how to get clients as a financial speaker

How To Get Clients as a Financial Speaker: 10 Simple Ways

You’ve put in the hard work and dedication to become an experienced financial speaker, now it’s time to learn how to get clients as a financial speaker. The key is standing out from the competition and showcasing yourself as a leading expert in the financial services industry who understands market trends. With enhanced technology, potential customers can find the help they need nationwide, not just in their local area, so you are in a competitive field.

This may make you wonder how to get clients. If there’s that much competition from other professionals, how do you stand out and get clients looking for professional financial advice?

How Financial Speakers Get Clients

There are many ways to attract the right financial speaker clients as a financial professional, starting with narrowing your audience and understanding your target market. Next, you’ll build your brand, show your authority compared to other financial speakers, and tighten your content strategy to find the ideal clients.

Use the following ten steps to leverage the growth opportunities and learn how to get clients as a financial speaker.

Define Your Target Market

To be a successful financial speaker, you must not waste time marketing to just any audience. Instead, you must narrow your target market and focus your marketing efforts on the audience that needs your sound advice.

The key is to know where your clients spend time, the types of personal finance assistance they need, what kinds of advertisements they respond to, and how they prefer to communicate so your business can grow like others in the industry.

For example, do you focus on financial advice for high-net-worth individuals, young adults, new families, or retirees? Characterize your audience as much as possible so you can show them the benefits of working with you without wasting marketing dollars on people you don’t serve. Each person in the demographics mentioned would have different financial goals, so your marketing tactics would differ.

Know the demographics of your target audience, where they spend time, what they like to do, and what type of information they need. Narrowing your audience and knowing how to communicate with them will help you gain clients and grow your business.

Build Your Brand and Presence

Your potential clients want to get to know you before they talk to you, so it’s your job to show you are a confident and trustworthy character by providing relatable content online to attract clients.

Most people will look online before deciding which financial speaker to call to see if they are a good fit and to ensure they are trusted professionals. To reach your niche client, you must build your digital brand identity so that viewers can identify with and remember when they need a financial expert.

To build your digital marketing brand and get more individuals to trust you with their financial needs, you should:

  • Have a professional financial speaker website that attracts website subscribers
  • Have social media accounts on the social media platforms your audience uses, keeping up to date with the latest trends
  • Use proper SEO tactics to get your website and social media sites found at the top of the search results

Any marketing materials you create should have the same brand presence. This allows your audience to get familiar with you and to be able to recognize you whether you use traditional marketing campaigns or opt for digital marketing strategies to reach a larger audience.

Develop a Content Strategy

A content marketing strategy is a great way to learn how to get clients. A financial speaker can encompass many different services, and a solid content marketing strategy can help you stand apart from the rest.

As we said earlier, most people use the internet to research before contacting financial professionals in this digital age. If they can’t find you online, it’s as if you don’t exist, even if you are an existing financial speaker with a lot of experience.

However, this doesn’t mean slapping together a website or making sporadic social media posts, as it won’t help you find more clients.

You need a strategy or a method to your madness. Your content marketing should have a strategy with relevant topics so you become the thought leader in the industry. A few ideas to include it in are:

  • Create a finance blog – Creating content for an up-to-date blog with current information helps potential clients find you. You may appear on the search engines’ first page if your blog post contains relevant content, utilizes a keyword strategy, and provides current and future clients with sound advice. This helps increase awareness of your financial speaking business. Your blog posts could be on anything from basic investing tips to complex topics that show you as a leader in the industry. The key is to offer a value proposition to your audience.
  • Consider videos or podcasts – Consider implementing videos or podcasts into your content marketing strategy about financial literacy and investment topics your audience might need help understanding. Some people respond better to these materials than written blog posts, mainly to save time, giving you another avenue to get clients.
  • Network – Networking for financial speakers means talking to anyone who comes into contact with individuals or business owners who could use your services. Connect with other professionals online on LinkedIn or Facebook and individuals on Instagram. Also, attend networking events to find potential clients who need help with wealth management to build your authority.
how to get clients as a financial speaker

Engage With Your Target Audience

Many financial speakers set up a social media page but don’t give it the attention it needs. They don’t engage with their followers to get new clients. To be a successful financial speaker, you want to show that you are the financial expert your audience needs.

One of the best client engagement tips to get more clients is to give your social media pages a personal touch by showing behind-the-scenes footage or pictures of you getting involved with the community. Show your audience you are a real person who cares about your clients and the community, too.

The best way to do this is to interact with your audience. Most platforms like LinkedIn, Facebook, Twitter, and Instagram make responding to comments or direct messages easy. This is another way to get personal and answer questions, providing human interactions with your audience and letting them know you are responsive to their needs as a financial speaker.

This is important for most people when choosing a financial speaker because they want someone they know will provide the audience with valuable information.

