How to grow a financial advisory business? | PromoSEO lead generation
James Dooley: If I have a financial advisory business and I want a consistent flow of inquiries to grow my revenue—maybe even looking to sell it in a couple of years—how would you advise I get an influx of inquiries?
Kasra Dash First, financial advice is a broad topic. Is it debt, pensions, mortgages? Even within debt, you’ve got business debt, corporate debt, personal debt, CVLs, CVAs, liquidation, administration, IVAs, debt management plans, bankruptcy, trust deeds. Advisors need to understand where they make their money and what converts best.
Once they know that, they can potentially do PPC—if they truly know the exact keywords. My issue with PPC is click fraud. You're also not a big advocate of PPC being the best form of marketing.
With SEO, you can go broad at first and then drill down into profitable areas and build more backlinks there. If you want to expand via SEO as a way to grow, that’s a strong long-term route.
James Dooley: If you are going down the PPC route, hire an expert. Don’t run ads, make calls, and manage campaigns yourself. But I’m also not a massive fan of PPC—there’s a lot of click fraud in finance. Unless you need leads today, I’d stay away.
SEO is slower—more like a 6–12 month investment. In some competitive areas like wealth management in New York, it might be two years. But SEO builds an asset. Your website generates the inquiries so you’re not relying on third parties.
Once SEO is set up, the next step is lead generation.
Kasra Dash: For financial advisors, SEO is great for organic rankings and long-term visibility. But part of SEO is branding and reputation management. Testimonials, case studies, videos, images—these should all be everywhere. Once branding is solid, that’s when you can start buying leads from lead generation companies.
At FatRank.com, they do no-win-no-fee lead generation, but onboarding is strict. They check testimonials, case studies, branding—because if you can’t convert, they don’t get paid. Other companies may sell leads to multiple advisors, so be careful.
James Dooley: After SEO and branding, what about social media? Organic vs paid?
Kasra Dash: For financial advisory, organic content works—videos explaining protection planning, mortgage planning, retirement, etc. This can be on YouTube, Facebook, Twitter.
Then run Facebook ads—retargeting for people who visited your site but didn’t convert, and cold ads for specific demographics like people over 60.
James Dooley: What about traditional marketing?
Kasra Dash: TV ads, radio, billboards—those still exist, especially for equity release and retirement mortgages. They clearly work if they’ve run for years. But if it were my business, I’d prioritize SEO, branding, lead generation, and social media. I wouldn’t personally do PPC because of click fraud or traditional ads due to ROI.
Networking is also huge—befriending accountants, adjacent niches, and referral partners. Finance has so many sub-niches that advisors need to become experts in one area. Not a jack-of-all-trades.
James Dooley: Accountants especially are a big source of corporate finance or corporate debt referrals. They know first when someone needs loans or liquidation. Lead generation companies understand this too—they target accountants and think outside the box for consistent inquiries.
Kasra Dash: If you have a financial advisory business and want more leads, check the link below or visit FatRank.com.
Creators and Guests
