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Networking for the 21st Century Financial Advisor

Being a financial advisor 20 or even ten years ago is vastly different than today.

With increased technology, buyer awareness and more options in the market, financial advisors have to reevaluate their processes and systems to keep up with the times.

Networking is no different. The financial services industry is a naturally competitive market, which means it is incredibly important advisors become savvy at connecting with clients and communicating their skills.

Consider the following as the most successful ways to network as a 21st century financial advisor.


Videos are arguably one of the most compelling and dynamic forms of media. They can be sent, shared and liked with the click of a mouse; accessible to millions of people across the globe.

Video knows no geographical or time constraints making it an excellent tool for connecting with clients at any time or place.

Webinars are an interactive, informative tool for promoting your services and skills while connecting with potential clients. The cost is relatively low (if not zero), and you have full control over content, length and distribution.


While there are dozens of social media platforms available at your fingertips, LinkedIn is the most relevant in the financial services market. The platform is a wealth of viable connections, offering advisors access to an otherwise untapped pool of potential clients.

To make the best use of LinkedIn, advisors should engage with contacts with tailored, professional and informational industry knowledge, including links to videos, articles, blog posts and so on.

Content Marketing

Content marketing is the digital marriage of networking and marketing. In a nutshell, content marketing utilizes a variety of different formats and strategies to promote your products/services to potential clients by sharing valuable content.

What is “content?”

Content could be a video, blog post, email campaign, web copy, case study, eBook, social media post, etc. Essentially, information and entertainment in digital format.

For example, anyone who visits my page is prompted with an invitation to download a free chapter of my book. The free chapter is content.

In exchange for access, readers share their contact information, so I can send them more info on my services and, of course, more free content! It’s a win-win situation for both parties and translates into high conversions.

Check out more on this topic:

6 Reasons Your Email Prospecting Isn’t Adding Up

10 Prospecting Methods That Really Work

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Networking for the 21st Century Financial Advisor
The financial services industry is an ever-evolving world. Keep up with the times and learn three of the most important networking tips for today’s financial advisors.

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