Elevate Your Practice: Six Strategies to Expand Your Financial Advisory Firm

As a financial advisor, you understand the importance of continuously growing your client base. After all, a flourishing clientele not only brings financial rewards but also positions you as a trusted expert in your field. In this blog post, we will explore how to grow your client base as a financial advisor with effective marketing strategies for financial advisors to help take your firm to new heights.

1. Establish a Strong Online Presence:

The digital era has revolutionized how we connect and do business. To tap into this vast potential, it is crucial to establish a strong online presence. Start by creating a professional website that clearly highlights your expertise, services, and accolades. Optimize it with relevant keywords to enhance its visibility in search engine results.

Additionally, leverage the power of social media platforms like LinkedIn and Twitter. Use these platforms to share informative content, engage with your audience, and showcase your expertise. By consistently providing valuable insights, you’ll be able to attract potential clients and position yourself as a thought leader.

2. Leverage Referrals:

Word-of-mouth recommendations are gold in the financial advisory industry. Happy and satisfied clients can become your most powerful advocates. Actively seek referrals from your existing clients and establish a referral program that incentivizes them to recommend your services to their network. Offer rewards, such as discounted services or referral bonuses, to thank them for their support.

58 percent of wealthy investors say they found their financial advisor through a referral. (ThinkAdvisor)

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3. Network. Network. Network:

Networking is a cornerstone of any successful business; the financial advisory industry is no exception. Attend industry conferences, seminars, and events to expand your network and connect with potential clients. Engage in conversations, share your expertise, and exchange business cards. You never know when a casual conversation may lead to a long-term client relationship.

LinkedIn is the premier networking platform for advisors, with over 930 million users worldwide, and presents immeasurable opportunities to connect with potential customers, investors, strategic partners, vendors, advisors, employees, and more.

4. Develop Strategic Partnerships:

Collaborating with other professionals in related fields can be an effective way to grow your client base. It should remain high on your list of effective marketing strategies for financial advisors. Consider forming strategic partnerships with accountants, lawyers, and estate planners. By referring clients to each other, you can tap into each other’s networks and provide comprehensive solutions to your client’s financial needs.

Benefits of Strategic Partnerships (
  • Access to new customers
  • Opportunity to reach new markets
  • Added value for existing customers
  • Better brand awareness
  • Building brand trust

5. Offer Educational Resources:

Position yourself as an expert who manages clients’ finances and educates and empowers them. Create informative content, such as blog posts, videos, or podcasts, that address common financial concerns and offer valuable insights. By positioning yourself as a trusted source of information, you can attract potential clients seeking financial guidance.

6. Expand Your Service Offerings:

By offering supplementary services such as estate and legacy planning, you will create an opportunity for your firm to expand its client base and enhance the overall value you provide to your existing clients. Whether your clients possess a modest estate or substantial assets, the reality is that individuals from all financial backgrounds will benefit from a will or trust. Furthermore, assisting your clients in planning to distribute their wealth and preserve their legacies can foster a stronger sense of trust and loyalty. By incorporating all-digital estate and inheritance planning into your practice, you can instantly expand your digital footprint, showcase your expertise, and establish yourself as a trusted advisor for your clients’ long-term financial requirements. 

Marketing Strategies for Financial Advisors

Expanding your client base as a financial advisor is a continuous process that requires a strategic approach. By leveraging online platforms, referrals, networking, partnerships, educational resources, and informative events, you can attract new clients and position yourself as a trusted financial advisor. Remember, growing your clientele is not just about numbers; it’s about building long-term relationships based on trust and expertise. If you’d like to learn more about how we’re helping financial advisors grow their client base, contact our team today

Looking for more ways to solidify client relationships, increase revenue streams, and establish yourself as an essential part of your client’s financial future? 

Download our free financial advisor marketing guide! 

Financial Advisor Marketing Guide


Untapped Potential: The Importance of Attracting Gen X Clients for Financial Advisors

As a financial advisor, tapping into different client demographics is crucial for building and maintaining a successful financial practice. While most firms’ primary focus is on Millennials and Baby Boomers, there is a significant untapped market that is often overlooked: Generation X. In this blog post, we will explore how to get clients as a financial advisor with strategies to effectively attract Gen X clients and grow your financial advisory firm.

