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 …
Technology
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 …
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 …
How To Get Started On WordPress (For Financial Advisors)
Do you need help getting started with your WordPress site? Here are a few video tutorials to get started on WordPress. We also have Website Service that we provide if you need additional help in setting up or updating your site. We also have Website Service for additional help with WordPress. You …
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Many successful Financial Advisors have outdated websites, logos, and marketing practices.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 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 tips I often highlight is the importance of updating your site on a regular basis. The simplest way to do this is through blogging. Rather than rewrite …
Should Financial Advisors Use Constant Contact or MailChimp?
As we reviewed last week, email marketing is still the most effective marketing channel for advisors. Research from McKinsey & Company shows that email is nearly 40 times better than Facebook and Twitter combined for acquiring customers. Your money is well spent on email, with the ROI on email …
The Top 7 Technologies For Advisors Right Now
How much would you spend on a technology that would save you ten minutes a day? That’s almost an hour per week, and about one full week per year. What about a technology that could add one new client per month? How about one that could keep you from losing one client every year?Investing in …
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 for a given search. The idea is that if a website ranks higher in search results, that website will see more traffic. Studies show that 75% of …
How Does Your Marketing Compare? (Free Marketing Scorecard)
Many of the financial advisors I speak with want to know how their marketing compares to other advisors. I don’t blame them, we all want to know how we measure up. In fact, it’s not uncommon for investors to want to know how their retirement savings compares to their peers’. But marketing efforts …
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 has led us to study the results from each project that we've completed.One important idea that stands out consistently across all of our projects is …
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 offer Independent Websites for Independent Financial Advisors.But what if you're happy with your FMG Suite website and just want a quick refresh? …
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 or choose a financial advisor.Research even shows that up to 95% of people do not look past the first page of web results, so if you’re on page …