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The Best Marketing Strategies for Financial Services Businesses


Financial advice practices are facing a lot of challenges to remain relevant. The industry has become more competitive, and consumers are more empowered than ever before. 

The good news is, marketing practices can provide an extra edge over your competition. As a financial adviser, you’ll want to build your marketing strategy around the most effective and cost-efficient practices to generate leads. 

Here’s a guide to get started.

1. Customer Outreach

Customer outreach is an important part of a company’s marketing and business strategy. It involves reaching potential clients and prospects with the right messaging to promote conversion.

Getting the message in front of the right prospect is key.

It is important to know what will be the most effective way to reach out to customers. Typically for Financial Services businesses, email and targeted digital marketing represent the greatest return on investment. 

2. Social Media

Social media marketing is a convenient and accessible way for financial advisers to reach a large number of prospects, gain trust, and establish a relationship. 

This form of marketing is highly cost-effective when compared to print media. It also allows for more interactive methods of communication, instant engagement, and the opportunity to showcase your brand.

3. Email Marketing

Email marketing is effective because it directly delivers the company’s message directly to the customer’s email inbox. It can be used to send information about products, services, and events. Also, it can be used to collect leads and market products and services.

For an industry that relies heavily on personal relationships and trust, email marketing is an ideal communication channel for Financial Services businesses, as it offers familiarity and personalisation, while still being a low-cost and streamlined process.

4. Digital Storytelling

Digital storytelling is used to tell an emotional story unique to the company. This marketing strategy is a form of storytelling that uses a compilation of images, text, and video to entertain, inform and increase brand awareness. It is a powerful form of marketing that is engaging while providing valuable information and contacts. 

PULLQUOTE Digital storytelling can help financial advisers build trust and establish themselves as credible authority in their industry cost-effectively.

5. Automation 

Automation is key to saving your time, which allows you to spend more time talking to clients. Automating tasks helps you manage a more extensive customer base and achieve greater success. 

Financial advisers can use automation to minimise the time it takes to communicate and build relationships with clients.

Automation tools help in the creation of highly targeted and personalised marketing campaigns. It also helps in tracking the results and optimising marketing efforts.

6. Self-Service & DIY Tools

Financial advisers can benefit from self-service tools that allow customers to conduct transactions online. A great example of this for financial advice practices is a booking tool such as:

  • Calendly
  • You Can Book Me
  • Microsoft Bookings/Calendar 

This means a receptionist or client services staff member won’t spend as much time booking clients in and can instead, focus on higher value tasks. Additionally, it means that clients or prospects can book a meeting with you 24/7 when it is convenient for them – rather than only within office hours. 

Implement Results-Based Marketing & Succeed!

The financial services industry is a highly competitive sector. Therefore it is important to implement the most cost-effective and efficient marketing strategies. 

Digitisation, automation, and self-service are all ways to capitalise on the latest marketing trends. These strategies can help you build trust, a stronger connection with your customers, and ultimately increase your profits.

MBS is a reputable digital marketing agency for financial services. We will help your business grow and succeed through industry-leading, evidence-based digital marketing. Get in touch with us.

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