… and how this applies to your much smaller financial practice. Last week, I received a LinkedIn notification that a connection had shared a popular tweet about a financial giant launching a “Client Appreciation” video while attending a financial industry conference –...

30+ Ideas to Enhance Your Financial Advisor Website My article, “10 Reasons Your Financial Advisor Website Needs a Makeover” was well read on KirkLowe.com and on my LinkedIn profile. I followed up that article with FIVE solution driven articles tackling all...

Is your advisor website responsive? If not, you are suffering from poorer search engine ranking. The design of responsive advisor website is an increasingly common technique used to create a better browsing experience no matter what device a viewer uses. Responsive...

Financial Advisor Branding Tips Most financial advisors and firms aspire to be seen as different and/or better than their peers. While we don’t often see unique approaches to marketing in this industry, done well it can have a powerful impact on successfully marketing...

Six Thoughts on Advisor Marketing Events Running prospecting events to grow your advisory practice can be a bit of a double-edged sword. On the one hand, they can be a powerful addition to any client acquisition strategy. On the other hand they have the potential of...

Before I get too far into this post, it’s important to note that, although this post is about advisor marketing tactics, it’s essential that your marketing “tactics” feed your marketing “strategies”. Your strategies are how you want to achieve your goals – your...

Your Search for the Best Financial Marketing Team Begins Here When it comes to marketing your financial advisor business, one of the most important decisions you will make is selecting the right marketing partner(s). – the best financial marketing team. It is a...

PART 5 OF 5 This is the final post on advisor (financial) websites makeover tips series. In this post we’ll outline the challenges and solutions for our advisor website makeover series: Mobile Readiness and Creativity. Fee free to click back to previous articles as...

PART 4 OF 5 Let us help you with your financial website makeover. In Part 4 of our 5 part series we’ll uncover solutions for getting your financial brand and financial website noticed and how you can leverage visual design to make a memorable impact. Feel free to...

PART 3 OF 5 Financial Advisor Websites – Makeover Tips In Part 3 of our 5 part series we’ll deal with overcoming the challenges of helping you position your brand on your website as well as helping your website visitors take action (download content) on your website....

PART 2 OF 5 Welcome to Part 2 of our 5 part series on Advisor Website Makeover Solutions. This post tackles the challenge and solution of having a believable advisor website; one with a clear purpose and depth. Last week we took a look at the challenges and...

Last week I published an article that generally criticized financial advisor (and RIA, BD and IMO) websites. I took it down and replaced with this 5-part series. I even went to far as to claim most were useless. In the true sense of the word useless, I stand by that....

Whether you are an advisor or an RIA, if your website doesn’t have a clear and compelling purpose for your business, you are likely wasting your time and your money. That may frustrate the heck out of you because you’ve relied on a professional service to either...