Financial Advisors Websites.com

Social Media Sites

by

  • LinkedIn – receives approval from many Compliance departments at broker-dealers and RIAs
  • Twitter – often Compliance approved, but requires a constant flow of updates due to heavy volume of traffic;
  • Facebook – harder to market without paying for ads
  • Google+ – smaller user base than other sites.  Posting can help you improve your Google search results.
  • Pinterest – image-based content with access to a higher percentage of women customers
  • Tumblr – image blogging
  • Quora – similar to Answers.com or Yahoo! Answers

Hootsuite offers an integrated media dashboard that includes:

  • A single dashboard that allows viewing of compliance and marketing efforts on one screen
  • Integrated content monitoring on sources such as Google Alerts, RSS feeds, Twitter searches.  Export the data to Excel in order to analyze results.
  • Content suggestions based on analysis of your previous posts
  • Reports on content that has the most impact on your audience

Hootsuite offers a service called Social Compliance in partnership with Global Relay, a cloud-based message archiving tool for the financial services industry.

Email Archiving for Financial Advisors

by

GOOGLE VAULT

Google Vault lets you retain, hold, search, and export your organization’s mail and chat messages. You can also search and export your organization’s files in Google Drive. Vault is entirely web-based, so there’s no need to install or maintain any software.
Vault is included with the G Suite Enterprise or Business or Education edition. Or you can buy Vault licenses for an additional $5 per user, per month.
Learn More

SMARSH

For small organizations, up to 10 users, requiring compliance archiving and basic search. Services start at $75/month.
Learn More

GLOBAL RELAY

https://www.globalrelay.com/

ARCHIVE SOCIAL

http://archivesocial.com/

SOCIAL WARE

https://socialware.com/

BARRACUDA

Learn More

Page Content: How Much Do You Need on a Financial Advisor Website?

by

Regarding page content for your financial website, here are three questions to ask yourself to help you get started:

How Much Content Should I Provide on my Financial Website?
You don’t need pages and pages of information for your financial planner website.  A certain amount is needed of course, but it may not be as much as you think. Before you or someone else writes your content, be sure to clarify for yourself what your marketing objectives are. That way, after visitors peruse your financial website, they will know what action to take. The first time you write (or hire someone to write for you), you might be unsure of how much content to write. In most cases, small financial advisor businesses don’t need too much content to have a fully functioning financial website. Your web design and your content should be simple and to-the-point. Don’t confuse your visitors with too much content or technical terminology.
[Read more…]

Do-It-Yourself SEO for your Financial Planner Website

by

It’s important to develop a good online reputation for your financial planner website. Listed below are things you can do to boost your online profile:

Post a Video

Since Google owns YouTube, if you have video content on your financial advisor website, it may be given preference. Sometimes, a quality video on your financial professional website can boost your ranking more than text content can.

Participate in Social Media 

Social media has changed the face of networking and it can help in forming a community for your financial firm. Choosing the right social media platform can lead to increased traffic for your financial website, especially if you post a  profile with your company name and a brief description of what you do. Customer engagement through social media can help push your financial advisor webpage ranking higher on Google since engaged customers will tend to link through to your website.

List Your Product on Shopping Sites

Are you offering a product/service on your financial planner website? If so, be sure to  get your website listed on these sites:

1 – Amazon
2 – Google Base
3 – NexTag
4 – PriceGrabber
5 – Shopping
6 – Shopzilla
7 – Smarter
8 – Yahoo Shopping

Don’t forget to optimize what you offer (using keywords, alt tags) before uploading so that your website will receive a higher ranking.

Add Your Listing in Local Directories

Local online business directories need to include your business listing so that your financial website gets a higher ranking.  We can do that for you. Adding your  financial advisor website to directories can assist you in getting a higher ranking over time.

