The Marketing Blog for Financial Advisors

Check Out Our Sample Marketing Calendar for Financial Advisors

Do you have a marketing calendar? If you're like most financial advisors, you probably don't have a marketing plan in place and haven't created a dedicated marketing calendar for your firm.Our Referral Generation Package is our most popular marketing package because it helps advisors stay in …

Announcing the Littlest Indigo Marketer! (Video)

We have big news! My husband Josh and I are thrilled to welcome the newest member of our family, April. She was born one month early on October 1st at exactly five pounds.She's doing great and big sister Molly learned the word "baby" just in the nick of time! Watch this short video now. …

The 8 Technologies You’ll Need to Create Your First Webinar

After last week’s blog post, 8 Reasons Webinar Marketing is So Promising for Financial Advisors, I got several questions from advisors about the best technologies for creating webinars. I’ll be honest, DIYing your own webinar is a lot of work. But if you’re fairly tech-savvy and ready to put in 8-12 …

Has Your LinkedIn Account Been Restricted?

If you’re a financial advisor with a LinkedIn profile, chances are you recently received an alert that your LinkedIn account has been restricted. LinkedIn has been working hard to secure their system from hackers, political accounts, and fake accounts. Almost all of the advisors I know have had …

11 Tricks to Get Your Blog Posts to Show Up In Google Searches

The idea for this post came to me from John Stanton of Seacrest Wealth Management. He wanted to know if there’s a way to write blog posts so they will show up for a given keyword search in Google. John provides annuity reviews in his practice, so he would like to rank for searches like “Should I …

8 Reasons Webinar Marketing Is So Promising for Financial Advisors

What if every visitor to your website spent 30 minutes with you to understand your background, what makes your firm different, and how you can help them? How would that impact your lead conversion rate? This is where webinar marketing lends a hand. Most of the advisors I work with have …

Adapt Your Marketing to Build a Legacy Financial Advisory Firm

As baby boomer clients enter into retirement and begin drawing down assets, advisors are forced to look towards the future. Building a legacy Financial Advisory firm that can retain (and increase) its value for the next generation means appealing to the children of current clients and attracting …

What Could SEO Do For Your Website? See This Advisor’s Before and After Case Study

SEO for financial advisors, or search engine optimization, is important because it helps get your website organic traffic every single month without paying per click. Top advisory firms that spend thousands on Facebook and Google ads pay from $1 and $5 per click to their site. With proper SEO, you …

Increase Your Website Traffic with Google Analytics (Webinar)

How is your website performing? If you’re like most advisors, you have no idea because you can’t see your website traffic. This exclusive webinar will show you how to view and understand the traffic coming to your website! Google Analytics is a free software to view, analyze, and interpret your …

What Is the Benefit of Joining Investopedia’s Advisor Insights?

I received terrific feedback on my blog post about the benefits of joining NAPFA, including a few advisors who decided to sign up and have already started receiving leads. Some advisors asked if there are other helpful platforms they can leverage to boost their marketing efforts. Another option I …

How to Market a Boring Product

Is financial planning boring? I don’t think so, you probably don’t think so, but it is almost certain that a large number of our clients and prospects think so. The perception that our industry is boring is actually a gift. If it were fascinating and easy to understand, clients wouldn’t be so …

LinkedIn Quick Tip: How to Add Bullet Points to Your Summary

For more LinkedIn Quick Tips, check out The LinkedIn Guide for Financial Advisors, available on Amazon now!Your LinkedIn Summary section determines how often you will come up in keyword searches and introduces people to your firm in 2,000 characters or less. But lengthy summaries can be …

How To Make The Most Of Your Referral Marketing Package

Our most popular marketing packages is our Referral Marketing Package. It includes custom content, written specifically for you and posted to your website each month. We share the content by email to your network and across Facebook, LinkedIn, and Twitter. What’s more, we include automated LinkedIn …

Which Course Should I Create Next? (Video)

I'm getting started on my next online course for financial advisors, but I need your help! Which course would you most like to see me create next? Vote below now! Interested in my online courses? Get instant access for just $39 per month!Check out The LinkedIn Course for …

Ten Steps to Your Ideal Marketing Plan

Advisors ask me every day, “What should I be doing with my marketing?” The truth is that “should” is a relative term. The answer depends on two things:What are your marketing goals? How much are you willing to put into your marketing?Similar to attending a conference or working out with …

How To Grow Your Business Using Technology

In the information age, the technologies we use on a daily basis are the fuel to grow our businesses. A Federal Reserve Paper found that technology use can drive business growth by 3-5% per year. Technology can be overwhelming to evaluate, but has the power to make your days either easy and …

The Marketing Blog for Financial Advisors

Get My Marketing Secrets for Independent Financial Advisors