Digital Marketing Resources For Financial Advisors

Social media, paid advertising and search engine optimization are powerful digital marketing resources for financial advisors looking to generate leads and raise their online presence. In previous blog posts, we’ve covered things like building a marketing plan and leveraging email automation; we’ve also shared a few creative campaign ideas. Here, we’ve collected some resources for digital marketing for financial advisors so you can dig in and start putting those plans into action.

Design tools

When it comes to digital marketing for financial advisors, graphic design is a crucial skill. Having a consistent, professional look across all your marketing will make your brand more easily identifiable to prospective clients. Luckily, there are several digital marketing design tools you can use to make this process much easier:

• Canva: Canva is beginner-friendly, versatile online graphic design tool that’s super-helpful for financial advisors looking to up their digital marketing game. It comes out of the box with tools for building a brand kit as well as templates for social media, brochures, presentations and other projects.
• Adobe Creative Cloud: If you have stronger design skills or are willing to learn, Adobe’s Creative Cloud suite of products is a professional-grade toolkit for designers and brand marketers. The learning curve on programs like Illustrator and InDesign is steep, but advisors who master it will find it more flexible than a basic tool like Canva. 
• Shutterstock: Shutterstock is our favorite source for stock images, vector graphics, even video and royalty-free music to enhance your digital marketing efforts.
• Dall-E- 2 - Don’t want to pay for images? This AI tool can help you create original realistic graphics using just a text prompt.

Social media

Similar to design, a basic understanding of social media marketing is a must for boosting a financial advisor’s digital marketing efforts. It’s perhaps the best way to cheaply attract and retain clients, establish your brand and drive growth. As you probably already know, today’s most common platforms are:

• Instagram
• Facebook
• LinkedIn
• TikTok
• Twitter
• YouTube
• Pinterest

Working your way through this list can be intimidating, but you don’t need to build a presence on every single platform. In fact, it’s better to do the opposite. Do a little research to determine which are most likely to be home to your target audience. For example, if you target HNWIs, TikTok (which is most popular with younger millennials and Gen Z) might not be your best bet.

You should also select a platform that’s a fit for your skills. If you excel at writing, then Twitter, LinkedIn and Facebook will be the easiest platforms to master. If you prefer visuals, then you should consider Instagram, Pinterest or Facebook. For video, go with YouTube or TikTok.

If you find yourself overwhelmed by managing multiple social media channels, you can use tools like Hootsuite or Buffer to consolidate your social media marketing efforts.

Lead generation

Paid advertising can be a key part of a financial advisor’s digital marketing playbook. As with social media, there are a few different platform-specific tools you should get familiar with if you want to generate leads through paid ads:

• LinkedIn Ads: LinkedIn is the online community of choice for ambitious professionals. Because almost everyone on the platform has specified their job history, LinkedIn Ads is an ideal place for highly targeted demographic outreach. 
• LinkedIn Sales Navigator: Additionally, LinkedIn Sales Navigator can help you identify and connect with potential clients directly; it provides advanced search filters, lead recommendations and personalized messaging options to complement your prospecting efforts.
• Meta Business Suite: Meta Business Suite covers advertising on Instagram and Facebook. Create a business account to build audiences and run campaigns on both platforms, track performance and more. 
• Google Ads: Google Ads is the top platform for advisors looking to get in front of internet searches. It can be difficult to navigate without prior experience — in Google’s Skillshop, you’ll find some online training resources that can help. 

Other Digital Marketing Resources Financial Advisors Should Know About

• Hubspot and Squarespace for website hosting
• MailChimp or Beehiiv for newsletters and email marketing  
• Google Analytics for monitoring web traffic
• Ahrefs and Ubersuggest for keyword research
• Similarweb for competitor analysis
• ChatGPT for content creation
• Hubspot Academy, Semrush Academy and Neil Patel's Digital Marketing Training for ongoing education

Finally, if you want to stay organized, use Hubly for marketing workflows. Hubly gives you best-practice digital marketing workflows for financial advisors, with tasks that you can assign out, track and monitor across your organization. Get in touch to book a demo and see it in action.