Inbound Vs. Outbound Marketing
Marketing is an inevitable part of any business and is necessary in order to publicize and promote your products or services. Modern marketing is most often split between two main camps: inbound and outbound marketing. So, what exactly is…
CRM 2 will empower clients, but will it empower Advisors?
The Client Relationship Model Stage 2 (CRM2) model will change the way clients view the service their financial advisors provide. It will empower the clients to asses the relationship with their advisor and how they are progressing towards reaching…
3 Easy Steps to Start Your Advisor Blog
Many of the insurance and financial advisors that I speak to on a regular basis find the task of blogging to be a very daunting and time consuming task. Blogging is one of the most effective ways to drive traffic and is also a critical sales…
6 SEO Pitfalls to Avoid During Your Next Website (Re)Design Part 6): Not implementing responsive design
Not implementing responsive design is mistake #5 in the 6 SEO Pitfalls to Avoid During Your Next Website (Re)Design.
A responsive design refers to a website that has been designed in a way that all of the content, images and structure of…
What is Google My Business?
Getting your practice or business listed on Google My Business is a critical step that every advisor should consider to set yourself apart from your local competitors. It also helps provide a consistent user experience your audience receives…
6 SEO Pitfalls to Avoid During Your Next Website (Re)Design Part 5: Failing to consider your URL structure
Failing to consider your URL structure is mistake #5 in Hubspot's 6 SEO Pitfalls to Avoid During Your Next Website Re(Design).
One of the most important search engine optimization techniques is using SEO-friendly URL structures to help the…
What is Search Engine Optimization (SEO) and why do I need it?
These days, it is tough getting noticed on the web. As most people have discovered, it is not enough to just have a website or web presence. People are often questioning why they are not receiving traffic, why they are not being found online…
6 SEO Pitfalls to Avoid During Your Next Website (Re)Design Part 4: Failing to identify (and include) commonly searched keywords
Failing to identify (and include) commonly searched keywords is mistake #4 in Hubspot's 6 SEO Pitfalls to Avoid During Your Next Website (Re)Design.
Keyword research is one of the most important and valuable parts of doing SEO right. Keyword…
4 Secrets to Writing Effective Value Propositions for Financial Advisors
As both a marketing and sales professional, one of the hardest things I've ever had to create and articulate in my career has been either my own personal or my company's value proposition. It's definitely not a feat to be underestimated and…
6 SEO Pitfalls to Avoid During Your Next Website (Re)Design Part 3: Not doing an audit of your existing site
Mistake #3 of Hubspot's 6 SEO Pitfalls to Avoid During Your Next Website (Re)Design is Not doing an audit of your existing site.
If you are redesigning your website, make sure you take the time to examine your current site to see what…