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Top Marketing Tools for Financial Advisors

Jeremi Karnell
Feb 9, 2017
No matter what the nature of your financial advisory or wealth management firm, the right marketing can get you on a growth track, boost your profits and increase the value of your brand. It does not matter if you are the new owner of an old firm, a long-term financial industry professional striking out on your own or the long-time owner of a wealth management company, the value of effective marketing is much the same.

The very nature of the financial planning industry has changed markedly in recent years, as have the needs and expectations of financial advisory and wealth management clients. From the move away from actively managed mutual funds and toward passive investments to the rise of robo investments and the role of artificial intelligence, the financial world is very much a moving target. If you hope to survive and thrive in this competitive world, you need the right marketing tools at your disposal. Here are some of the top marketing tools for financial advisors and other industry professionals.

Constant Contact

Despite the rise of social media, instant messaging and other forms of online communication, email remains a powerful venue for financial industry professionals. Whether you use email to attract new customers, communicate with existing clients or a combination of the two, Constant Contact can be a valuable part of your marketing.

Constant Contact is best known as an email marketing management tool, but it is much more than that. With customizable templates and other personalization options, you can use Constant Contact to market your services and build a robust new clientele.


Effective customer communication is a key part of success in the financial planning industry, and communicating with clients has never been more important. Modern financial planning clients are a different breed than their parents and grandparents, and they have come to expect, and demand, instant answers. The firms that can provide those instantaneous responses and timely answers are the ones most likely to survive and thrive, and that is where SimplyCast comes in.

SimplyCast is all about smart marketing automation, giving practice owners the ability to automate important client outreach tasks and free up their time for more important things. Combining inbound marketing, multi-channel client communications, and marketing automation, SimplyCast is a vital tool for the modern financial industry professional.

FMG Suite

Even the busiest and most successful financial advisory and wealth management firms need to find new clients. Keeping the practice growing is a vital part of staying in business, but generating new leads is harder than it appears. That is why FMG Suite is such a valuable tool in your marketing arsenal.

FMG Suite provides the owners of financial advisory and wealth management practices with access to lead generating websites, along with automated marketing tools to help them make the most of the leads they generate. By using an all-in-one approach, FMG Suite seeks to simplify and streamline the entire marketing process, serving as a sort of one-stop shop for the owners of financial advisory and wealth management practices.

Redtail Technology

Redtail Technology also seeks to create a one-stop shopping solution for practice owners. Bringing together disparate elements to create a highly efficient marketing solution. Aimed squarely at financial advisors and tailored to their needs, Redtail Technology handles everything from email marketing solutions and document imaging to customer relationship management.

As leaders in the industry, the folks at Redtail Technology have been creating powerful CRM solutions for financial industry clients since 2003. As a result, Redtail Technologies has developed a strong reputation in the industry, making it a favorite with financial planning and wealth management practice owners across the industry spectrum.

Campaign Monitor

It is not enough to come up with a killer campaign. If you are to succeed in this highly competitive environment, you need to spend your marketing dollars wisely and know that your outreach efforts are successful.

That is where Campaign Monitor comes in. This easy to use email marketing tool is squarely aimed at financial advisor, wealth managers, and other industry owners, helping them create email marketing campaigns from start to finish. Campaign Monitor also makes it easy for practice owners to gauge the success of each outreach effort, so they can fine-tune their approaches and make the most of every marketing dollar.

Vertical Response

The days of the one-size-fits-all approach to email marketing are long gone. These days, it is all about segmentation and specialization, and that makes Vertical Response one of the most powerful marketing tools out there. Catering to the unique needs of the financial industry, Vertical Response is a top-to-bottom email marketing tool that allows practice owners to tailor the right message to the right recipient.

With professionally-designed templates and drag-and-drop editing, Vertical Response is one of the simplest marketing tools on our list. And with the inclusion of a custom call-to-action button, it is also one of the most effective. If you are looking for an affordable marketing solution for your financial advisory firm or wealth management practice, Vertical Response is an excellent choice.

Google Alerts

When you work in the financial planning industry, your reputation is everything. When you approach a new client, you can be sure they will Google your name and the name of your firm, and what they find will have a direct impact on whether they are willing to trust you with their life savings.

Google Alerts is a powerful marketing tool because it lets practice owners see what others are saying about their firms. Whether those comments are good or bad, the early warning can be extremely valuable, and you cannot beat the price.

It is free to sign up for Google Alerts, and you can customize the search terms you want to see and the frequency of the alerts you receive. You do not have to hire an expensive reputation management term to see what others are saying - Google Alerts may be all you need.


LinkedIn is more than a place to post your resume or connect with old colleagues. You can use LinkedIn to market your practice, attract new clients and establish your expertise in the industry.

Industry professionals routinely use LinkedIn to get the latest news in their fields, pick the brains of recognized experts and gain new insight into recent changes. If your practice is not yet using LinkedIn, now is the time to sign up.

Marketing in the modern age can be a real challenge, and it helps to have the right tools at your disposal. Knowing what your clients are looking for and what they most value can help you maximize the return on your limited marketing dollars, building your practice and attracting new clients in the process.

Check out our latest eBook: The Six Marketing Metrics That Your Practice Should Care About

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