Marketing for Financial Advisory Firms

Build Your Financial Advisory Firm with Our Marketing Team

Whether you’re a newly independent RIA, a growing financial planning firm or an established wealth management firm, a solid marketing infrastructure is a must.

To help you achieve this, our experts align with you to deliver marketing support that can be scaled to your needs.

The experts at Align have provided marketing services to financial advisory firms and financial planning firms for 30+ years. Working with our team allows you to focus on what you do best—while we focus on attracting new clients and growing your business.

With Align, you benefit from a fully staffed, highly experienced marketing department while avoiding the cost of maintaining an in-house marketing department. Think of Align as your one-stop-shop for everything from developing a strategic marketing plan to building an engaging website.

Connect with us today to get a free 15-minute digital media consultation!

Experts in Marketing for Financial Advisors

Our founder and CEO, Kristy Gusick, originally got her start in financial planning marketing in 1994 when she started working for a regional manager within an independent broker/dealer.

In this role, she helped recruit and launch new advisors, conducted compliance reviews, created marketing pieces, supported clients and managed large-scale events. After that, she and her husband moved on to launch their own financial advisory practice from scratch, which they later sold to another advisor in 2005.

Kristy’s experience in the financial services industry revealed her true gift: growing a business and helping others do the same. Her realization of this passion led her to dive into professional services marketing and entrepreneurship in 2007—and she hasn’t looked back since.

A business catalyst through and through, Kristy can help you envision your financial advisory firm’s growth—and connect you with members of the Align team to make it happen. Think of Kristy as your key strategist, accountability coach, financial planning marketing guide, and business connector for helping you achieve your growth goals.

Marketing Services for Financial Advisory Firms

Boost Your Firm’s Visibility and Credibility through Specialized Marketing Services from Align Marketing Group

Your brand is the essence of your financial planning firm. Every interaction your team has with a client, prospect, or referral source is an opportunity to solidify it. But a brilliant brand isn’t enough; your messaging must support it. When wielded together and in the right way, your brand and messaging have the power to set your firm apart. The Align team can help you establish or enhance both, giving you a solid foundation to build on.

Think of Align as your personal marketing trainer. We’re with you every step of the way to guide you along in your business development goals—or the ones you have for your team—to enhance the health of your financial advisory firm. Whether your aim is to unleash the sales potential of your firm’s emerging leaders or strengthen your personal practice, we can help.

We understand that writing content for your financial advisory firm’s blog, website, or social media channel is not the best use of your time. We also know it can be difficult to start with a blank page. This is why we maintain a team of expert copywriters, ghostwriters, and content strategists who specialize in financial planning marketing. Our professionals can help you develop blog posts, social media posts, white papers, professional bios, website content, e-communications and more.

Digital marketing can be a quagmire. Determining which social platforms to leverage, SEO keywords to use, and engagement tactics to employ can be complicated, to say the least. This is where we can help. From enhancing your financial planning firm’s social media presence to developing a full-fledged SEO strategy, we can set you on the right track.

The idea of growing your financial planning firm is electrifying. Figuring out how to make it happen? This can be overwhelming. Marketing your financial advisory firm is a full-time job; it can be hard to give your marketing the attention it needs. With Align as your outsourced marketing partner, you get the benefits of a dedicated marketing team without the added payroll costs.

Your website is your brand’s center stage. As such, it’s often one of the earliest interactions a prospect has with your financial advisory firm. An intuitively designed, responsive website is critical for a positive first impression. Our experienced team of strategic marketing leaders, content writers, graphic designers and website developers can build or refresh your website to be a welcoming extension of your financial planning firm—one that serves as a valuable tool for growing your business.

Why Align Marketing Group?

When you work with Align, you get access to marketing experts who know the financial services industry. Our full roster of financial planning marketing professionals means you’ll never have to find and vet a marketing contractor yourself. Whether you’re looking for specialized marketing support or an outsourced marketing team, we can provide a solution that fits.

Industry expertise
Our team has more than 150 years of experience in marketing for financial advisors and serving as their outsourced marketing department. We know your industry and how to market your services to pass muster with compliance—and get results.

Proven results
We meet you where you’re at. This means aligning with your current marketing to help your firm set and achieve your objectives. We create strategic marketing plans that deliver on your goals and turn your marketing into a revenue-generating machine.

Scalable and Nimble
Our team is ready to support you and your financial advisory firm. Our support is scalable: we can manage, support and/or lead website and branding projects as needed. We also can provide you with an experienced team for ongoing financial planning marketing.

Frequently Asked Questions

Marketing Services for Financial Advisory Firms FAQs

Marketing is essential for financial advisory firms to build brand awareness, attract potential clients, and differentiate themselves from competitors. It also helps to generate leads, establish credibility, and maintain strong client relationships for long-term success.

Branding is highly important for financial advisory firms as it helps differentiate them in a competitive market, establish trust and credibility, and create a recognizable and memorable identity. A strong brand identity can attract and retain clients, enhance reputation, and contribute to long-term success.

Content marketing plays a vital role for financial advisory firms by establishing thought leadership, building trust with potential clients, and providing valuable educational resources. It allows firms to showcase their expertise, address client pain points, and nurture relationships through informative and engaging content, ultimately driving lead generation and client acquisition.

Financial advisory firms can leverage social media marketing by using platforms such as LinkedIn, Twitter, and Facebook to establish a strong online presence, share industry insights, engage with their target audience, and build relationships. They can also utilize targeted advertising, sponsored content, and influencer partnerships to expand their reach, generate leads, and promote their services effectively.

Financial advisory firms should consider investing in paid advertising as it can help them reach a wider audience, increase brand visibility, and generate qualified leads. By strategically targeting their advertising efforts and utilizing platforms like search engines and social media, firms can effectively promote their services and attract potential clients who are actively seeking financial advice.

Yes, having a website is essential for financial advisory firms as it serves as a central hub for information, establishes credibility, and allows potential clients to learn about the firm’s services and expertise. A website also provides a platform for client engagement, lead generation, and showcasing thought leadership through blog posts, educational resources, and client testimonials.

Accelerate Your Marketing Success with Align

Take the first step towards progress with a free 15-minute consultation.

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