---
title: Advisor Marketing in 60 Seconds | Broadridge's 2026 Advisor Marketing Playbook
description: Discover the 2026 Advisor Marketing Playbook, outlining essential strategies for financial advisors to enhance website presence, utilize video and social media, and drive sustainable growth.
---

2026

# Advisor Marketing in 60 Seconds

Marketing is essential for financial advisors, yet 85% say finding time is a challenge.

With the right approach, marketing doesn’t have to be overwhelming.

This 60-second series breaks down the key pillars of growth with practical marketing tips.

[Watch the Summary](https://advisor.broadridge.com/marketing-60-seconds#website)   [Download the Playbook](https://info.advisorstream.com/advisor-marketing-playbook?hsLang=en)

Website

BUILD A STRONG DIGITAL PRESENCE

## Advisor Websites

Nearly 40% of advisors don't believe their website generates any leads.

Many advisors feel their website isn’t performing as well as it should. Discover four essential elements of a strong advisor website and how to turn your site into a more effective marketing tool.

[Learn about website marketing](https://advisor.broadridge.com/solutions/websites/advisor-websites?hsLang=en) 

![STILL Jill Website[v1]](https://advisor.broadridge.com/hs-fs/hubfs/STILL%20Jill%20Website%5Bv1%5D.jpg?width=1600&height=900&name=STILL%20Jill%20Website%5Bv1%5D.jpg)

 

Social

CREATE MEANINGFUL RELATIONSHIPS

## Social Media

Advisors are 42% more likely to convert a social media lead into a client when they have a defined approach to their marketing.

Advisors win on social by showing up consistently with relevance, not by chasing virality or trends.

Learn how advisors can build a scroll-stopping social media presence that strengthens trust and helps connect with the next generation of investors.

[Learn about social media](https://advisor.broadridge.com/solutions/digital-marketing/advisorstream?hsLang=en)

![STILL Social Media[v2]](https://advisor.broadridge.com/hs-fs/hubfs/STILL%20Social%20Media%5Bv2%5D.jpg?width=846&height=476&name=STILL%20Social%20Media%5Bv2%5D.jpg)

 

Events

ATTRACT QUALIFIED LEADS

## Event Marketing

7 in 10 advisors have had success obtaining leadings by hosting events.

Events give advisors something valuable: dedicated attention.

Uncover the “3 P’s” blueprint for successful event marketing and learn why virtual and in-person events are very effective for driving action.

 [Learn about event marketing](https://advisor.broadridge.com/solutions/events/in-person-seminars?hsLang=en)

![STILL Lisa Events[v1]](https://advisor.broadridge.com/hs-fs/hubfs/STILL%20Lisa%20Events%5Bv1%5D.jpg?width=846&height=476&name=STILL%20Lisa%20Events%5Bv1%5D.jpg)

 

Video

PUT YOUR BEST FACE FORWARD

## Video Marketing

Getting in front of the camera matters more than ever for advisors. Find out how easy it is to get started with video marketing and four high-impact video formats you can create right from home.

[Learn about video marketing](https://info.advisorstream.com/video-marketing-webinar-april?utm_medium=other&utm_source=pop_up_cta&utm_campaign=L2_WM_BASE_AMER_CA-US_BRWB_Webinar_April_FY26_Q4%20&utm_content=video-studio-webinar&hsLang=en)

![STILL Video Marketing[v1] (1)](https://advisor.broadridge.com/hs-fs/hubfs/STILL%20Video%20Marketing%5Bv1%5D%20(1).jpg?width=846&height=476&name=STILL%20Video%20Marketing%5Bv1%5D%20(1).jpg)

 

Prospecting

TURN CONVERSATIONS INTO CLIENTS

## Prospecting & Nurturing

It takes nearly 4 months on average for an advisor to convert a marketing lead into a client.

Lead conversion takes time and consistent follow-up matters. Sustainable growth happens between the first click and the first meeting.

Learn the best practices for nurturing investors to take the next step with regular meaningful outreach.

 [Learn about lead nurturing](https://advisor.broadridge.com/solutions/digital-marketing/nurturing-campaigns?hsLang=en) 

![STILL Kristi Smith[v1]](https://advisor.broadridge.com/hs-fs/hubfs/STILL%20Kristi%20Smith%5Bv1%5D.jpg?width=846&height=476&name=STILL%20Kristi%20Smith%5Bv1%5D.jpg)

 

Marketing

ADVISOR MARKETING MADE EASY

## Get More Clients Without the Workload

Broadridge Advisor Solutions helps advisors win more clients through award-winning marketing automation.

Get everything you need to drive attract, nurture and convert clients with a complete marketing system built for financial professionals.

[Unlock your growth ❯](https://advisor.broadridge.com/?hsLang=en)

![Advisor Marketing Made Easy](https://advisor.broadridge.com/hs-fs/hubfs/advisor-marketing-made-easy.png?width=730&height=317&name=advisor-marketing-made-easy.png)

 