Wealth Management Marketing

Grow Your Wealth Management Business With Digital Marketing Solutions

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Effective Marketing Strategies to Promote Wealth Management Services

The financial services industry is an incredibly competitive market.

So, your wealth management marketing strategy needs to be top-notch.

You’ll need a unique financial advisor marketing strategy that makes your wealth management firm stand out.

digital content marketing
online reputation management

Digital Logic is a top digital marketing agency that prioritizes unique financial advisor marketing strategies that work for your business. 

Don’t settle for a generic marketing strategy.

At Digital Logic, we craft an effective digital marketing strategy to take your business’s growth to the next level. The wealth management sector is immensely competitive, but having solid digital marketing strategies will help you succeed.

If you’re eager to learn more about how we can help you become more visible to prospective clients, take a look at our past strategies that worked wonders in our case studies.

To get a free, completely customized marketing plan, give us a call. We’d love to be a part of your success in the financial industry.

A professional digital marketing strategy outperforms all other channels that wealth managers and financial planners  can use to grow their business.

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What is Wealth Management Marketing?

Digital marketing for businesses in the wealth management industry is essential for growth. Marketing solutions for wealth managers could involve social media marketing, search engine optimization (SEO), content marketing, and paid advertising.

Depending on the needs of your specific wealth management firm, our team has what it takes to craft a winning strategy for you. Whether you’re a brand new business or an established local business, we can offer marketing ideas and professional marketing strategies to move the needle in a positive direction.

Many wealth managers have found great success through a digital marketing strategy.

Why Do Financial Advisors Need Digital Marketing?

If your wealth management firm also takes other cases, like retirement planning, investment management, or money management, it’s crucial to advertise this information online. This makes your business more visible online to your target market.

Financial service providers and wealth managers play a critical role in many investor’s lives. When you advertise your services online, your business gains many benefits.

Digital marketing benefits can include:

Wealth Management Marketing Services

We provide full-service digital marketing strategies for wealth management firms. Our financial advisor marketing strategies are based on data and customized to meet your needs. We’re just as invested in your success as you are.

We provide all of the most essential services for digital marketing, including:

PPC Management for Wealth Management Firms

Pay-per-click management is one of the best options for financial advisor firms and registered investment advisors to secure mroe high net worth clients.

PPC for any financial advisor or financial firm has a “wealth” of benefits to offer. Google ads help to build brand awareness.

65% of searches with high intent will result in an ad click. A searcher who clicks on an ad has probably already decided that they need a financial advisor.

Our PPC consultants make your wealth management business stand out online. For example, if you primarily work with high-net-worth clients, we include that language in your ad copy.

Two of the most popular and effective types of paid ads are search ads and Local Service Ads (LSAs).

seo vs ppc

Search Ads for Financial Advisors

Paid search ads for wealth management or retirement planning are usually displayed above (and sometimes below) organic search results.With an experienced Google AdWords management team, you can focus your time running your wealth manaement firm while we create and manage your ad campaigns.

Local Service Ads are a new advertising option on Google. LSAs can be even more effective for a financial advisor or a wealth management firm looking for more local clients.

With LSAs, we include a professional headshot, your Google reviews and ratings, phone number, service areas, business hours, experience, and more.

LSAs allow your wealth management marketing team to dispute leads that aren’t valid to the wealth management services you provide. Therefore, if someone calls your number from an LSA and asks about something unrelated to your services, you can get the cost of that callback.

SEO for Wealth Management Firms

Younger generations and younger consumers are turning to search engines like Google to find goods and services.

If you want to reach more high-net-worth and younger investors alike, search engine optimization is the best long-term digital marketing strategy. SEO involves quality content creation, keyword research, technical optimizations, and many other organic strategies. Altogether, SEO services work in tandem to make your website rank higher on search engines

Organic wealth management marketing techniques include:

search engine metrics

Keyword Research

In a competitive market, it’s more important to target more specific keywords for your digital content. For example, the keyphrase, “financial advisors” is too broad. “Financial advisors in Houston,” however, is more specific and easier to rank for.

