Financial Advisor Marketing.

MediaMax delivers smart marketing strategies for financial advisors around the country.

Financial Advisor Media Strategist.

Customer Data

Working with MediaMax consumer data, financial advisors can see immediate results and ROI. We gather data directly from your potential clients and use this information to create an audience that is made for your financial marketing content and services. Our digital tools are powerful and exact, ensuring that your advertising needs are met through the most cost-effective means.

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Luxury Programmatic

MediaMax uses luxury programmatic to expand your business. We analyze which advertising spaces will work best for your financial advisor marketing campaign. Then, we purchase advertising space on premium online platforms for you. Our programmatic ensures that your financial advertisements are seen by clients that are looking for luxury advisor services. All luxury programmatic advertisements with MediaMax will directly target your audience.


Media Buying Platform and Programmatic Marketing Concept

Marketing Tips For Financial Advisors.

1. Optimize Your Website

Aside from creating on-brand financial advertisements, you also want to optimize your website. Your clients will be going to your website to learn more about your financial firm and services. If your website looks unprofessional or is difficult to navigate then you might lose potential clients.

UPDATE Button on Computer Keyboard

2. Make Your Social Media Presence Personal

You need a social media presence to make your online marketing endeavors thrive. However, you don’t want to advertise in a stiff or robotic way. Make your clients feel seen and consider making your social media pages more personal. You can do this by making posts that specifically relate to your clients and their financial concerns. Also, reply to comments and share details about events, articles, and other important things related to your firm.

Smartphone with social media apps installed

3. Analyze Your Client’s Financial Goals and Needs

As a marketing strategy, MediaMax helps you figure out how to give your clients what they want. We help you analyze your client’s financial goals and needs. Then we implement this information into your advertising campaign. To better understand your audience, we recommend that you directly talk to them. Ask clients what they are looking for in your services, and what they want to achieve financially through your services. Then tailor your financial ads with these answers in mind.

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4. Create Engaging Online Content

Any advertising content you create should be engaging and relatable. Whether you create videos, podcasts, blogs, financial ads, or other content make sure that what you make will be relevant to your audience. Posts and other media that don’t touch on your audience’s interests and needs will not drive web traffic or get you more leads.

businessman working with notepaper of strategy

5. Post Regularly

Finally, when you create social media accounts and optimize your website, don’t forget to post regularly. Regular posts will keep you in constant contact with your client base. Regular posting also keeps you more relevant in search engines when people look for financial advisors.

Woman hands using social network with laptop

FAQs: Finance Marketing.

There is a range of ways financial advisors can get creative with their marketing strategies. We’ll go over some unique ways you can market to your clients here.

  • Write A Book: Publishing a book takes time and dedication. However, if you can get your name out into the public sphere and share your insights into finances, you can make an impact on your audience. Having a book also increases your credibility and helps you reach a much larger group of potential clients.
  • Send Out Birthday and Holiday Cards: Keep in touch with your clients, and show them how much you care. We suggest sending out birthday cards and holiday cards to show clients your personable side and market your values more effectively.
  • Interact With Your Clients Online: You can further interact with your client base online. Answer comments on your social media page, and create posts and blogs that address your client’s current needs and concerns.

READ OUR CASE STUDY: Advertising for Fisher Investments

You can get the most out of your marketing campaign by partnering with MediaMax. We use a performance marketing model to ensure that you get an ROI. MediaMax tracks any clicks, impressions, and other data. Then we charge you based on the results of your digital campaign.

We use a mixture of print advertisement and digital marketing. But, in general, digital marketing is more cost-effective since you can precisely send out advertisement material to your potential customers.

MediaMax offers the best local prestige advertising through 11 high-class magazines. Your financial marketing content will be delivered to readers who are interested specifically in your services.

We create exclusive local advertisements for you in publications we are partnered with. This way you can drive your audience to take action and schedule a consultation to discuss important financial matters.