List your financial website in these four directories:

GOOGLE LOCAL
places.google.com/business

YAHOO LOCAL
http://local.yahoo.com/

MSN LOCAL
http://local.live.com/

MERCHANT CIRCLE
http://www.merchantcircle.com/signup?utm_medium=homepage&utm_source=homepagejoinnowbutton

Submit Your Financial Advisor Website to:

IbeginSource.com
http://source.ibegin.com/submit/

InfoUSA
http://list.infousa.com/dbupdate.htm

Localeze
http://webapp.localeze.com/bizreg/

You May Also Submit Your Website to These Directories:

AllPages.com
http://www.allpages.com/about/listings-modification.html

Kudzu.com
http://www.free.kudzu.com/

InsiderPages.com
http://www.insiderpages.com/advertiser/sign_up.html

Local.com
http://www.local.com/

MagicYellow.com
http://www.magicyellow.com/Add_Your_Business.cfm

Superpages / Supermedia
http://www.supermedia.com/

TrueLocal.com
http://www.truelocal.com/

Yelp.com (become a member, then add your listing)
https://www.yelp.com

YP.Com
http://yp.com/

Yellowpages.com
http://www.yellowpages.com/

Paid listing:
CitySearch ($19/month plus pay per click)
http://www.citysearch.com/

 

Photography Tips for Financial Webpages

by

When you are meeting with a photographer for a professional photo for your financial website, your first job is to make sure the photographer has a clear idea about the design of your financial website. You need to specify the  orientation (portrait or landscape style) your want , and suggest your ideas about composition (whether a full figure portrait, a head and shoulders shot, or a photo from the waist up). Show your financial website design to the photographer,  and explain the basic layout or structure of the website. Several photos of you for your financial advisor webpage should be taken; be sure to ask that there be a little extra room around your figure. Then the photo can be edited later for your financial website, if needed.

[Read more…]

12 Ways to Add Useful Content on Your Financial Website

by

1. Hire someone to write content for your financial website.

2. Write your own content to ensure that your financial advisor website says exactly what you want and is useful to clients. Your financial webpage should address their problems and provide suitable solutions.

3. Edit a long financial professional website article into several smaller articles with interesting headings that contain keywords. For example, use headings like these:

How to Easily Prepare for Retirement
What You Need to Know about Estate Preservation
How to Get Out of Debt Forever
5 Steps to Financial Freedom
Easily Organize Your Personal Finances
Personal Financial Planning: What You Need to Know

[Read more…]

Posting PowerPoint Presentations Online for Your Financial Website

by

When you post PowerPoint Presentations on your financial website, it uses up quite a bit of bandwidth. As a result, it might make your website slower when it comes to loading. You need to ensure that the presentations of your financial organization are visible to visitors of your website for financial professionals without eating up bandwidth.

The ideal way to do this is to upload the content to one of many hosting services online for financial website files. You can do this in three easy steps:

  • Create a free account for your financial planner website on Slideshare, Scribd, ZohoShow, or SlideRocket
  • Upload your PowerPoint files in that account.
  • Copy/paste the embed code that is generated there onto your financial adviser website.

Here Are Examples of Hosting Sites:

Scribd

If you have the text in your financial presentations for your website, then Scribd is a perfect choice. It can be easily found through a quick searches Google search. Content on your video can be easily accessed by visitors inside the viewer.

Zoho Show

This is the only site to generate an IFRAME based embed code for your financial website files. You can edit presentations of your website for financial professionals before you share them. You can go to any slide by selecting the name of the slide from the drop-down that appears in the player bar.

SlideRocket

You can use their tools to create dynamic online presentations for your financial planner website. Input your slides, do a voice over, add effects, etc. To share your financial webpage files, just copy the presentation URL and share/embed the link on your financial website.

SlideShare

This site allows you maximum visibility online along with the option of sharing multiple financial website presentations. All you need to do is upload the file, get the flash embed code, and paste it on your financial website. In order to make it easier for search engines to find the file, a text transcript is generated automatically. You can also see if other websites are embedding the code of your financial webpage presentations on their blogs/websites.

Is it Time for a New Look?

Update your financial advisor website & watch your sales grow.

 
Contact Virginia to Request a Quote

Getting Started

catch8-domains

SEO

Blog Topics