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Top 5 Marketing Trends For Financial Advisors In 2022

by Amarachukwu
Top 5 Marketing Trends For Financial Advisors In 2022

The world is evolving, and every business owner is only focused on bringing new ideas and trends that will help grow their businesses. Financial Advisors are one of them

Financial Advisors help you in every area of your financial life. They tell you how and where to invest your money, how to save, how to achieve your financial goals, and how to build long term generational wealth. 

Top 5 Marketing Trends For Financial Advisors In 2022

It would be best to have a financial advisor for everything that concerns money, from setting up a business to buying houses, estate planning, and retirement planning. As a financial advisor, you have to be knowledgeable, experienced and qualified because you will need to be updated on what is going on in the stock market. Financial Advisors are still in demand, and successful advisors make more than $200 in a month. 

Though financial advisors make good money, they also face challenges and must work hard to meet their clients’ needs. They also have to be unique and use new marketing trends every year to grow their business because developing their business is one of the main aspects of their profession. Being a financial advisor has its pros and cons;

The pros of being a financial advisor are;

You are allowed to be unique;

 As a financial advisor, you can be unique and create your content and advice to help people achieve their own financial goals.

You don’t have to work for anyone; 

You can create the work hours that will benefit you, work from home, and get private jobs on social media platforms like LinkedIn, Instagram, and Facebook.

It would be best if you had little or no capital to become a financial advisor.

You can be a successful financial advisor by creating good podcasts, attractive posts and content, and giving good financial advice. As long as you have a good workspace and good content, then you are set to go.

There are different opportunities to help you focus on a particular niche.

With over 7.753 billion people globally, there are different job opportunities for you as a financial advisor since almost everyone is connected in a particular way.

 Cons of being a financial advisor are;

It is a career that involves a lot of time, stress and creativity.

You can’t be a financial advisor if you’re not creative. It would be best if you had time to create content for your blogs, clients, customers and prospects. You can’t be successful if you end up advising only one client a day, so you have to put in a lot. Also, personal matters and other distractions might want to come first, so you need enough willpower to decide that work must come first.

Specific qualifications;

Most prospects will not reach out for the service of a financial advisor that does not have a specific qualification or degree to provide them with professional services. So to become a financial advisor, you need to meet up to some certain qualifications. Some qualifications you need as a financial advisor are;

  • Good networking skills to find the right clients and increase your prospects. 
  • . Knowledge of how the financial market works and how to manage wealth.
  • . Knowledge of Accounting, Economics and Mathematics.
  • . Good listening skills and the ability to sell your products and services.

The job requires a lot of hard work and patience.

You might certainly be poorly paid for the first few years of being a financial advisor, especially if you do not have the right qualifications or prospects. Most times, it is natural for some weeks to pay well and for some not to do financial advising requires a lot of patience and hard work. Most financial advisors work 40-50 hours a week.

Use more videos, voiceovers and audios

   Most clients prefer to learn through videos rather than just pictures. Research shows that 94% of financial advisors have used videos to teach, and it is better than using just pictures, and about 30% of people learn through audio. Financial advisors should be unique by making their videos and putting their names on them just in case the videos go viral to be given credit. Financial advisors that are new to using videos to teach shouldn’t be worried about it being eye-catching as long as it is innovative and people get the answers they need when they watch it. 

They can use audio as another alternative by creating podcasts and audio content like the video. Podcasts are also a win-win for you and your clients because creating podcasts will help you cover a wide range of finance topics. Monetizing them will also help you generate revenue in return.

Social Media     

Studies show that more than 80% of the world are on different social media platforms. Most people begin their day with social media and end it with social media, especially Instagram and Whatsapp. As a financial advisor, you can engage your audience by teaching them about money, how to save, why they should save, how to invest and the importance of investing, investment options to invest in, and how to use a budget to plan finances. 

Social media can help financial advisors have a broad reach and show that the audience involved in financial services will benefit them. Studies show that 92% of financial advisors have gained many clients through social media. 

During the COVID-19 pandemic, more than 70% of financial advisors who made the right use of social media platforms could gain more prospects. When you tell people you’re a financial advisor, the first thing they’ll do is go to your LinkedIn, Instagram page, Facebook, or any social media platform to check how reliable your service will be. This is where regular posting comes in.

Top 5 Marketing Trends For Financial Advisors In 2022

Being on all social media platforms is one thing and posting regularly is another. As a financial advisor, you should post content on finance and investments at least 15 times a month, once in two days if you’re not consistent and daily if you are. Being in your prospects’ faces with the right content will give them a good reason to reach out to you.

Set up a blog or Vlog

Most financial advisors that are successful bloggers earn up to seven figures yearly. Blogging is writing most of your self published work online. 

As a financial advisor, you have to write contents that will attract readers and, in the future, turn them into prospects. 

If you want to be a successful financial advisor, you must be a successful blogger, content creator, skilled networker, and marketer. Owning a blog will help you answer most of your clients’ questions. Studies show that blogs that talk and give good financial ideas make the most money. 

 As a financial advisor who owns a blog, you can talk about investments, how to avoid debts, how to pay off your debts, how to grow your money, and how to change your mindset about money. 

If you have ideas on all these topics, your blog will be an interesting one. Keep your blog updated with at least three articles in a week and at most five articles in a week because no prospect will like to reach out for the services of an unstable blogger or vlogger. Successful financial advisors know that adding a video to a blog post will bring more clicks to that post, thereby bringing more clients.


Make your headlines attractive

Nobody wants to read an article with a boring headline. 90% of readers do not click on content with boring headlines. The headline is what makes them click on the article. Using an attractive headline is very important because your headline comes up before your post and is the main idea in targeting prospects.


Always have marketing strategies for future purposes.

A financial advisor should prepare content and marketing plans for future use. Make sure all your contents are unique. Even if all financial advisors create the same thing, something should distinguish yours from another. Something different and attractive.

Most financial advisors are busy helping customers achieve their goals but forget to plan for the future. 

As a financial advisor, you could keep on using an old trend which makes it difficult to move forward and expand your brand as time goes on. If there is no growth in your marketing, you could lose passion for your job, and when you lose the passion, you lose clients.

Although these are just 5 Marketing Trends you can use as a financial advisor, there are still a few helpful trends like;

Getting to know your clients;

To avoid fraud from clients, connect with your clients on all social media platforms if possible. Ask yourself how well you know a client before giving them any special credit offer.

Building a great relationship with your client

Most financial advisors don’t know this, but having a great relationship with your client is one of the best ways to get referrals. Having a good relationship with your client will make you build a good client base.

Focus on a particular niche

As a financial advisor, focusing on a particular niche(a particular target market) will give you an advantage, making it easier to connect with your prospects (a potential customer or client). This will help you get more referrals.



You can’t be a financial advisor if you don’t love the profession, and it is important to note that as there are advantages of being a financial advisor, there are also disadvantages, and you should be ready to help your clients achieve their long term goals and for others to come out of debts. 

As a financial advisor, you should always remember that your client is always in charge, and if you try to act superior over them without allowing them to make their suggestions, you might lose your job.

You should also have a daily plan and process, good analytical thinking as a financial advisor, and always have suggestions and ideas for clients. 

Before jumping into the profession and monetizing it, make sure you have a good mentor or predecessor.

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Anamaria Fratto March 13, 2022 - 9:53 pm

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