Generation X | Financial Terrain

Born between the mid-1960s and early 1980s, Gen X represents a sizable demographic with unique financial needs and opportunities. To successfully target Gen X clients, you’ll need to develop a clear understanding of their financial landscape, long-term goals, and challenges. Unlike the preceding Baby Boomers and the succeeding Millennials, Gen Xers have faced unique economic circumstances, including three economic recessions, increased financial responsibilities, and constantly changing employment dynamics.

Key insights to consider:
  • Financial Priorities: Many Gen Xers juggle multiple financial responsibilities, such as saving for retirement, funding their children’s education, and caring for aging parents. Recognize their need for comprehensive financial planning that addresses these various priorities.
  • Tech-Savvy and Self-Reliant: Gen Xers grew up during the rise of technology and are familiar with digital tools and platforms. They appreciate self-service options, online access to information, and on-demand, digital platforms for financial planning.
  • Seeking Long-Term Stability: Having experienced the results of economic volatility, Gen Xers value stability and long-term financial security. They seek retirement planning, investments, and risk management guidance to achieve their financial goals.
  • Generational Wealth: Experts predict that Gen Xers and millennials will control 47% of the total wealth in the United States by 2030.

Generational Wealth Gap 2022

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How to Get Gen-X Clients as a Financial Advisor

Now that we have insights into Gen X’s financial landscape, and have a clear understanding of the importance of this dynamic generation, let’s explore effective strategies to attract and engage this cohort.

1. Tailored Marketing Messaging:

Create and promote marketing content that resonates with Gen X’s financial aspirations, long-term life goals, and challenges in today’s economic climate. Emphasize the benefits of comprehensive financial planning, wealth preservation, and end-of-life planning. Highlight your expertise in addressing their unique needs and concerns.

2. Leverage Digital Marketing Channels:

Tech-savvy and independent, 68% of Gen Xers rely on digital platforms and online reviews for information and decision-making. Establish a strong online presence through a professional website, active social media profiles, and engaging content. Utilize targeted digital advertising to reach Gen X clients actively searching for financial advisors.

3. Embrace Personalization:

Customize your marketing approach by delivering content demonstrating an understanding of their financial goals, life stage, and unique circumstances to provide Gen Xers with a more personalized experience. Leverage comprehensive technology to collect and analyze client data, enabling you to provide tailored recommendations and solutions.

4. Provide Comprehensive Financial Planning:

Gen Xers often have complex financial situations and diverse priorities. Position yourself as a trusted advisor who can address all aspects of their financial lives. Offer comprehensive financial planning services that prepare your Gen X clients for the future. Create and maintain their life legacies with an affordable, easy-to-use, all-inclusive, service.

5. Networking and Referral Programs:

Leverage your existing client base and professional networks to expand your reach – encourage your satisfied customers to refer their Gen X family members and friends to your services. 

6. Emphasize Technology and Convenience:

Gen Xers appreciate streamlined, tech-driven solutions. Offer online client portals for account access, financial tracking, and document sharing. Provide mobile apps for easy portfolio monitoring and goal tracking. Utilize video conferencing for remote meetings and consultations to accommodate their busy schedules.

Generation X – Conclusion

As a financial advisor, recognizing the untapped potential of Gen X clients can significantly contribute to the growth and success of your firm. By understanding Gen X’s financial landscape, adopting tailored marketing strategies, leveraging digital channels, and providing augmented service offerings, you can capture the trust and attention of this valuable demographic. 

Take the time to understand the unique needs of this dynamic generation, build long-lasting relationships with Gen Xers, and establish a strong foundation for your financial advisory business. Contact our team today to learn more about estate planning solutions and how your firm can benefit.

Looking for more ways to solidify client relationships, increase revenue streams, and establish yourself as an essential part of your client’s financial future? Download our free guide! 

Financial Advisor Marketing Guide


6 Ways to Accelerate Your Financial Advisor Marketing Plan

As a financial advisor, you know that the industry is highly competitive. To stand out in this crowded marketplace, it’s essential for you to create a strong financial advisor marketing plan that sets your firm apart from its competitors. This article will explore six creative and innovative ways to help attract more clients while providing exceptional value to your customers and your firm.

1. Host a Podcast: 

Podcasts are becoming an increasingly popular way to reach audiences and establish yourself as a thought leader in the industry. By creating a podcast that covers relevant financial topics and features expert guests, you can provide valuable insights and advice to your listeners while showcasing your expertise as a financial advisor.

2. Create Interactive Content: 

Interactive content, such as quizzes, calculators, and assessments, can be a fun and engaging way to educate your audience and generate new leads. By creating personalized and creative content that speaks to your client’s specific needs, goals, and challenges, you can further demonstrate your commitment to providing tailored solutions that benefit your clients.

