Financial Advisor SEO

SEO for Financial Advisors: The Ultimate Guide for 2021

What is SEO? Search Engine Optimization (SEO) is a set of strategies that are created to relay signals of relevancy and authority to the search engines. When implemented properly, these strategies will help your advisor firm to rank for your desired keywords. While there are hundreds of known, suspected, and unknown factors that Google measures, this …

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SEC's New Marketing Rule Update

The SEC’s Updated Advisor Marketing Rules: 5 Benefits of Collecting Client Reviews

The SEC’s long overdue update to the Advisor Marketing Rules, scheduled to be effective on May 4, 2021, will have a far-reaching impact on future advisor marketing opportunities. The changes will allow advisors to solicit and display client testimonials, non-client endorsements, and 3rd-party review site ratings. While it may take some time to sort through all …

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