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Looking to Grow? Freelance marketing pros spur growth for independent financial advisors.

Co-Authored by Results Resourcing and Beacon Partners


In part one of our series, we examined how financial advisors benefit by outsourcing administrative duties to freelancers. Today, we review how outsourcing marketing work to skilled contractors can help a developing financial advisory business grow.


The early days of an independent financial advisor’s career are thrilling – and a little grueling. You’re constantly hustling to meet with current clients, find new clients, and slowly grow your business. However, after a few years, many young financial advisors realize growth through their individual efforts is limited by time and capacity. Advisors reach a plateau and discover that the tools and contacts they used to promote and grow their business are no longer adequate to move to the next level.

One solution to scaling growth is to create an online marketing strategy. However, the impediments of time, expertise and money prevent many independent financial advisors from creating and executing successful marketing campaigns: Time is an issue because the days of most financial advisors are already full just trying to manage their business, most lack the necessary expertise to create and implement a successful marketing campaign, and money because the business is still growing and they have limited access to capital.


Then there are the regulations around marketing a financial advisory company. The 2020 reforms to the Investment Advisers Act added new regulations to an already heavily regulated industry, including new advertising rules. According to Jay Clayton, the Securities and Exchange Commission Chairman when the Act passed, “The marketing rule reflects important updates to the traditional advertising and solicitation regimes, which have not been amended for decades, despite our evolving financial markets and technology. This comprehensive framework for regulating advisers’ marketing communications recognizes the increasing use of electronic media and mobile communications and will serve to improve the quality of information available to investors.”


Fortunately, help exists. Beacon Partners works with independent financial advisors to assist them in building a more successful, scalable business. The Beacon team has decades of experience in the financial advisor industry and uses their insights to discover the best path forward for independent financial advisors.


To provide additional value, Beacon Partners entered into a partnership with ResultsResourcing, a leading talent curation and freelance recruiting platform. ResultsResourcing will pair an independent financial advisor with the exact marketing talent to match their needs. While ResultsResourcing does all the hard work to recruit and virtually vet these freelancers, their clients make the final decision.

“Every job is assigned a recruiter to review the candidates and whittle them down to the top few,” said Elizabeth Eiss, CEO of ResultsResourcing. “We work with email campaign experts for newsletters, graphic designers for images and design and copywriters for website or article text. We can also find researchers who can help identify a financial advisor’s target market and where they are online.

If you're curious about how utilizing virtual freelance talent can benefit your financial advisor business and help you better use your time, check out the proprietary ResultsResourcing ROI of Time calculator to reveal the actual use of your valuable and finite time.


Beacon Partners is excited to help you discover the opportunities provided by virtual freelancers. For more info, please send an email to info@YourBeaconJourney.com to schedule a complimentary 30-minute conversation.


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