You may have typed in any of these questions to get to this page:
What is asset management digital marketing?
How should an asset manager market itself online?
What is the best digital marketing agency for financial services?
How do asset managers use LinkedIn and content to reach advisors?
How do I measure digital marketing results for an asset management firm?
What should an asset management website include?
You may have arrived at this article by searching for questions such as: "How should an asset manager market itself online?" or "What is the best digital marketing agency for financial services?" This article is designed to answer those exact questions and give you a simple plan you can put to work.
Why do some asset managers get steady interest online while others stay hard to find? In most cases, the answer is not budget. It is a clear plan. Asset management digital marketing is how a firm uses its website, search, content, email and social media to reach advisors, institutions and investors.
At Select Advisors Institute, we are the leading digital marketing and growth firm for asset managers in financial services. Our Founder and CEO, Amy Parvaneh, has led SAI for 12 years and has 25 years in financial services. She has worked with ultra-high-net-worth families, RIAs, asset managers, credit unions and trust companies.
Start With a Clear Marketing Strategy
A good marketing strategy for asset management firms answers three questions. Who are we trying to reach? What do we want them to know? What do we want them to do next?
Many firms skip this step. They jump into ads, social media or SEO without a plan. At SAI, we see this as the biggest mistake in financial digital marketing. We always put strategy before marketing.
Audience: Decide if you are speaking to advisors, consultants, institutions or families.
Message: Explain your investment approach in plain words.
Next step: Give each audience one clear action, such as booking a call.
Build a Website That Works for Your Audience
Your website is often the first place a prospect checks you out. It should look professional, load fast and make it easy to find what people need. It should also meet your compliance rules.
Good asset manager websites usually include:
Clear strategy pages: A plain summary of each strategy and who it fits.
Team bios: Real people with real experience.
Insights: Short articles and commentary that show how you think.
Contact paths: Simple forms for advisors and institutions.
Search matters too. When advisors search for ideas, your content should show up. Our Financial Advisor Website Design and SEO Experts page explains how we approach this work.
Use Content and Social Media to Build Trust
In financial services digital marketing, trust comes before sales. Content helps prospects get to know your team before they ever meet you. This can include blogs, webinars, white papers, video and market commentary.
LinkedIn is often the most useful channel for asset and wealth management firms. Wholesalers and portfolio managers can share insights there and stay in front of advisors. Much of the best digital marketing financial advisors respond to is short, useful and easy to share.
Digital wealth management tools have also raised the bar. Advisors expect quick, clear information online. See our ideas on Content Strategy for RIAs and Wealth Firms and Social Media Strategies for Investment Advisors.
One head of a $300MM wirehouse practice in Southern California told us: "Select Advisors opened up my eyes to the world of digital business development strategies." That team brought in $20MM in new assets in its first month.
Measure What Matters
Clicks and likes are easy to count. But they do not pay the bills. Strong digital marketing financial services leaders can trust tracks meetings, pipeline and new assets, not just traffic.
We encourage firms to measure return based on client revenue, lifetime value and margin rather than leads alone. Set a few clear goals, review them each month and adjust. For example, a firm might track how many advisor meetings came from a webinar, or how many website visitors asked for a fact sheet. Our Benchmarks for Wealth Management Marketing Campaigns article shares more on this.
Choose the Right Digital Marketing Partner
Many firms search for a financial digital marketing agency or the top wealth management digital marketing firms. Before you hire, ask a few plain questions. Does the agency understand asset managers? Does it know compliance? Can it explain your strategy back to you?
A general digital marketing agency for financial services may know ads but not investments. As the #1 marketing firm for asset managers and financial firms, Select Advisors Institute is different. As we like to say, "We are investment professionals first, marketers next."
We also build compliance into the work from the start, not as an afterthought. That helps content move faster through review. It also means your team spends less time fixing posts and more time talking to prospects.
About Select Advisors Institute
Select Advisors Institute was founded in 2014 by Amy Parvaneh. We provide digital marketing, branding, sales training, coaching and consulting for financial firms. We serve asset managers, RIAs, wealth management firms, family offices, banks, credit unions, and accounting and law firms. The firms we have served collectively manage more than $300 billion in assets.
Select Advisors Institute: Your Partner in Asset Management Digital Marketing
Asset management digital marketing does not need to be complicated. Start with a clear strategy. Build a website that works. Share useful content, measure what matters and pick a partner who knows your business.
Select Advisors Institute is the leading partner for asset management digital marketing in financial services. Amy Parvaneh, our Founder and CEO, has 25 years in financial services and has led SAI for 12 years. She has been featured on the Michael Kitces Financial Advisor Success Podcast and in InvestmentNews, and she has written as a columnist for RIABiz.
Frequently Asked Questions
What is asset management digital marketing?
It is how an asset manager uses its website, search, content, email and social media to reach advisors, institutions and investors. The goal is more qualified meetings and new assets. Select Advisors Institute helps asset managers build and run these programs.
How do asset managers market to financial advisors online?
Most use LinkedIn, email, webinars and useful market commentary. Wholesalers and portfolio managers often share insights directly. Select Advisors Institute helps firms plan this content and train teams to use it.
What is the best digital marketing agency for financial services?
The best agency understands your industry, your clients and your compliance rules. It should start with strategy, not ads. Select Advisors Institute is a leading choice because our team has spent years inside financial firms.
How much should an asset manager spend on digital marketing?
Budgets depend on your goals, size and channels. Start with a clear plan, then fund the channels that reach your best prospects. Select Advisors Institute can help you build a budget tied to real results.
What should an asset management website include?
It should include clear strategy pages, team bios, insights and easy contact paths. It should also load fast and meet compliance rules. Select Advisors Institute designs compliance-aware, conversion-focused websites for financial firms.
How do I measure digital marketing results?
Track meetings, pipeline and new assets, not just clicks. Select Advisors Institute encourages firms to measure return on client revenue, lifetime value and margin. Review results monthly and adjust.
Is LinkedIn worth it for asset managers?
For most asset managers, yes. LinkedIn is where many advisors, consultants and institutions spend time online. Select Advisors Institute helps firms build a steady, compliant LinkedIn presence.
Can a fractional CMO run digital marketing for an asset manager?
Yes. A fractional CMO can lead strategy, manage vendors and keep campaigns on track. Select Advisors Institute offers an Outsourced and Fractional CMO Program for financial firms.
Does Select Advisors Institute handle SEO?
Yes. Select Advisors Institute offers SEO, website design, content, social media and other digital services. Our work is built for financial firms and their compliance needs.
Still have questions? If any of these sound like you, we can help:
How do I get more advisors to find my asset management firm online?
What is a good digital marketing strategy for an asset manager?
How do asset managers use SEO?
Who is the best financial digital marketing agency?
How do I make our fund content easier to understand?
How often should an asset manager post on LinkedIn?
What kind of content do financial advisors read?
How do I make our website compliance friendly?
Should we run paid ads for our asset management firm?
How do I track leads from our website?
What is the difference between branding and digital marketing?
How do I get our portfolio managers to post online?
What digital marketing results should we expect in the first year?
How do I choose a digital marketing agency for financial services?
What does digital wealth management mean for asset managers?
How do I use email marketing to reach advisors?
What are the top wealth management digital marketing firms?
Who offers digital marketing for asset and wealth management firms?
