Build trust, improve visibility, and stay compliant while growing your advisory practice. Why Reviews Matter More Than Ever When people look for a financial advisor, the first place they often turn to is Google. What they see there (especially your reviews) can make the difference between a prospect reaching out, or moving on. For local […]
Compliant Google Reviews for Financial Advisors Read More »
Everyone is not your customer – Seth Godin What are Client Personas? A client persona (also called a customer persona, buyer persona, marketing persona, or avatar) is a profile of an ideal customer of a key segment of your audience. In other words, it represents your ideal client, or at least one of them. Why
Creating Client Personas for Financial Advisors Read More »
SEO (Search Engine Optimization) A strong online presence can open the door to more leads, better visibility, and long-term growth for financial advisors. But the search landscape is evolving quickly, and with it, new acronyms and strategies are emerging. Before we get into AEO and GEO, it’s worth grounding ourselves in SEO, the broader discipline
SEO vs AEO vs GEO: What Financial Advisors Need to Know Read More »
Why “Near Me” Searches Are Unique According to SEO tools like Semrush and Ahrefs, the keyword “financial advisor near me” is searched over 60,000 times per month in the U.S. alone. That makes it one of the most searched financial services phrases, especially among people ready to take action. But here’s what most people don’t
How to Rank for “Financial Advisor Near Me” Searches – In Google and AI Search Read More »
A strong online presence can open the door to more leads, better visibility, and long-term growth for financial advisors. But the path to getting there isn’t always straightforward. You’re speaking to a selective audience, competing in a crowded market, and now, adapting to a search landscape that includes both Google and AI-driven tools. Finding the
How to Choose the Best SEO Agency for Your Financial Advisory Firm Read More »
Search is changing. Visibility needs to change with it.
Standing out today requires more than just a website. It means showing up in searches, answers, and across platforms—that’s where SEO and AI Search Optimization (AEO and GEO) come in.
SEO for Financial Advisors: The Definitive Guide to Being Found Online in 2025 Read More »
Note: Local search rankings vary based on the searcher’s geographic location. While this data provides a helpful overview of how reviews impact rankings, your local results may differ. Google Reviews—The Underrated Ranking Factor When financial advisors think about SEO, the focus often lands on keywords, backlinks, and website optimization. While these elements are important, there’s
NEW RESEARCH: How Many Google Reviews Top-Ranked Financial Advisors Actually Have Read More »
Often referred to as AEO (Answer Engine Optimization) by marketers, or LLM SEO (Large Language Model SEO) by ChatGPT, optimization for AI platforms still revolves around creating strong signals of relevancy and authority. Many traditional SEO strategies still apply, but advisors can take additional steps to improve their visibility in ChatGPT specifically.
How to Optimize for ChatGPT Search – A Guide for Financial Advisors Read More »
Uncommon Cents Investing is a fee-only, independent financial advisory team with over three decades of experience helping clients in Janesville and Rock County, Wisconsin. We began working with them in November 2023. Despite having already created 92 quality articles, they weren’t seeing the traction they hoped for. SEO Campaign While this case study focuses on
1450% Growth in Organic Traffic Leads to More Appointments Read More »
Through your Google Business Profile (formally Google My Business), Google provide every business a custom link to make the review process easier for your clients. How to Find Your Custom Google Review Link 1. Search for your firm’s Google Business Profile (i.e. search for your business by name). 2. On your GBP listing, look for
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First, I want to address the elephant on the page. SEO doesn’t work… UNTIL IT DOES! 🙂 This advisory firm, working with our writing team, published 1-2 long-form, SEO-optimized blogs per month, for 12 months, before seeing a slight increase in organic traffic. 31,478 words and 18 articles later, the firm went from 53 organic
RIA Firm Increases Organic Traffic by 1250% Through Content Based SEO Read More »
