your Financial Advisor Business With Snappy Kraken

Snappy Kraken can help you market your financial advisor business to win prospects with fantastic original content. We provide marketing guidance from our professional content team and give you back precious time to focus on your clients using original content and easy automation. We saved Ameriflex 10-15 hours of marketing every month! Let us help you build credibility to stand out from your competitors. Watch how Snappy Kraken helps advisors grow with powerful marketing and award-winning content by clicking here.

See Snappy Kraken in Action

Snappy Kraken’s automated solutions make it easy to build and maintain long-term client connections through customizable content and campaigns. But we know that can seem overwhelming if you're just dipping your toes into the world of marketing. That's why we created The 2025 Advisor Marketing Field Guide, filled with helpful tips and a crash course in planning your marketing for 2025. 

Let's transform your approach to marketing, together.

Book a demo and see why we're the preferred marketing automation provider for top financial advisors.