Need a little inspiration to write the content of the HOME page of your financial planner website? If so, here are questions for you to answer that can help get you started. USP (unique selling proposition) How will you stand out from your rivals? What services or products are you offering on your financial website that […]
How to Make the File Size of Your Photos Smaller
When uploading photos to your website, you need to reduce the file size of that photo before uploading. How to do this on a MAC/Apple computer: 1. With the photo file on your desktop, double click to open that photo in “Preview.” On the “Preview” app menu bar, select the TOOLS and ADJUST SIZE links: […]
Social Media Sites
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. […]
Calendar Tools for Advisors
Online scheduling services can help you manage your calendar. A button or link can is put on your website – or in your email. Prospects or clients click the link to see your calendar and select an open time slot. You are automatically notified when a new appointment is added to your calendar. Appointy Booker […]
Email Marketing Services for Financial Advisors
Campaign Monitor MailChimp Constant Contact Vertical Response They offer free trials or pay-as-you-go plans that fit within small budgets.
Risk Tolerance – Tools for Advisors
These online services can be easily integrated into your website to provide free risk questionnaires for prospects. They include built-in features for gathering email addresses: Riskalyze PocketRisk Rixtrema
Email Archiving for Financial Advisors
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 […]
Page Content: How Much Do You Need on a Financial Advisor Website?
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 […]
Do-It-Yourself SEO for your Financial Planner Website
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 […]
Elements of Logo Design to Consider for Financial Advisor Websites
When you begin to work on the logo design for your financial advisor website, be aware that colors may have unconscious meanings in our culture. Study the information below: Red Red is used to denote fire, blood, energy, war, danger, strength, power, determination as well as passion, desire, and love. It has enormous visual appeal since it […]
Photography Tips for Financial Webpages
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 […]
12 Ways to Add Useful Content on Your Financial Website
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 […]
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