For decades, referrals were the engine that fueled advisory firm growth. While referrals still matter, today's consumers—especially younger generations—are increasingly turning to Google, podcasts, social media, and AI-powered search tools to find financial professionals. The question is no longer whether advisors should invest in marketing and public relations, but how to do it effectively. Join Financial PR & Digital Marketing Strategist Jody Lowe for a practical, action-oriented webinar designed to help financial advisors and firm leaders build a sustainable marketing and PR strategy that generates trust, attracts ideal clients, and drives long-term organic growth. Drawing on real-world examples and proven best practices, Jody will show attendees how to move beyond random marketing tactics and create a repeatable system for business development.
During this session, you'll learn:
- Why referrals alone are no longer enough to sustain growth
- How to identify and articulate a compelling differentiator for your firm
- The power of earned media, public relations, podcasts, and thought leadership
- How AI and "zero-click" search are changing advisor marketing
- The differences between earning leads and buying leads—and when each makes sense
- How to identify high-intent prospects and improve lead quality
- Best practices for converting inquiries into client relationships
- Where AI can enhance your marketing efforts—and where it cannot replace human connection
- How much successful firms are investing in marketing and what metrics actually matter
- Why organic growth has become one of the most important drivers of firm valuation
Attendees will leave with a clear action plan, practical tools they can implement immediately, and a framework for building a marketing engine that compounds results over time. If you're looking to grow your firm, strengthen your brand, and attract more of your ideal clients, this webinar is for you.