3. Use Video Marketing: 

Video marketing is a powerful tool for anyone looking to connect with their potential buyers on a more personal level. By creating and promoting video content that showcases your services and expertise in a way that’s easy to understand, you can build trust and credibility with your viewers long before meeting them. 

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4. Leverage Benefit of Services: 

Embrace your new or more modern style of service offerings and how they are designed to benefit your clients. After all, there are numerous benefits to working with an advisor, and helping your clients achieve long-term financial success is only the beginning. For example, financial advisors who incorporate estate planning services into their offering stack enable their clients to create a will, trust, or other estate planning documents from the comfort of their homes. This expands their reach while providing clients with a simple and effective way to secure their financial future.

5. Engage on Social Media: 

Social media platforms like LinkedIn, Twitter, and Facebook, can be incredibly valuable for reaching potential customers and building awareness around your brand. By creating a solid social media presence, engaging with your followers, and sharing industry news and insights, you can increase visibility, expand your reach, and establish yourself as a reputable and trustworthy advisor.

6. Offer Free Workshops: 

Hosting a free workshop or seminar is a great approach to providing value to your clients and prospects while showcasing your expertise. By offering educational and informative sessions on relevant financial topics, you can attract qualified leads and foster stronger relationships with your clients. Using a video conferencing software solution enables you to simplify the meeting process and create a personalized experience from start to finish. 

Popular Video Conferencing Software Solutions

How a Strong Financial Advisor Marketing Plan Benefits You and Your Clients

By creating a financial marketing plan that targets key audiences with engaging and creative content styles, provides multiple avenues to engage, and promotes your new selection of services, you can accelerate your success, boost revenue, and provide your clients with the benefits they deserve. 

Looking for more ways to solidify client relationships, increase revenue streams, and establish yourself as an essential part of your client’s financial future? Download our free financial advisor marketing guide! 

Financial Advisor Marketing Guide


How to Sell Estate and Legacy Planning to Your Financial Advisory Clients

As a financial advisor, you hold a unique position of trust, ensuring your client’s current and future financial health. Yet, as the US moves towards its most significant wealth transfer in history, over 70% of Americans are without a valid estate plan –leaving families at risk and potential wallet share at the door. In this article, we’ll explore five strategies to sell estate and legacy planning to your financial advisory clients and increase revenue streams for your business. But first,

Why Estate and Legacy Planning? recently released its Wills and Estate Planning Study for 2023, and while the numbers have not changed significantly since 2022, the results are, nonetheless, quite shocking. The percentage of U.S. Adults with a Will increased by only 1% from 2022, totaling 34.1%. also took to understanding why more Americans do not have an estate plan. The survey showed procrastination and a lack of knowledge or understanding about estate and legacy planning contributed heavily to the results.

And while the nation’s financial health continues to decline, J.D. Power noted a significant increase in business for banks that offered sound financial advice, noting that “Advice has been hard to come by, as just 21% say they received advice or guidance in the past year. However, banks that have effectively guided their customers have reaped the rewards.”

As a financial advisor, you understand the importance of a clearly defined offering stack and the benefits that come with it, including higher customer satisfaction and increased wallet share. 

Five Strategies to Offer Estate Planning Solutions to Your Financial Advisory Clients

1. Addressing Pushback

Whether your clients struggle to see the immediate value, find the idea uncomfortable to discuss, or are unsure about when to start, the reality is that no one enjoys preparing for the inevitable transition – leaving it up to you to alleviate their concerns about end-of-life planning. Instead of addressing each issue head-on, you can foster an open discussion that emphasizes the key components of an estate plan and how your client and their families will benefit.

“Let’s talk about protecting your assets.”

Your clients have spent a lifetime accumulating and protecting their financial and personal assets. Creating an estate and legacy plan will aid in securing those assets for future generations.

“We’ll create a financial plan that changes with you.”

In life, one thing is constant – change. Marriage, divorce, birth, death, and life experiences, in general, can trigger the need for a revised estate plan. Utilizing the right estate planning solutions will help minimize the amount of time spent recreating their legacy plan and reduce the costs associated with hiring an attorney. 

2. Put Common Misconceptions to Rest

Offering estate planning solutions to your clients can be difficult when they come to the table with misconceptions and inaccurate information. 

