In this day and age, especially in the midst of the Coronavirus pandemic, you need to have a strong digital marketing footprint as a financial advisor. While many clients are…

Looking for a little mid-year motivation? We’ve gathered together five pieces of thought-leadership from around the fintech industry. However, a bit differently from usual, this week we’ve focused on the…

Google Analytics is an important free tool that you need to utilize as a financial advisor. If you regularly check and understand Google Analytics, it will help you to be…

We all want to boost our SEO rankings, right? As financial advisors, you work hard to maintain a strong online presence, but sometimes you encounter hiccups along the way. It’s…

Facing a consistently high bounce rate is a nightmare for financial professionals. In general, a bounce rate above 70% (except for with blogs) means it’s time to change something within…

The first day of the week. While you’re making your to-do lists for the upcoming week, remember to take time to slow down. Our company recently gave all employees the…

By now, social media has been around long enough for people to know what works and what doesn’t. As a critical part of any business’s marketing plan, acing your social…

When creating an advisor website, you want it to not only be unique and stand out from the competition but to drive more quality leads, which in turn will generate…

Welcome back from Father’s Day weekend! We hope all the financial advising fathers got lots of hugs (virtual ones count!) from their kiddos and got to use all their best…

Not all financial advisors have the bandwidth or budget to hire a full-time designer, we get it. Turns out there are some really amazing (and free!) tools out there to…