* 20 YEARS *

Financial Advisor SEO

Get Your Firm on Page One of Google.

Does any of this sound familiar to you?

And yet as you look around at your competition, or go to a Micheal Kitces Summit or some kind of digital marketing event, you see that some firms are killing it.
And yet as you look around at your competition, or go to a Micheal Kitces Summit or some kind of digital marketing event, you see that some firms are killing it.

You are somewhat frustrated.

You want more AUM.
You need more leads, qualified prospects, booked in your calendar to be able to do this.
You’ve tried a few different marketing firms with little success or perhaps never having anything to show for it.
But you know there must be a program out there that really works.
What if you could add a new stream of qualified prospects with great liquid net worth ready to book a call with you?

Introducing...

Advisor Local is designed to increase your firm’s Google Maps visibility and to get your firm consistent quality leads within the first 12 months.
Without the adspend and without paying leads companies like Smart Asset.
How? We will work to get you into what is called the Google Map Pack.
Our guarantee is that we will pause billing and keep working if we do not show you an increase in at least one tracked metric/KPI listed below within the first 90 days.
The Tracked Metrics are as follows:
Get Your Firm on Page One of Google.
Example of Google Local Search in your city for the top keywords like
“financial advisor [Your city]”.
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See how these three financial advisor firms standout and how easy it is to take action – to visit the website or get directions.

How it works

When a prospect is looking for a financial advisor, they do a Google search for “financial advisor [Your City]”.
These prospects typically have high search intent and are at the bottom of the funnel ready to book a call.
They are in the market to hire an advisor. These leads are the best leads you can get from digital and they don’t cost you anything.
All you need to do is to get ranked by Google and show up in the Google Map Pack and you will get over 20% of the search volume.
What is really cool is that it is a level playing field where you can compete against national broker dealers who spend millions.
According to Google, ranking in the Map Pack revolves around these three principles: relevance, distance, and prominence.
What this means for you is that you are way more “local” than the Broker Dealer and as you see having a million dollar marketing budget won’t help ro rank in the Map Pack.

What You Get

What Other Advisors are Saying

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Apply to Secure Your Spot

If we take you on as a client, we will only work for you. We only market one financial advisor firm per city period so apply to see if your firm can qualify for our services in your city.
Advisor Local is designed to increase your firm’s Google Maps visibility and to get your firm consistent quality leads within the first 12 months.
Our guarantee is that we will pause billing and keep working if we do not show you an increase in at least one tracked metric/KPI listed below within the first 90 days.
The Tracked Metrics are as follows:

Frequently Asked Questions

After you sign up, the application process begins. You will get an initial email from us confirming that we received it. You will also receive an email confirming a meeting with one of our SEO specialists. From there, we internally review your application to see if you are a good fit with our Advisor Local program by reviewing factors such as location, search volume size, and ability to obtain reviews. If your application moves forward, we send out a proposal/contract and an invoice for the setup fee and the monthly retainer. Then we meet to discuss your goals and we communicate what you can expect with Advisor Local and we start the onboarding process.
After you sign-up, you will need to provide access, approve, from time-to-time, any changes to the website or other social media assets like Google Business Profile, provide new content for the site, then follow-up on leads that come in, once the lead flow starts.
After the initial onboarding meetings, there are no scheduled standing meetings for Advisor Local clients. If you are looking for more, we do have other packages and levels of engagement that involve custom SEO and/or other Facebook digital marketing packages, where we could meet each week and build your own marketing engine.
A good reason to hire us would be if you want to pick a company that is experienced in generating leads from multiple, proven channels for financial advisors, especially SEO.
Advisor Local is for you if you want an a turn-key, additional source of leads that are typically high-net-worth and ready to get expert advice from you.
Yes Advisor Local is on the lower-end of marketing spend costing only $497 per month.
Yes Advisor Local is on the lower-end of marketing spend costing only $497 per month.
We target keywords with your service offering, like financial planning or wealth management, and your location and also “near me” keywords.
You will see results in the first 60 days, but then consistently increasing visibility month after month and then when we hit the Map Pack, a consistent flow of leads.
We do not. Once we contract with an advisor in your area, we work exclusively with them. We hope that will be you.
We provide a monthly report that demonstrates progress in visibility in local search. You will start climbing for keywords and go up higher on the grid in different areas around your business. Your traffic to your site will increase and you will get people filling out your forms and becoming a lead.

To get started all you have to do is click here.

Get Your Firm on Page One of Google.