Leaderboard · Real estate & finance
Financial advisors & wealth management
Marketing plays for financial advisors & wealth management, ranked by votes.
Photo: RDNE Stock project
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1
Quarterly market letter to clients
Each quarter, write a one-page letter in plain language covering what happened in the markets, how it relates to client portfolios in general terms, and one planning topic worth thinking about, and route it through compliance review before sending it by email and mail to your full client list.
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2
Educational webinar series on retirement topics
Plan a quarterly webinar on one specific topic, required minimum distributions, Social Security timing, health care costs in retirement, get the content and slides cleared through compliance, and invite both clients and their adult children who may be facing the same questions soon.
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3
Client appreciation and referral event
Host a small annual gathering, a dinner, a museum tour, a holiday reception, for clients and one guest each, and use the event purely for relationship building rather than a presentation, closing the evening with a simple mention that you are accepting a limited number of new client introductions.
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4
Compliance-reviewed LinkedIn content series
Write one LinkedIn post every two weeks on a single planning concept, tax-loss harvesting mechanics, how a trust differs from a will, what a Roth conversion actually involves, submit each post through your compliance review process before publishing, and keep a dated record of the approval.
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5
Life-event check-in outreach
Set reminders in your CRM for known client life events, an approaching retirement date, a job change, an inheritance, a marriage or divorce in the family, and reach out within two weeks of learning about it to ask whether their plan still reflects their situation, without stating a specific recommendation before a full review.
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6
Referral partnership with CPAs and estate attorneys
Identify two or three CPAs and estate planning attorneys whose clients overlap with yours, and set up a standing quarterly meeting to discuss mutual clients where appropriate and permitted, and to introduce new clients to each other when a planning need clearly fits.
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7
Client experience survey after annual reviews
After each annual review meeting, send a short, compliance-approved survey asking clients to rate their experience and leave open comments, and use the results internally to improve your process rather than publishing individual quotes as testimonials.
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8
Annual review scheduling sequence
Ninety days before each client's typical review month, send an email asking them to pick a time from your scheduling link, follow with a text reminder two weeks later to anyone who has not booked, and confirm the meeting agenda in writing a few days before it happens.
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9
Direct mail educational guide to a target zip code
Choose one zip code with a concentration of households near retirement age, and mail a short, compliance-reviewed guide on a single topic, such as what to check before claiming Social Security, with an invitation to request a complimentary planning conversation.
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10
Client question video series
Once a month, record a short video answering one real question a client has asked recently, phrased generically enough to protect their privacy, get the script cleared through compliance, and post it to your website and client email list.
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