Marketing - All posts

12 Takeaways from the 108-page Kitces Advisor Marketing Survey

We reviewed all 108 pages of the 2024 Kitces Advisor Marketing Survey and identified the 12 most valuable takeaways.

09/06/2024

Ultimate guide to Facebook Ads for  financial advisors

Reach prospects by leveraging the largest social media platform, Facebook Ads. This guide shares best practices to help you get started today.

07/10/2023

Key digital marketing strategies for financial advisors

The main goals of digital marketing for financial advisors are to grow your brand, drive traffic, and boost conversions. Learn more strategies to consider.

07/10/2023

4 tactful financial advisor networking strategies

Discover three types of common encounters and how to approach them, leading to potential business growth.

09/05/2023

Not Using Client Testimonials? Here's How Financial Advisors Can Do It (Compliantly)

Learn how financial advisors can compliantly use client testimonials to boost their business with our detailed, step-by-step guide.

04/11/2025

A financial advisor's guide to social media marketing

A social media marketing strategy allows advisors to showcase their knowledge, and establish credibility around relevant financial topics. Learn more.

07/19/2023

Referral marketing ideas for financial advisors

Referral marketing is a powerful tool for financial advisors. Learn how to gain referrals, convert them into clients, and what mistakes to avoid.

08/01/2023

Direct mail for financial advisors

Financial advisors can use these proven tactics to leverage direct mail marketing strategies to reach and connect with prospects.

07/31/2023

How advisors can appeal to Gen X during the Wealth Transfer

Gen X is set to inherit $53 trillion over the next 20 years. Here's how advisors should think about the wealth transfer, and why their tactics may need to change.

02/07/2024

Guide to LinkedIn marketing for financial advisors

A financial advisor's guide to Linkedin to build a solid online presence to attract and engage your audience.

06/02/2023

A financial advisor's guide to SEO

Learn the fundamentals of an SEO strategy that financial advisors can implement, from selecting keywords to developing content. 

01/18/2023

A guide to offline marketing strategies for financial advisors

Offline marketing enables advisors to target and serve personalized content to attract the clients they desire to work with. Learn more.  

08/11/2023

Client event ideas for financial advisors

Event marketing is essential to any financial advisor’s overall marketing strategy. In this article get event ideas to impress your target audience.

08/01/2023

Financial advisor websites: The RIA’s guide to taking your web presence to the next level

A financial advisor's website is important to an advisor’s digital presence. It’s your storefront and a powerful sales tool for acquiring new business.

05/15/2023

Best practice for email marketing for financial advisors

Get valuable advice for email marketing as a financial advisor to engage your audience and grow your RIA.

06/12/2023

Content marketing for financial advisors: Start creating great content for prospects

Great financial advisor content offers prospects valuable insight while establishing you as a credible source. Learn best practices in this brief article. 

07/14/2023

Five content ideas for financial advisors to attract new customers (and engage existing ones)

Well-crafted words, videos, and images are the best way to engage prospects and customers. Take a look at 5 content ideas for financial advisors to try.

08/24/2023

Guide to Google Ads for financial advisors

For financial advisors, Google Ads is a powerful platform that can catapult visibility and attract a laser-focused audience. Find out how.

06/12/2023

Top 15 financial advisor podcasts to listen to

Here are the top financial advisor podcasts for staying in the loop on financial news, industry trends, and new perspectives.

05/15/2023

Marketing Automation for financial advisors

Explore the benefits of marketing automation for financial advisors, from key features of an automation tool to best practices for implementation.

06/12/2023

Mind the (Generational) Gap — How to Address the Nuances of Gen X and Millennial Clients

Learn how to effectively address the distinct financial preferences of Gen X and Millennial clients to build trust and long-term relationships.

02/20/2025

A proven method for gaining more client referrals

Recognizing the impact of referrals and actually creating a process to continuously generate a flywheel effect are two very different things. Being grateful for a successful referral from a happy client is great—but you could be producing a large number of new clients by treating referrals as a marketing strategy and taking a proactive approach to this channel.

02/26/2021

The Art of Blogging: Engage your audience every time

Blog marketing for financial advisors not only supports SEO efforts but also engages your audience. Get timely advice on creating effective articles.

09/01/2023

Lindsey Woodward explains how to attract the right clients through authenticity

Lindsey Woodward’s first foray as an entrepreneur came when she was about five years old. The financial advisor at Abacus Wealth Partners lived in New Mexico and went to see her grandmother, who kept a little box of trinkets in her living room.

