Financial Advisor Marketing Plan

Sustainable relevance starts with a plan – no matter what comes your way.

Financial advisor marketing plan template

A recent Broadridge study revealed 91% of financial advisors are challenged when it comes to developing a digital marketing strategy and 86% struggle to find the time for marketing efforts.

But those who do develop a defined marketing strategy are reaping the rewards. These advisors acquired significantly more new clients over the past 12 months (24 vs. 14!), are more likely to have landed a new client through social media and generate 2 times more leads per month through their websites – all of this despite the challenges faced in 2020.

Meet the moment – no matter what that moment brings – with an all-weather marketing plan. This template provides an easy-to-follow framework for financial professionals looking to create an actionable marketing strategy that sets them up for success.

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