2026 Marketing Tips for Financial Advisors: Show Up, Stick with It, Speak Clearly
We are often asked by our wealth management clients what marketing trends and tactics they should be using and what other firms are doing. In the interest of sharing our insights and research, we thought we’d take the opportunity to highlight a recent webinar through Wealth Management by Informa and sponsored by Broadridge titled ‘Advisor Marketing in 2026: The Definitive Blueprint for Faster Growth’ that we found interesting. The panelists discussed several ways financial advisors should enhance their marketing initiatives to strengthen their marketing footprints.
Financial Marketing Insights We Tell All Our Clients
The below statements from the closing summary really resonated with us and reinforced what we consistently tell our clients.
- “Be intentional”
- “Use the right channels”
- “Show up consistently with a clear message”
1. Be intentional.
This is an important phrase, so we want to give it some context. Being intentional means acting with purpose, and in marketing it’s about being strategic with marketing and aligning your activities with that strategy.
-It means being data-driven and focused, testing where it makes sense, and avoiding things that don’t align well with your strategy.
-It’s knowing your target audiences and showing how you can help them with their challenges.
-Be upfront about your strengths and lean into those as you serve clients and work with prospects. You don’t have to be everything to everyone—in fact, that will dilute your offering, and you won’t stand out.
Your efforts and initiatives should be focused on the desired outcomes.
2. Use the right channels.
The right channels can be hard to identify since there are so many options in our marketing toolkits.
-Focus on being where your audiences are and embrace content repurposing. In terms of channels, your audiences are interacting with you in multiple places, be it social, websites, newsletters, or events. Be where they are and know that what works best for one group may not work for other groups.
-Personalized communications are important. Use your audience personas and behavioral insights to create content that resonates.
-Using multiple channels doesn’t mean starting from scratch every time. Content can be repurposed for multiple places, from podcasts and blogs to videos and social posts.
3. Show up consistently with a clear message.
It’s important to keep doing something once you start—if something dramatic hasn’t affected the strategy or direction.
-We know it takes several touches for a message to be remembered. Continue refining your approach as results and circumstances change, but stay with it to build momentum.
-Your messaging needs to be consistent. What you say and how you say it on your website should align with what you say in marketing campaigns, thought capital, and social media.
Try These 3 Strategies to Engage with Clients
It can be tricky to meet rising expectations for digital-first, personalized communication. Adopting data-driven, consistent marketing strategies may help you strengthen client engagement and trust as you practice the points mentioned above.
If you’re a wealth management firm looking to enhance your marketing planning and initiatives, reach out. We’d be happy to share our insights.
