• Financial Advisor SEO & Marketing Agency

Marketing for Financial Advisors

Pricing Transparency • Work Process Transparency • Customer Service

Advisor Web Marketing is a digital marketing agency specializing in helping Financial Advisors improve their web presence and the effectiveness of their online marketing efforts.

Owner, Brent Carnduff, is a nationally recognized SEO expert, is HubSpot trained, and has an MBA in Financial Planning.

4 Components to a Successful Internet Marketing Strategy

There has been a gradual evolution to internet marketing as the industry has learned over time how visitors engage with a commercial website.

Originally, businesses posted stagnant brochure type websites, if they had any online presence at all. Then, there was a call for increased traffic, and more recently, the realization that a system had to be in place to capture and convert that traffic into leads and customers.

1. Website

Your website is the hub of all of your marketing activities – your online storefront. While it doesn’t need to be fancy, it should be clean, user friendly, and offer educational content.

All of our sites are built on WordPress, the world’s most popular and easy-to-use content management system. They are responsive (mobile friendly) and offer the professional look and functionality that you need. In addition, we use WP Engine for faster load times and more secure hosting, on all of our sites.

2. Traffic Generation

Your traffic sources are like the spokes to your hub – all lead to your website. Traffic Generation spokes can include Search Engine Optimization (SEO), Pay Per Click ads on either a search engine or social media site, social media marketing, YouTube, blogging, etc. Although it can take a while, consistent use of these channels can have a significant impact on your website’s traffic

3. Lead Generation

Getting qualified traffic to your website is only part of the battle. Once there, you need them to “engage” with you before they leave. There are proven strategies that can be implemented to make your website more “sticky” for your visitors.

4. Lead Nurturing

Email marketing is still the most effective lead nurturing tool available – but today’s email marketing is permission based, meaning the client has signed up for your email list and asked to hear from you.

Strategic Partnerships

AWM has partnered with these leading marketing solution providers:

  • WP Engine Hosting
  • Aweber Email Marketing
  • Agency Analytics
  • VaultPress
  • Moz
  • Redtail Technology

We understand that when you decide to work with a marketing agency, you are selecting a partner for your business. We take that relationship very seriously and are committed to developing a partnership based on trust, transparency, communication, professionalism and teamwork.


“I have worked with Brent multiple times over the last several years, and have been completely satisfied every time. Brent went through my website and worked on SEO, local SEO optimization, and blogging/link back strategies, and within a few months I was #1 on Google search for my targeted keywords. He is also a fantastic educator, and has provided our group of advisors with great information to be able to manage our own SEO strategies. I highly recommend Brent as both an SEO and marketing expert, as well as a speaker.”

Alan Moore CFP

Alan Moore – Certified Financial Planner™ (CFP®) and Certified Retirement Counselor™. Co-Founder of XY Planning Network.

“I learned more in an hour on the phone with Brent about SEO, blogging, WordPress and host of related areas than I have in 3 years of being involved in social media and blogging. I strongly recommend Brent to other financial advisors and any small business person in need of assistance in these areas.”

Roger Wohlner – Fee-Only Financial Advisor to individuals, retirement plan sponsors and participants. Finance blogger.

Now, with offices in Las Vegas NV and Vancouver BC, we are able to serve Financial Advisors in both the United States and Canada.

We Work with Financial Services Firms Across the Country

Click to see list of individual clients