Savvy Advisor Marketing

Financial Industry marketing for Savvy Advisors. Video, Social Media, Web Design and more. If we don't do it, you don't need it.

[Savvy Advisor Marketing @SavvyAdvisorVIP]

When you’re budgeting for marketing, you can’t think in terms of “how much is an active LinkedIn profile worth?”

👉 You have to think in terms of how much a 10+ year client is worth.

@fpassociation

[Savvy Advisor Marketing @SavvyAdvisorVIP]

Listen, people, we want the juicy details in our testimonials!

A client who shares a specific, positive experience helps prospects learn so much more about you than just “I’m happy with my advisor’s services.”

@fpassociation

[Savvy Advisor Marketing @SavvyAdvisorVIP]

Pop quiz: what’s the one thing that you don’t have time for, but really need to get done?

🙈 Updating your team photos.

🙉 Prepping and organizing meeting notes.

🙊 Scheduling social media content.

Thanks to the right AI tools, you can offload it all.

@fpassociation

[Savvy Advisor Marketing @SavvyAdvisorVIP]

If the only glowing report of your services is the one you wrote, do you really think the public is gonna buy in?

That’s where Google reviews come in.

Your website is your differentiator. Your client reviews are the proof of concept.

@fpassociation

[Savvy Advisor Marketing @SavvyAdvisorVIP]

Sure, you could spend an hour reviewing notes before your next client meeting.

OR you could set up savvy AI tools to scrape past meetings, summarize them, and give it all to you in a nice little meeting agenda package.

Turns out you do have time for lunch!

@fpassociation

[Savvy Advisor Marketing @SavvyAdvisorVIP]

Movie magic isn’t just for the silver screen 🎥

Video testimonials are a great way to get in front of an audience you may not have had access to before--especially if you tag the client giving the testimonial.

@IdeaDecanter @fpassociation

[Savvy Advisor Marketing @SavvyAdvisorVIP]

“Winging it” isn’t a great look for your business.

Having a client process in place makes it easier to look professional AND ask for reviews. When it’s part of your standard operating procedure, you don’t have as much time to overthink it and get awkward!

@fpassociation

[Savvy Advisor Marketing @SavvyAdvisorVIP]

Sometimes your best tool is delegation.

For Chris Mediate of Mediate Financial, that means making sure your sales funnel is built around a good follow-up system.

@SnappyKraken, @fpassociation

[Savvy Advisor Marketing @SavvyAdvisorVIP]

Lesson learned: don’t be afraid to share the limelight!

Engagement is engagement, and if the buzz is happening in the comments section instead of on your initial post, join in. It’ll emphasize the fact that there’s a real person behind the financial advice.

@fpassociation

[Savvy Advisor Marketing @SavvyAdvisorVIP]

Are you actually making the most of AI in your advisory practice, or are you just using it to take meeting notes?

Andie Lafontant is all about doing more with less–less time, that is.

@fpassociation

[Savvy Advisor Marketing @SavvyAdvisorVIP]

You know how you tell your clients that the best investment strategy is a long-term strategy?

Same goes for your marketing. Two years might feel like a long time, but if you lay a good foundation and monitor and adjust along the way, it will start to pay off.

[Savvy Advisor Marketing @SavvyAdvisorVIP]

Want local leads?

Try advertising on local channels. Literally.

@SnappyKraken will even make life easier for you by following up on TV leads.

@fpassociation

[Savvy Advisor Marketing @SavvyAdvisorVIP]

Want to sound like you, even when you’re not around? Turns out you can clone your voice. Check out this side-by-side to see which tool is our top pick, then watch the rest here:

https://t.co/NbVfGvwmr0

@fpassociation

[Savvy Advisor Marketing @SavvyAdvisorVIP]

Corporate espionage?

Nope, just ChatGPT using data from your projects to shape its answers for other users–which could cost you, but could also help you learn from what other advisors are doing.

@fpassociation

[Savvy Advisor Marketing @SavvyAdvisorVIP]

Advisors are afraid that niching down limits their client pool, when really, it’s your invitation to an exclusive club of prospects and referral sources.

Becoming a specialist–whatever that specialty is–becomes your secret weapon.

@fpassociation

[Savvy Advisor Marketing @SavvyAdvisorVIP]

If you want to make it big on social but ghost your accounts, maybe rethink your strategy 👀

For financial advisors, or anyone else, consistency is key. Post regularly! Pro move: outsourced marketing, 'cause ain’t nobody got time for that.

@MattGPTHalloran @fpassociation

[Savvy Advisor Marketing @SavvyAdvisorVIP]

Real talk: getting engagement means getting personal.

Your followers don’t just want to hear your advice–they also want to know what you’re like behind the scenes.

Plus, a robo-advisor could never post cute pet photos.

@MattGPTHalloran @fpassociation

[Savvy Advisor Marketing @SavvyAdvisorVIP]

The secret to authentic, relatable, social content that converts isn’t using the right AI platform or prompt.

It’s making sure real humans are involved.

You don't have to DIY everything. Whoever you delegate to, make sure they understand your voice and know how they use AI.

[Savvy Advisor Marketing @SavvyAdvisorVIP]

Remember when you promised your client the market would rally by the end of Q1?

Me neither… but ChatGPT might.

If AI can add a sixth finger to your team photo, imagine what it can do to your call transcripts. That’s why it’s important to be critical about which tools you use.

[Savvy Advisor Marketing @SavvyAdvisorVIP]

Yep, we've been MIA and so has A.U.M.™, but we have good reasons!

Join us Monday at noon (2.24.26) for our first episode of the year and a preview of what's coming.

AI. Reviews. Niching. One-platform strategy. Marketing audits.

See the full schedule:
https://t.co/JJZaD6K1q3