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SEO for Financial Advisors: Everything You Need To Know About Google Reviews Thumbnail
May 26, 2022 • SEC Ad Rule

SEO for Financial Advisors: Everything You Need To Know About Google Reviews

As a financial advisor, it can be difficult to market your firm and get your message out, especially with the rules and regulations that come with working within the financial…

5 Key Financial Advisor Marketing Opportunities Under the New SEC Marketing Rule Thumbnail
January 7, 2022 • SEC Ad Rule

5 Key Financial Advisor Marketing Opportunities Under the New SEC Marketing Rule

How Does the New SEC Marketing Rule Affect Advisor Marketing? The Security and Exchange Commission’s new marketing rule seeks to update the advertising rule of 1961. The new rule acknowledges…

How To Include Testimonial Pages on Your Website Thumbnail
September 14, 2021 • SEC Ad Rule

How To Include Testimonial Pages on Your Website

In response to the SEC’s new ad rule, many advisors are now taking full advantage of the ability to showcase testimonials on their websites. To make this transition easier for…

How to Get More Google Reviews | Financial Advisor Testimonials – SEC Ad Rule Thumbnail
May 25, 2021 • SEC Ad Rule

How to Get More Google Reviews | Financial Advisor Testimonials – SEC Ad Rule

Have you ever looked on Google for a certain type of business and found yourself reading through reviews to help curate your decision? Have you ever wondered how these businesses…

How Financial Advisors Can Ask for Reviews (Templates Included!) Thumbnail
May 18, 2021 • SEC Ad Rule

How Financial Advisors Can Ask for Reviews (Templates Included!)

You know the advantages of reviews, and your website is set up and ready to receive them, but none seem to come in. This is the case for a lot…

Google Reviews for Financial Advisors: How to respond to negative reviews [Templates Included] Thumbnail
May 11, 2021 • SEC Ad Rule

Google Reviews for Financial Advisors: How to respond to negative reviews [Templates Included]

Reviews are an important part of any business. But when you receive a negative review, it feels like the reputation of your firm is on the line. But this doesn’t…

The New SEC Ad Rule Is In Effect: Everything Financial Advisors Need To Know Thumbnail
May 4, 2021 • SEC Ad Rule

The New SEC Ad Rule Is In Effect: Everything Financial Advisors Need To Know

The new SEC ad rule is here! The new rule updates the advertising restrictions of financial advisors to accommodate for advancements in marketing and communication technology. And with the new…

How Can Financial Advisors Use Testimonials on Their Website Thumbnail
April 25, 2021 • SEC Ad Rule

How Can Financial Advisors Use Testimonials on Their Website

Have you ever received a really wonderful client testimonial or review that you just wish you could share with everybody? In today’s video Samantha Russell, Chief Evangelist for Twenty Over…

How Can Financial Advisors Get More Google Reviews? 6 Simple Strategies Thumbnail
March 2, 2021 • SEC Ad Rule

How Can Financial Advisors Get More Google Reviews? 6 Simple Strategies

Before making a decision to purchase something or move forward with using someone’s services, many people will look up more information online. Often this comes in the form of a…

7 Ways to Optimize Your Google My Business Listing in 2021 To Get More Local Traffic Thumbnail
February 5, 2021 • SEC Ad Rule

7 Ways to Optimize Your Google My Business Listing in 2021 To Get More Local Traffic

The majority of us “Google” when we are searching online. This offers a benefit to both consumers and businesses, as Google gives you the opportunity to rank higher. While tools…


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