July 8, 2017
improve linkedin profile

Improve Your LinkedIn Profile With 13 Easy Tweaks

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 […]
January 5, 2017

The Super Simple 5-Step Marketing Plan for Financial Marketers

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, […]
December 14, 2016
buyer personas are critical for your financial services business

Creating Buyer Personas for Your Financial Services Business

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 […]
December 6, 2016
Financial Advisor Marketing 2017

Marketing Moves Advisers Should Take in 2017 – Investment News

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 […]
November 28, 2016
Shelley Pringle

Shelley Pringle Joins AWM – Regional VP, Canada

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 […]
September 27, 2016
Measuring SEO

Establishing a Baseline Measurement for Your SEO Project

“Half the money I spend on [marketing] is wasted; the trouble is I don’t know which half.” ~ John Wanamaker Marketing efforts require resources – money or time, or both – so it’s important to measure the results of your campaign to ensure that your marketing investment is a good […]
August 18, 2016
SEO for advisors

6 Rules for Getting the Most Out of Your SEO Keywords

This is a guest post I wrote on XY Planning Network. Search Engine Optimization, or SEO, is an important element for both increasing the number and quality of visitors to your website. It should be an ongoing part of your regular marketing efforts. While SEO is getting more complicated and […]
July 29, 2016
LinkedIn Publisher

Should You Publish Your Content On LinkedIn?

The LinkedIn publishing platform was originally reserved for invited “Influencers” – people like Richard Branson, T. Boone Pickens, and Bill Gates. LinkedIn members could then choose to “follow” the thought leaders that interested them. However, in 2014, LinkedIn opened up the Publishing Platform to all members, giving each of us […]
July 27, 2016
Twitter verified badge

How to Apply for Twitter “Verified” Status

If you’re a Twitter user, you’re probably already familiar with the Twitter Verification badge – the white check mark on a blue background signifying that the account represents the person or organization that it claims to represent. “Verified” status is reserved for accounts that may be of public interest – […]