Top 10 Marketing Questions Financial Advisors Ask (and Straight Answers That Work)

Marketing for financial advisors doesn’t need to feel overwhelming. It just needs to work. Below are the top 10 frequently asked from financial professionals – and real answers pulled straight from an expert webinar.

Whether you’re building your first plan or fine-tuning your client funnel, these answers come straight from real advisor conversations.

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1. How do I clearly articulate my value so prospects see how I’m different from the firm down the street?

Use a clear formula:

We do [what] + for [whom] + so they can [benefit].

Then flip the message to focus on you instead of we. Say things like: “You get advice tailored for your career stage, so you can retire on time.”

Don’t list credentials – describe outcomes. Explain how your process works and what someone walks away with after working with you.

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2. Which social platforms actually drive client conversions, and how often should I post to see results?

LinkedIn leads the pack. It’s where your ideal clients and COIs already spend time. This is also a great tool to see what other financial advisors are using in their marketing.

Post two to three times per week. Focus on insights, educational tips, and client stories.

Each week, send LinkedIn connection requests to:

• Anyone you spoke with
• Anyone who emailed you
• Anyone you met in person

This small habit builds a focused network that matches your growth goals.

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3. If I only have two hours a week, what’s the most efficient marketing I can do?

It depends on your stage:

• If you’re preparing to sell: Build a repeatable system
• If you’re growing: Focus on collecting emails

Here’s how to use those two hours each week:

• Create one piece of helpful content
• Load it into FMG or your tool of choice
• Schedule it across email and social
• Record a video to match, if possible

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4. What kind of educational content attracts real leads, and how can I repurpose it faster (and stay compliant)?

Start with what your clients are already asking. Keep a running list of client questions – those become content titles. Consider other financial-adjacent topics that may be on clients’ minds for the month (like national holidays, seasonal themes, major market updates).

Use AI tools like FMG’s Muse to help you create first drafts of content. Or share a final piece to be repurposed into other content:

• Turn a webinar into short clips
• Use a blog post as a LinkedIn caption
• Send a blog post out via email

Use pre-approved materials and update titles with real client language. That helps with relevance and searchability.

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5. Can AI really help me save time on marketing – and what’s safe to use in a compliance-first environment?

Yes – but use it for first drafts and edit it to reflect your voice and personality. AI can help financial advisors brainstorm and create marketing materials like:

• Blog outlines or eye-catching subject lines
• Draft social media captions
• Create a campaign to be used across email, blog, and social
• Repurpose content quickly

Never publish AI content without review. Always apply your judgment and compliance standards before sharing publicly.

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6. Where do I start if I want to build a marketing funnel that leads to booked meetings, not dead ends?

Start simple: Add a lead magnet to your site (e.g., checklist or guide) and collect emails from these downloads. Put these contacts into a drip email series. Start with a three-part sequence:

• Email 1: Provide value
• Email 2: Share a story or result
• Email 3: Invite to meet

Hosting events with gated landing pages can also help you collect qualified leads. Record your webinars and share the replay in your email funnel or blog. Make sure the call-to-action is clear – link directly to your calendar.

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7. What mix of events – live, virtual, webinars, or podcasts – delivers the best ROI?

Webinars are free and easy to repurpose. Record once, use many times.

In-person events work best for relationship building – especially when you invite families across generations. Try these marketing events that are working for real financial advisors.

Podcasts? You don’t necessarily need your own. Guest appearances on others’ podcasts deliver the same authority-building without the commitment.

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8. How should I present my fees in a way that builds trust and converts prospects who are fee-sensitive?

Be transparent, but flexible. You don’t need a full pricing page. Add a short FAQ to your site:

“How are you compensated?”

Then explain:

• Your typical range
• What services are included
• Who qualifies for alternate programs (e.g., family of current clients)

This helps build trust and filters out mismatched prospects before they book.

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9. Do I really need a formal marketing plan – and what does one even look like?

Yes, but keep it short. Financial advisors at least need a one-page marketing plan that outlines:

• Your goal (e.g., 20 new meetings per quarter)
• Your audience (e.g., tech professionals in their 40s)
• Your content themes (e.g., equity comp, early retirement)
• Your channel strategy (e.g., email, LinkedIn, webinars)
• Your tracking method (e.g., number of booked calls)

Review it monthly. Adjust based on what gets clicks, opens, and meetings.

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10. How can I involve my CSA or junior financial advisor in marketing without taking time away from client work?

Start small. Here are two ideas:

1. LinkedIn Network Expansion
   Have them send connection requests weekly to COIs, clients’ children, and recent contacts.
2. Client Questions Tracking
   Every time a client asks something useful, your CSA logs it. That list becomes titles for future blogs or social posts.

They don’t need to create content. They just need to surface the right ideas.

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Asked and Answered: Financial Advisor Marketing Made Simple

Marketing for financial advisors works best when it stays simple, consistent, and targeted. Use tools that save time. Speak the language your clients already use. And don’t do it all yourself – use your team, your tech, and your time wisely.