The Best Advice For Advisors — How Specialized Marketing Can Help Your Financial Services Firm

Ashley Warren
3 min readJul 27, 2021

Everything seems to be marketing these days, and there’s a good reason for that.

Without excellent marketing your potential customers will never even know you exist.

And while there’s an ever-growing range of marketing strategies out there, there’s a difference between excellent marketing and… the not so excellent.

If you’re looking for the stuff that really works, here are a few reasons you might want to speak to a company that specializes in digital marketing for financial services.

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This is a common problem in highly specialized fields like finance.

Some marketing agencies will misunderstand a word or a service, and that will make your company look shoddy and unprofessional.

While these mistakes can be hilarious when it happens to your competitors, it’s not so funny when it’s your own company.

You can protect your brand by using a service specific to finance — where they truly understand what you offer.

2. Location, Location, Location

A generic service might plaster information about your company all over the place, probably at a ridiculous price.

Is that the best way to attract actual customers, though?

A specialized service will understand who is looking for your specific services, when they’re receptive to the information, and where to place it for them to find.

3. Realistic Strategies

Anyone who doesn’t understand finances correctly is likely to have trouble coming up with the right way to sell them.

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Every product has unique challenges and opportunities for marketing. A one-size-fits-all solution simply does not exist.

You don’t want your time and resources being wasted with strategies that may work for selling used cars, but don’t stand a chance for financial services.

4. SEO

Search engine optimization is everywhere, for everything.

With all that clutter, it only becomes more difficult to get your company seen.

Specialists in your industry will have a much better chance of finding the right combination of strategies to get your business where it needs to be: at the top of the Google searches your prospects are likely to make.

5. Targeting

It’s a fact that not everyone is interested in financial services, even if they should be.

While it may be entertaining if your company is advertised on TikTok, the pre-teens using the service likely have little use for your services.

Specialists in financial marketing will have well-researched pathways for finding the optimal potential clients for your business… without wasting time on demographics that don’t matter to you.

If you want to propel your business to the top and avoid the instant embarrassment of a poorly put-together ad campaign, you need to contact digital marketers who specialize in financial services.

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They’ll make sure your resources are being used efficiently, and your message communicated engagingly and persuasively.

After that, you just need to make sure you can handle your new wave of clients.