Jackson Advisor Marketing

04/30/2025

We’re proud to share another Advisor.ca article from our president, Darryl Jackson.

His newest article, “Three Proven Ways to Help Your Clients Stop Worrying,” dives into the emotional side of financial advising—and how you can proactively support clients during uncertain times.

It's a must-read for any advisor looking to strengthen trust and improve communication.

Read it here: https://www.advisor.ca/practice/your-business/three-proven-ways-to-help-your-clients-stop-worrying/

04/16/2025

Jackson Advisor Marketing's advisor newsletter program is now available in email format, featuring the same great content with added benefits like professional HTML design, secure deployment, a personalized content hub, and detailed reporting.

Traditional print and PDF options are also available. If you are an advisor looking to build your brand and strengthen client relationships, check out the Jackson Advisor Marketing newsletter program and full-service solutions.

Learn more: https://jacksonadvisormarketing.ca/money-ideas

04/07/2025

Exciting news! Our president, Darryl Jackson, has been featured in Advisor.ca with his latest article on creating an effective marketing plan. Check out his 8-step approach to elevate your advisor marketing strategy.

Read more: https://www.advisor.ca/practice/your-business/your-8-step-marketing-plan/

03/14/2024

Read this Globe & Mail article: How Canadian advisors need to market themselves to gain warm leads. Darryl Jackson, President of Jackson Advisor Marketing, discusses how advisors can effectively connect with new clients outside of traditional digital marketing strategies.

Read here: https://jacksonadvisormarketing.ca/how-canadian-advisors-need-to-market-themselves-to-gain-warm-leads

03/11/2024

Read this Globe & Mail article: How Canadian advisors need to market themselves to gain warm leads. Darryl Jackson, President of Jackson Advisor Marketing, discusses how advisors can effectively connect with new clients outside of traditional digital marketing strategies.

Read here:

Studies point to marketing as a weak spot as advisors cite lack of time to pursue proven strategies

02/01/2024

Is your website optimized for SEO?

SEO (Search Engine Optimization) involves optimizing your website content so that your website ranks well on Google Search when people are looking for your business.

This article has some great tips to help improve SEO for wealth management companies: https://www.webfx.com/industries/finance/wealth-management/seo/

Feel free to contact us to learn more about our SEO service!

01/04/2024

A new year comes along with a new set of goals, hard work, and achievements! Tell us, what are your business goals as we move into 2024?

Feel free to contact us to discuss your goals and how we can help you achieve them.

12/25/2023

Happy holidays and a prosperous New Year from Jackson Advisor Marketing! As we reflect on the past year, we are grateful for our dedicated team, the partnerships we've built, and the milestones we've achieved together.

#2024

12/14/2023

Delightful moments with the Jackson Advisor Marketing & Jackson Marketing teams at our annual holiday dinner. Cheers to fantastic food, great company, and another year of success and teamwork!

11/30/2023

Let our Money Ideas Content Service help you with your content creation for your marketing efforts

This service provides compliance friendly content covering topics that your client will care about: investing themes/strategies, mutual funds, estate planning, retirement planning and more!

You will receive this content as unlocked text so you can edit or use the content however you want. Once you have the content you can use it for as long as you want, and in as many places as you need.

Send us a message to learn more!

11/23/2023

It’s true, the digital world has exploded over the past 10 years. Today, nearly everything can be handled digitally with many people working from home, managing finances online and even ordering their groceries from apps like UberEats or DoorDash.

Is your wealth management business optimized for the digital user? Have you explored digital marketing strategies?

We would be happy to discuss your business’ digital presence and opportunities to grow in 2023!

Source: https://mediaboom.com/news/marketing-plan-financial-advisors/

10/20/2023

This article by Forbes gives some valuable marketing tips for financial advisors.

All of these tips are also great reason to take advantage of our advisor-centric marketing and newsletter services!

The financial advisor space is saturated. If you’re a financial professional, developing a strong marketing plan is crucial to gaining more clients. Utilize these six steps to craft a successful strategy that aims to put a spotlight on your name and business. 1. Identify Your Target Market Marketi