How to build a marketing plan2 Hero

How to Build a Marketing Plan as a Financial Advisor

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Attend this webinar for 1 CE Credit!

Get your CE credit by clicking here to complete the quiz.

Click here to access the slides used in this webinar.

This CE-credited webinar is tailored to guide financial advisors through the essential steps of building a dynamic and effective marketing plan.

Join this webinar to master the art of crafting a marketing plan tailored to your business goals. Learn to cultivate your online brand as a financial advisor, ensuring a steady stream of ideal prospects.

Our experts will lead you through crucial steps, unveiling strategies, tactics, and tools to help you stand out in the competitive financial advisory landscape.


  • Essential components of a successful marketing plan designed for financial advisors
  • Diverse tactics and channels to bolster your brand and drive lead generation.
  • How to determine which marketing tactics and channels to prioritize for the highest return​on investment (ROI)
  • Elements of a successful marketing plan
  • Successful implementation models for sustainable growth

How to earn your CE credits

To earn your CE credits, it is crucial to attend the entire webinar and achieve a minimum score of 80% on the concluding quiz. Upon successful completion, you will be issued an Advocis x Equisoft certificate via email.

Workbook: How to Build an Effective, Easy and Actionable Marketing Plan for your Practice

Looking to take your learning one step further? Download our comprehensive workbook.

In this workbook designed specifically for financial advisors, we break down the complexities of marketing into simple, actionable steps that you can implement right away.

Whether you're a seasoned advisor or just starting, this workbook offers invaluable insights and strategies to guide you in defining clear marketing objectives, devising tailored strategies, and crafting a comprehensive one-year marketing calendar.

Our Speaker

  • Deepak Patel Headshot

    Deepak Patel

    Founder & Chief Product Designer & Architect​, fintello