Most Financial Advisors Don't Get Appointments From Their Online Marketing....Here's Why

Most financial advisors think they’re saying something different, but if you pull up ten advisor websites you’ll see the same headlines over and over:

• “Helping you secure your future”

• “Planning your tomorrow today”

• “We care for generations”

None of that tells a prospect who you actually help, what problems you solve, or why they should talk to you instead of the advisor down the street.

Why This Matters

If you sound like everyone else, you give prospects no reason to reach out. They lump you into the category of “just another financial advisor.” And when that happens, they either:

• Ignore you altogether, or

• Choose the cheapest option they can find.

What You Should Be Doing Instead

Your marketing needs to call out exactly who you help and the problems you solve. That means:

• Stop with generic mission statements.

• Lead with pain points your clients feel every day.

• Use stories and examples that show the transformation you deliver.

For example:

• Instead of “We help secure your future,” say: “We help business owners reduce their tax bill and free up cash to reinvest in their companies.”

• Instead of “Planning your tomorrow today,” say: “We help couples 5–10 years from retirement make sure they can actually stop working without running out of money.”

Why You’re Not Getting Appointments

If your calendar is empty, it’s not because people don’t need financial advice. It’s because you haven’t given them a clear reason to believe you are the advisor they should trust. Your messaging is blending in, and blending in means being ignored.

If you’re a financial advisor tired of sounding like everyone else and want help creating marketing that actually makes prospects book appointments, book a call with me .