51 Marketing Ideas For A Financial Planner Business (2024)
Financial Planner Business Marketing Ideas
Wondering how to market your financial planner business?
Marketing your financial planner business is certainly not easy, but there are many ways to promote and advertise your financial planner business.
We put together a list of the best marketing ideas for your financial planner business, so you can get your small business out there.
Content
Content marketing is a marketing approach where businesses create and distribute valuable and consistent content to attract and retain their target audience.
Marketing Idea | Level Of Difficulty | Cost | Result |
---|---|---|---|
Testimonials ➜ |
Easy |
Free |
Trust & Credibility |
Guest Blogging ➜ |
Easy |
Low |
Brand Exposure |
Quora ➜ |
Easy |
Free |
Brand Exposure |
Ebook ➜ |
Medium |
Free |
Trust & Credibility |
Case Study ➜ |
Easy |
Free |
Trust & Credibility |
Checklist Content ➜ |
Easy |
Free |
Brand Exposure |
Data-Driven Content ➜ |
Medium |
Low |
Trust & Credibility |
Whitepaper ➜ |
Hard |
Medium |
SEO |
How-To-Guide Content ➜ |
Easy |
Free |
SEO |
Listicle ➜ |
Easy |
Free |
SEO |
Guest Podcasting ➜ |
Medium |
Free |
SEO |
Quizzes ➜ |
Easy |
Free |
Brand Exposure |
Online Course ➜ |
Medium |
Free |
Trust & Credibility |
In-Feed Ad Units ➜ |
Easy |
Low |
Lead Generation |
Content Marketing Partnerships ➜ |
Easy |
Low |
Brand Exposure |
Relationships
Relationship marketing is a long-term strategy based on building and growing strong relationships with customers.
Marketing Idea | Level Of Difficulty | Cost | Result |
---|---|---|---|
Mentorship ➜ |
Medium |
Low |
Trust & Credibility |
Sales
Sales refer to all activities and strategies that lead to the selling of products and services.
Marketing Idea | Level Of Difficulty | Cost | Result |
---|---|---|---|
Direct Sales ➜ |
Medium |
High |
Lead Generation |
Cold Calling ➜ |
Easy |
Free |
Lead Generation |
Email marketing is a strategy used to promote a product or service through email while developing relationships with customers. Email marketing can include newsletters, updates on the company, or promotions of sales and discounts for subscribers.
Marketing Idea | Level Of Difficulty | Cost | Result |
---|---|---|---|
Email marketing ➜ |
Easy |
Free |
Brand Awareness |
Emailing List ➜ |
Medium |
Free |
Engagement |
Lead Nurturing Sequence ➜ |
Medium |
Free |
Lead Generation |
Brand Story Email ➜ |
Easy |
Free |
Lead Generation |
Milestone Email ➜ |
Easy |
Free |
Lead Generation |
Social Media (Organic)
Organic social media marketing is any social media activity with no paid promotion. This type of marketing is very effective and can be done using free social media tools.
Marketing Idea | Level Of Difficulty | Cost | Result |
---|---|---|---|
Social Media Advertising ➜ |
Easy |
Medium |
Lead Generation |
LinkedIn Organic Reach ➜ |
Easy |
Free |
Brand Awareness |
LinkedIn Outreach ➜ |
Easy |
Low |
Brand Awareness |
Twitter ➜ |
Easy |
Free |
Brand Awareness |
Instagram Live ➜ |
Easy |
Free |
Trust & Credibility |
Instagram Reels ➜ |
Easy |
Free |
Engagement |
Twitter Advanced Search ➜ |
Easy |
Free |
Lead Generation |
Twitter Polls ➜ |
Easy |
Free |
Engagement |
AMA (Ask Me Anything) ➜ |
Easy |
Free |
Trust & Credibility |
Affiliate
Affiliate marketing is a type of performance-based marketing where a company compensates a third party for each visitor or customer brought as a result of the affiliate's marketing efforts. Businesses typically pay per sale or per click/impression.
Marketing Idea | Level Of Difficulty | Cost | Result |
---|---|---|---|
Affiliate Program ➜ |
Medium |
Low |
Lead Generation |
Pay Per Click Advertising |
Medium |
Low |
Brand Exposure |
Word Of Mouth
Word of mouth marketing is a strategy used to generate organic discussions about a brand, company, or event. These discussions are typically a result of an extraordinary customer experience.
Marketing Idea | Level Of Difficulty | Cost | Result |
---|---|---|---|
Word of mouth ➜ |
Medium |
Free |
Brand Awareness |
Referral Program ➜ |
Easy |
Low |
Brand Exposure |
SEO
SEO, otherwise known as "search engine optimization" refers to the practice of increasing website traffic through organic search results.
Marketing Idea | Level Of Difficulty | Cost | Result |
---|---|---|---|
SEO Strategy ➜ |
Medium |
Medium |
SEO |
Conversion Rate Optimization ➜ |
Medium |
Low |
Lead Generation |
Content Repurposing ➜ |
Easy |
Free |
Engagement |
Optimize Landing Pages ➜ |
Medium |
Low |
Lead Generation |
Backlinks ➜ |
Medium |
Medium |
SEO |
Social Media - (Paid)
Paid social media marketing refers to any social media effort that is influenced by advertising dollars.
Marketing Idea | Level Of Difficulty | Cost | Result |
---|---|---|---|
Search engine marketing (SEM) ➜ |
Medium |
High |
Lead Generation |
LinkedIn ads ➜ |
Medium |
Low |
Lead Generation |
Print + Traditional
Print marketing includes advertising through magazines, newspapers, and other media publications.
Marketing Idea | Level Of Difficulty | Cost | Result |
---|---|---|---|
Business cards ➜ |
Easy |
Low |
Brand Awareness |
Sales Calls ➜ |
Hard |
Free |
Lead Generation |
Events
Event marketing (both online or offline) promotes a brand, product, or service through hosting or attending a real-time event.
Marketing Idea | Level Of Difficulty | Cost | Result |
---|---|---|---|
Networking Event ➜ |
Easy |
Low |
Brand Awareness |
Webinar ➜ |
Medium |
Medium |
Trust & Credibility |
Conference Speaking ➜ |
Hard |
Free |
Trust & Credibility |
Speaking Engagements ➜ |
Easy |
Free |
Brand Exposure |
Automate
Marketing Idea | Level Of Difficulty | Cost | Result |
---|---|---|---|
Task Delegation ➜ |
Easy |
Free |
Product Quality |
Buzz
Buzz Marketing focuses on creating excitement among consumers about a particular product, service, or brand. The goal is to leverage word-of-mouth marketing across a wide audience.
Marketing Idea | Level Of Difficulty | Cost | Result |
---|---|---|---|
Controversial Marketing ➜ |
Easy |
Free |
Brand Awareness |
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Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.
Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.
Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.
Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.
Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.
Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.
Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.