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: How to Get Found in 2026 Read More »
The Myth vs. Reality There’s a lingering belief in some marketing circles – and even among a few advisory firms – that high-net-worth (HNW) clients don’t use Google to find a financial advisor. The thinking goes: if someone has $1 million or more to invest, they’ll just ask their attorney, CPA, or golf buddy for
Yes, High-Net-Worth Clients Search Google and AI to Find Advisors Read More »
Local SEO for Financial Advisors For many financial advisors, marketing efforts focus on building a polished website and producing thought-leadership content. Even firms already investing in SEO often take a national or broad-topic approach, overlooking the clients right in their own backyard. Local searchers typically have higher intent. In fact, they’re actively looking for someone
Local SEO for Financial Advisors: The Secret Weapon You’re Missing Read More »
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.
Compliant Google Reviews for Financial Advisors Read More »
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 they both fall under. SEO, or Search Engine Optimization, is the practice of making your website and content more visible in traditional search engines like Google and Bing.
SEO vs. AEO vs. GEO: What Financial Advisors Need to Know Read More »
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.
How to Rank for “Financial Advisor Near Me” Searches – In Google and AI Search Read More »
When financial advisors think about SEO, the focus often lands on keywords, backlinks, and website optimization. While these elements are important, there’s a powerful—and often overlooked—factor that can significantly influence your visibility: Google reviews.
NEW RESEARCH: How Many Google Reviews Top-Ranked Financial Advisors Actually Have 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
How to Find Your “Google Review” Link Read More »
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.
How to Select the Best Keyword for your Advisory Firm’s Homepage Read More »
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.
The SEC’s Updated Advisor Marketing Rules: 5 Benefits of Collecting Client Reviews Read More »
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).
Meta Description Tag Best Practices for Advisors Read More »