Beginners Guide to Digital Marketing for Financial Advisors

As reported by Investment News, 25% of financial advisors plan to add digital marketing this year, and 29% of advisors have already incorporated these channels. Now let’s look at the stats for all small business owners – only 1 in 5 SMBs doesn’t use digital marketing yet. Why are advisors so much…

How to Create the Perfect Intro Video

At Elevate, our annual conference for financial advisors, we met a lot of finance professionals and helped them answer their most pressing marketing questions. But one of the most valuable services we offered was video recording for financial advisors. Kirk Faulkner, Director of Marketing at FMG…

Blueprint to Your Relationship Marketing Strategy – Infographic

Relationship marketing is more than just a handshake and hello. It is a comprehensive strategy that puts emphasis on the lifetime experience of a client, not just the sales process. It has been shown to increase the profitability of clients by an average of 23% and reduce client churn by up to……

Blueprint To Relationship Marketing

An Ebook Guide to Maximizing Client Retention, Loyalty, and Profitability Financial Advisors who utilize relationship marketing strategies average 42% higher AUM growth. This strategy is a direct response to the changing landscape of the financial services industry. In order to keep up with the…

How Do I Improve My Website’s Bounce Rate?

"Bounce Rate" is the percentage of visitors to your site that navigates away without interacting with the page. If you see a high bounce rate on a landing page, it's a sign that your content and website marketing strategy needs a redesign. Either you aren't providing your visitors with a good user…

5 Financial Advisor Motivation Tips To Keep You Going

Whether your financial advisory is a small business with just you and a part-time assistant, or you manage a bustling office, keeping you and your team motivated can be a challenge. Just like all business owners, you have to deal with the ebb and flow of business with a smile on your face. Your…

Which CTAs Work the Best?

If people come to your website but don't actually contact you, fill out a form, or sign up for your newsletter, does the traffic really matter? The goal for any website visit is to get that person to ACT, so you can gather their contact information and begin to engage them. These are called CTA's…

Do’s and Don’ts for Compliant Social Media

We know that one of the biggest barriers for financial advisors to get involved with social media is the fear of not being compliant. This is certainly a valid concern, but unless your broker-dealer specifically bars you from posting, you should absolutely take advantage of this powerful tool to…

How Does Google Measure Relevance?

Or, "How does Google work?" While this is a complicated question, it can be boiled down to three distinct steps - Crawl, Index, and Rank. It's important for financial advisors to pay attention to Google and SEO, because most likely, new clients are going to search for you online before they contact…

What is Canned Content?

"Canned content" and whether or not it should be used in a marketing strategy has been a major topic of discussion among financial advisors lately. Despite what you may have heard, content that has been curated and build around strong SEO keywords can be extremely beneficial for your site traffic…