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5 free financial advisor marketing tools + 3 cheap ones!

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5 free financial advisor marketing tools + 3 cheap ones!

Here are five free financial advisor marketing tools and a few that are just plain cheap!

Here are some of my favorite financial advisor marketing tools, and they won’t put a dent in your bank account.

For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics is best described as “fun and irreverent.” So please subscribe!

5 free financial advisor marketing tools + 3 cheap ones!

If you’re looking for some straight up talk then you’ve come to the right place!

#1 Mail Chimp


Mail Chimp is email marketing software and it won’t cost you anything for the first 2,000 email contacts.
I’ve found its interface to be not quite as intuitive as Constant Contact. But then again, Constant Contact is not free.

#2 Loom


Video marketing is of high importance in a pandemic because you need to show people your face in order to get them to trust you. Loom allows you to record videos from your desktop using your webcam. You can then send the person the link, and they won’t have to download anything to view your video!

Easy as pie.

Easy + free = works for me!


#3 Google Trends

There’s no reason for you to try to read people’s minds anymore. If you are drawing a blank on what people want info about, look no further than Google Trends.

The screenshots below from Google Trends shows the trends for the term “taxes 2021” as of December 13, 2020. You can see Google search volume for this term was spiking up at that time.

You can also see what terms are on “breakout”, if you are looking for related topics.

Financial advisors can attract prospects and new clients using their blogs and other marketing content if they know what the trending terms are on Google. Financial advisors and planners can also use these terms for subject lines for your emails, social media posts, etc.

#4 AMI Headline Analyzer


If you are having trouble getting people to read your newsletters or blogs, the titles aren’t carrying enough emotional value.

If you want to get a higher open rate on your email newsletters, use this tool to evaluate how much of a response your title is likely going to get. The newsletter is a critical part of a financial advisor marketing plan.

Many people of retirement age aren’t that into social media; but they sure will appreciate a good, consistent email newsletter from their financial advisor.

Financial advisors need a marketing plan that allows them to consistently appear in front of their prospects.


#5 Snipping Tool

Snipping Tool is a free app available through Windows. It allows you to capture a screen shot.
Use screen shots to quickly clarify difficult concepts using images instead of puking a word barf on them.

As I always say, the fewer words the better!

3 cheap marketing tools for financial advisors

These aren’t free; but for the value that you get out of them, they’re pretty darn cheap!

Sara’s Upshot

Thanks for reading. I hope you’ll at least join my weekly newsletter about financial advisor lead generation.

See you in the next one!

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