Advisor Marketing Blog

Blogs dedicated to improving SEO and Digital Marketing for Financial Advisors

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.

Boost Your Financial Planning Practice Using Plain Language
Content Marketing

Boost Your Financial Planning Practice Using Plain Language

Every business, every organization, and every cause needs to understand – and implement – plain language. However few need to adopt plain language as much as financial services and financial advisors.

You may have heard this advice before but decided to ignore it after asking yourself any of these questions:

Meta Description Tag Best Practices for Advisors
SEO

Meta Description Tag Best Practices for Advisors

The Meta Description tag (MDT) is an actual example of the near-mythical “low hanging fruit” that marketers are always writing about. It’s a quick, inexpensive change that can positively impact your search engine click-through rates (CTRs).

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.

Boost Your Financial Planning Practice Using Plain Language
Content Marketing

Boost Your Financial Planning Practice Using Plain Language

Every business, every organization, and every cause needs to understand – and implement – plain language. However few need to adopt plain language as much as financial services and financial advisors.

You may have heard this advice before but decided to ignore it after asking yourself any of these questions:

Meta Description Tag Best Practices for Advisors
SEO

Meta Description Tag Best Practices for Advisors

The Meta Description tag (MDT) is an actual example of the near-mythical “low hanging fruit” that marketers are always writing about. It’s a quick, inexpensive change that can positively impact your search engine click-through rates (CTRs).