Is Your Finance Marketing Only Making Cents?

Financial Services Marketing

Tap Into the Wealth of Nashville’s Growing Community With a Finance Marketing Strategy Proven to Reach Maturity

With more than 14,600 building permits issued last year, Nashville is growing at a record-setting rate. Both high-tech businesses and wealthy executives need someone to help manage their assets.

When they start looking for their financial advisor, how can you ensure your name is at the top of that list? Or when they’re trying to decide between a finance giant vs a local expert, how do you set yourself apart? Our experienced team will guide you towards investing in a customized marketing strategy designed to return the best ROI.

3 Steps To Marketing Your Financial Services

1. Build a Strong Portfolio of Assets

Your website is your biggest asset. It’s your portfolio, your sales material, and your lead capture resource. Your website is how people find you and know that your company exists. That’s why it’s important for your website to reflect who you are and what you’ve done: 

  • Your case studies
  • Your methodologies
  • Your biggest differentiators


But in today’s technology age, it’s not enough to list the information in a visually appealing way. You also need to ensure your site is optimized for search and mobile. That’s where a digital marketing company like Brand Mark Digital can help.

2. Understand Your Short- and Long-Term Liabilities

Financial Services Marketing
Play Video about Financial Services Marketing

Do you know what pops up when you Google your company’s name? What about when you search for “Financial Services in Nashville”?

We recently tested this with a prospect whose name didn’t even appear on the first page of Google. The truth is, if people don’t know you exist, they can’t give you the job. And even if they can find you online, will they be impressed with what they see?

Reputation management includes:

  • Your ranking in the search results
  • Online reviews
  • Case studies
  • Mentions in industry publications

It’s a lot to manage, especially when you’re busy managing million-dollar portfolios. Brand Mark Digital can help you invest in the best reputation management strategies.

3. Keep a Well-Organized Balance Sheet of Leads and Relationships

Even if your portfolio is full of five-star reviews and dollar signs, there is still a chance your next “best client” will go with the same financial services firm their best friend uses—you’ll never get a fair shot at their business.

How can you ensure that your company’s name is at the top of the best financial advisors list? It all comes down to relationships. Despite the recent growth, Nashville is still a small town, and you’ve got to work your relationships—new and existing—to stay top of mind. That means: 

  • Keeping an updated database of contacts
  • Touching base with old connections
  • …and connecting with new ones

At Brand Mark Digital, we help our clients deploy digital marketing campaigns focused on relationships, such as account-based marketing and marketing automation. Let’s talk about how we can help you close the deal. 

Financial Services Marketing Balance
The Value of Fractional Marketing

Outsourced Marketing For Financial Services

In Nashville’s competitive landscape, how do you stand up to the industry giants? You need to look at this problem from a different angle—you need a marketing team that understands your industry AND the digital marketing best practices. 

Please don’t miss our emphasis on the word TEAM. This isn’t something that one person can take on by themselves, especially not if that one person is wearing multiple hats. That’s where Brand Mark Digital can help. Check out our blog to learn about the benefits of working with an outsourced marketing team.

A Data-Driven Approach to Delivering ROI

At Brand Mark Digital, we let the data drive your strategy and work hard to help you achieve your goals—there is no one-size fits all approach. So, start investing in your business’s long-term success today.

Fill out the form below to schedule a no-obligation meeting where we’ll talk about your business and how BMD can help you reach your goals.

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