5 Ways to Simplify Your Marketing and Get Better Results

Time-saving marketing strategies for financial advisors and wealth management firms who want more results with less overwhelm.

Doing your marketing right so that you actually get qualified leads into your practice can take up a lot of time. It’s not just the writing, editing, and posting… it’s the thinking, the planning, the tweaking, the wondering if any of it’s actually working.

The good news is you don’t necessarily have to do more marketing—you just have to do it smarter. A few simple shifts can help you simplify your marketing, save hours each week, and focus more on what really matters—serving your clients and growing your business.

Here are five ways to simplify your marketing starting today.

1. Start with a Quick Marketing Audit

Before you change anything, pause and take stock of what you’re already doing. That’s where a marketing audit comes in.

Spend a few days tracking the time you put into all your marketing efforts—writing blog posts, posting on social media, sending emails, networking, creating videos, etc. Then ask yourself:

• What’s actually generating leads or conversations?

• What’s taking up a lot of time without producing results?

• What feels like a chore you could delegate or drop?

This is simply about clearing stuff off your plate that’s not working. Once you see where your time is going, you’ll spot the low-hanging fruit: things that can be improved, streamlined, or outsourced.

Think of your audit like a time-and-effort version of your financial planning process. If a client is spending money in a way that could hurt their financial plan, you’d help guide them to change that. Same goes for your marketing.

2. Use Surveys to Understand Your Audience

One of the biggest time-wasters in marketing? Creating content or campaigns based on assumptions.

Instead, go straight to the source. Send out a simple survey to your existing clients or target audience and ask questions like:

• What’s your biggest financial challenge right now?

• What do you wish a financial advisor would help you with?

• What topics do you want to learn more about?

When you take time to understand your audience, everything gets easier—your messaging becomes clearer, your content gets more engagement, and your services feel more relevant.

Use free tools like Google Forms, Typeform, or SurveyMonkey. And offer a small incentive if you want to boost response rates (a gift card, a free guide, or a chance to win something simple can go a long way).

This kind of client-focused insight is what turns random marketing efforts into effective marketing strategies for financial advisors that actually convert.

3. Pick ONE Social Media Platform and Go All In

It’s tempting to try to be everywhere at once—LinkedIn, Instagram, Facebook, YouTube, TikTok, Threads… the list keeps growing. But trying to manage too many channels can drain your time and energy fast.

Instead, simplify your social media strategy by choosing one platform where your ideal clients spend the most time.

If you work with professionals, executives, or business owners? Stick with LinkedIn.

If your niche includes younger families or individuals drawn to lifestyle content? Instagram or Facebook may be your best bet.

Once you’ve picked your platform:

• Optimize your profile to speak directly to your ideal client

• Post consistently with helpful, relatable content

• Engage with others—comment, reply to messages, and be human

Going deep on one platform builds visibility faster and saves you from the stress of trying to keep up with five. Plus, you’ll have more time to actually connect with people instead of just posting into the void.

4. Present at Conferences to Reach More People at Once

Instead of marketing to one person at a time, look for opportunities to get in front of many people at once.

Presenting at conferences, webinars, or niche events can help you reach dozens—or even hundreds—of potential clients in one go. It also builds credibility and positions you as a go-to expert in your space.

Start by making a list of topics you could speak on that are timely, relevant, and specific to your niche. Think:

• “Smart Tax Moves for Doctors Before Year-End”

• “Retirement Planning Strategies for Federal Employees”

• “How to Manage Cash Flow as a Business Owner During a Slow Season”

Then look for industry events, local professional groups, or webinars where your audience already hangs out. Pitch yourself as a speaker, and offer to provide practical value.

This approach not only saves you time—it gives you a high-leverage way to build trust, visibility, and relationships all at once.

5. Batch Your Content Marketing Like a Pro

Creating content takes time—but the way you do it can make all the difference.

If you don’t already delegate creating content, here’s how you can make this process more streamlined. 

Instead of writing a blog post on a random Tuesday and scrambling to post something on Thursday, batch your content into focused work sessions.

Here’s how to do it:

• Pick one day a week (or even one day a month) for content creation

• Outline 2–3 blog or video topics based on client questions or current trends

• Write or record them all at once while you're in the zone

• Schedule your posts, emails, or videos in advance

Not only does this free up your brain space during the week, but it also helps you stick to a strategy. You're not just reacting—you're planning. And when your content is aligned with your audience’s needs (thanks to your earlier survey), it’s going to work way harder for you.

This is one of the most underrated time-saving marketing strategies, and once you try it, you’ll wonder why you didn’t start batching sooner.

Want Help Making Your Marketing More Effective?

If you are a financial advisor with a small or nearly non-existing marketing team, and would like help streamlining things and making sure your marketing actually gets you results, it’s worth bringing on someone that can handle the marketing leadership and strategy for you.

That’s where having a fractional CMO can make a huge difference.

Think of it like having a strategic marketing partner—someone who can:

• Conduct your marketing audit and spot what’s not working

• Build your content calendar and social strategy

• Coordinate freelancers, designers, or writers

• Create systems that run even when you’re busy with clients

You get the experience of a seasoned marketing leader, without having to hire someone full-time. If you’re ready to spend less time guessing how to make your marketing work better, let’s chat.