Advisor Websites Inaugural State of the Industry Report Analyzes Successful Digital Marketing Strategies for Financial Advisors

Survey of nearly 500 advisors finds personalization, automation and tailored content drive engagement in digital marketing

VANCOUVER, British Columbia, January 18, 2022–(BUSINESS WIRE)–Advisor websites, a provider of personalized websites and targeted digital marketing solutions for financial advisors, today announced the availability of its state of the industry report, “Fueling Growth. Powering Personalization. How Financial Advisors Can Supercharge Growth Through Personalization Marketing in a Digital Era”. Available for free To download, the new report explores how financial advisors can better leverage digital marketing to generate leads and conversions.

With 70% of consumers stating that a website was the most influential channel for making a purchase decision, there’s no denying that a personalized digital presence is critical to the long-term success of financial advisors. Additionally, more and more people are turning to the internet for financial advice, with 80% of prospects do their own research online before choosing a financial advisor. This means that an advisor’s website is likely the first impression they make on potential clients, making it essential to boost their online presence and embrace personalized digital experiences.

In its inaugural report, Advisor Websites analyzes how successful financial advisors are improving their digital marketing efforts through five essential strategies, including:

  • Identify unique customer characteristics and formally document their targeted target market;

  • Strategically build custom websites that speak directly to their target market through design, content and messaging;

  • Create personalized and relevant content that meets specific customer needs, whether by industry, profession, geography, education, behavior or other attributes;

  • Leverage social media to build trust, humanize their brand, and drive more traffic and conversions to their websites; and

  • Use marketing automation tools combined with personalized content to increase results with less money and time invested than ever before.

The new report further outlines concrete steps financial advisors can take to ensure each of these strategies are successfully executed, such as five key considerations when identifying target audiences, three best practices for maximizing return on content investment, four ways to create personalized digital experiences via social networks. media, and more.

Also included are real-life examples and success stories. Plus, leaders from leading FinTech organizations like Snappy Kraken, Asset-Map, C-Suite Social Media, FA Client Machine, FiComm Partners, and York Public Relations discuss how personalization drives organizations’ growth.

“In today’s digital age, it’s not always easy to stand out from the competition and stand out from your competitors, but it’s essential. It requires knowing your audience and tailoring content to meet their unique needs,” said Graham Turner, CEO of Advisor Websites. “In fact, more than half of businesses that incorporate personalization into their content and websites report a 10% or more increase in their marketing goals, which translates to both improved conversion rates and customer engagement. But where to start?

Turner continued, “Our latest report not only offers insight into why personalization is critical, but it also provides key steps to creating and executing a successful strategy. With proven marketing approaches and extensive research, this report provides financial advisors with the tools and resources they need to better target the right audience, thereby building trust and ultimately increasing their bottom line.Advisors can then focus more on providing exceptional service to their clients. clients. “

To download the free report and learn how to better leverage digital marketing to drive greater engagement, leads, and digital conversions, go to

Advisor websites will also host a virtual panel on January 27, 2022, digging deeper into the report with industry-leading fintech giants. To register, visit

About advisor websites

Founded in 2012, Advisor Websites creates custom, conversion-friendly websites that help financial advisors attract their ideal client and convert more leads into long-term clients. Recognized as one of British Columbia’s fastest growing companies, the Vancouver-based company provides clients in the United States and Canada with FINRA and SEC compliant digital marketing solutions, including including a customizable content library featuring hundreds of custom templates, automated social media tools, blog scheduling, automated email marketing and more. For more information on their personalized approach to digital marketing, visit

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Mary York
For advisor websites
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