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Marketing With Financial Education: How Financial Advisors Can Attract the Next Generation of Clients

1 min read
September 13, 2023

Originally published on GlobeAdvisor

As an advisor, the internet is a great way to get your business known and, in today's world, it's essential to have an online presence. It can be challenging to determine where to start and what to focus on to have the biggest impact. This guide will help financial advisors create an online presence that helps the right people find them, learn about their services and ultimately become long-term clients!

When financial advisors are looking to attract the next generation of clients, they should consider incorporating financial education as part of their marketing efforts.

Providing educational resources helps advisors differentiate themselves from their competitors and adds value early in the relationship. When advisors focus their marketing on education, advisors can attract and retain younger clients, creating longevity in the business.

The next generation of clients thinks differently from previous generations and has other financial priorities and needs. These clients want to be involved in their financial future and look for financial advisors who can provide them with the knowledge and tools they need to make informed decisions.

Combining financial literacy with marketing is an achievable way to attract these clients. Here are a few easy ways advisors can implement this strategy.

1. Host Workshops and Events

By organizing educational workshops, advisors can reach new clients and create a brand for themselves as a knowledgeable and trustworthy advisor. These events can cover a variety of financial topics and be hosted either in person or virtually.

2. Share Educational Content

Sharing educational content on social media, a website or in e-mail marketing campaigns increases an advisor’s reach. This content can be created originally or curated from a reliable source and should focus primarily on financial education and avoid product recommendations.

3. Partner With Other Professionals

Advisors can partner with other professionals, such as accountants and lawyers, to provide education. That can take the form of co-hosted events or co-written informative pieces. This can help increase visibility for the advisor and reach a wider audience through other professional’s channels.

Providing valuable educational resources as part of advisors' marketing plans can help them establish themselves as a trusted resource and build strong, long-term relationships with their prospective clients. When financial advisors build this approach into their marketing efforts, they differentiate themselves from their competitors and can attract new younger clients. 

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Emily Reed
CEO and Co-Founder of HeyAdvisor
Emily is a former associate financial advisor with over 13 years experience in the financial industry. For over 8 years, she has also been working closely with advisors to help them create a more systematized business with a focus on attracting and retaining their ideal clients.

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