Investment Firm

30 Marketing Ideas For An Investment Firm (2024)

Pat Walls

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Updated: January 19th, 2023

Investment Firm Marketing Ideas

Wondering how to market your investment firm?

Marketing your investment firm is certainly not easy, but there are many ways to promote and advertise your investment firm.

We put together a list of the best marketing ideas for your investment firm, so you can get your small business out there.

Content

Content marketing is a marketing approach where businesses create and distribute valuable and consistent content to attract and retain their target audience.

Marketing Idea	Level Of Difficulty	Cost	Result
Facebook Community ➜	Medium	Free	Brand Loyalty
Quora ➜	Easy	Free	Brand Exposure
Ebook ➜	Medium	Free	Trust & Credibility
Case Study ➜	Easy	Free	Trust & Credibility
Data-Driven Content ➜	Medium	Low	Trust & Credibility
Guest Podcasting ➜	Medium	Free	SEO
Online Course ➜	Medium	Free	Trust & Credibility

Relationships

Relationship marketing is a long-term strategy based on building and growing strong relationships with customers.

Marketing Idea	Level Of Difficulty	Cost	Result
Partnerships ➜	Medium	High	Business Expansion
Brand Authenticity ➜	Easy	Free	Brand Loyalty
Mentorship ➜	Medium	Low	Trust & Credibility

Sales

Sales refer to all activities and strategies that lead to the selling of products and services.

Marketing Idea	Level Of Difficulty	Cost	Result
Direct Sales ➜	Medium	High	Lead Generation
Competitor analysis ➜	Medium	Low	Product Quality
Brand Licensing Partnership ➜	Easy	Medium	Business Expansion
Sell Sheet ➜	Easy	Free	Lead Generation

Email

Email marketing is a strategy used to promote a product or service through email while developing relationships with customers. Email marketing can include newsletters, updates on the company, or promotions of sales and discounts for subscribers.

Marketing Idea	Level Of Difficulty	Cost	Result
Email marketing ➜	Easy	Free	Brand Awareness

Organic social media marketing is any social media activity with no paid promotion. This type of marketing is very effective and can be done using free social media tools.

Marketing Idea	Level Of Difficulty	Cost	Result
LinkedIn Organic Reach ➜	Easy	Free	Brand Awareness
LinkedIn Outreach ➜	Easy	Low	Brand Awareness

Word Of Mouth

Word of mouth marketing is a strategy used to generate organic discussions about a brand, company, or event. These discussions are typically a result of an extraordinary customer experience.

Marketing Idea	Level Of Difficulty	Cost	Result
Word of mouth ➜	Medium	Free	Brand Awareness

Affiliate

Affiliate marketing is a type of performance-based marketing where a company compensates a third party for each visitor or customer brought as a result of the affiliate's marketing efforts. Businesses typically pay per sale or per click/impression.

Marketing Idea	Level Of Difficulty	Cost	Result
Pay Per Click Advertising	Medium	Low	Brand Exposure

SEO

SEO, otherwise known as "search engine optimization" refers to the practice of increasing website traffic through organic search results.

Marketing Idea	Level Of Difficulty	Cost	Result
SEO Strategy ➜	Medium	Medium	SEO

Paid social media marketing refers to any social media effort that is influenced by advertising dollars.

Marketing Idea	Level Of Difficulty	Cost	Result
Search engine marketing (SEM) ➜	Medium	High	Lead Generation
Podcast advertising ➜	Medium	Medium	Brand Exposure
ROI Report ➜	Easy	Free	Lead Generation

Print + Traditional

Print marketing includes advertising through magazines, newspapers, and other media publications.

Marketing Idea	Level Of Difficulty	Cost	Result
Business cards ➜	Easy	Low	Brand Awareness
Sales Calls ➜	Hard	Free	Lead Generation

Events

Event marketing (both online or offline) promotes a brand, product, or service through hosting or attending a real-time event.

Marketing Idea	Level Of Difficulty	Cost	Result
Meetup groups ➜	Easy	Low	Brand Awareness
Trade Show ➜	Medium	Medium	Lead Generation
Networking Event ➜	Easy	Low	Brand Awareness
Webinar ➜	Medium	Medium	Trust & Credibility
Virtual Event ➜	Medium	Medium	Brand Exposure