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]

Hot take: most prospects don’t want to pay for your advice.

They want to buy into the experience of being taken care of.

Your secret weapon is the ability to do more for them than Google or a robo-advisor ever could. How you use that secret weapon is up to you.

@fpassociation

[Savvy Advisor Marketing @SavvyAdvisorVIP]

DYK your brand isn’t just your logo?

It’s everything from how you walk prospects through a discovery call to how you sign off your emails and everything in between.

So it’s worth asking: are your internal processes supporting your brand, or confusing clients?

@fpassociation

[Savvy Advisor Marketing @SavvyAdvisorVIP]

When we say niche down, we mean REALLY far down.

If your target audience is retirees and pre-retirees with 250K-1M, you’ve set yourself in a very wide ocean with a small hook.

Niching down gives you a big enough hook to blow the limitations out of the water.

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[Savvy Advisor Marketing @SavvyAdvisorVIP]

You don’t have to offer financial advice that no one else is offering.

Your value proposition comes from the one thing you have that nobody else has–you. Lean into what makes you authentic.

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[Savvy Advisor Marketing @SavvyAdvisorVIP]

Sending the same market update e-blasts and social posts as every other advisor? You’re going to have a hard time being memorable.

But that picture of your new hobby or your pets? That’s what helps you stand out. Who said you have to work hard OR play hard?

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[Savvy Advisor Marketing @SavvyAdvisorVIP]

What would you tell a client who invested and then withdrew the exact same lump sum on repeat every few months?

That’s not how it works–in social media or investing.

If you want results, you have to show up and give it enough time to gain traction.

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[Savvy Advisor Marketing @SavvyAdvisorVIP]

Giving away “the good stuff” for free sounds counterintuitive.

That is, until you realize financial advice isn’t actually what you’re selling.

What really converts is when you show up as a compassionate listener who can help–not sell.

@fpassociation

[Savvy Advisor Marketing @SavvyAdvisorVIP]

If you wait to do something until you can do it perfectly, you’re losing out on the chance to advertise your best feature–your humanity.

Show up and be real, awkwardness and all. Prospects build connections with people, not products.

@fpassociation @IdeaDecanter

[Savvy Advisor Marketing @SavvyAdvisorVIP]

You know what they say: You can’t make everyone happy. You aren’t a jar of Nutella.

You might not be everyone’s jam, but that doesn’t mean you should curb your online presence.

Show up and invest in authenticity. It’s worth it for a real connection.

@fpassociation

[Savvy Advisor Marketing @SavvyAdvisorVIP]

If there was a shortcut that actually worked, everyone would be doing it.

Truth is, there’s no substitute for 1-on-1 human interactions.

Sure, it takes time, but it’s worth the payout of real LinkedIn results–not just “my robot talked to your robot.”

@fpassociation

[Savvy Advisor Marketing @SavvyAdvisorVIP]

It’s hard to say something impactful about retirement when you don’t know who you’re saying it to.

Feeling like your content is stale? Maybe it’s time to dial in your niche and let it lead your marketing and content strategy.

@fpassociation

[Savvy Advisor Marketing @SavvyAdvisorVIP]

The clients who aren’t ready to retire or don’t have many assets yet are the ones who will need your help down the road.

Connect with them now to build the kind of loyalty and connection that can secure the next generation of clientele (sans competition).

@fpassociation

[Savvy Advisor Marketing @SavvyAdvisorVIP]

Having a specific client pool means you can really get into what makes them tick, keeps them motivated, and slows their progress.

It’s like having a client-advisor Rosetta Stone, and once you start using it, you can connect and help more effectively.

@fpassociation

[Savvy Advisor Marketing @SavvyAdvisorVIP]

Niching down helps you matter more to a specific demographic.

And as it turns out, that’s one of the best ways to grow your business, not limit it.

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[Savvy Advisor Marketing @SavvyAdvisorVIP]

Where does a prospect start if they don’t know anyone who’s working with a financial advisor?

Google.

The next question: are you showing up when they type “financial advisor near me”?

@fpassociation

[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