MARTECH MINUTES: 5 Things Advisors Must Do Now To Grow AUM in 2025

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By Teresa Leno, CEO and Founder of Fresh Finance

As a financial advisor, your services are pivotal in helping individuals and businesses make suitable financial decisions. However, growing your book of business requires more than just providing exceptional services; it requires a marketing strategy.

Continuous marketing is critical to expanding your client base and growing your AUM. Below are five 'marketing things' that every advisor must deploy now to grow their business in 2025.

1. Leverage digital marketing

In today's digital era, having a robust online presence is non-negotiable. Potential clients are increasingly turning to the Internet to look for financial professionals. Your firm needs a professional, user-friendly website that educates visitors about your services, values, and qualifications.

Search engine optimization (SEO) can help boost your online presence and visibility by using enhancements like Moz to improve your website’s regional search presence. Check with your website provider to determine how regional search tools can help your website reach prospective clients looking for a new advisor in your area.

2. Utilize fresh finance content

Content marketing is a powerful tool for branding and lead generation. By regularly publishing insightful blogs, articles, and newsletters relevant to the financial industry, you can position yourself as a thought leader in your field. A content marketing approach of using fresh content builds trust with current clients and helps guide potential clients through conversion.

In addition to text content, consider using infographics, podcasts, webinars, and videos to diversify your content mix and make it more exciting and engaging. Remember that SEO is enhanced when your website is continuously updated with new, fresh content.

3. Embrace social media

The majority of potential clients are active on various social media platforms. Leveraging social media channels can significantly enhance your reach. Platforms like LinkedIn, Facebook, and Twitter offer opportunities to engage with your audience, share helpful content and insights, and demonstrate your thought leadership.

4. Implement email marketing

Email marketing is another cost-effective strategy you can deploy. Regular newsletters on financial planning, investment strategies, life events, and other financial news can keep you on your clients' minds.

Additionally, automated emails can help nurture leads and convert them into loyal clients. However, each email must have a clear call-to-action (CTA), ensure each message adds value to the recipient, and contain an automated opt-out.

5. Network constantly

While digital marketing is essential, you should recognize the power of traditional networking. Attending industry events, seminars, and workshops presents opportunities for connecting with potential clients. Referrals from satisfied clients can also bring in new business.

In conclusion, growing your advisory business demands an intelligent blend of various marketing strategies. Leveraging digital marketing, using fresh finance content, embracing social media, implementing email marketing, and networking marketing can put your business on a growth trajectory for 2025.

Remember that consistency, patience, and persistence will eventually pay dividends in new clients and AUM growth.

Contact Fresh Finance to learn more about their enterprise MarTech SaaS content tool for firms with 25 or more advisors

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Teresa Leno worked as a financial advisor and experienced firsthand the importance of financial education to help clients make more informed decisions before a crisis. Through her experience, Fresh Finance was started as a financial content marketing solution to help advisors validate their expertise through sharing content.