Leverage Referrals

Referrals are one of the best ways to find future clients. You can get a successful referral from satisfied clients, other business owners, friends, family, word-of-mouth, and even social media. Never be afraid to ask for referrals.

  • From existing client base – If you have happy clients, they will likely refer you to others. Create incentives for your current clients to provide referrals to others for your services and watch your client referrals increase.
  • Business owners – Let business owners in the community know of your services. Even if they don’t use your services, other professionals may need financial planners, and they can refer you, or you can trade referrals to increase your client list.
  • Friends and family members – Make sure everyone you know knows what you do and offer. You never know when they’ll come across someone who is a good fit for you and can refer them your way so you get a new client.
  • Social media – Anyone can share social media posts, which will spread the word about your services without you trying. Create meaningful posts that people want to share, whether an existing client or someone who follows you, and you’ll get in front of a much larger audience without much effort and help you find new clients.

Network and Establish Relationships

The key to growing your client base is constantly networking. You can network online and in person if you attend networking events. In both areas, you want to create and maintain client relationships. The key is to know your clients’ contact expectations and use that to your advantage.

Here are a few ways to reach more prospective clients:

  • Cold calling – Even today, cold calling is a popular way to build a financial planning and speaking profession. If picking up the phone and making a cold call isn’t something you enjoy, focus your efforts on search engine optimization so your blog posts and other content marketing pieces reach the right individuals.
  • Email marketing – Emails are the equivalent of cold outreach, but electronically. But just like you need a well-thought-out script for phone calls, your email marketing strategies must be strong to ensure your audience opens and engages with your emails. Just sending emails isn’t enough; without a strategy, they’ll likely end up in spam.
  • Follow-up – Relationships aren’t built on one phone call or email. After the first contact with a potential client, you must keep up the relationship by following up. This doesn’t mean following up and asking for the sale. Instead, continue providing value to the prospective clients, so you become a natural choice, and they choose you among the many successful financial speakers available; this is a more natural sales process.

Utilize Targeted Advertising

The internet and social media make it easy to target your advertisements. It’s different from the old days, when you would create an ad to throw on the radio or TV and hope it eventually reached the ideal client. With paid advertising, such as Facebook or Google ads, you can target the right demographics so only the people most interested in your services will see the advertisements.

You can also watch the analytics to see how your advertisements do, making changes to ensure the right audience sees your message.

Collaborate With Strategic Partners

Become the leader in a community, company, or anywhere else so you become the ‘go-to’ professional for money advice. For example, create partnerships with other local businesses you can collaborate with and help each other market.

The key is to build authority to show your audience you are the leader in the industry that will provide them with what they need.

Speak at Seminars and Industry Conferences

Take advantage of opportunities to speak at events and speaking opportunities to get in front of people within your demographic. Use the opportunity to show the value of what you offer without selling. Provide sneak peeks of your services while providing valuable money tips to your audience. You can also use this strategy online and host webinars to reach a larger audience.

Be Active in the Community

Community involvement is one of the best ways to show that you care about the people around you and that you aren’t just in business to make money. Attend as many local events as possible, offering free services, providing advice, getting your hands dirty, helping the community with a common problem or concern, and showing that you have common interests.

You can use the opportunities to volunteer your time or even offer free consultations to build relationships within the community. This works best when you join groups and get active in your community.

how financial speakers get clients


How Do Financial Speakers Prospect New Clients?

Financial speakers have many ways to find potential clients, including email or content marketing, social media campaigns, and asking for referrals. The key to finding new clients is understanding your audience and who fits your target market best.

How Many Clients Should a Financial Speaker Have?

Every financial speaker has a different number of clients because each can handle different schedules. The right number of clients for you may differ from that of other financial speakers.

What Type of Feedback Should Financial Speakers Seek From Clients?

The best information financial speakers can get from current and past clients is constructive criticism. Find out what they love and what they wish could improve to help you provide the best services your audience wants. Ask them about how well you handle their risk management and what they think of your financial recommendations.

What Are the Most Effective Ways to Market a Financial Speaker’s Services?

There isn’t a one-size-fits-all way to market a financial speaker’s services. The proper method depends on the target audience. However, most financial speakers benefit from online marketing, including a solid content strategy and email and social media marketing.

What Platforms Should Financial Speakers Use to Reach Potential Clients?

Most professionals find clients on LinkedIn and in Facebook groups, but you can also find them on Instagram occasionally. It’s also important to focus on platforms like Google Ads to get the word out to the right audience. The key is to narrow your niche and figure out where your target audience spends their time.

Final Thoughts

Knowing how to get clients as a financial speaker is important as the industry grows. The stronger your marketing tactics become, the easier it is to be the authoritative figure in the industry. The key is setting yourself apart from the others and showing value to your new clients to help them choose your firm over the competition.