Financial planner marketing? Yes! It makes perfect sense.

Posted on Posted in Marketing

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Financial planners and marketers are often put at opposite ends of the spectrum. They think about business in an entirely different light. Financial planners are analytical, methodical, and exact with their numerical values, while marketers are fluid, free, and more creative in their methods.

Don’t put them in a box. Numbers are becoming a marketers best friends

Putting these two professions in a box like this is a common mistake. Especially with today’s technology and advancement, financial planners and marketers have more in common than ever. Math, data, numbers, and exact values are changing the face of marketing entirely.

Inbound marketing is a method of marketing that works differently than traditional marketing methods. Instead of throwing up a bunch of stuff and hoping something will work to convert a stranger into a customer, inbound methodology centers on creating content specifically designed to appeal to your ideal customers based on specific data.

Tools such as HubSpot, Google Analytics, and Facebook Insights help track data about specific customers. These analytics show things like the number of new visitors that came to your website, what referral site brought them there, and even their demographics. Using this specific data, marketing agencies can analyze and fix their inbound marketing strategy and generate more leads and customers than ever before.

This is music to a financial planner’s ears.

Something all financial planners can respect is a good return on investment (ROI). Businesses have a budget and the marketing agency in the past could at best guess at what would work. But is it going to work? And if it does anything at all, what’s the true ROI? 

Inbound marketing is one of the most effective tools to helping any business know if they are getting results. The key to inbound marketing is data, and when you can put numbers to your marketing, it provides measurable results. What is even better, they can tell you what you’re spending your money on, see what’s working and tweak what’s not, and that is something both financial planners and marketers can be satisfied with.


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Jeffery James
Jeffery James
Jeffery is the Creative Director and Principal of Spire2. He brings marketing expertise from a variety of industries. He excels at understanding clients' corporate objectives, translating them into brand positioning and executing marketing materials that exceed expectations.