The 2024 election revealed key marketing strategies that financial advisors can apply to their own practices. Like politicians, advisors face the challenge of engaging people who may not naturally gravitate toward their area of expertise. By examining what worked—and what didn’t—advisors can refine their efforts to connect with their audience and achieve meaningful results. Here are 10 key lessons:

Strategic Spending: Money alone won’t drive results. Focus on targeted, thoughtful campaigns rather than large, unfocused efforts.
Leverage Influencers: Use trusted voices like podcast hosts or community influencers to gain awareness with audiences who may not naturally gravitate toward financial topics.
Diversify Channels: Relying solely on traditional media isn’t enough anymore. Spread your message across platforms your audience uses.
Focus on Action-Takers: Prioritize efforts toward those most likely to take action, such as hiring you, rather than measuring success by social media likes or comments.
Tailor Content: Use AI or data to customize your message to your audience’s pain points.
Test and Iterate: Continuously refine your message and tactics based on what performs best.
Localize Messaging: Customize your content for clients in different locations to make it more relevant.
Avoid Overtexting: While inexpensive and easy to deploy, excessive or unnecessary text messaging can damage your reputation with your audience.
Engage Authentically: Build trust through meaningful, genuine interactions rather than aiming for viral moments.
Consistency Over Virality: Sustainable relationships with your audience matter more than fleeting attention.