3 Ways Advisors Waste Money on Marketing (And What to Do Instead)

Are You Making These 5 Financial Advisor Marketing Mistakes?   Many financial advisors tackle marketing budgets as an afterthought. If there’s enough in the budget after expenses, they may spend some money on marketing. However, marketing is critical for growing assets under management (AUM)…

Native Advertising: A Beginner’s Guide

What is Native Advertising for Financial Advisors?   Native advertising is a form of paid media where the ad experience blends in seamlessly with the surrounding non-paid content. Native ads should match the visual and functional design of the media used, meaning that users might not know…

Blogging Strategies for Advisors – Webinar Replay

 69% of businesses say blogging is their #1 source of lead generation. That’s quite a statistic for a tool once dubbed “online journaling.” In the digital marketplace, blogging is the driving force behind business branding and growth. What makes it so effective? Studies show that the most…

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…

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…

How to Write an SEO Friendly Blog Post

SEO is a hot topic in the world of digital marketing. We’ve frequently covered SEO and shared our recommendations for optimizing your website for search engines. One of the tips we often highlight is the importance of updating your site on a regular basis. The simplest way to do this is through…

Content vs. SEO: Which is Better for Your Firm?

Over the course of our years working with thousands of financial advisors, we’ve received a lot of questions about SEO (search engine optimization). How does SEO work? How much should I pay a company to help with my SEO? How can I improve my SEO? If I pay enough for SEO, will I get new clients? How…

5 Marketing Tactics You Can Still Accomplish in 2016

Many of us set big resolutions at the beginning of the year, only to fall short come December. We understand. We get busy and run out of time to get everything done. If you fell behind in your marketing - or are just looking for a few last-minute tactics you can check off your list - here are five…

What are Some Marketing Trends I Can Expect to See in 2017?

The only certainties in life are death, taxes, and new marketing trends. Strategies come and go, and what's popular this year may be replaced by a newer and bigger marketing tactic next year. As an advisor, it's important to stay up-to-date on the latest trends so you can know how best to spend…

3 Myths About Local Business Listings

We get it. The idea of business directories, such as White Pages, sounds antiquated. But online local business listings are an essential component of a financial advisor’s digital marketing strategies. Here are three common myths about local business listings and the truth about our new service,…