Marketing Strategies for Financial Advisers 

Financial Adviser Marketing

The biggest challenge faced by most financial advisers is how to get enough leads. Buying them is one option, but the costs can be high and the quality variable to say the least. That's why more and more IFAs, wealth managers, financial planners and other advisers are learning how to generate their own leads cost effectively and reliably via their own websites and social media channels. These guides explain how it's done.

Marketing and Lead Generation for Financial Advisers

Hi. I'm David Miles. I created The PPC Machine to help IFAs, mortgage brokers, and other financial services professionals generate a consistent and reliable supply of high quality leads. Back in the early days of the internet, I had my own IFA firm and it was there that I learnt to generate pension and investment leads using niche websites that I promoted using search engine optimisation, pay per click advertising, and traditional PR. And now, 15 years later, my mission is to teach financial advisers how to use search engine marketing, social media advertising, conversion rate optimisation, and email automation to transform their marketing.

You can get lots of information and ideas from the articles above and throughout this site - from developing a value proposition through to using Google Ads and lead magnets to keep your sales funnel topped up and ensure you always have a full sales pipeline.

Marketing for IFAs and financial advisers doesn't all have to be about online and digital channels. The old-school marketing methods for getting more leads and more new clients are still as relevant today as they were in the past. The blog posts on this site also contain advice on marketing your financial advice business through networking, creating an effective referral marketing strategy, coming up with a customer persona, and much more.

And If you want more specific advice you can always book a free strategy call with me.