Advertising

In the highly regulated and competitive world of finance, relying solely on referrals and traditional networking is no longer sufficient to sustain growth. Today’s high-net-worth investors are searching for guidance online, and if your firm isn’t visible, you are missing out on critical assets under management (AUM).

At Advisor Momentum, based right here in South Jordan, UT, we specialize in bridging the gap between complex financial expertise and digital client acquisition. We understand that internet marketing for financial advisors requires a delicate balance of aggressive growth strategies and strict adherence to industry regulations. We don’t just generate clicks; we build the trust required to turn a prospect into a lifelong client.

Generalist marketing agencies often struggle with the nuances of the financial sector. They may not understand the difference between a fee-only planner and a broker-dealer, or the compliance hurdles involved in advertising performance. Advisor Momentum is different. We are purpose-built for this industry.

South Jordan is a rapidly growing hub for business and finance. As the local landscape becomes more crowded, standing out requires more than just a website; it requires a dominant brand presence.

We act as your external CMO. We take the burden of marketing off your plate so you can focus on what you do best: managing wealth and serving your clients. From crafting compelling ad copy to analyzing conversion data, we handle every aspect of your digital footprint. We provide transparent reporting, showing you exactly how our efforts translate into booked appointments and new accounts.

• Consistent content especially using platforms like LinkedIn (professional audience), YouTube (depth + personality) and Facebook (often many planners and bankers target audience).
• Educational content that builds trust, offers an outlet for “free” education and credibility – rather than just selling.
• Combining digital + physical/hybrid tactics (e.g. no-cost meetings, seminars, webinars & events) tends to yield better conversion than digital alone.
• Being “digitally empowered” (i.e. good tech stack, client-facing tools, digital touchpoints) helps firms grow faster.

• Time lag: It often takes many months (or more) before content builds enough trust to convert into new client relationships. The “long game” is real.
• Compliance & regulation: Many advisors are constrained by firm policies (what they can post, how testimonials are used, google reviews, etc.), which limits what strategies are lucrative.
• Audience demographics: Younger potential clients may rely more on social media/finfluencers for financial info, but converting them to paying advisory relationships takes work.