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By Stuart Farst Outreach

SEO For Financial Advisors: The Ultimate List of Resources

32 minute read
SEO For Financial Advisors: The Ultimate List of Resources Featured Image

SEO is constantly evolving, and as a small business and website owner, it’s important to stay on top of the rules and algorithms that determine how your website ranks in search engines. To make things easier, we’ve rounded up our top search engine optimization blog posts, webinars and toolkits to help. If you make even a few changes based on the information below, you’ll start to see your website rank higher on search engines like Google.

What SEO can do for your business - SEO infographic

1. Video: SEO for Financial Advisors 

This 60-minute video workshop covers everything financial advisors need to know about SEO, including the basics (on-the-page versus off-the-page factors) as well as more technical elements, such as site architecture, the way Google’s algorithms work and much more. You’ll not only learn what you need to do to get your website to rank higher, but also why various factors affect search engine optimization the way that they do.


2. Our 3 Best SEO Practices for Small Businesses

If you are just looking for SEO basics, this is a great place to start. No jargon or highly technical explanations here, just three straightforward tips any financial advisor can use.

3. How To Improve Your Website’s Local Search Ranking 

For financial advisors and planners, it could be argued that how your website ranks locally is more important than anything else. Many financial advisors still get most of their referrals and new leads from the local area and serve the community in which they live. This blog post covers a variety of tactics you can use to improve the ranking of your website in your local area.

4. 6 Steps to Writing Great Website Content 

“The best SEO is great content” – this is an oft-repeated quote from Seth Godin, and it is is often said because it is very true. If you are looking to improve your website’s search engine ranking, one of the best places to start is with the content that is on your site. This video tutorial covers how our writers here at Twenty Over Ten go about the process of creating content for websites. They’ve broken down their process into six easy to follow steps so that you can use their method to develop your own content.

how to write great website content that improves SEO

5. How to Create a Website Structure With Strong SEO

At Twenty Over Ten, we’ve worked with hundreds of clients so we know that your chances of ranking higher in search engines is better if your site structure is well-organized and intentional. One of the most common questions we get is about web structure particularly how to rank high for SEO. This article covers four tips that explain how to create a website structure and keep SEO in mind.

6. How To Get Your Website To Rank Higher: A Checklist for Financial Advisors 

Once your website is live, there are a variety of steps you must take to ensure you have done all you can to get the best search engine ranking. This checklist walks you through those steps, as well as provides a list of resources if you want to learn even more about SEO (such as the periodic table of SEO, below from Search Engine Land).

the periodic table of seo success factors

7. 5 Tips to Optimize your Site for Voice Search

According to latest reports from Google, 20% of searches are now by voice. There’s no denying that with the rise of smart phones people are looking for faster and easier ways to find answers to their questions. Enter: Voice search. Not only is it important to improve your site’s local SEO but it will also becoming increasingly important to optimize your site for voice search as well.

8. How Header Tags Can Affect Your SEO

The financial planning industry is only getting more competitive. With a 30% projected growth of financial advisors in the US from 2014 to 2024, it’s important you take the proper measures to make your firm stand out. Each year prospects will have more options in who to choose to partner with for their financial planning services, so how do you make sure your firm is on their radar?

9. 6 Tips to Boosting On-Page SEO for Your Financial Advising Website

Here at Twenty Over Ten, we spend a lot of time thinking and talking about SEO. This is because it is always changing and evolving, so complex, and most importantly, vital to financial advisor marketing. The world is moving completely digital and you can’t fall behind! We are dedicated to keeping up with SEO factors for financial advisors so you don’t have to and have made on-page SEO easy with these six tips.

10. Get on the Map: How to Win in Local Search [VIDEO]

As SEO continues to evolve and Google rolls out even more algorithmic updates, achieving top listings with local search results means transforming how you create content, optimize your site and track performance. This webinar tackles the topic of local search best practices financial advisors should be executing to improve their local rankings on popular search engines like Google.

11. Choosing an SEO-Friendly CMS

Among other features when choosing the right CMS for you and your firm, it’s important to also review and understand the SEO capabilities. When doing your research, keep these SEO capability musts in mind.

12. How to Gauge SEO Success

How do you know if your SEO efforts are making a difference? It can be hard to tell sometimes because there may be many small, subtle changes that may take some time to materialize. You’re probably also using other marketing techniques and its tough to know which ones are responsible for any increases in web traffic or searches. However, there are certain things to look out for that will give you a pretty good idea of how your SEO is performing.


