In order to grow their business and thrive, financial advisors need to communicate with prospects and clients and develop relationships with them. The ultimate goal is for financial advisors to gain the trust of their clients to build loyalty throughout the customer journey. That’s why financial advisors are beginning to mimic the marketing efforts of large companies and organizations; they are focusing on the customer in order to make the most relevant offers and personalize service.
In order for financial advisors to reach their clients, they are making use of marketing tools for email campaigns, social media communication, customer relationship management, and analytics to determine the value of all of those marketing efforts. Whether you are just beginning to delve into marketing or are looking for tools to beef up your marketing efforts, our list of the top 50 marketing tools for financial advisors will help you achieve your goals of increasing leads and closing more sales by reaching prospects and existing clients in the right way at the right time. Some of our top tools are specifically designed for financial advisors, especially because of the compliance regulations that exist in the industry. Other top tools that made our list are appropriate for financial advisors because they are designed for independent advisors or small businesses. No matter your marketing needs, at least a few of our financial advisor marketing tools will work for you. Please note, we have listed our top marketing tools for financial advisors here, in no particular order.
1. FMG Suite
fmgsuite.com
FMG Suite provides lead generating websites and automated marketing tools for service professionals. This marketing tool for simplifies marketing for financial advisors. The Suite is an all-in-one marketing tool that is designed to increase referrals and leads for a low monthly price.
Key Features:
Automated email and social media tools drive traffic back to your website
Turn-key websites are pre-loaded with great videos
Extensive content library contains hundreds of videos, infographics, and articles that are reviewed for compliance in advance
Includes a white-glove transfer of your current content
2. Redtail CRM
corporate.redtailtechnology.com/products/crm/
Redtail Technology is an industry leader in software for financial advisors, including customer relationship management, document imaging, and email solutions. Redtail has been designing successful CRM solutions specifically for financial professionals since 2003. This top marketing tool for financial advisors provides detailed tracking of your clients’ data for relevant client ‘touches.’
Key Features:
Automated workflows
Intuitive user interface
Tailored to today’s financial advisors
Seamlessly integrates with Morningstar, Riskalyze, LaserApp, Allbridge, and MoneyGuidePro
Free database migrations
3. Wealthbox CRM
wealthbox.com/
Wealthbox is a modern CRM for financial advisors. Wealthbox is web-based and secure and requires no training. Wealthbox is a top marketing tool for financial advisors that makes it possible to easily stay connected with clients, prospects, and staff.
Key Features:
Contact management
Activity streams
Advanced reports
Opportunity tracking
Account administration
Advanced security
4. Blueleaf
blueleaf.com/
Blueleaf makes advisors look good with a simple, scalable client engagement platform. Financial advisors who use Blueleaf as a marketing tool grow faster and serve more clients automatically. This financial relationship management software enables financial advisors to leverage client information build profitable relationships.
Key Features:
Prospecting tools
Asset discovery
Goal tracking
Client communication
Tracking and alerting
Client portal
Account aggregation
Performance dashboards
5. Campaign Monitor
Campaign Monitor is a simple email marketing tool for financial advisors. With Campaign Monitor, financial advisors easily create, send, and measure the impact of email marketing campaigns. Design engaging email marketing campaigns with drag-and-drop tools using Campaign Monitor.
Key Features:
Designs look amazing on any device and in any inbox
Use the powerful email builder to design branded emails that are automatically responsive
Send relevant content with personalized email marketing campaigns with targeted content for various audiences
A/B testing for easily testing subject lines, sender details, and different email marketing designs
Shared from Wireless City Blog:
Top Marketing Tools for Financial Advisors
