Author Info

Allison Warner is the Corporate Marketing Director at USA Financial, where she leads the development and implementation of corporate...
There’s been a lot of talk of a possible economic recession recently. But as history has proven, having the right marketing strategy can be the difference between firms that succeed and those who fail during uncertain economic times.
As your clients are more keenly aware of their spending during financial uncertainty, it is important to consider the following tips so you can be the voice of reason in the room:
During times of uncertainty, stress starts to settle in. It’s more important than ever that you engage with your clients. Don’t miss out on opportunities for one-to-one personalized communication. Perhaps it’s a quarterly call to check in, or an email with a link to an article you saw about their favorite football player. Any advisor can have a financial relationship with their client, but personal connections leave a lasting impression that can differentiate you from other advisors. This not only serves your clients better, but it can also garner more introductions.
Evaluate your marketing strategy and prioritize what has worked. Technology nowadays has made it easy to connect virtually through Zoom, LinkedIn, Facebook, etc. If you’ve already developed pages for your business on those channels, keep it up. Are there any other marketing tools that worked for you? Make a list of what’s been the most effective and efficient for you in the past two years. Scale down that list to a handful of items that fit your budget. Lastly, don’t be afraid to get creative with your messaging and tactics.
If you asked your best clients why they chose you as their financial advisor, what would they say? How did you reinforce your value? Recognizing the importance of building trust and personalized connections with your clients moves you from “the advisor who manages my money” to “Joe”. When you met with your best clients, did they trust that the plan you set up for them was for the long-haul? I’d hope so. It is important to remind them that the roadmap might have a few bumps in the road, but you planned for this. Short-term emotions can kill long-term gain. Have you heard that before? If not, and this last paragraph made you pause, then perhaps we should chat.
When hard times hit, people cut spending. Businesses are no different. However, in this industry, we plan for the long haul. There’s no need to panic. We can stay engaged in communication with our clients, strategize what marketing efforts will be most efficient for us, and reinforce the value we provide to our clients.
Allison Warner is the Corporate Marketing Director at USA Financial, where she leads the development and implementation of corporate...
With over 1.1 billion members worldwide as of 2025, LinkedIn isn't just another social network—it's the world's largest professional networking platform. We're talking about a platform where 40% of active users check the platform daily, creating consistent opportunities for meaningful engagement.
Niche marketing has many benefits for financial advisors: clients have a good reason to refer you, prospects can see themselves represented on your marketing collateral, and you get to optimize your knowledge of retirement or financial planning for that group. Don’t underestimate the strength it brings to be able to say that you've helped several clients in a similar situation or from a common source as the prospect you’re trying to close.
Digital marketing is an often-overlooked time-suck for financial advisors and small advisory practices doing their best to get more clients digitally while serving existing clients well. Marketing automation provides a solution to this problem, so today our marketing support team wanted to answer a few frequently asked questions for our readers.
With over 1.1 billion members worldwide as of 2025, LinkedIn isn't just another social network—it's the world's largest professional networking platform. We're talking about a platform where 40% of active users check the platform daily, creating consistent opportunities for meaningful engagement.
Niche marketing has many benefits for financial advisors: clients have a good reason to refer you, prospects can see themselves represented on your marketing collateral, and you get to optimize your knowledge of retirement or financial planning for that group. Don’t underestimate the strength it brings to be able to say that you've helped several clients in a similar situation or from a common source as the prospect you’re trying to close.
Digital marketing is an often-overlooked time-suck for financial advisors and small advisory practices doing their best to get more clients digitally while serving existing clients well. Marketing automation provides a solution to this problem, so today our marketing support team wanted to answer a few frequently asked questions for our readers.