Advisor Marketing Blog

Blogs dedicated to improving SEO and Digital Marketing for Financial Advisors

Local Search Update - Vicinity
SEO

Google Local Search Algorithm Update – Vicinity

Google recently confirmed a major update to its local search algorithm. The update – named Vicinity by the SEO community – rolled out between November 30th and December 8th, 2021. It is the largest change to the Local Algorithm since the Possum update in 2016.

Editorial Calendar
Content Marketing

How to Create an Editorial Calendar for Your Advisor Blog

Google would like all of us to become a publisher – or at least to “think like a publisher.”

Many financial firms are embracing this concept, planning and writing content at an unprecedented pace.

But what does it really mean to “think like a publisher?”

Financial Advisor Calculators
SEO

Should Advisors Offer Financial Calculators on their Website?

The addition of Financial Calculators to an advisor’s website is a common consideration during the design process. The tools are well known, readily available, and are a regular offering on many finance-related websites. The downside – professional calculators can be an expensive add-on. Are they worth it?

How to be Found for Broad Financial Keywords
SEO

Barnacle SEO: Use 3rd-Party Sites for Local Organic Search

Unfortunately, the local organic search results for broad keyword terms are often dominated by 3rd-party local or industry review sites such as Yelp, national financial sites like Smart Asset, Fee-Only Network, and Investopedia, or local and national media lists. Google has determined that this is what searchers are looking for, so it is what it delivers to them.

Advisor SEO Keyword - Homepage
SEO

How to Select the Best Keyword for your Advisory Firm’s Homepage

Are you a Financial Planner, Financial Advisor, Financial Adviser, or Wealth Manager? This is one of the first decisions you have to make when you optimize your website for search.

Why? Because the homepage is usually the highest authority page on a website, making it your best opportunity to rank for your most important keyword – usually a broad, high search volume, and highly competitive keyword.

Grammar Mistakes to Avoid
Content Marketing

10 Annoying Grammar Mistakes to Avoid When Writing Your Financial Planning Blog

Truth be told, I’m not actually that good with grammar. I certainly don’t consider myself a stickler or anywhere near the level of an expert when it comes to the finer points of the English language.

I often rely on Grammarly, a great extension for Chrome, to avoid the common pitfalls of punctuation, capitalization, and other grammatical fundamentals. Grammar Girl can accomplish the task as well if you’re looking for something a little less techie.

Add Client Ratings and Reviews to Your LinkedIn User Profile
LinkedIn

Add Client Ratings and Reviews to Your LinkedIn User Profile

LinkedIn has added the option to collect and display client Reviews and Ratings on your LinkedIn Profile.

LinkedIn continues to be the social media platform of choice for advisors. According to Putnam Investments Social Advisor 2020 study, 85% of advisors are on LinkedIn.

How to Write an SEO Friendly URL
SEO

How to Write an SEO Friendly URL

The URL – Uniform Resource Locator – or address for your web page, is still an “on-page” SEO element. It is one of your available opportunities to tell the search engines what your web page is about so it should contain your keyword(s) for that page.

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

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 of the marketing and compliance implications of the 430-page document, there are some easy marketing wins for those advisors willing to make an effort to add client reviews to their marketing plan.

Local Search Update - Vicinity
SEO

Google Local Search Algorithm Update – Vicinity

Google recently confirmed a major update to its local search algorithm. The update – named Vicinity by the SEO community – rolled out between November 30th and December 8th, 2021. It is the largest change to the Local Algorithm since the Possum update in 2016.

Editorial Calendar
Content Marketing

How to Create an Editorial Calendar for Your Advisor Blog

Google would like all of us to become a publisher – or at least to “think like a publisher.”

Many financial firms are embracing this concept, planning and writing content at an unprecedented pace.

But what does it really mean to “think like a publisher?”

Financial Advisor Calculators
SEO

Should Advisors Offer Financial Calculators on their Website?

The addition of Financial Calculators to an advisor’s website is a common consideration during the design process. The tools are well known, readily available, and are a regular offering on many finance-related websites. The downside – professional calculators can be an expensive add-on. Are they worth it?

How to be Found for Broad Financial Keywords
SEO

Barnacle SEO: Use 3rd-Party Sites for Local Organic Search

Unfortunately, the local organic search results for broad keyword terms are often dominated by 3rd-party local or industry review sites such as Yelp, national financial sites like Smart Asset, Fee-Only Network, and Investopedia, or local and national media lists. Google has determined that this is what searchers are looking for, so it is what it delivers to them.

Advisor SEO Keyword - Homepage
SEO

How to Select the Best Keyword for your Advisory Firm’s Homepage

Are you a Financial Planner, Financial Advisor, Financial Adviser, or Wealth Manager? This is one of the first decisions you have to make when you optimize your website for search.

Why? Because the homepage is usually the highest authority page on a website, making it your best opportunity to rank for your most important keyword – usually a broad, high search volume, and highly competitive keyword.

Grammar Mistakes to Avoid
Content Marketing

10 Annoying Grammar Mistakes to Avoid When Writing Your Financial Planning Blog

Truth be told, I’m not actually that good with grammar. I certainly don’t consider myself a stickler or anywhere near the level of an expert when it comes to the finer points of the English language.

I often rely on Grammarly, a great extension for Chrome, to avoid the common pitfalls of punctuation, capitalization, and other grammatical fundamentals. Grammar Girl can accomplish the task as well if you’re looking for something a little less techie.

Add Client Ratings and Reviews to Your LinkedIn User Profile
LinkedIn

Add Client Ratings and Reviews to Your LinkedIn User Profile

LinkedIn has added the option to collect and display client Reviews and Ratings on your LinkedIn Profile.

LinkedIn continues to be the social media platform of choice for advisors. According to Putnam Investments Social Advisor 2020 study, 85% of advisors are on LinkedIn.

How to Write an SEO Friendly URL
SEO

How to Write an SEO Friendly URL

The URL – Uniform Resource Locator – or address for your web page, is still an “on-page” SEO element. It is one of your available opportunities to tell the search engines what your web page is about so it should contain your keyword(s) for that page.

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

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 of the marketing and compliance implications of the 430-page document, there are some easy marketing wins for those advisors willing to make an effort to add client reviews to their marketing plan.