Financial Advisor Marketing Simplified

Need More Help? Book Your FREE Strategy Session With Us Today!

We'll map out a plan and see if we are a fit to work together to get your practice to the next level.


Trying to make financial advisor marketing simplified is not easy.

There are so many strategies out there that may seem complicated, with coaches telling us to get on 10 different social media channels to find potential clients. It can stretch advisors too thin and leave them feeling overwhelmed with the number of channels to create content for.

But those with a simple financial advisor marketing plan are the professionals with the successful marketing strategy. Especially when you have a plan on LinkedIn.

We prefer LinkedIn as a platform to make financial advisor marketing simplified. It’s where your professional prospects hang out, and their first choice for making business connections.

In this video, you will learn:

– Why you don’t need to be pushing content on all channels

– The “what would this look like if..” method

– How to target a hungry audience & position yourself as the expert

– Why adding value is the route to take

But don’t just take our word for it. We’ve worked with hundreds of financial advisors, wealth managers and financial planners from all corners of the world. Their client results speak for themselves.

Check out Richard, from Hampshire, UK. He gained 4 new clients, approximately £12,000 year 1 revenue and 1 million AUM within six weeks of taking the Adviser Accelerator course.

Or Ed, who resides in Pennsylvania, US. He worked with us for 5 months to generate almost $50 million in AUM. Ed’s lead pipeline is still growing (with 25 prospect calls under the belt), and his LinkedIn connection base grew from 700 to over 2000 connections.

If you want to do a little more research, why not check out my LinkedIn or schedule a strategy call!


I'm sick of marketers and other consultants making financial advisor marketing complicated. They tell you that you need to be on Twitter, that you need to be on Snapchat, that you need to be producing five blogs a week that you need to have your SEO for your website. Well optimized that you gotta be on Facebook running ads. So basically you have to have eight to 10 different things running all at once in order to grow your financial advisory practice rubbish. That's what I say. So we're going to take a leaf today out of Tim Ferriss's book book, he's wrote the four hour work week and one of his hacks is what would this look like if it were easy or simple? And that's exactly what we're going to apply today to financial advisor marketing. I've got a simple three steps that I'm going to go through with you that you can apply today. One target, a hungry audience. One of the big mistakes that I see advisors make on a regular basis, whether they're very experienced or brand new is they assume that every single person in the market who has a pulse and some form of financial need is their potential audience. And that's just a recipe to get a lot of low value leads. And for people to constantly question you in relation to price, what we recommend and we've seen, worked fantastically well for most advisors is really to drill down to a specific hungry audience. And how do you do that? Well, let me just be clear. Look at your current book of business. Look at who you've worked with previously and see if there's any obvious clusters within that book. So it was there any sectors where you've had a lot of success with our types of individuals. Maybe you've done a lot of work with doctors. Maybe you really liked dealing with small business owners who are in the engineering sector. Maybe you really like dealing with senior professionals within the pharmaceutical industry. It doesn't really matter. But what does matter is that you're clear about who that audience is. And the reason why you want to be clear about it is you want to show them that you understand their problems and challenges. So if you have a very wide generic audience, you can do that. And your message just won't resonate. Whereas when you can be much clearer about who your audience is, you can be much clearer about the content that you're doing, what your profile and your website actually looks like. So therefore it can resonate with your audience step to position yourself as the expert. So your website, your LinkedIn profile, and your other social media profiles, you need to reposition them and change your messaging around and make it much more about the problems and challenges of your target audience. They don't care so much about you. What they really care about is do you understand them? And that's what you have to demonstrate. So with your LinkedIn profile, for example, if you connect with someone or you message someone, they may take a very quick look at your profile. Generally you'll have between two and six to get their attention. And if you don't, they'll just hit the back button and go on about their day. So make it much less about you much more about them. And this is why you need to be targeting a specific audience, because it's very hard to resonate. That message, unless you really understand who your audience actually is. Step three, you need to add value and build relationships. So you targeted your audience. You've been clear about making sure you're addressing them problems and challenges, and now you need to add value. How can you add value by giving them, for example, an article that is again, targeted to their problems and challenges, maybe a video, it could be a how to list. It could be a white paper. It could be a PDF download that they can check out, but it's something that's specifically targeted to them with their problems and challenges. When you do that. And when you add value, you're not looking for anything turn, you're just trying to contribute to them. That's what builds the relationship. That's what gets them to start to perceive you as the expert in your segment. That's really the key. And when people start to perceive you as the expert in your segment, the natural result is they start to put up their hand and ask for help. And that's what drives. Conversion leads, additional revenue and honesty assets under management as well. If you implement these three steps, you'll find your financial advisor marketing will be greatly simplified and much easier to implement. But the key to actually making this work is you need to be relentless about it, which means you need to do it day in and day out. And people often say to me, Paul, what's the best marketing strategy that I should apply in my business. And the answer is not this particular marketing strategy. The answer is actually the one that you actually implement. The one that happens every single day, our chosen platform that we love to use that has worked the best in the past is LinkedIn, which is fantastic, but doesn't mean it has to be LinkedIn for you, but it's the one that you implement is the one that you actually deliver on every single day. That's, what's really going to make the difference in growing your practice. Thanks very much for checking out the video today. If you enjoyed it and got some value, please hit the subscribe button and like it. So you get notified when we have future videos coming out. If you want to learn a bit more about ourselves and our practice Paul is my name from Thompson consulting. You can check out our website We'll put the link at down below. Thanks very much for your time

Related Post