How Advisors Can Show Up for Specific Keyword Searches
Financial advisors aren’t typically familiar with search engine optimization (SEO) strategies. Because SEO is complex, many advisors ignore the …
Blog
How Is an Advisory Firm Founded in 2013 Raking in Over $4 Million in Revenue Each Year?
Great Waters Financial has grown at a rate of 87.8% each year from 2014 through 2016. They started 2014 with just six employees and now have more than …
What is an SSL Certificate and Why Do You Need One?
Things change quickly in the world of websites and digital marketing. One concept you may have been hearing a lot about lately is SSL Certificates. …
Case Study: How One Advisor Upgraded His Website AND Saved Over $2,500 Per Year!
When was the last time you thought about how much you are paying each year for your website? If you're like most advisors, you rarely think about this …
How Advisors Can Embrace a Niche Without Alienating Anyone
One conversation I have every single day with financial advisors is about embracing a niche through their marketing. The riches are in the niches, I …
How To Get A New Logo for Financial Advisors
Your logo is the true first impression of your brand. Logos have been used for thousands of years to help people identify and trust groups by viewing …
Four Signs An Advisor Will Have Business Growth This Year
I rarely find an advisor who is not trying to grow his business. Despite the assets under management or number of clients advisors serve, most are …
Growing Your Practice with Guidevine.com (Webinar)
Are you confused about how to get great video and social media presences online? In this month's webinar, expert guest Nevin Gleason from …
Marketing Makeover for Financial Advisors “Before” & “After”
Many successful Financial Advisors have outdated websites, logos, and marketing practices. They are often frustrated that marketing tactics …
Demystifying Paid Search for Financial Advisors
I often get questions from advisors seeking to expand their reach using paid search. It’s my suspicion that their interest is piqued by sales calls …
Before & After: New Websites for Financial Advisors (Video)
So many advisors today have outdated websites that are killing their credibility with referrals and prospects. If your site is not secure and …
New Website Options for Financial Advisors (Webinar)
Are you tired of your website? Are you frustrated that it isn't secure or mobile responsive? Do you want a more modern website with greater …
How to Write SEO Friendly Blog Posts
SEO is a hot topic in the world of digital marketing. Last week, I shared recommendations for optimizing your website for search engines. One of the …
How to Improve Your SEO for Financial Advisors
SEO, or search engine optimization, aims to increase the visibility of a website by getting it to be returned higher on the search engine results page …
What Have We Learned From Completing 37 SEO Projects This Year? (Video)
Since we launched our SEO package a few months back, we've completed projects for 37 different advisory firms! Our commitment to constantly improve …
The Easy Way to Get Fresh New Headshots You’ll Love
I recently took all new photography for my website after realizing it’s already been three years since my last pictures. Like most financial advisors, …
How to Write an Awesome LinkedIn Bio (for Financial Advisors)
Most financial advisors haven't completely filled out their LinkedIn profiles. They often have trouble writing about themselves and the benefits they …
Join Me at UCLA Extension This Summer! (Register Now)
I’m thrilled to be teaming up with UCLA Extension Business, Management, and Legal Programs to offer a new seminar for financial …
Update Your Outdated FMG Suite Website for Free in 15 Minutes or Less! (Before & After Video)
I often get calls from advisors who are tired of their outdated FMG Suite websites. If you want an upgraded new website for only $12 per month, we now …
Why You Need a Google My Business Page (and How to Get One Now)
Google has become the third person in many of our conversations. It plays a huge role in how we figure out Final Jeopardy answers or find a restaurant …
Productivity Tip: 8 Tricks to Effectively Search Your Emails
I just got off the phone with a new client who will be coming onboard for our Monthly Marketing Package this month. At the end of our phone call, he …
Are You Committing a Cardinal Sin on Your Home Page?
This month’s exclusive webinar is Website Copywriting for Financial Advisors with guest expert Gerry Black. One of the points Gerry makes during our …
Three Tips for Creating Marketing Content that Counts (for Financial Advisors)
Great marketing content is at the heart of successful inbound marketing for Financial Advisors. Effective content helps clients and prospects find you …
Two Ways to Create a Client Survey for Financial Advisors
Regularly collecting feedback from your clients can save you money, help resolve problems before they get out of hand, save time, and improve client …
Are You Making a Mountain Out of Joining Social Media?
If there is one thing I encounter over and over with the advisors I work with, it’s their too-strong-for-reason resistance to joining social …
What is HiddenLevers and Why is it Powerful?
There are so many amazing technologies available to advisors today from practice management to portfolio design to marketing. One technology that has …
How to Get Started on LinkedIn for Financial Advisors (in One Hour)
How many financial advisors would be comfortable with a qualified prospect viewing their LinkedIn profile instead of their website? The reality is, a …
3 Productivity Tips to Help You Golf More & Sleep Better at Night
If there’s one topic that I've always been fascinated with, it’s productivity. On my reading table, you’ll find classics like Getting Things Done, The …
Three Secrets to Website Copywriting for Financial Advisors
There are only a handful of firms that offer website copywriting for financial advisors. That's because it's difficult to create a personal and …
Google Analytics for Financial Advisors in Only 3 Numbers
Most financial advisors have a strong aversion to trying to understand their website’s metrics through Google Analytics. Why is this, when we know …