If you're a financial advisor, you’ve probably felt how hard it can be to stand out. Between cold emails, generic LinkedIn messages, and seminars that no one wants to attend, it’s easy to feel like you’re talking into the void. The truth is, people don’t want to be sold to, they want to be understood. That’s where inbound marketing comes in.

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Why Outbound Feels So Cold

Common marketing tactics often push your message out to as many people as possible, hoping something sticks. But financial planning is personal. It’s about trust. Outbound tactics like cold calls or purchased lead lists rarely build real relationships. They feel forced, and people can sense that.

What works better is getting clients to come to you because they already like what you’re saying. That’s the heart of inbound marketing, earning attention by being helpful, not pushy.

What Inbound Looks Like in Real Life

Inbound marketing starts by offering value. Maybe that’s a blog post breaking down how to prepare for retirement in your 40s. Or a short video explaining what “fiduciary” means and why it matters. These small moments of education build trust over time.

When someone finds your blog after Googling “how to pay less in taxes after selling my business,” they’re already interested. And if your blog answers their question in a clear, helpful way? That’s the first step toward a real connection.

Making It Personal

If you’re worried about how to start, here are a few inbound ideas that feel natural and don’t require a marketing team:

• A personal story blog post: “How My First Client Taught Me to Plan for Life’s Surprises”
• An email to your network: “Hey, a lot of people have been asking about 529 plans lately. I put together a quick guide if you or someone you know is thinking about college planning.”
• A short video: “If you’ve just sold your business and are thinking, ‘Now what?’— here are 3 financial steps I’d consider in your shoes.”

The key is to focus on what your actual clients are asking you. Use their questions as inspiration and keep your answers simple, clear, and real.

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Build Trust Before They Need You

One of the biggest advantages of inbound marketing is that it builds a warm audience. Maybe someone isn’t ready to hire a financial advisor today, but if they’ve been getting helpful tips from you for months, who do you think they’ll call when they are?

This approach doesn’t just get you leads, it gets you the right kind of leads. People who already feel like they know you, and trust you.

Ready to Start?

If you’re tired of chasing leads and want to attract clients who value what you do, it’s time to shift your approach. At Levitate, we help financial advisors use inbound marketing to build real relationships that turn into long-term clients.

Let’s chat about how you can start connecting with people in a way that feels like you. Book a tailored demo to get started with one of our product experts.