No One Knows Who You Are

Here's why that's a big issue when it comes to conversion and close rates...

Author

Brooks Dyroff
April 07, 2025

Hey, it’s Brooks. Welcome to Mondays with Money Marketers, where Wall Street meets Madison Avenue.

As a quick reminder: We’re an email marketing agency for financial service firms. We use email to drive leads, increase conversion rates, reduce churn, and boost your bottom line.

We taught ourselves how to do everything above by growing our own newsletter, The Street Sheet, from 5,000 subscribers to 160,000 subscribers (and counting).

We then took what we learned and started helping companies like J.P. Morgan, SoFi, Empower, Benzinga, and more with their email and content marketing.

Every Monday, we share tips and tricks we’ve learned that you can implement yourself.

Before we dive in, here's a link to my calendar if you'd like to discuss how we can help you generate more business.

In today’s edition:

  • How to engage young investors with your social media marketing

  • 5 Must-Read Blogs for Financial Advisors

  • No one knows who you are

First time reading? Sign up here

LINKS WORTH A LOOK

🗣️ Marketing News & Insights

  • Engage young investors with your social media marketing (BlackRock)

  • 7 Proven Financial Advisor Marketing Strategies To Gain More Clients (Bankbound)

  • Digital Marketing Strategies for Financial Advisors (US News & World Report)

💼 Industry News & Insights

  • 19 Proven Email Marketing Strategies For Financial Advisors (Taylor Method)

  • Content Marketing Strategies for Financial Advisors (SmartAsset)

  • Wealth Management Marketing: Proven Strategies to Grow Your Business (KapitalWise)

🤔 Honorable Mentions

DEEP DIVE

No One Knows Who You Are

Here’s a tough truth for most financial professionals: No one knows who you are.

  • Not the prospects you met at last month’s networking event.

  • Not the business owner who clicked your website.

  • Not even the referral who got your name from a close friend.

In today’s world, trust is built before the first call. And it happens online.

If someone’s considering working with you—whether you’re a solo advisor or a fast-growing firm—the first thing they’ll do is Google your name.

So… what shows up?

If your online presence consists of a stale website and a handful of social posts from 2022, that’s a problem. Because today’s prospects are savvy. They do their homework. They want to see signs of credibility, clarity, and consistency before they ever agree to meet.

The Solution? High-Value Content.

The best way to build that trust before you even meet someone is by putting out high-value content consistently.

We’re talking:

  • Educational blog posts that answer the real questions your prospects are Googling.

  • Weekly email newsletters that show off your expertise and keep you top of mind.

  • Social posts that position you as a knowledgeable, approachable authority in your niche.

When you publish content regularly, you stop being a name on a business card—and start becoming the go-to expert in your space.

Compliance is Tough—But Not a Roadblock

Yes, if you’re in a regulated industry, compliance is a real challenge.

But it’s not a reason to stay silent.

There are plenty of ways to create compelling content without triggering red flags. Educational posts, insights on market trends, even sharing your process for working with clients—all of these can be crafted with compliance in mind.

And if you can get them, client testimonials are marketing gold.

Even one sentence from a happy client that says, “I finally feel in control of my retirement thanks to this team” carries more weight than a thousand words of sales copy. If testimonials are off-limits, try case studies or anonymized success stories.

It All Comes Down to Social Proof

When a prospect does their due diligence, they’re not just looking for expertise—they’re looking for proof that other people trust you too.

That’s what social proof is.

And in the digital age, it comes in many forms:

  • Testimonials

  • Reviews

  • Podcast interviews

  • Guest articles

  • Speaking appearances

  • Engaged comments on your LinkedIn post

Each of these tells a story. Each one whispers: “You can trust this person too.”

Final Thought

You may be amazing at what you do. You may have 20 years of experience, deep credentials, and a track record of results.

But if no one knows who you are—and there’s nothing online to prove it—you're invisible.

  • So start putting your voice out there.

  • Start building your digital footprint.

  • Start giving people a reason to trust you before they ever reach out.

Because in the age of due diligence, authority is earned through visibility.

We can help you create high quality consistent content and completely automate the process. Hit the button below to schedule a time to talk.

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