Google My Business
How to make this service work best for your firm. As someone who has been tasked with helping independent financial advisors, RIAs and other financial professionals deliver predictable, quality leads over the last decade, I often find that most of these pros ultimately have the exact same goal when it comes to their online presence. […]
What Does the BERT Change Mean for Advisor Marketing?
Breaking down the Google BERT algorithm update. As part of my job delivering predictable, quality leads for independent financial advisors on a regular basis, naturally a big part of my focus involves staying up-to-date on all things Google. So when I began hearing rumblings of yet another “major” Google algorithm change rolling out—this one affectionately […]
Organic Search vs. Paid Search – Which is the Best for Financial Advisors?
Speaking as someone who has spent hundreds of hours helping financial advisors generate reliable, qualified leads over the years, I understand first-hand what an important goal this is for many people. I also understand that there’s no “one right way” in which to do it – every business is unique and you need the type […]
Google My Business: Get it Right for Your Financial Advisor Firm
As someone who has been tasked with helping independent financial advisors, RIAs and other financial professionals deliver predictable, quality leads over the last decade, I often find that most of these pros ultimately have the exact same goal when it comes to their online presence. At the end of the day, they just want to […]
Does Bert change how RIAs should write and optimize their articles and website content?
As part of my job delivering predictable, quality leads for independent financial advisors on a regular basis, naturally a big part of my focus involves staying up-to-date on all things Google. So when I began hearing rumblings of yet another “major” Google algorithm change rolling out – this one affectionately called BERT – naturally a […]
5 Marketing Tips for Financial Advisors For Their Homepage Video – Building Trust before the Intro Call
One of the major points that I’ve been telling my wealth management and financial planning clients for years is that, almost more so than any other industry, theirs is a business that lives and dies on trust. You’re not just trying to help someone make better decisions – you’re literally trying to get them to […]
The Utility of Financial Advisor Website Calculators
Leverage these tools to help your original content get more traction. As someone who has devoted a lot of time to generating predictable leads for independent financial firms over the last decade, I see a lot of people fall into the same basic trap again and again. They do an incredible amount of research into […]
15 Financial Advisor Website Calculators
The Top 15 Financial Advisor Website Calculators You Need to Be Aware Of As someone who has devoted a lot of time to generating predictable leads for independent financial firms over the last decade, I see a lot of people fall into the same basic trap again and again. They do an incredible amount of […]
The Top 25 Financial Advisor Blogs You Should Be Paying Attention To
As someone who has been an active part of the world of digital marketing and wealth management and financial planning for the last decade and a half, it’s easy to see why staying current on all the latest tips, tricks, best practices and trends in the industry is important. After all, how can you advise […]
Digital Marketing for Advisors Explained
Last week, I was having a lunch meeting with a financial advisor friend of mine and the talk eventually turned to the topic of digital marketing. I was excited because I am passionate about digital marketing, and I thought it would open up a new opportunity for his firm. This client, on the other hand, […]
