Accounting & Financial Services Marketing

Digital Marketing for Accountants & Financial Advisors

What’s the number one thing you look for when you’re hiring an accountant/account manager?


You – and your firm – need to trust that this new hire is going to be a hard worker and an asset to your clients and brand. It’s pretty obvious.

What’s the number one thing clients look for in an accountant or financial manager?


So how do you build a trustworthy brand?

Trustworthy Digital Marketing for Accountants & Financial Professionals

  1. Make sure your website prominently displays trust symbols like accreditations, certifications, and whether or not your financial planners are fiduciaries. These should be addressed on your homepage, the About Us page, and all employee profile pages (if you have them).
  2. Do a check of your employee LinkedIn pages. Do they all reflect your brand standards, have endorsements for related skills, and prominently display certifications?
  3. Include reviews on your website and ask satisfied customers to review you on Google, Yelp, Angie’s List, etc.

Content Marketing for Financial Firms: Be Useful

It may feel like giving away the milk for free, but how are people supposed to know that you know what you’re talking about if you don’t give them a taste of your expertise? Blog posts, FAQ pages, and even services pages with detailed information about what to expect and what to look for when talking to an accountant or financial planner are great places to start when building your reputation as a trustworthy financial brand.

Financial & Accounting Firm Social Media Marketing: It’s Not Just a Fad

It sometimes still feels a little strange to professional brands like accounting or finance to have a social media presence, but Facebook, Twitter, and LinkedIn are all valuable places to make connections, answer questions, and be part of the conversation.

Networking has always been important for business, but never so much so as in our ever-connected world today.

Not sure where to start? We can help!


Have a question about partnering with us? We love collaborating with smart, new people—if you think you might fit that description, feel free to drop a line.