Fall is officially arriving this week. As the new season approaches, catch up on recent news in the financial advisor space. In our Five Little Things post, we have rounded up the latest articles for you.
Over the past year, the financial services industry has been held hostage to the Department of Labor Conflict of Interest rule. For many firms the “on again, off again” rule has been a distraction from their everyday business and has left advisors wondering what the future of their client interactions will look like. As with most legislation and regulatory changes, there is a lot of grey area and confusion about how the new regulations will be implemented.
Sadly, one in five U.S. teens lack basic financial literacy skills. Less than half of U.S. states require high school students to take an economics class. What’s more, only 26 percent of parents feel they are prepared to educate their children on financial literacy skills.
Herein lies a huge opportunity to add tremendous value to your client relationships by helping your clients educate their children (and grandchildren) to become financially savvy. Parents and grandparents alike strongly desire advice from you on how to raise children who are financially responsible and knowledgeable to prepare them for adulthood, but many are apprehensive.
Targeted marketing is more important for brands today than it’s ever been before. Brands now need to set themselves apart in the ever-constant noisy world we live in. For those in the finance and professional service industries, marketing can result in new clients, credibility and exponential business growth—but, how do you market a DBA?
With so many people researching and finding new companies through search engines—especially Google—advisers need to make search ranking a priority.
The problem is that Google’s algorithms (which determine the results of searches) are constantly evolving. According to Google, they change their algorithm at least once a day, and they’re reported to make up to 600 changes per year.
We all know the Google mobile-first index is coming soon, probably in the next few months or so. To prepare, it seems Google is encouraging webmasters to go responsive with their websites.
Google has just published a how-to on moving your m-dot site to responsive. The techniques are pretty basic, but it is an excellent reminder that while Google supports many mobile implementations, they do recommend responsive. In fact, Google has recommended that if you are switching to responsive, do it before the mobile first rollout.
You may also like: Creating Better Connectivity With Clients and Your Audience and DIY Headshot Tips for Financial Advisors.