As 2022 gets underway, as a financial service professional, you may be wondering what you can do to improve your marketing this year. Here are 50 different ways to take your marketing to the next level. But don’t feel like you have to tackle them all at once!


  1. Create timely content and communicate with your clients on things that are happening in the world right now that may be affecting them.
  2. Populate your website with content that people actually want to read.
  3. Avoid excess jargon and industry-speak.
  4. Don’t be afraid to get personal on your “about us” page.
  5. Start a podcast.
  6. Create content designed to capture attention.
  7. Use subheads in your writing to help increase retention and improve SEO.
  8. Create content on a regular basis to increase traffic to your site.


  1. Use an autoplay video (when appropriate). 
  2. Use a video to increase a landing page’s conversion rate.
  3. Use a video to improve the time-on-page metric and improve SEO. 


  1. Use pre-made webinars provided with your marketing suite.
  2. Provide a check-in webinar to keep up client relations and encourage new engagement.


  1. Capture your comprehensive social media strategy in writing
  2. Create a Facebook page.
  3. Create posts that encourage engagement to generate leads.
  4. Use your LinkedIn connections to generate more referrals and leads.


  1. Use an automated referral campaign to generate leads quarterly.
  2. Re-engage past prospects with a yearly recapture email campaign.


  1. Choose the right URL for your website.
  2. Optimize your landing pages to increase conversions.
  3. Send out an email to clients and prospects announcing you have a new website.
  4. Take data security very seriously.
  5. Make sure that your website is “Mobile Responsive.”


  1. Make sure your homepage has all the essential elements it needs.
  2. Move your most important information “above the fold.”
  3. Make sure the images on your homepage represent your company.
  4. Work with a web designer to improve your homepage’s “bounce rate.”


  1. Regularly redesign your website to keep it fresh.
  2. Choose a website theme that represents your company.
  3. Choose only the highest quality photography for your website.
  4. Hire a professional photographer to come to your office and shoot high-quality headshots


  1. Use SEO tools provided with your marketing suite.
  2. Write longer blog posts (1,000 words or more) to establish authority with search engines.
  3. Hire freelance copywriters who specialize in content optimized for search engines.
  4. Choose content keywords aimed at attracting your ideal client.
  5. Write strong title tags and meta descriptions.
  6. Optimize your content to show up for voice searches.
  7. Learn more about using Google Analytics to track your SEO progression. 
  8. Use a tool to keep your information up to date on Local Business Listings.
  9. Use “paid advertising” to increase your traffic.


  1. Become a “virtual advisor” to provide convenience and adhere to safety recommendations.
  2. Use “multi-channel marketing” to reach a wider audience.
  3. Make sure your website is ADA compliant.


  1. Give your logo a makeover
  2. Assess how your brand engages with its audience and work to improve it.
  3. Define your “brand character” and capture it in writing.
  4. Create a “branded magazine” to showcase your company. 
  5. Use your content to tell your “brand story.”
  6. Build an “online tribe” by demonstrating your expertise.


Hopefully, this list will give you some ideas of how you can improve your marketing over the coming year!