Because it’s such an important topic, we get a lot of questions regarding SEO. We always love to answer any specific questions our clients have, but we’ve found that most advisors often have the same general questions when it comes to SEO. So today we’ve decided to address and answer some of the most frequently asked SEO-related questions so you can start creating the best SEO ranking website!

14. One Financial Advisor’s SEO Journey

Since launching our SEO Kickstarter package for advisors, our team has answered a ton of SEO questions and guided many advisors to SEO success. There’s one story in-particular we are eager to share with our readers today. So buckle in and join us on one advisor’s SEO journey.

15. The 7 Deadly SEO Sins

We all know SEO is a good thing, but it can also go really bad when executed incorrectly. If you’ve decided to not seek help and are tackling improving your financial planning website’s SEO yourself you’ll want to be aware of these seven SEO sins before beginning your journey into the search engine world. Here we go – bring on the sins!

16. Maintaining Your SEO Ranking After Moving to Twenty Over Ten

Although it should never keep you from finding the right platform for your business, migrating between any two website providers can cause a dip in your ranking. We have developed a list of best practices so you can revamp your marketing and website without hesitation. These five tips will help mitigate any SEO issues during migration, cut down on the impact and set you up for long term SEO success.

17. Basics of Google Search Console: A Financial Advisors Guide

Google Webmaster Tools (GWT) is an incredibly valuable (and free!) resource to financial advisors and other non-webmaster professionals. Within the tools provided by GWT is Google Search Console, which we’ll be covering the basics of in this post. You don’t have to sign up for Google Search Console to be included in search results. However, having a basic understanding of how Google Search Console works and how to use the tool to optimize your site can greatly improve your site ranking within search engines like Google.

18. 5 Ways to Completely Optimize Your Google My Business Listing

Google has developed many tools like Google Analytics, Google Trends, and Google Search Console that have changed the marketing game forever. Google My Business is another free tool that is incredibly beneficial to financial advisors and something we consider a necessity. GMB makes the connection you need for prospects to find your financial services firm.

19. The Top SEO Ranking Factors in 2018 for Advisors

There are hundreds if not more factors that play into where your site ranks in search engines. This post distills the top 10 site-level SEO ranking factors for advisors and sharing instructions on how to implement these SEO boosts in a matter of minutes within the Twenty Over Ten platform.

20. Using Content Assist to Boost Your SEO and Lead Capture

Since launching Content Assist, our users have had a lot of success in leveraging this tool and, while it is already straightforward, we wanted to make it even easier for you to get the most out of the articles you post to your blog. By making small tweaks to your Content Assist articles, you can add specifics like location and demographic information that can do wonders for your SEO. This post breaks down how to make these quick edits to your Content Assist articles and sharing some additional tips on how to fit articles to achieve your firm’s needs. This is a feature offered in all of our packages at no additional fee and is only available to Twenty Over Ten users.

21. Our Most Popular SEO Articles

Some of these include top ranking factors, SEO sins, testimonials, and more. Regardless, these are the five top visited articles that our visitors have found informative and insightful. We hope the below also becomes a great reading list to help you prepare for the new year ahead because we know SEO isn’t going anywhere.

22. SEO vs. PPC: Which is Best for Your Financial Planning Business?

There are several tactics that can bring more attention and traffic to your advisor site, and SEO and PPC are arguably two of the biggest ones in today’s digital age. But what’s the difference, and which is better for your company?

23. Local SEO Guide for Multi-Location Advisor Businesses

It’s not rare nowadays to have multiple office locations and many advisors often come to us worried that they are pigeonholing themselves by promoting only one of their locations.

24. SEO for Financial Advisors: 4 Simple Tasks for Your Marketing Routine

In order to boost your SEO rankings, it’s essential that you continually optimize your advisor website. It is a work in process and there are multiple pieces that must be included in order to keep your website thriving. Once you have everything started and launched, continue to improve your website with these 4 simple tasks to rank higher in Google.

25. Looking to Improve your Google Rankings? E-A-T and SEO Can Help You as a Financial Advisor

What exactly is E-A-T and SEO? E-A-T in SEO stands for Expertise, Authoritativeness, and Trustworthiness. It’s critical that you have all of these things on your site in order to increase rankings. It’s essential that you establish yourself as a credible and trustworthy source in order to rank higher.

26. SEO for Financial Advisors: Everything You Need to Know About Duplicate Content

Duplicate content simply means that similar content appears at multiple URLs. When people start linking to the different versions of the same content this is known as duplicate content. It’s essential that you are creating fresh and compelling content. You want your current and prospective clients (and Google) to be happy with the content you are producing.

