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10 effective marketing ideas for small financial advisory firms

As the owner of a small financial advisory firm, you might think it is too hard for you to get the word out about what you have to offer, but that needn’t be the case. You don’t need to go to great expense or use gimmicks to gain a market presence. Instead, you can use these simple ideas to market your small business to your targeted audience.

1. Start regularly blogging
A blog is one of the easiest ways to get the word out. Apart from the exposure, a blog serves as a convenient way to shape your company image. It is simple to operate and maintain, and it is effective for search engine optimisation.

2. Join social media platforms
Social media websites are platforms which help you take marketing activities up a notch for your business. Creating a social media presence is like giving your company a voice and a personality to which clients feel attached to. The excellent tools available allow you to post content seamlessly, for increasing awareness and building up a fan base.

3. Get your business listed
Encourage your clients to review your products or services. If you own a small advisory firm with a physical location, then listing yourself through Google Places is a great idea.

4. Market through emails
Create an email database for your business, and send out emails or newsletters to your clients and prospects. However, be sure not to overdo it. Send out informational weekly emails which are appealing and beneficial to read.

5. Be creative and unique
People are bombarded daily with marketing messages from a number of companies. This creates a lot of noise for you to get through to your prospects. Being creative with your online marketing efforts helps you stand out, and you are able to pave through that noise and successfully own a place in your prospects’ minds – take the community mobile app as an example.

6. Loyalty rewards
Giving out discounts in the early stages of your business might not seem like a great idea, but once you have a small, loyal fan base, give them exclusive discounts and special offers. This helps bring new clients through referrals.

7. Offer something free
Everybody likes to get a little something for free. ‘Sample marketing’ is an extremely competent way for small business owners to introduce themselves to the market.

8. Get friends to help
Ask your friends, fans and followers to help you promote your offerings to their friends, and so forth.

9. Make innovative business cards
Why go with the traditional square-shaped business cards? Change shapes, print on different materials and use your creativity to come up with something new.

10. Attend events
Marketing isn’t an easy task in itself. Attend events and try to push yourself for public speaking. This makes your presence noticeable and paves the way for attracting new clients.

Goldmine Media has over a decade’s experience of helping financial professionals to improve client communication, raise brand awareness, improve marketing efficiency, enhance client retention and increase sales. To find out how we can help you, please contact us today.

Oliver Taylor, Head of Sales & Marketing, Goldmine Media

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