Free Marketing Advice and Resources


Getting Started with Digital Marketing - When it comes to social media and marketing yourself in the digital space, it can be tough knowing where and how to get started. So we created this guide to help you along the way.

Check it out.


Establish an Effective Digital Marketing Committee - If your firm is looking to achieve growth by utilizing digital marketing, it's best to outline your objectives from the onset and work as a team to accomplish your short- and long-term goals.

See our recommendations.

LinkedIn Checklist - Not sure how best to optimize your LinkedIn profile? SKY Marketing Consultants has made an easy-to-follow LinkedIn Checklist, which you can use to build out a more complete profile.

Get started.


Marketing and Storytelling - Learn how SKY Marketing Consultants is able to help financial professionals tell their unique stories in a way that can resonate with their clients and prospects, and within their communities.

Download the interactive handout.

The Marketing Handbook for Financial Advisors is the first book of its kind. Written by an industry leader in financial services marketing, this actionable handbook cuts through the fluff and helps financial advisors learn how to better market their practices.

Buy the book on Amazon.

The LinkedIn Starter Kit for Financial Advisors, released in August of 2015, is a short guide which provides a to-the-point explanation of how to build a compliant and effective profile, as well as guidance on how to build new and existing client relationships.

Buy the book on Amazon.


Enhancing Your Online Presence, Part 1 of 3 - Being present online can be difficult. Part one of this three-part infographic quickly details a few simple facts regarding the current scope of the Internet, what your goals should be when trying to boost your online presence, and where you should focus your attention.

Read the first infographic in full.

Enhancing Your Online Presence, Part 2 of 3 - Today, many financial advisors are seeking to build their own professional websites—and it's a good idea, when done well. Part two of our infographic series shares the best practices when building a custom website for your business, and the right design elements to include on your site.

Read the second infographic in full.

Enhancing Your Online Presence, Part 3 of 3 - Our final installment covers a few miscellaneous items, including how to utilize search engine marketing, the best practices for email marketing and e-stationery, whether or not to begin blogging, and how to face the challenges presented by various online review sites.

Read the third infographic in full. 


The Journal of Financial Planning - Check out a few insightful marketing tips from SKY Marketing Consultants' owner, Jeremy Jackson, who was interviewed by the Journal of Financial Planning and featured in their July 2016 cover story, "Masterful Marketing." Read more.