7 Marketing Books for Financial Advisors

by | Dec 22, 2015 | Advisor Marketing, Book Review, Social Media

Reading by the fire

While I look forward to the family gathering for the holidays at this time of year, and enjoy the meals, talking, laughing, games, and movies that come with it, I also relish the idea of slipping off to a quiet corner and catching up on some long overdue reading.

“Education is not the filling of a pail, but the lighting of a fire.” ~ W.B. Yeats

If one of your goals for 2016 is to improve your marketing efforts and effectiveness, you might enjoy these books:

The Content Code

The Content Code: Six Essential Strategies to Ignite Your Content, Your Marketing, and Your Business (not an affiliate link) by Mark W. Schaefer

Content Marketing should be a part of any online marketing plan – it is a valuable part of social media marketing, SEO, conversion optimization, and lead nurturing. The Content Code weaves theory, best practices, and real world examples into enjoyable, engaging read.



Financial BloggingFinancial Blogging: How to Write Powerful Posts that Attract Clients (affiliate link) by Susan B. Weiner (CFA)

Blogging is the “content” of choice for most small business marketers. It can have a remarkable affect on your web traffic, SEO, and conversion optimization. Susan is a financial blogging/writing expert and shares her knowledge in this detailed manual written specifically for financial advisors.



Blogging the Smart Way

Blogging the Smart Way: How to Create and Market a Killer Blog with Social Media (not an affiliate link) by Jeff Bullas

Although this book is not geared specifically towards financial services, it provides a great overview about marketing through blogging. Jeff Bullas has built an international marketing company through a consistent application of the information he shares in this book.




Social Media Explained

Social Media Explained: Untangling the World’s Most Misunderstood Business Trend (not an affiliate link) by Mark W. Schaefer

The theory and practice of “Social Media Marketing” without the limitations of any particular social media platform. Once again a mixture of theory, best practices, and real world applications.




Linked to InfluenceLinked to Influence: 7 Powerful Rules for Becoming a Top Influencer in Your Market and Attracting Your Ideal Clients (not an affiliate link) by Stephanie Sammons

LinkedIn is perhaps the most natural and valuable marketing tool/social media platform for financial advisors. Stephanie is a former advisor and founder/CEO of Wired Advisor, and an expert on how to get the most out of LinkedIn.



The Tao of Twitter

The Tao of Twitter, Revised and Expanded New Edition: Changing Your Life and Business 140 Characters at a Time (not an affiliate link) by Mark W. Schaefer

With over 61,ooo tweets and 120,000 twitter followers, Mark is undeniably a Twitter expert. Learn how to use this unique platform to extend your content’s reach, and connect with potential clients, colleagues, and industry influencers.



The Social AdvisorThe Social Advisor: Social Media Secrets of the Financial Industry (not an affiliate link) by Amy L. McIlwain and Jimmy Douglas

Amy, founder of Financial Social Media, now part of Moore Communications Group is a financial industry expert on social media marketing. In this book, she addresses industry best practices for a wide range of social media platforms.

What books would you add/remove to/from this list?

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Brent Carnduff is the founder/owner of Advisor Web Marketing and a search engine optimization (SEO) expert. He works with Financial Advisors across the country to help them develop a stronger online presence and increase their organic web traffic. In addition to this blog, he is a a V.I.P Contributor to Search Engine Journal, and is syndicated through Social Media Today, SteamFeed, and B2C.