Financial Advisor Marketing
Advance Your
AUM Today
We help financial advisors find new clients to grow their AUM using Facebook video ads sharing advisor experiences helping their ideal customers. The ads are shown to ideal prospects on Facebook and Instagram to drive prospects to a landing page that has additional info on all the benefits of working with the advisor. From there it is encourages the prospect to set up a discovery call. Which is further reinforced by a series of pre-written persuasive emails and texts to the prospect until they become a client.
The Proven 5-Step Formula
Whether you’re aiming to attract new clients or recruit new advisors focusing on this 5-step marketing strategy delivers incredible results.
Built on robust data and automation, this system combines personalization and efficiency to consistently close deals with high value clients and recruitable advisors month after month.
1. Attract New Clients + FAs to Your Site
Utilize video Facebook ads to attract high-quality clients and recruitable financial advisors to your website landing page.
2. Discover Who They Are
Capture the contact information of your visitors through free consultations and lead magnet giveaways.
3. Enroll Qualified Leads in Automated Email Sequences
Once lead submits their information, enroll them in an automated email sequence that highlights the benefits of working with you.
4. Schedule Discovery Calls
After prospects are well-informed about the benefits of your services from watching the Facebook videos, scrolling the website, and reading the email sequence, they can schedule a discovery call to discuss working with you.
5. Onboard Your New Client or Financial Advisor
Convert discovery calls into long-term clients and partners. Help your advisors build their client portfolios in a scalable and repeatable manner while maintaining trust. Transform these systematically built relationships into your firm’s next top producers. Begin the onboarding process with your team and integrate their book of business.
The Agency Model is Broken and Expensive
- While technology can never replace relationship building and word-of-mouth referrals, it can replace outdated and costly agencies. Traditional agencies focus on finding easy leads and active job searchers, often charging high commissions for their services.
- Advancing Advisors 5-step formula is designed to simplify complex marketing ideas into actionable strategies any firm can use to grow. By leveraging hard data, effective marketing strategies, and advanced technology, growth becomes systematic without compromising relationships.
- Advancing Advisors enhances your internal efforts with extensive wealth management experience, proprietary technology, and a retained approach. Our team has successfully partnered with single advisor shops as well as large practices. Let us help you master financial advisor marketing and amass all the AUM!
Our Pricing
Black
$4,150/Month*
For companies looking for steady growth
- Deep Customer Research
- Video Interview of You
- 10+ Short Videos Created From Your Video Interview
- Facebook + Instagram Ad Management
- Landing Page Creation + Testing
- Lead Magnet Creation + Testing
- Automated Email Sequence
- Does not include Facebook ad budget
Gold
$7,450/Month*
For companies looking for fast growth
- Everything in the Black plan Plus:
- Landing Page Creation + Testing
- Lead Magnet Creation + Testing
- Automated Email Sequence
- Instant Leads Delivery
- CRM Integration
- Does not include Facebook ad budget