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…

Social Media News Roundup for Financial Advisors – January 2019

The thing that’s both exciting and sometimes frustrating about social media is that it’s always changing. Yes, this means there are more opportunities to reach your clients and experiment with new types of content. But it also means the rules and options are in a constant state of flux. To help…

Social Media Platform Pros and Cons for Financial Advisors – Infographic

As a financial advisor, you know you need to be on social media. But with so many platforms out there, how do you determine where you should be spending your time and effort? We've broken down each of the four major social media platforms - Facebook, Twitter, LinkedIn, and Instagram - and given our…

Google Analytics 101 for Financial Advisors

Most advisors have a strong aversion to trying to understand their website’s metrics through Google Analytics. Why is this, when we know advisors tend to be numbers-driven and analytical in nature? Our best guess is because Google Analytics is jargon-rich, confusing and overwhelming. In an effort…

What Are Some of Your Favorite Marketing and Branding Books?

Whether you are a marketing maven or a complete noob, there is always something to learn. From content creation strategy to market positioning to branding secrets, there is enough knowledge out there about marketing that none of us will ever be done learning about it. Here are some of the…

How to Use Google Trends to Create Content

  In addition to their search engine capabilities, Google offers a lot of great tools that you can use to aid you in your efforts to create content. One of the most interesting and powerful is Google Trends, a powerful tracking tool that can tie you into the popularity of certain key…

marketing rhythm cadence

How to Establish an Email and Posting Rhythm in Your Content Marketing

Once an advisor starts implementing a content marketing strategy, it doesn't take long before they begin to wonder how often they should be posting new content and how often they should be emailing their contact list. The rate at which blogs are posted and emails are sent is often referred to as a…

7 Quick and Surefire Ways to Boost Your Website’s Conversion Rate

Website traffic is a great measure of your SEO and the interest people may have in your business, but it doesn't necessarily translate into more business. Beyond monitoring how many people are consistently visiting your site, you want to review your conversion rates. Of the X amount of people…

7 Marketing Ideas You Might Not Have Considered

Marketing is all about getting the right content, to the right person, at the right time. Part of any successful marketing plan is making sure you have a variety of techniques and avenues to help promote your business and stay ahead of the competition. While you may have your tried and true…

5 Apps to Help You Market More Productively

We love our apps. The average smartphone user spends nearly 3 hours a day in apps and accesses close to 40 apps per month. To make matters even more complicated there are over 6 million apps to chose from! One of the fastest growing categories of apps is 'productivity'. But searching through…