With phase two of the Canadian Securities Administrators' (CSA) and IIROC’s Client Relationship Model (CRM) rules looming for most advisors, now is a perfect time to consider what you can do to add value to your client experience. This year starting in July, Canadian firms will ...
Topics: client experience, client services, Client Services, financial advisors, General
So you've been reading our blog lately, and realized that content marketing is a valuable component to your financial web marketing strategy. But even more important is to have a fresh and interesting blog to improve your SEO (search engine optimization) rankings. But what's the ...
Topics: advisors, How-To, Keywords, long tail keywords, SEO, Marketing
We're experts at building the best advisor websites; now advisors have another opportunity to market their business and drive traffic to their website by working with social marketing experts since we've joined forces with our friends at Financial Social Media.
Topics: big leagues, financial social media, General, In the News, social media marketing, web strategy, web marketing
There is no crystal ball to gaze into and see the future of the financial profession, but picking the brain of industry insider, Bob Veres is pretty close. And guess what, all you have to do is pick up the phone! On Thursday, February 20th (yes this Thursday) the very first ...
Topics: client services, Financial Industry, General, thought leaders. bob veres, Round table, round table
We love this infographic from Financial Social Media covering two of my personal favorite topics: the Olympics and Social Media! Go for gold and win through your social profiles. Check out the #winning stats and original post below!
Topics: infographic, Social Media, stats
It's February 14th, the day of love and romance. People all over the world will be spending their hard earned money showing their loved ones just how much they mean to them. But advisors, can I tell you something: Google needs some love too. The big G feels used by websites just ...
Topics: advisor search engine optimization, infographic, SEO, SEO for advisors
In business, as in life, balance is key to success. When undertaking a content marketing project, such as blogging, ebooks or other resources, it can sometimes seem like an overwhelming task, especially when your profession is finance, not marketing.
Topics: content marketing, financial web marketing, General, Webinar
A few months ago, we answered some of the most frequent questions we get on blogging. Mainly why you should blog and what should you blog about. In summary, your blog keeps you fresh in the eyes of Google, improving your search engine optimization with time, and establishing you ...
Topics: Blogging, content creation, financial blogging, General, templates
Topics: Webinar, Marketing, marketing library, Peter Montoya
The last couple of weeks, we've been busy little beavers in the marketing department! But we are so happy to announce our first ebook of 2014, where we broke down the
Topics: advisor websites, ebook, financial advisor, Financial Websites, Freebies
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