Financial Advisor Marketing & Prospecting During COVID

It can be done!

The pandemic has limited traditional in-person networking. But forward-thinking advisors aren’t discouraged…

Here are 5 Ways Advisors Can Meet Clients Where They Are Today:

Expand Your Social Media Presence

Pair High-Tech with Low-Tech

Play the Long Game

Increase Your Industry Knowledge

Clarify Goals & Message

Expand Your Social Media Presence

Meet your clients where they’re spending the majority of their time: online.

Think beyond the confines of a Zoom meeting. Let clients come to you: Regularly update your business existing social media accounts. Utilize platforms new features like Instagram Reels. Hesitant in the past to advertise on Facebook? Run an ad and see the results. Or even consider gaining exposure through a new platform.

Keep the tone light, message concise and info helpful. Let clients know you’re there for them during this difficult time, whatever form that may take.

Pair High-Tech with Low-Tech

While technology has enabled many industries to continue conducting business during the pandemic, technology fatigue is also a very real phenomenon.

Send clients a handwritten note or suggest a socially distant “across-the-parking-lot meeting” if your client prefers a face-to-face meeting. Flexibility and versatility are key.

Play the Long Game

While the pandemic may require your clients to shift their focus to the short-term, retirement security is still a long-term priority for Americans.

Be available for your client’s immediate needs while anticipating their future ones. Once they’ve weathered the pandemic, how can you be of assistance? Come armed with an answer whenever they’re ready to have the conversation.

Increase Your Industry Knowledge.

Use this time to learn. Become a subject matter expert. JULY has many resources for you to brush up on plan-specific knowledge. Not sure where to start? Here’s a few suggestions:

1) Read our previous article on The SECURE Act

2) Check out JULY COO Blake Willis’ Prospecting with Total Cost Analysis webinar

3) Explore our Cash Balance Plan Calculator

Clarify Goals & Message

“Story is the most powerful tool on the planet to captivate the human brain,” Storybrand CEO Donald Miller says.

How are you leveraging this tool to its full potential?

What story is your advisory business telling?

Most importantly, how can JULY help tell it?

Take this time to refine your pitch, clarify your professional and personal goals and perfect your messaging. Need help? Register for our upcoming advisor-centric Storybrand Virtual Event.


Partner With JULY

JULY empowers advisors. We’ll partner with you to help locate new prospects in your area, prepare plan illustrations and cost analyses, provide educational information on plan design features, build your center of influence in your community and help your business tell a compelling narrative.


About JULY:

JULY is a 401(k) services company specializing in hi-touch, tech-enabled retirement plan services. Our employees have served as plan experts to advisory firms, advisors, and employers in the small and micro 401(k) plan market for over 25 years. Over the last decade, our in-house software development team has built a host of proprietary technology solutions to streamline, automate, and simplify all facets of retirement planning to make processes rewarding and easy for our clients. For more information about JULY, visit our website


Adjusting marketing and prospecting techniques.

5 ways advisors can expand business during a pandemic.

Register for our webinar.

retirement plan, customized retirement plans, cash balance plan, 401(k) plan, 401(k) services, SECURE Act, retirement

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