Blog Articles

Smart financial advisors know that ongoing success depends on proactively developing leads and cultivating client relationships.

One thing most brokers are keen to do is turn their websites from a cost center into a profit center.  Now while most will feel that the only way to promote and drive traffic to their website is by pushing their own products, there could be a number of different ways to add ...

By now we should all know how important an email list is. Despite all the new fangled ways to communicate and keep in touch, the simple, mild-mannered email still continues to dominate the field. It's stickier than social media and more precise than a blog post.

Another Friday is upon us and everyone involved is pleased.

According to the InvestmentNews 2014 Financial Performance Study of Advisory Firms, 65% of advisors think of their website as their top marketing tool.

How important is listening? In his best-selling book, BLINK, Malcolm Gladwell shares the results of an amazing study conducted by a medical researcher to determine the likelihood of doctors being sued by their patients.

Do you offer a way for visitors to learn more about financial planning and your approach? If not, your web site may have an expensive leak. Use content marketing to build your audience of potential clients and showcase your expertise and value.

As many of you may know, last month the Financial Planning Association held its annual Business and Education Conference. More than 1,500 advisors from around the US gathered in Seattle for a weekend of all things financial planning and fun, and Advisor Websites was lucky to be ...

Have a particular financial expertise? Here’s how to build a pipeline of potential prospects by sharing your thoughts. While most advisors are able to provide the basics when it comes to wealth management, some specialized financial advisors have qualifications and expertise ...

“Money coming in says I’ve made the right marketing decisions.”–Adam Osborne

Creation is just as crucial as maintenance. Now that you have your website up and running, a congratulatory note is certainly applicable but don’t throw in the towel just yet. While your website is looking great, continuous refining, tweaking, and overall up-keep act as the ...

The Financial Thought Leader Round Table Discussions are still going strong, and this month Stephen Wershing, CFP, will be talking about how financial advisors can build their businesses through attracting referrals.

With the Google rules frequently changing, it can have a major impact on your company’s rankings. Did you know the overall user experience can impact your SEO? It is important to focus on creating a site that is not only built to help the search engines index it, but to create a ...

As I mentioned last week, I’m tinkering with and changing things, so while this Friday is a roundup, I won't be doing it on a weekly basis and thus can no longer call it the Weekly Roundup. Welcome to This Week’s Roundup. As you can see, I’m making some profound changes around ...

Mark Vergenes is the president at Mirus Financial Partners, based in Lancaster, Pennsylvania.  His firm was founded with the goal of "assisting clients in every aspect of their financial lives."  Recently, I had a chance to talk with Mark about his web marketing strategy, ...

The use of social media has influenced business-to-business sales in a profound way. When  properly integrated with other marketing strategies, social media has proven to boost revenue over time by offering a more personalized sales experience for buyers.

Proactively cultivating relationships is often an afterthought. But with all the talk about how important relationships are – why don’t we spend more time focusing in this area? The fact is that we often are just too busy trying to get through the work of the day. And, ...

The Financial Thought Leader Round Table Discussions are still going strong, and this month Stephen Wershing, CFP, will be talking about how financial advisors can build their businesses through attracting referrals.

When we talk about web design, we often think of aesthetic; however, appearance is but one component of design - icons, copy, and colour being a few others. More than making a thing look a certain way, design is about making that thing work a certain way. Form then follows ...

There are numerous ways to search for prospects on LinkedIn, but by cross-referencing a free data source, you may be able to connect with very qualified and motivated individuals. Most LinkedIn searches are typically tied to data found within site, and they often give you access ...

As a Junxure consultant, I have the opportunity to work with many advisory firms, helping them to optimize their CRM technology and improve their business. Over the last 10 years I've found that no matter the size, small and large firms alike often make the same mistakes with ...

Chances are, your company's CRM plays a significant role in your daily operations. Your ability to contact customers, build pipeline, and capture important client information hinges on your CRM software. Mobile solutions make it possible for you to catalog these discussions from ...

Whether you're a financial advisor or a web designer, it's easy to understand why it's important to build a website that visitors can use. When a visitor arrives on any advisor's website for the first time can they inherently, fluidly find the information they're looking for? ...

Name: Alex Wingert