It’s no secret that the digital marketing landscape is constantly evolving. It’s a fact. And, as a financial advisor, you need to stay up to date on the latest trends in digital marketing if you want to be successful. 

Many other financial services companies are leveraging the power of digital marketing to connect with clients and prospects in more meaningful ways. So, if your financial planning business is lagging in the digital marketing department, it’s not too late to take your marketing efforts online. Let’s look at some statistics to highlight the importance of digital marketing in the financial services industry. 

Financial Services Lead Generation: Digital Marketing Stats for 2021

  • 78% of Internet users conduct research online before making a purchase.
  • 70% of internet users want to learn about products through content versus traditional advertisements.
  • Mobile searches related to financial planning and management have grown 70% over the past two years.
  • Mobile searches for “what should I invest in?” have increased by 65% year-over-year.
  • Mobile searches for “financial advisor” have increased by 75% in the last 2 years. 
  • 64% of calls to financial services providers come from organic search. 36% come from paid search.

The Best Digital Marketing Strategies for Financial Advisors

The rapid innovation in technology has changed the landscape of how people find, research, and select financial service companies. How can you get found by the right financial advisor leads? Here is a breakdown of the top digital marketing trends.

Automated Webinars: It’s Time to Engage & Educate

Webinars are a great way to capture the attention of your target audience, present your services, highlight your benefits, and talk through FAQs to a group that’s already considering your services. Launching an automated webinar only takes a little bit of work upfront with creating a slide deck, recording the webinar, and designing a registration page. But, once the webinar is published, you don’t have to worry about showing up for the “time” of the webinar. It will play automatically for your audience as soon as they sign-up. 

YouTube Advertising: Video is on the Rise

With YouTube as the most preferred digital video platform for 90% of people in the US, it would be crazy not to hop onto the opportunity to run paid YouTube advertisements. 

By running ads through YouTube, you can paint a picture of why they would need your financial services, and you can earn their trust by giving them valuable information within the advertisement. 

Facebook Advertising: Target Your Ideal Clients on Their Favorite Platform

Facebook advertising is a cost-effective, easy way to reach qualified financial services leads. You can target your audience by segmenting your audiences out by demographics, location, behaviors, and more! You may want to do an audit of your current customers to find out this information so that you know who to target in your ad. If you have more than one audience you are trying to reach, you can break your campaign out into two different campaigns.

Qualified Leads for Financial Advisors

Digital marketing is an investment. It takes time, money, and dedication to start up. But, it’s worth it in the long run. If you haven’t started marketing your financial services online yet, what are you waiting for? It’s time to reach your full potential. 
Are you ready to take your financial services marketing efforts online? Connect with our team of digital marketing specialists to get started!