You may have a LinkedIn profile, but do you also have a LinkedIn Company Page for your business? We create and optimize LinkedIn Company Pages for all of our financial advisor clients to round out their social media presence and improve their exposure online. Today, I want to share our helpful …
Marketing Strategy
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 …
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 package 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 …
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 …
So You Want To Write A Book?
Does writing a book sound like a daunting challenge or an exciting adventure to you? Many advisors have thought about writing a book but aren’t sure where to start or if the benefit would justify the time investment. Without a doubt, most of the advisors I know have more than enough experience and …
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 potential benefits completely. But after working with over 50 advisors to optimize their websites, we have seen some powerful results with a few small …
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 30. I’ve been told that they’re not even financial services veterans, but former car salesmen (not confirmed). How is this young new firm growing at …
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. You may have noticed that when you go to your site and look in the upper-left corner, there’s a warning that your site is not secure. This is …
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 tell them. For marketing to be successful, it needs to be focused. But it’s a hard sell.Of course, the most successful advisors I work with have …
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 a simple emblem. One of the most recognized logos throughout history is the cross that symbolizes Christianity. Pirates raised a Jolly Roger logo on a …
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 always striving to build something bigger. Client demographics, technology, and marketing have changed so much in the past 20 years that many veteran …
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 that worked for them in the past don't work anymore. Intimidated by new technologies they aren't sure how to get started bringing their marketing into the …
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 from SEO companies that promise big results for reasonable costs. In reality, while SEO is a no-brainer for large, national brands that sell online, it …
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 mobile-responsive:1. Search engines will penalize you and you will miss out on traffic 2. You are damaging your credibility with website visitorsFor …
How to Write Compliance Friendly Blog Posts
In reality, most advisors have been blogging for years; they just don’t know it. A blog consists of pieces of copy called posts. Each post is simply a short article that you’ve authored and placed on your website. Like any article, It must go through compliance before distribution to the public. If …
How to Add an Online Appointment Scheduler to Your Website
Rarely do I come across a technology that can both save us time and make us money. Today, I want to share a quick and easy tip that will change your life: adding an online appointment scheduler to your website.If you’ve ever set up a phone call with me, you know I’m fond of my virtual meeting …
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 functionality for a lower cost? In this exclusive webinar, we'll review what's changed in recent years and the best new website options for financial advisors …