Financial Planner Business

51 Marketing Ideas For A Financial Planner Business (2024)

Updated: March 11th, 2023

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

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 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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