You may be familiar with Yelp for checking restaurant reviews online, but Yelp can also be an incredible source of new prospects for advisors. Claim your business page to make sure that the information listed is accurate and personalized. Watch this video to find out how, and to review compliance issues you will want to avoid! Then, download my step-by- step instructions to claim your business listing on Yelp.
One word of warning: once you claim your business, you will likely be solicited with offers to advertise on Yelp. I’ve tested their advertising platform with several advisors and found it to be ineffective and relatively expensive, so I recommend against it.
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Claire Akin runs Indigo Marketing Agency a marketing firm serving top independent financial advisors. Claire is a former Investment Advisor Representative who holds her MBA in Marketing from the Rady School of Management at UC San Diego as well as a BA in Economics from UC Davis. It’s her goal to help specialist advisors target their ideal prospects with content marketing.