What are the 6 Principles of Persuasion?

Have you heard of the book, Influence: The Psychology of Persuasion by Robert Cialdini? It's a classic sales book that discusses how marketing and branding work together, and how you can influence potential new customers. In the book, the author lays out 6 principles of persuasion. We’ll take you…


Financial Advisor Marketing Campaigns Guide

How to Create Your First Financial Advisor Marketing Campaign

What Is a Marketing Campaign? Marketing campaigns for financial advisors are organized efforts to promote a specific service or product to achieve a specified goal. These campaigns can be designed for a variety of outcomes, from raising awareness of a new financial service to capturing client…


SEO for Financial Advisors: Tips and Tricks

Benefits of SEO for Financial Advisors Better User Experience SEO for financial advisor websites helps create a user-friendly experience for visitors. While SEO must be geared toward search engines, it must also be designed to attract and engage your targeted audience. A well-structured and…


Why Should Financial Advisors Guest Blog?

A few weeks ago, we discussed the four types of content advisors should include in their marketing strategy: Canned, Curated, Custom, and Celebrity. Today we are talking about that fourth "C" - celebrity. And by celebrity, we mean you, the advisor, as the celebrity - not Brad Pitt. You can become a…


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…


What is Relationship Marketing?

So what can you learn about marketing from the tribes of Papua New Guinea? A lot, actually! On this Marketing Tip video, we discuss "Relationship Marketing," the concept of prioritizing building a strong relationship with a potential customer, instead of just selling them something. This idea is a…


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…