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 a 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…


What is Search Engine Optimization (SEO) and Why Does it Matter?

SEO is a complicated topic for advisors. Financial services is very different than most businesses that SEO caters to, such as restaurants and clothing stores. While SEO is important for financial advisors marketing their business, some strategies work better than others. In this week's Marketing…


Native Advertising: A Beginner's Guide

According to Sharethrough, native advertising is “a form of paid media where the ad experience follows the natural form and function of the user experience in which it is placed.” Native ads often match the visual and functional design of the media they live in, meaning that users might not know…


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,…


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

Many small businesses tackle marketing budgets as an afterthought; if we have enough in our budget after our expenses, we may spend some money on marketing. But in reality, marketing should be tackled proactively and business owners should set aside a monthly budget to spend on these tools.…


6 Tools for Financial Advisors to Streamline Their Business

If you’ve been in business for several decades, you’ve seen firsthand how technology has simplified a lot of our daily tasks. There’s an app for just about everything, including daily business and marketing tasks. By harnessing the power of these tech tools and apps, you can streamline your…