Financial Advisor Marketing Course
Yes, sign me up for the practical marketing course for financial advisors and wealth managers that helps grow client base and AUM.
Financial advisor marketing might seem overwhelming when you don’t know where to start.
Marketing is essential for financial advisors. It helps attract the right clients, build trust, and grow a sustainable business. This course provides a structured approach to marketing, designed specifically for financial advisors.
Over seven actionable modules, we’ll show you how to build a memorable brand, turn your website into a lead-generating machine, dominate local search, and harness the power of testimonials, content, email, and social media. This is your step-by-step guide to mastering the marketing strategies that will take your advisory business from overlooked to in-demand.
Who This Course is For
- Independent financial advisors
- Breakaway advisors starting their own firms
- RIAs looking to scale
- Advisors struggling with marketing
What You Will Learn
- How to build a strong financial advisor brand
- How to create an effective website
- SEO strategies to attract organic traffic
- Social media and content marketing
- Lead generation and email marketing
- Paid advertising strategies
- Referral marketing techniques
This page provides an overview of the course. The course launches in fall 2025.
Course Overview
Module 1: Branding Foundations for Financial Advisors
Branding is the foundation of a successful financial advisory business. It helps you stand out, build trust, and attract the right clients by clearly communicating your value. At the end of this module, you will have a clear brand strategy that resonates with your ideal clients. You will define your niche, craft a strong UVP, refine your brand identity, and establish a professional online presence.
- Defining Your Niche and Ideal Client
- Creating a Unique Value Proposition (UVP)
- Crafting Your Story & Mission Statement
- Developing Your Brand Identity
- Establishing a Strong Online Presence
Module 2: Creating a High-Converting Financial Advisor Website
Your website is the first impression many potential clients will have of your business. It should be professional, easy to navigate, and optimized to convert visitors into clients. By the end of this module, you'll learn how to optimize your website to effectively communicate your value, engage potential clients, and drive conversions.
- Website Essentials
- Best Practices for User Experience and Conversions
- Compliance Considerations for Financial Advisors
Module 3: SEO Strategies for Local and National Growth
Search engine optimization (SEO) helps potential clients find your services online. A strong SEO strategy can drive organic traffic to your website and increase your visibility. This module will provide you with actionable SEO strategies to increase your online presence and attract more clients.
- Understanding How Search Engines Work
- Keyword Research for Financial Advisors
- On-Page and Off-Page SEO Strategies
Module 4: Social Media & Content Marketing for Advisors
Social media and content marketing are powerful tools for building trust and engaging potential clients. By sharing valuable insights, you can position yourself as an expert in your field. At the end of this module, you will have a content strategy that strengthens your brand, builds client relationships, and drives engagement.
- Choosing the Right Social Media Platforms
- Creating Engaging Content
- Blogging, Videos, and Email Newsletters
Module 5: Email Marketing Strategies
Generating and nurturing leads is crucial for growing your advisory firm. Email marketing, combined with lead generation tactics, can help you convert prospects into loyal clients. This module will help you create a lead generation system that consistently attracts and converts high-quality prospects.
- Creating Lead Magnets That Attract Prospects
- Building and Nurturing an Email List
- Email Marketing Automation and Segmentation
Module 6: Paid Advertising for Financial Advisors
Paid advertising allows you to reach potential clients quickly. This module will teach you how to run effective ad campaigns and retarget interested prospects. By the end of this module, you will have a clear plan for using paid ads to attract and convert clients efficiently.
- Introduction to Google Ads and Facebook Ads
- Retargeting Strategies to Stay Top of Mind
- Measuring and Optimizing Ad Performance
Module 7: Nurturing and Closing More Clients
Turning prospects into clients requires trust and effective follow-up strategies. This module covers how to nurture leads and close more deals. This module will give you the tools to confidently convert prospects into long-term clients.
- Building Trust Through Follow-Ups
- Sales Conversations That Convert
- Overcoming Objections and Handling Inquiries
Module 8: Building a Scalable Referral System
Referrals are one of the most powerful ways to grow your business. A structured referral strategy can help you generate a steady stream of high-quality leads. This module will provide you with a scalable system for consistently generating referrals.
- The Power of Referrals in Financial Services
- How to Ask for Referrals the Right Way
- Referral Marketing Strategies That Work