How to Become a Trusted Financial Advisor By Using Technology

Wouldn’t you agree that most people are not willing to put their financial security in the hands of just anyone? It is only natural for an individual to want to work with the best of the best when it comes to their money. They want an expert they can trust – an expert with wealth management skills that surpass their own who can offer techniques to overcome any possible financial obstacles.

What makes one financial advisor stand out from another? How do you become that dependable source of financial knowledge? What strategies can you use to establish authority as a financial advisor? Let’s discuss ways you can develop trust amongst your current clients and potential prospects by utilizing technology in this digital world.

Establishing Trust as an Authoritative Financial Advisor

To the average adult, handling any sort of personal money matter beyond the basic balancing of a checkbook can be a stressful endeavor. That’s where your expertise comes into play.

You know your worth, you know your skills, and you know you can eliminate that stress. Now you need to convince others that they need the assistance of a financial advisor.

We are surrounded by technology all day, every day. We are constantly sucked into our smartphones, smartwatches, tablets, and computers, and these technological tools can be invaluable in advancing your career.

Social Media

You are holding yourself back if you are not taking advantage of advertising your business across social media platforms.

As of January 2023, data collected by Kepios showed that 4.76 million people, which equates to nearly 60 percent of the world’s population, interact with popular social media platforms. While there are many to choose from, Facebook has the largest user base, with 2.958 users in March 2023. But, many users are active on multiple platforms, 6.6 on average.

Establish a presence on Facebook, Instagram, LinkedIn, Twitter, YouTube, and TikTok to reach financial advisors who could benefit from individual financial advisor coaching. If the thought of tackling so many different platforms overwhelms you, start with just one or two of those options.

Furthermore, you can consider advertising on social media as a way to target your specific type of client and preferred audience.


Your website needs to be captivating. It’s a place where you can control your branding and prove to prospective customers that you are the real deal.

Also, make sure your bio page is impeccable. A well-written bio page that highlights your strengths builds credibility.


As part of your website, create content by writing blog posts. Blogs can drive traffic to your website, which is yet another reason to have a stellar website. Plus, you can share a link to your blogs on your social media platforms in order to gain more website clicks as well.


Repurpose those blog posts into videos. There is no need to put in additional work or time to come up with totally new topics. Use the subject matter found within your blogs and produce a video from that valuable information.

Video messaging is a way to reach clients that prefer to watch a video versus read a blog. Don’t forget to promote those videos across your social media and on your website.


Email marketing is an excellent method to grow a business and establish authority in your field. In fact, it’s an invaluable asset.

Keep in mind that not every email has to be promotional. Rather, you can send out newsletters that illustrate your knowledge of wealth management. Demonstrate your expertise by providing information that clients will find useful.

And remember that need for an outstanding website? Your website should include multiple spots where visitors can sign up to receive your emails.

Other Resources

Search for other outlets where you can share your understanding of financial matters. This step may require a decent amount of leg work, but it could be the very point that changes the trajectory of your business.

Publish an article in a professional journal. Reach out to a local magazine for a feature story. Write a guest post that appears on another website.

In other words, get your name out there as much as you can, where you can. Businesses expand and flourish due to word-of-mouth referrals. Visibility in the public eye is a huge component of that person-to-person sharing process.

The Power of Technology

Digital media is powerful. The Internet is a resource you must utilize as you strive to gain trust and establish authority as a financial advisor.

The digital landscape is ever-changing, though. Be vigilant and aware of technological advancements. Success does not occur overnight, so you must continually work to reach new clients. Consistency is key.

In the meantime, you can also hire a financial advisor business coach to help you advertise your wealth management services.