Marketing for Financial Planners · Québec
People trust a planner they already understand.
Imagine Julie, an independent financial planner in Sherbrooke. Here’s what a Growth partnership would look like for her practice, step by step, and what she would get every year.
The Starting Point
Julie’s clients stay for years. New ones come slowly.
Almost all of her clients came through a referral: a satisfied client, an accountant, a notary. Her clients rarely leave. But referrals come when they come, and she can’t plan around them.
It isn’t a trust problem. It’s a visibility problem.
Her website was set up when she went independent and hasn’t changed since. Her LinkedIn profile is complete and silent. She knows she should write. Between client meetings and compliance, the week is already full.
Sound familiar?
What We Would Do
What we’d look for
Before they book a first meeting, people want to know how this works and whether they can trust you. They search for their situation, not for “a planner”: retiring at 60, buying a first home, selling the family business. So Julie needs pages for the situations she handles best, and plain, general answers to the questions people ask before they ever call. Information, not advice: the rules of her profession stay the frame.
The real opportunity
Most planners promise the same thing: a plan, peace of mind, a partner for life. The opportunity is the moment Julie knows better than anyone. Maybe it’s the five years before retirement. Maybe it’s business owners who have never had a plan of their own. Finding that is the first job. Everything else is built on it.
The Process
The bloom unfolds in order.
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Phase 01
Clarity
- A two-hour Business Clarity Session to find her strategic angle
- A look at the questions people search for before they choose a planner
- A Brand Persona in her own words: calm, clear, never a sales pitch
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Phase 02
Strategy
- A site organized by life situation, not by product
- A calendar set by the financial year: RRSP season, tax time, year-end
- Website copy that is general, accurate and reviewed by her before anything goes out
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Phase 03
Launch
- A 5-to-8-page website goes live, usually within 2 to 4 weeks
- The first newsletter goes out
- The first posts go up on LinkedIn and Facebook
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Phase 04
Momentum
- A new strategic page every two months, one situation at a time
- A 30-minute strategy call every two months to keep what works and change what doesn’t
- An analytics summary every three months, in plain language
Where It Starts
Every partnership starts with a two-hour Business Clarity Session. For Julie, it’s where we would find the clients she’s the obvious choice for.
That insight becomes her Brand Persona: the message, the words, the situations she wants more of. The website, the newsletter and every post are written from it, and she approves each one before it goes out.
The Website
A site organized around real situations.
Five to eight pages: one for each situation she handles, how a first meeting works, who she is and how she’s paid, and an FAQ in plain words. General information, written to stay within the rules of her profession. Structured so Google and AI assistants like ChatGPT understand what she does and for whom. Mobile-first, fast and secure.
The Newsletter
Every two months, something worth reading.
One issue every two months, with four short articles set to the financial year: before the RRSP deadline, what changes at 65, how to read a pension statement. Every article also lives on her website, so each issue works for her search rankings as much as for her clients’ inboxes, and gives them something easy to forward to a friend.
6
issues a year
24
articles a year, each one a page on her site
The Social Posts
Her thinking, where people look.
Four posts a month on LinkedIn and Facebook: one idea from an article, a date not to miss, a question clients often ask. Short, useful, never a product pitch. The kind of post an accountant shares with a client who needs a planner.
4
posts a month
2
platforms, LinkedIn and Facebook
Statement
Launch an engaging website that clearly communicates your expertise, helps the right clients find you online, and turns visits into booked appointments.
The Content Ecosystem
Every piece of content reinforces one thing.
The newsletter keeps her in her clients’ minds between meetings, and gives them something to forward. The posts show how she thinks. Each new page answers one more situation people search for. Together, it all says the same thing: for this moment in your life, Julie is the planner who explains it clearly.
What She Gets
Her first year with Growth, in numbers.
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5–8
Website pages at launch
Plus a new strategic page every two months: six more in the first year.
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24
Articles written for her
Four in each of six newsletters, every one a page on her site.
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48
Social posts
Four a month on LinkedIn and Facebook.
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6
Strategy calls
One every two months, plus a plain-language analytics summary every quarter.
What that produces depends on the practice, the market and time. We don’t promise rankings or new clients. We set the targets with you in the Clarity Session and report on them, in plain words. You review and approve every piece before it goes out. Below, two real clients, and what happened for them.
Real Results
Two real businesses, same framework.
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Piscine Évolution · Essential
From Holding Page to Page One
How a young pool-care company started from nothing online, and why 330 of its requests came in without an ad.
330 requests without ads · 13 months
Read
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Escarpins et Vilebrequins · Essential + eCommerce
When Being Online Adds $82,000
Most of her sales still happen in the store. Opened on the side during the first lockdown, the online store has added $82,000 since.
+70% online sales this year · 6½ years
Read
Good Questions
Questions financial planners ask about marketing.
Can a financial planner market on social media?
Yes, within the rules that govern your profession. In practice, that means general information rather than personal advice, no promised returns, and clarity about who you are and how you’re registered. We write inside that frame, and you review every piece before it goes out.
What should a financial planner’s newsletter talk about?
The dates and decisions your clients face: RRSP and TFSA deadlines, retirement income, a home purchase, an inheritance. Explained simply, without selling a product. Clients read it, keep it and forward it, which is how referrals start.
Do I need a website if my clients come by referral?
Yes. A referred client almost always looks you up before calling. A clear site that explains how you work and who you help turns that search into a first meeting. Without one, the referral can stop right there.
Next step
It’s your turn.
30 minutes. Your practice, what’s stuck, and what we’d do first.
Book a call