27. SEO for Financial Advisors: Everything You Need to Know About Google Reviews

Since anyone can leave a review of your business on Google it’s important that you pay attention to your Google reviews. As a financial advisor, do you respond to Google reviews? We have the answer to this as well as 3 reasons why Google reviews are so important for your financial advising business.

28. High vs. Low SEO Impact Updates: How to Effectively Optimize Your Advisor Website

Every element on your website has it’s specific purpose. However, some elements are more important than others especially when it comes to your SEO ranking. Determining high versus low impact SEO updates is important so that you know how to best spend your time and effort to enhance your overall marketing strategy.

29. SEO Copywriting for Financial Advisors: 8 Tips To Boost Traffic

Strategic copywriting is essential in order to rank higher in Google. Writing content that is not only well-written but that has the most searched keywords and phrases is key to boosting your SEO. You want writing to resonate with your niche audience. This blog has SEO best practices that can help you optimize your website so that it ranks above its competitors.

30. 5 Blogging SEO Tips that Have Helped Us Rank Higher Organically

Blogging is one of the very few digital marketing activities that can generate leads, grow your business’s brand and boost your SEO all at the same time. Having a strong blog is helpful to boost your organic search ranking. These 5 tips will help take your blogging strategy to the next level.

31. How to Use Google Keyword Planner for SEO: A Beginner’s Guide

One of the top questions we’re constantly asked is “but how do I know what keywords to use?” Incredibly valid question! Before you can even attempt to boost your rankings in Google you must do keyword research. If you’ve visited our blog before you know we’ve reported a lot on Google Search Console and how you can use that tool to uncover keywords, submit your site to Google and be found in searches. But have you heard of Google’s Keyword Planner tool? It’s a highly untapped tool to find new keywords for your content. This post will covers how advisors can use Google Keyword Planner to improve their keyword research.

32. SEO for Financial Advisors: How to Write Compelling, Click-Worthy Meta Descriptions

A lot of the time, searchers are going to read your meta description before deciding to actually click on your website, so it’s important they’re properly written and optimized. Check out this post to learn how to take advantage of this short space to really “sell” your firm to searchers!

33. What Are 5 SEO Tips That Will Double Your Search Traffic?

SEO is all about improving the user experience so that Google will rank you higher in search engines when someone is performing a search with keywords pertaining to your website. You have to continually make sure you are optimizing your website and checking for anything that might hinder your SEO ranking. To have a high SEO ranking, you have to follow Google’s rules and ultimately make Google happy. This post will give you 5 tips to do just that.

34. 10 Critical SEO Success Factors For Financial Advisors In 2020

There are hundreds if not more factors that play into where your site ranks in search engines. This blog post distills the top 10 site-level SEO ranking factors for advisors and shares instructions on how to implement these SEO boosts in a matter of minutes within the Twenty Over Ten platform.

35. 5 Tips for Financial Advisors to Perform SEO Audits + 5 Useful Tools

SEO audits are essentially a check-up on your site to see what’s working, and more importantly, what needs to be tweaked. Doing these audits regularly is a great habit to get into and can help take your SEO strategy to the next level. This blog post provides a checklist of what to look for and some of our favorite tools to keep audits nice and easy.

36. 10 SEO Questions Financial Advisors Are Too Afraid to Ask

With most businesses working remotely, everyone is relying on digital communications, so it’s time to really get down to business when it comes to your SEO. This post provides 10 essential questions financial advisors should be asking in order to create a strong website that drives traffic and boosts SEO rankings.

37. 5 Most Common SEO Mistakes We See Advisors Make & How to Fix Them

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 all about trial and error and finding what works best for you and your business. This blog post covers five of the most common SEO mistakes that we see advisors make plus ways to fix them.

38. The Importance of Internal Linking for SEO and 8 Best Practices

Your website has launched and now you are looking to boost your online presence even more through content marketing. Great! We already know the importance of content marketing when it comes to boosting SEO however, internal linking is an integral part of your content strategy and overall website. This post will describe what internal links are, why they’re important and how to create an internal linking strategy.

39. Financial Advisor SEO: 4 Phases For Successful Site Optimization

How do you ensure that you are optimizing your website so that you are standing out in a field like the financial industry? This post will show why SEO matters and how you can better stand out against your competitors.

40. SEO For Financial Advisors: What Are Backlinks and How Do You Build More?

Backlinks are incredibly important for organic search rankings in Google. And, the more quality backlinks your website has, the more authoritative websites that link to you, the stronger SEO rankings you will get and the more traffic you will get to your site. This blog post will describe what a backlink is, the benefits of acquiring them and how to acquire more.

