Susan Theder
Susan Theder
ADVISOR MARKETING
You’ ll need to nail your LinkedIn profile: You’ ll not only need a good professional headshot here but compelling headlines and the ability tell stories with your posts.
Follow the 80 / 20 rule: You’ ll want to engage with four posts for every one you share. You can prime the algorithm to show your content to more people by spending 10 minutes each morning engaging before you post.
AI can also help you remain more visible on social media since the algorithm can help amplify your voice.
Post consistently: At a minimum you’ ll want to post three times a week to keep a viable presence on LinkedIn, engaging with four to five posts daily, and responding to all comments on them. Consistency beats perfection.
3. Communicate Consistently With Content People Actually Read
Email remains your most vital channel for client outreach, but the game has changed. In 2026, successful advisors are combining strategic email marketing with AI-powered personalization and smart automation. Consider these approaches:
You’ ll want to build a comprehensive email strategy: That includes regular newsletters and an automated drip series for nurturing prospects. You’ ll also want to put out timely content during market volatility, send personal lifestyle content
that appeals to your clients’ interests, and send birthday / anniversary messages.
Segment your audience strategically: You’ ll want to divide your email list into different groups— at the very least, you’ ll differentiate clients from prospects. But you can also use advanced segmentation, dividing clients by their investing stage, their closeness to retirement, their lifestyle interests, or their specific financial goals. Targeted messaging resonates far more than generic blasts.
Add texting to your communications: You can use this for appointment confirmations, time-sensitive updates, and quick check-ins. Combined with email, texts can greatly increase your engagement with customers.
4. Create Meaningful Connection: Your Human Advantage
AI can draft emails and optimize websites, but it can’ t replace the emotional connection that occurs when someone sees your face, hears your story, or meets you in person at an event. As AI transforms the ways you work, the human touch has never been more valuable. And you can show it off in the content you create.
Essential videos: To build this emotional connection, you’ ll want to create videos that include your founder’ s story( a clip that can be two to three minutes), as well as a client experience walk-through that demystifies your process( a clip that’ s one to two minutes long). Then you can feature these on your website, emails and social media.
Make sure to host memorable events: These can include virtual webinars for lead generation with in-person events that help you build lasting relationships. You can start with two events per year and build to quarterly events as you gain momentum.
Make personal touches scalable: Use your CRM to track client interests and automate thoughtful communications, such as birthday videos, lifestyle content tailored to hobbies, and personalized check-ins, say when the market is enduring volatility.
Are You Visible?
This isn’ t about choosing between technology and personal touch— it’ s about using AI strategically to amplify what makes you uniquely human. Advisors who will see the most growth in 2026 have built systems that enable them to consistently show up online while creating deeper, more meaningful connections with clients.
For more information, you can download FMG’ s complete 2026 Marketing Guide for detailed strategies, actionable checklists, and step-by-step implementation guides for these four strategies.( It’ s available at https:// fmgsuite. com / resources / ebooks / 2026-marketing-guide /).
SUSAN THEDER is the chief marketing and experience officer at FMG.
18 | FINANCIAL ADVISOR MAGAZINE | JANUARY / FEBRUARY 2026 WWW. FA-MAG. COM