How I Helped Produce $72MM in New Assets

I am Series 7 and 63 licensed and have over 1 year experience in creating digital marketing strategies for Financial Advisors.

I was in charge of developing and executing digital engagement strategies that integrated website design (Yext Website Builder), social media platforms (LinkedIn, Twitter and Facebook), along with email campaigns (Salesforce CRM). Other tools included Google Ads and the Aladdin Portfolio Risk Platform. 

I supported 42 financial advisors across the country, and produced over $72 million in net new assets as a result of the digital marketing strategies and management I had put in place for them. 

I was able to accomplish this by identifying the goals of each advisory team, establishing their brand and what sets them apart, and utilizing the tools at hand to help deepen their client relationships and generate leads/new assets. 

Goal: One of the advisors I supported had a goal of down-aging her book of business. 9% of her book was under the age of 45 when we started, and we set the quantitative goal of reaching 20% by the time we’d reach a year of implementing our strategy. 

Objective: She wanted to secure the longevity of her practice and brand herself as a wealth coach.

Website: For her website, I created a custom tab dedicated to the Next Generation. This included resources for young investors, such as a “Millennial and Gen-Z Guide to Retirement,” “How to Use Credit Wisely” and “Behavioral Investing.” I included images to attract engagement, call to actions that encourage visitors to check out the articles, and was intentional in the article selections and how they help her SEO. 

We also had an email campaign strategy, focused on timely/relevant information for her clients to stay up-to-date and connected to their advisor. Many people leave their advisors when they don’t hear from them for a while.

We also utilized social media to increase her SEO, along with representing her professional brand online. We used the Hearsay platform to schedule and modify posts for LinkedIn, Facebook and Twitter. We included helpful insights for young investors, personal milestones to humanize herself online, as well as market updates. 

Results: We were able to increase her percentage of clients under the age of 45 to 12%. She gained 9 new clients and before ending our partnership, I helped transition her over to a new digital marketer to continue the process we had in place and update any outdated items.