Blog Articles

A couple weeks ago we were lucky enough to have Michael Kitces and Roger Whitney lead our round table discussion on technology and your Advisor Firm.

When we hear the word “negotiating”, we often think of closing a big sale or making a big purchase but negotiating is something that can happen every day with family, co-workers and clients. You are negotiating any time you tell someone that what you want is different from what ...

Your website can be your most powerful marketing tool, generating leads and helping your firm reach it’s growth goals. Our newest ebook not only dives into detail on why generating leads online is not only smart, but essential. The ebook also gives you 6 tried and tested actions ...

Last Thursday, April 17, we were lucky to have two financial experts lead our round table discussion on Integrating Technology into your advisor firm. Michael Kitces, of The Nerds Eye View, and Roger Whitney, of Plan Well & Invest Wisely, thrilled our audience on topics ranging ...

...in 140 characters or less. Kidding because if it was,  the post would be over about now.

Infomercials help brands sell over four billion dollars of products and services every year. While some members of the advertising industry view infomercials as second-rate campaigns, in general, they work. That’s why they are on all the time! So even if you never plan to use ...

While attending a technology seminar, the speaker mentioned “obsolete technology” several times during the presentation. At its conclusion, I asked what the definition of “obsolete technology” is.

"Hey you, pick me. I'm interesting and cool and I think you'd really like me" no this isn't (just) my online dating profile, but this is the call of an wicked-awesome blog title. The kind of blog title you can't help yourself from opening, or reading on. Blogging is good for ...

We here at Advisor Websites, just wanted to give a big shout out to our friends down in the US of A.... Because you're done! You've dotted the 'i's' and crossed all the 't's' and filed all the taxes, another year finished. To our Canadian friends who are still in the final ...

For financial professionals, LinkedIn is one of your most powerful digital tool. In fact, I believe in the power (and benefits) of LinkedIn so much that I wrote 5 Reasons Financial Advisors Need LinkedIn. But recently, a fantastic client of ours pointed out that I really haven't ...

It's time to put your website to good use. If you missed our last webinar, presented with our good friends over at Riskalyze, you're in luck. We recorded the whole thing! Here's your chance to learn some best practices in optimizing your online presence with a brand new webinar, ...

The modern marketer is one part artist and one part scientist. Not only do you have to be creative, engaging the senses of your web traffic, but also you have to remember the numbers - measuring the successes (or failures) of your marketing strategies. Taking a look at the ...

The math is simple. The longer an advisor can postpone a sale, the more cash is put in his/her pocket. Whether the sale happens today or five years down the road, the sale proceeds will always be there. In the meantime, an advisor can bank additional income. Indeed, an advisor ...

We are so happy to announce the launch of our brand new e-book, chocked full of over 30 pages of valuable information you can use to succeed online. At it's essence, generating leads online will bring you business!  

Now that you’ve optimized your LinkedIn, Twitter and Facebook pages, it’s time to look at how we can get the most “bang” for our social buck by identifying the best times to post and engage online. While experimenting with your posting times can’t hurt, it is always good to have ...

Can you believe it? 98 posts ago, a younger, more naive me stepped into the financial web marketing world. 98 posts later I feel like I've picked up a tip or two on what some people might call a 'niche topic' financial web marketing. And there's no one I'd rather share it with ...