P.O. Box 311 Mercersburg, PA 17236

P.O. Box 311 Mercersburg, PA 17236

5 Fundamental Marketing Strategies for Wealth Management Companies in 2021

HomeMarketingStrategies5 Fundamental Marketing Strategies for Wealth Management Companies in 2021
8Jan5 Fundamental Marketing Strategies for Wealth Management Companies in 2021

Wealth management is a technical and specialized field that requires experts who are constantly finding new solutions to provide services and customer satisfaction. Often, these specialized experts are not familiar with marketing strategies because they are not relevant to their field.

This is why we have come up with 5 fundamental marketing strategies for wealth management companies to better guide your growth through strategic communication and targeted marketing.

1. Know Yourself

The first step for any company is to have a clear understanding of what the company wants. You need to define the values, mission, and vision of your company with your team before you move forward.

This will help impact your future communications and promote internal unity within your company. When everyone has clear common goals, it becomes much easier to achieve those goals.

2. How are you different?

Growing competitors can saturate the market and make it difficult to stand out. If everyone is offering results, trust, and transparency, then you need to think about how to communicate your offer in a way that is different and unique.

You can achieve this by creating a strong value proposition that reflects the unique characteristics provided by your company and its services.

3. Know Your Customer

Marketing to the right people is one of the most important and beneficial things you can do for the organic growth of your business. Clearly defining your target audience is an important first step toward creating this organic growth.

You can start by identifying the type of customers that are most loyal, engaged, and satisfied with your services to create ideal customer profiles. Creating and studying these customer profiles will greatly help effectively target the right people for your services.

4. Create Your Online Presence

Many wealth management companies fail to grow their online presence and this can create a wall between them and their customers. Most people conduct online research before contacting a provider for any services. If your company does not have an engaging website or online presence, those people will find it difficult to know your specialty and services or whether it is suited to their needs.

You want to give your website visitors and potential customers a good view of what you are offering and how it can benefit them. Increasing online presence also requires good engagement on social networking platforms like Twitter, LinkedIn, or any online platform that is frequented by your target audiences.

4. Create Value-Added Content

Creating worthy and valuable written content can help you legitimize your expertise and become an authority in your field.  Informative and educational content will create awareness in readers and make them understand why they need your services more.

Select your content carefully and avoid too much self-promotion. You can even use your written content and channel it through multiple formats like video and audio to reach and engage wider audiences.

Marketing Solutions for Wealth Managers

Creating your presence in a sea of competitors is difficult but not impossible and good marketing strategies can help bring your expertise and uniqueness to larger and relevant audiences. Follow these fundamental marketing strategies and help your wealth management company achieve greater success in 2021.

For help with marketing your wealth management company, Pendragon Consulting is here to help.  When taking the jump into marketing, you want a partner who can help take your company further and who is familiar with the nuances of your industry – such as working with compliance and the various governing regulations of the financial industry.  To learn more, send us a secure message via our website or give us a call at 443-343-2313.

Leave a reply

Heather T.

Facebook and Instagram took down my boosted posts. Those posts were the only way I was getting any income. I started to freak out. I met with Jess, and she showed me a whole new world of Facebook advertising. She helped me get my posts back up and within 48 hours my entire weekend was booked. I’m forever grateful for her and her knowledge. I’ve even bought her books to gift to my entrepreneur friends. I highly recommend Pendragon for your marketing needs!

Heather T.

Robert P.

I have hired Pendragon Consulting, LLC to help me revamp my business because of COVID-19. The Pendragon Team sat down with me and notified me that my website was not displaying on Google for ranking. They also explained the difference between advertising with Google and Facebook. My profit margin has increased during these uncertain times. I would highly recommend Pendragon Consulting, LLC for your business.

Robert P.

Eric S.

I’ve worked with Pendragon for a year now, and they are timely, responsive, and great in our marketing needs, adding visibility and legitimacy to the work we are doing in our marketplace. I’ve referred them to three partners already and plan on referring them to more soon! A great team to get you started in the digital marketing world.

Eric S.

Kurt H.

Jessica and her team at Pendragon have been incredible to work with. The creativity they have brought to my social media marketing has made a huge impact on my business. I have felt completely comfortable turning this over to them which as allowed me to focus on other areas of the business and drive growth.

Kurt H.

Mark M.

Excellent customer service and professional results! Highly recommend this business.

Mark M.

Barbara N.

Jessica has offered us smart suggestions and implemented a very creative product. Good partner to have!

Barbara N.

Luis P.

Absolutely professional, friendly, dedicated, creative, resourceful and dedicated to their clients. Jess went above and beyond to make sure I got exactly what would work for my services website. I look forward to continued work with her and have referred a few people to Pendragon. No complaints and all satisfaction.

Luis P.

Tina W.

We have been working with Jessica for the past 9 months and she has taken the guessing game out of how to manage and grow our social presence. She was very quick to understand our products and services and now she manages and writes all of our social media content. Jessica is also amazing to work with, extremely responsive, willing to share best practices and her insights.

Tina W.

Pendragon Consulting, LLC is a veteran owned digital marketing agency based out of Pennsylvania, proudly serving clients across the nation.

P.O. Box 311 Mercersburg,
PA 17236

© 2023 All rights reserved. Website design by Pendragon Consulting.

Scroll to top