Common misconceptions about estate planning:

  1. It’s only for the wealthy
  2. I’m too young
  3. My will is good enough
  4. I can do this later
  5. My estate plan was completed years ago

Whether you’re an insurance broker, a financial advisor, or work at an estate planning firm, it’s important to address financial planning myths and move clients toward understanding that estate and legacy planning is essential, regardless of wealth, health, or age.,

3. Discuss The Alternative —No Plan Is in Place

Estate planning is more than your client’s assets; it’s about the loved ones they leave behind. Families left without a carefully crafted legacy and estate plan can suffer the consequences. 

Financial Burdens

Millions of dollars are lost annually to attorney and court fees associated with inheritance tax and probate proceedings upon the death of a loved one. Explain the potential financial burdens and how proper estate planning can help heirs avoid unnecessary costs and fees.

Probate: Probate proceedings can take up to two years, and assets are typically “frozen” until the courts decide on the distribution of the property, costing families between 3% and 8% of the estate’s total value.

Taxes: Reduce or avoid estate and inheritance tax liabilities associated with property transfers upon death.

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Family Strife

Estate and legacy planning covers not only the client’s monetary and physical assets but also their goals, wishes, and life plans for loved ones. Without it, their family could be left to make decisions that can inadvertently add emotions of jealousy, spite, and guilt to their already profound feelings of grief.

Encourage Unity: In-fighting over an estate and assets can result in turmoil in even the closest families. Items as simple as a tea set or living room furniture can cause disagreements. Thorough planning, especially with family involvement, can aid in the avoidance of future conflict.

4. Estate Planning as Part of the Financial Planning Process

One of the most effective ways to offer estate planning services to your clients is to include them as part of your overall financial planning process. Including estate and legacy planning as a core component of your financial services will help clients realize the value of establishing an estate plan early. Additionally, by discussing estate and legacy planning alongside other financial planning topics, you can help your clients envision how estate planning fits into their broader financial picture.

5. Use Technology to Streamline the Planning Process

Offering your clients a quick and convenient estate and legacy planning process is essential and equally vital for you as the advisor. By incorporating estate planning software integrated with your digital banking platform, through a referral, or a gift, you’ll streamline the planning process — creating an environment that is accessible and attainable for your mass affluent clients. Use digital estate planning software to enable clients to create a will, trust, or other estate planning documents from the comfort of their home while providing advisors with real-time data about their clients and financial position—thus, expanding your reach, increasing wallet share opportunities, and, ultimately, your client base.

Estate and Legacy Planning Made Easy

Selling estate and legacy planning to your financial advisory clients requires a strategic mix of hands-on and hands-off approaches. By highlighting the benefits, addressing misconceptions and potential implications, and incorporating cutting-edge, turn-key technologies as part of the financial planning process, you can guide your clients to an easily accessible and effective way to plan for their families futures. Contact our team today to learn more about estate planning solutions and how your financial planning firm can benefit. 

Looking for more ways to solidify client relationships, increase revenue streams, and establish yourself as an essential part of your client’s financial future? Download our free financial advisor marketing guide!

Financial Advisor Marketing Guide


Inheritance Planning Crossword Puzzle #1

Estate IQ

Inheritance Planning Crossword Puzzle #1

First off, thanks for taking the time to engage with our crossword puzzle.

OneDigitalTrust is committed to increasing knowledge about estate and inheritance planning. We’ve designed our platform to make users more educated and knowledgeable about the inheritance planning process and terminology so they’ll be better informed about their choices.

Bottom line: the 65+ population in the U.S. is growing at an unprecedented rate. Between 2020 and 2060 the number of older adults will increase by 69% (from 54 Million to 95 Million); during the same period, the 85+ population is projected to TRIPLE (from 7 Million to 19 Million)1.

We believe that at some point you’re likely to serve as an executor (or a support role) in the estate plan of a loved one or a friend in some way, so learning more about estate & inheritance planning makes sense. We’re motivated to think of creative ways to spread awareness about this topic and share important tidbits of information.

Source: Population Reference Bureau (

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If you are a trusted provider-institution serving your customer’s financial needs, why not add inheritance planning to your range of offerings? Fill out the form on this page and we’ll show you how you can empower your customers to complete essential end-of-life planning, using our customizable, white-label platform. We offer several flexible pricing options for your institution to make the platform available to your customers, branded as yours.


– Click on a clue (Across or Down) and the word will highlight in the puzzle – Type in the correct word to solve; click enter – If correct, a green check will appear; else a red cross will appear The puzzle is below – good luck completing it!