09/07/2021

How Financial Advisors can Market to Gen X

Gen X will inherit tens of trillions of dollars over the next two decades. How can financial advisors effectively market to Gen X clients?

03/06/2024

How to identify your customer avatar (and then engage)

When it comes to finding your ideal client type for your advisory firm, one of the most common strategies utilized by financial planners is niche marketing.

12/29/2020

Using the "Ritz Carlton experience" and more marketing tips from this CMO

Many financial advisors still have marketing plans that are inundated with traditional marketing practices like direct mail postcards, networking events, and seminars — but leave no room for digital channels. 

10/22/2020

Webinar marketing tips for financial advisors

Learn best practices for webinar marketing as a financial advisor seeking to connect with and grow your audience.

06/12/2023

How to build a marketing plan as a financial advisor

With a solid marketing plan, an advisor can build brand awareness, attract new customers, and build stronger relationships.

06/12/2023

A financial advisor’s guide to podcasting

In a time where physically connecting is a challenge, it’s no surprise that voice has become one of the most popular forms of communication. In fact, there are 850,000 active podcasts and more than 30 million podcast episodes. 

01/28/2021

One word this RIA will never say to his clients

Mike Policar got his start in the wirehouses and now runs a successful firm. From trading his first stock at tens years old to starting a firm, he understands the importance of following your passions unapologetically.

10/15/2021

4 ways to target your messaging to speak to your niche client

Altruist's Dasarte Yarnway discusses 4 marketing strategies for financial advisors to reach their niche client with Anjali Jariwala, CPA and CFP.

02/18/2021

5 helpful tips for building content that your audience will care about

A solid marketing strategy requires content that speaks to your ideal audience needs. The content must be in a tone that’s easy to understand while building trust between your brand and audience.

11/12/2020

Why financial advisors need to care more about design

Altruist's VP of Brand & Design shares his perspective on the importance of design for financial advisors wanting to enhance their clients' experiences.

03/03/2019

Grow your RIA by embracing your niche

Independent financial planners know the utmost importance of niche strategies in order to scale their businesses, but how do you become the expert that people turn to when they are met with challenges?

02/05/2021

Building trust and growing your client base through social media

Jackson Wood of Freedom Day Solutions joined me to share how he has successfully used Instagram to build his practice, nurture client relationships, and grow his online community to close to 125K followers.

07/26/2021

The RIA growth long game: Be authentic

Every financial planner knows that client trust and loyalty can’t be bought with flashy marketing campaigns — it’s something that can only be earned.

01/05/2021

Marketing tips to attract the right clients and keep them for the longterm

As an advisor, how do you stand out from the crowd? It's a client’s market for financial advisors, so it’s crucial to differentiate yourself from the competition.

08/20/2020

Mastering a great (digital) first impression to attract your ideal client

After many years at several large wealth management firms, Jared Tanimoto, Founder and President of Ascent Wealth, recognized there was a major flaw in the system. The methodology used by these big firms wasn’t designed to put the client first.

03/09/2021

5 ways to make marketing simple for your firm

Marketing for RIAs doesn't have to be overly complicated. Learn simple marketing strategies for financial advisors from Altruist.

10/08/2020

The Advisor Journey Presents: Authentic storytelling with Steve Sanduski

Industry veteran Steve Sanduski joins The Advisory Journey to discuss the power of storytelling and the importance of authenticity for financial advisors.

02/12/2024

Just getting started? Try these 3 marketing hacks for growth

Establishing an independent financial firm is merely the first step. Attracting clients requires marketing. From figuring out your ideal type to providing best-in-class service, marketing spans the entire life cycle of your engagement with a client.

10/13/2020

Thinking longterm about your growth: content is king

When Luis Rosa, Founder of Build a Better Financial Future, started his podcast, “On my way to wealth,” he didn’t intend for it to be a marketing strategy.

02/09/2021

The evolution of voice marketing and the edge it gives advisors

While the idea of using your voice to reach your audience may not seem like a new marketing tactic; the technology to power this strategy is quite cutting-edge. Just ask Emily Binder, the founder of WealthVoice. She focuses on podcasting and voice assistance, like Alexa and Google Assistant, to help financial advisors with their voice technology and marketing strategies.

03/02/2021

3 marketing tips for the forward-thinking financial advisor

Altruist shares forward-thinking marketing tips for financial advisors directly from Samantha Russell, a marketing expert in the financial industry.

09/03/2020