As we enter 2025, having a solid marketing strategy is more important than ever for wealth management firms. In fact, it’s not just “more important”—it’s a must. Your marketing strategy is how you stay competitive and connect with clients effectively.
Wealth Matters Consulting CEO Rosemary Denney shares 10 essential steps for creating a marketing plan that meets your clients’ needs in our recent video. Denney emphasizes starting with a clear understanding of your firm’s identity and ideal client profile. “If you don’t start speaking to your target audience, someone else will,” she says.
Other key points include:
- Building a brand that immediately connects with your audience.
- Developing a content strategy based on the real questions and challenges your clients face
- Focusing on one primary content, like podcasts, webinars or videos.
- Repurposing content to extend its reach across social media, blogs and email campaigns.
Denney also emphasizes that tracking performance and refining your approach as you go will help your firm connect with clients and stay ahead in the coming year.
Feeling unsure about where to start? Contact us today, and we’ll work together to create a marketing strategy that sets your firm up for success in 2025.