Why Financial Advisors Should Include Pricing Information on their Website During the transition onto the web, it has been normal operating procedure for financial planning firms (and other professional service industry businesses) to exclude pricing form their website. This presents a real marketing opportunity for those firms willing to be more transparent about their pricing…
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Use Professional Photos for Your Digital Financial Products Writing a book or creating a course can create a host of benefits to financial professionals. Digital or real-life products can reinforce credibility and help establish financial advisors as thought leaders and authority figures in the eyes of potential clients. In addition they can provide you an…
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Google has traditionally been a desktop first index, meaning the version of your website that was displayed on a visitor’s desktop computer was considered to be the primary version of your website and as such, was responsible for your search engine rankings. However, in 2015 mobile searches overtook desktop searches for the first time and…
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In 2014 Google announced that the HTTPS protocol would be “a very lightweight” ranking signal. Early adaptation was slow, but a 2017 study found that more than 50% of first page search results were sites that used HTTPS, and predicted that it would be approaching 65% by the end of 2017. Eighty-one of the top 100 sites…
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Have you recently received an email like the one below from Google? A couple of clients have emailed me this past month asking about it – following is what you need to know about the General Data Protection Regulations (GDPR). The GDPR primarily affects European businesses, or those doing business in Europe. According to Forbes,…
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One of the big banks called me recently—not to sell me a credit card but to inquire about social media training. I asked how they found me; LinkedIn was their answer. It’s not just the big banks who are using LinkedIn to hire suppliers and employees. It’s estimated 5 out of 6 HR managers and recruiters review…
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A marketing plan is a must-have for successful financial marketers, including investment advisors, accountants and insurance specialists. Sure, you can likely muddle along without one. However, if you want to grow your practice and make money while you’re doing it, you need a plan. If you’re having trouble getting started, simplify the process: Write for…
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A few days ago, I met with a financial advisor who asked me if it would be better to hold a seminar to attract new clients at lunchtime or in the evening. Here’s how the conversation unfolded: Me: Who’s your ideal customer? Financial advisor: Women over 50 Me: Are they working or already retired? Financial…
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Advisers have to be producing fresh content at least weekly. It’s become more challenging for advisers to land at the top of a Google search. Advisers think nobody is reading, but if they publish regularly their audiences will grow and traffic will increase. Even if advisers think a particular subject has been written about to…
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I’m very proud to announce that Shelley Pringle has joined the AWM team as Regional VP for Canada. Shelley brings a wealth of marketing experience and expertise to the financial community, including project management, content marketing, social media marketing, and PR. Advisor Web Marketing Now in Canada Shelley is located on Vancouver Island in British Columbia,…
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