requests with a thoughtful message and engage them consistently .

3 . A Mix Of Text And Email

Both email and texting have their place in a well-rounded communication strategy . When used together , they can significantly enhance engagement .

Email is obviously best for thought leadership and client communications including newsletters , updates on key financial planning topics and longer-form messages . Texting is ideal for quick updates , appointment confirmations and time-sensitive communications . Some advisors worry that texting could have them running afoul of communications

compliance , but archive services like MyRepChat make it easy to stay within regulators ’ bounds .

You should always tailor your approach to each client ’ s communication preferences and maintain a balance between these two channels .

4 . Online And In-Person Events

Events are a powerful way to deepen relationships , show appreciation to your clients and generate new leads . A mix of virtual and in-person events can broaden your reach while delivering value .

If you ’ re just starting out hosting events , start small . Begin with two events per year and work up to four , adding timely events as opportunities present themselves .

When you host an event , you ’ ll want to create a landing page to capture registrations and encourage people to bring guests , as well as effectively promote the event through a series of emails and social posts . Make sure you collect data from your attendees and registrants . Events are one of the best ways to generate new leads .

Afterward , send thank-you emails and add all registrants to your ongoing drip email sequences , including your timely , relevant financial content . The key is staying in touch with these attendees over time so when they need financial help , you are top of mind .

5 . Videos Video content is becoming indispensable in marketing . It ’ s personal and engaging , and it helps prospects connect with your brand on a deeper level .

As you ’ re developing your own video strategy , keep these ideas in mind :

First , you ’ ll want to focus on your “ key ” videos : One should be the story of your firm ’ s founder , who shares their personal journey and professional motivations .

Video content is becoming indispensable in marketing . It ’ s personal and engaging , and it helps prospects connect with your brand on a deeper level .

Another should be a video in which you give prospects a walk-through of your firm , guiding them through what they should expect when they ’ re working with you . And a third video should explain your services .

Remember that you can enhance your website by putting video on your home page , which can boost the numbers of prospects turning into clients . Also , remember to repurpose your content by using clips from your videos in social media posts and email campaigns to maximize their impact .

The Bottom Line

The most effective marketing strategies in 2025 aren ’ t about chasing trends — they ’ re about mastering the fundamentals . By focusing on these five pillars , you can build a marketing foundation that drives meaningful connections and measurable results . Stay consistent , prioritize your audience ’ s content interests , and you ’ ll set yourself up for success in the year ahead .

SUSAN THEDER is the chief marketing and experience officer at FMG Suite .

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