Here’s the reality: 77% of Financial Advisors don’t have a clear marketing strategy. That means much of your competition is likely winging it—showing up inconsistently, second-guessing their approach, and missing out on major growth opportunities.
If you want to attract more of the right clients, grow your AUM, and create real momentum in 2025, you need a marketing plan that works with your business, not against it. The good news? It doesn’t have to be complicated.
Let’s explore seven tried-and-true strategies you can use to help you start off the year with a solid marketing plan, from setting goals to choosing the right channels and more.
7 Smart Financial Advisor Marketing Strategies for 2025
Marketing shouldn’t feel like another full-time job. The key is working smarter, not harder—focusing intentionally on high-impact activities that drive measurable results.
1. Pick the Right Channels—And Stick to Them
The biggest marketing mistake Advisors often make? Trying to do everything at once.
There are more marketing channels than ever, and while that’s exciting, it also leads to two common pitfalls:
- Lack of Focus: Jumping from one strategy to the next, without building real traction
- Analysis Paralysis: Overthinking instead of executing
Instead of spreading yourself too thin, commit to a few high-impact channels and double down on them. LinkedIn, email marketing, and local SEO are three of the best places to start.
Remember, depth often beats breadth in marketing—a single well-executed channel will likely outperform five half-hearted ones.
2. Set Weekly, Monthly & Quarterly Goals
Here’s a hard truth: Marketing takes time.
The average prospect takes six or more months to convert, so if you’re only tracking big wins, you’ll get discouraged fast. Instead, break your strategy into small, achievable milestones with clear objectives for each quarter, month, and week. For example, your goals list might look something like this:
- Weekly Goal – Post twice on LinkedIn
- Monthly Goal – Gain 50 new followers
- Quarterly Goal – Generate at least one high-quality lead from social media
By creating consistent, measurable wins, you’ll build momentum while keeping your eye on long-term growth.
3. Block Out Time Like It’s a Client Meeting
Many Advisors struggle with consistency, not capability, when it comes to marketing. You already have the knowledge—what you need is dedicated time to make marketing happen.
Yet, 30% of Advisors spend less than one hour per week on marketing. If you don’t make it a priority, it won’t happen.
Schedule non-negotiable marketing time in your calendar. Even one hour per week of focused effort can significantly move the needle. In fact, we recommend that you treat your marketing time like a high-value client meeting—it’s that important.
4. Develop Your Own “Content Library”
Given your busy schedule, content production can easily become a major bottleneck. You want to post regular blogs or videos, but you find yourself stuck on what to talk about. That’s time that could be spent writing or recording therefore gets taken up simply brainstorming topics.
Avoid this by keeping a content library: a list of ideas you can pull from whenever you need. This could be ideas based on client questions, industry trends, seasonal events, or more—whatever sparks your creativity and could be leveraged later on in your marketing efforts.
5. Repurpose Content for Maximum Impact
Content creation shouldn’t feel like a hamster wheel. Instead, focus on producing high-value assets—such as webinars, eBooks, or white papers—that can be broken into smaller pieces for different platforms. For example:
- Turn one webinar into a blog, multiple social posts, and an email campaign
- Break a white paper into short-form videos and infographics
- Extract quotes and stats for quick-hit social media content
One great piece of content should fuel multiple touchpoints—maximizing visibility while minimizing effort.
6. Streamline Compliance
Compliance reviews are a persistent marketing bottleneck for Advisors. Traditional approval processes are often slow, manual, and frustrating. Finding new ways to streamline these checks and approvals can save you a huge amount of time and effort in 2025, allowing you to create and publish content much faster.
That’s why RFG Advisory built Pathfinder—our digital marketing platform that integrates compliance directly into your workflow. With automated approvals and pre-approved content, you can create and publish without friction.
7. Embrace Financial Advisor Marketing Strategies That Can Automate Repetitive Tasks
Every hour you spend on manual marketing tasks is an hour not spent growing your business. Automation tools for marketing can handle things like:
- Social media scheduling: Queueing up posts in advance
- Email follow-ups: Nurturing prospects automatically
- Lead scoring & segmentation: Pinpointing your highest-value leads
By investing in the right tools, you can focus more time on high-value activities like building relationships and closing new clients.
Ready to Grow Faster With Custom Financial Advisor Marketing Strategies?
The Financial Advisor marketing strategies we’ve shared can help you gain traction, but why go it alone?
At RFG Advisory, we provide end-to-end support—including dedicated marketing support, full-scale branding, back-office solutions, and an integrated RIA tech stack—so you can focus on building relationships and growing your AUM.
The results? Advisors at RFG Advisory experience consistent, double-digit organic growth—far exceeding industry norms.
Let’s talk about how we can help you do the same.