By narrowing the scope of who we’re targeting, we can compete for keywords that are more relevant to your wealth management services and more likely to generate high-quality leads.

Content marketing generally happens after you’ve determined a list of keywords you want to rank for. Content marketing is a key tool in building trust and credibility with prospective clients. Content marketing for the wealth management sector aims to provide helpful, informative, relevant content for potential customers.

If you want to be more visible to prospective clients in your area, local SEO is a must.

Local SEO is an organic digital marketing strategy that aims to increase your visibility in local search results. With the explosive growth of searching from mobile devices, local SEO services are more important than ever to build trust with potential new customers.

Local SEO involves optimizing your site and its content for local keywords, setting up and optimizing your Google My Business profile, and optimizing citations. Our wealth management marketing agency can make the process a breeze for you while still providing you with full control and transparency.

Google Business profiles and online directories are another way to generate positive signals online.

GMB and directory profiles give wealth managers an avenue through which they can appeal to more local clients. As we mentioned before, searchers are frequently looking online for financial service providers.

The more questions you can answer with the profile alone, the more likely a searcher is to contact you for services.

The same strategy applies to Google My Business profiles. GMB profiles should be filled out as fully and accurately as possible so that they are helpful and informative for searchers. Google reviews are crucial as well, so remember to encourage your clients to leave reviews on your profile.

Technical SEO services involve optimizations that customers will never see or focus on. This is because it involves making small changes to the back end of the website in its code and structure that help the site appeal to search engines and potential clients alike.

Pricing plans starting at


Website Development for Wealth Management Firms

With wealth management marketing, it is very important to have an attractive website that functions well. An organized, attractive, and professional website can impress prospective customers and keep them on your site for a longer period of time.

Our in-house web development team has an eye for style and brand image, as well as the technical skills to design fast, functional websites for wealth managers. We take pride in creating eye-catching sites that perfectly capture brand identity while also functioning well and guiding potential clients along the buyer’s journey.

The following web development services are just a few of the ways we develop and optimize sites for the wealth management industry:

search engine metrics

Optimized for Search Engines

Searchers aren’t the only ones who will judge a site based on its content and structure. Search engines also have preferences when it comes to site rankings. These preferences have less to do with appearance and more to do with relevancy and functionality.

When designing and developing a website for clients in the financial indusrty, we like to ask ourselves the following questions:

  • Is the business listing showing up on Google?

  • Does the brand invest in content marketing?

  • Is the website safe and secure?

  • What is the current site speed?

  • Is the digital content easy to access and navigate on all devices?

Our web developers always keep those factors in mind when designing and making changes to websites within the financial services industry, as they can greatly impact the rankings for wealth managers over time. 

Having a scalable framework means your website can handle increases in demand, usage, or complexity without sacrificing functionality, performance, or quality. For wealth management marketing, a website framework should be able to handle sites with a few dozen pages or hundreds of pages. 

Your website is one of the first impressions of your wealth management firm for online searchers. Because of this, your website should be designed and developed to impress and show your expertise and professional services.

Among the most important aspects that make up an impressive website for financial advisors and positive user experience include the following:

  • Create a consistent brand identity

  • Mobile-responsiveness

  • Great user experience

  • Fast site speed

  • Attractive, relevant images

Work With the Best Wealth Management Marketing Agency

The team at Digital Logic prioritizes two things: data-driven results and total transparency. We believe that trust is one of the most important aspects of any digital marketing relationship. That’s why we maintain consistent communication with our clients, providing them with updates on a regular basis. They also have full control and final approval over what goes on their site.

Whether you’re a solo financial advisor or a member of a large wealth management firm, we have the skills to grow your business through social media marketing, online paid and organic marketing.

To learn more about how our wealth management marketing services could impact your business, schedule a call with us. 

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