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 …
Technology
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 …
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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 …
Three Clever Ways to Boost Your Facebook Ads
Facebook Ads are an inexpensive way for advisors to make contact with prospects they don’t already know. The downside is that the ads are sometimes poorly targeted, resulting in plenty of “junk” traffic. This happens when the ad’s audience is not properly set up to focus on qualified prospects. You …
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, it's being penalized by Google and your missing out on traffic. Our WordPress sites are independent websites for independent financial …
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 …
What Financial Advisors Need to Know About Google Analytics
As a financial advisor, you understand the importance of data-driven decision making. But are you using data to drive your marketing? Or are you trying different strategies without knowing whether they're paying off?This week, I've partnered with top advisor coach, Stan Mann, to create a …