Marketing and how we do business are always evolving. This has been especially true over the last few years. As we move into a new year, we need to look at embracing new tactics, or revisiting older methods that have become viable again. For financial professionals specifically, there are a few trends and tactics that should play a huge role in your 2025 marketing plan.
Omnichannel Marketing
Omnichannel marketing involves creating a seamless and integrated experience for clients across multiple communication and engagement channels. For financial advisors, this strategy ensures that clients and prospects receive consistent messaging and services, no matter how or where they interact with your brand.
- Client-Centric Experience: Clients engage with financial services through multiple touchpoints—email, social media, website, webinars, and face-to-face meetings. A well-executed omnichannel strategy ensures these interactions feel cohesive and aligned with their expectations.
- Improved Engagement: By meeting clients where they are, whether it’s LinkedIn for professionals or Instagram for younger investors, you enhance engagement and build trust.
- Higher Conversion Rates: Consistency across channels reduces friction in the client journey, making it easier for leads to convert into long-term clients.
Focus on Short-Form Video Content
Short-form video content on platforms like TikTok (litigation pending), Instagram Reels, and YouTube Shorts continues to dominate social media engagement. These bite-sized videos are perfect for financial advisors to break down complex topics into digestible, relatable pieces that capture attention quickly. By leveraging trends, storytelling, and visual elements, advisors can connect with audiences in a format that feels approachable and engaging.
Ideas for Short-Form Video Content
- Educational Tips: Share quick insights on topics like saving for retirement, managing debt, or understanding annuities.
- Client Success Stories: Showcase anonymized testimonials or real-life examples of how financial strategies made a difference.
- Behind-the-Scenes: Offer a glimpse into your day-to-day as a financial advisor to build authenticity and trust.
- Trending Challenges: Use popular audio or challenges to creatively deliver financial advice that aligns with current trends.
- FAQs: Address common client questions in a concise, approachable way.
With minimal production requirements and the potential for high engagement, short-form video content is an effective tool for advisors to educate, inspire, and connect with clients.
Transparency and Compliance in Communication
The FCC’s new 1:1 transparency rules emphasize the need for explicit consent and clear communication in all client interactions. Financial advisors must ensure they obtain channel-specific consent—such as for emails, SMS, or phone calls—while maintaining a seamless client experience. These regulations present an opportunity to build trust by showing clients that their preferences and privacy are respected.
Strategies for Compliance and Trust
- Consent Management Tools: Use CRM systems or consent-tracking software to document client permissions for different communication channels.
- Clear Opt-Ins: Ensure all opt-ins are transparent, with clear explanations of what clients are agreeing to receive.
- Regular Audits: Periodically review and update communication practices to remain compliant and effective.
- Educational Messaging: Proactively inform clients about these rules to highlight your commitment to ethical and transparent communication.
By prioritizing compliance, advisors can enhance client relationships while avoiding regulatory risks.
Year-end Planning
Do you want to make 2025 pop? To help your business reach new heights next year, IAMS has prepared a complimentary Year-End Planning Sales Package. This package includes the following:
- New Year Revitalization Guide: Discover effective ways to evaluate your year, craft a stellar marketing plan, and understand that success is more than just production numbers.
- Consumer-Facing Year-End Financial Planning Checklist: Uncover crucial details from your clients and prospects, helping you identify their unique planning needs.
- Policy Review Kit: Engage your clients and prospects with effective tools for policy reviews, a low-cost and effortless strategy that can be conducted virtually anywhere.
Get a head start in the new year by claiming your complimentary sales package now! Click below or call (800)255-5055 to request your kit today!
