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's the Difference Between Website Traffic and Conversions?

If you're new to Google Analytics or are just starting to dive into your website's data, you may across two frequently used terms: website traffic and website conversions. These two metrics represent very different things, and it's important to understand how they differ and how your marketing…


5 Technologies to Simplify Your Marketing

The average small business owner spends 20 hours per week on their marketing. For most financial advisors and insurance agents, this isn’t possible, as they are busy enough building their business and maintaining strong relationships with current clients. Thanks to technology, you can simplify…