41. SEO Case Study: How One Financial Advisor Increased Organic Traffic by 200 Percent in 1 Year

Based out of Washington, D.C., Dream Financial Planning provides financial planning solutions to minorities and young professionals. Founded by Lamar Watson, C.F.P, Dream Financial delivers planning tailored to the unique goals and aspirations of these groups, from student loan debt to first-time home purchases. This case study examines the impact of our team’s SEO efforts on the growth of the Dream Financial Planning website.

42. 7 Steps to Writing an SEO Friendly Blog Post

Consistently adding awesome content to your website and blog indicates to bots that your site is current and up-to-date. The result can improve your SEO ranking. This makes perfect sense because people don’t want to read outdated information, they are looking for something exciting and new. This blog post provides seven steps to do this properly so that you can continue to generate traffic for a killer advisor website.

43. Does Social Media Impact SEO? Everything Financial Advisors Need To Know

There has been quite a lot of debate about whether social media affects your advisor website’s SEO rankings, and while it does not directly affect your SEO, it does have a huge impact on the factors that will indirectly affect it. So, if you are looking to rank higher, this blog post covers eight of the biggest social media factors that will impact your SEO.

44. How to Setup the Perfect Blog Post Structure for Improved SEO

To make creating and maximizing the benefits of a blog easier, you’ll want a plan. In this blog post, we break down the content strategy we provide to clients through our SEO Essentials package to show the steps of a perfect blog post structure and to help you create a blogging plan for improved SEO.

45. How To Perform An SEO Audit On Your Advisory Website (In Only 15 Minutes!)

A quick audit allows you to optimize in real-time so that you can get the most out of your site and uncover issues that may cause greater problems. When you do this, you uncover more long-term projects to optimize that can drive more site traffic and boost lead generation. This blog post cover 5 things to check for to make sure your website is up to speed.

46. Webinar Replay: How One Advisor Supercharged SEO Efforts to Rank #2 in Just 3 Months With Marc Westlake CFP®

In this webinar, Chief Evangelist of Twenty Over Ten & FMG Suite Samantha Russell and Managing Director at Global Wealth Chartered Financial PlannersMarc Westlake CFP TEP EFP discuss how Marc ramped up his SEO strategies in order to catapult his website to number two in the Google rankings in just three months. This webinar provides strategies other advisors can use to improve SEO moving forward.

47. SEO Case Study: How One Advisor Doubled Their Traffic and Reached Page One in a Year

Leveraging Twenty Over Ten’s powerful Website Engine platform and SEO services, Global Wealth planning worked with Twenty Over Ten to tap into its unique strengths and develop an effective SEO strategy. In this case study, we examine the SEO strategies Global Wealth planning used to increase site traffic by over 230 percent and land on the first page of Google’s local search results.

48. Local SEO for Financial Advisors: Why Google My Business Is Key

According to a recent BrightLocal survey, local search and organic search deliver the greatest Return on Investment (ROI) for businesses over any other digital marketing tactic. Because of this, Google My Business is incredibly important to use for your advisory firm, as it promises to help local companies get more visibility (and search engine accuracy) than ever before — but is it worth the effort? This blog post will help you decide.

49. SEO vs. Online Reputation Management for Financial Advisors

In today’s digital world, your online reputation is everything. And as a financial advisor, your reputation is especially important as your relationships are largely built on trust. If you have a really good online reputation with shining reviews, that’s great. With a couple bad ones, however, that could become harder to maintain. So, how do you ensure that your digital marketing is helping your firm to maintain a strong online presence and brand reputation? This blog post will help answer that question and more.

50. How Financial Advisors Can Use Google Posts To Improve SEO

Here at Twenty Over Ten, we use Google Posts to help promote upcoming webinars, specials and events to help spread awareness. So, as a financial advisor, you may be wondering a few things. Why should you be using Google Posts? When is the best time to use Google Posts and how exactly do you do it? This post will show you how to create Google posts and how they can improve your firm’s SEO.

Need More SEO Help?

Our SEO Essentials package delivers the maximum impact by completing the most important tasks in regards to how your website is set up and registered with Google. 

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stuart farst


About The Author

Stuart Farst

Stuart is a Content Marketing Specialist at Twenty Over Ten and enjoys creating content that both entertains and educates. A Game Designer at heart, he can be found pursuing one of his many hobbies during his free time.

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