Advisors AskSEO for Financial

Advisors

“Yes! I want business growth!”

3 AREAS OF FOCUS

first

second

last

Easily ‘navigate-able’ site with clear flow and user

journeys in mind.

Creating and optimizing relevant, strong content, including on-page SEO.

Having quality links to your site on other sources.

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SEO is rewarding.

But there are no guarantees.

Rankings alone are not the best metric.

It helps you drive traffic to your page.Keep your eye on the desired action on your

page such as booking a call, or signing up for a newsletter.

Agenda:1. Expectations

● How I would set basic SEO expectations as a financial advisor.

2. Low Hanging Fruit + Good Practice

● Using the AW SEO tool for local search growth and a better user experience for your website users.

3. Process Improvement

● The ‘spend zero money on SEO approach.’ How much time/money should be allotted for your SEO efforts anyways?

4. Advisors Ask: Your Submitted Questions5. Live Q&A

How to set SEO expectations as

a FA?

Simple, inexpensive and precise. Focus on Onpage SEO for now.

➜Compliance limitations➜Websites aren’t a new landscape

- know the competitive space➜Limited time➜FA leads are traditionally from

referrals

Why?

Overarching Expectations

“I want to generate more organic search traffic to my website.”

“I want to attract local leads from search.“

“I want to spend as little time and money as possible on this, while generating the above 2 points.”

Where can I find SEO tools on my

website?

Using Our Tool

To help your efforts, each page should have 1 focus. This focus word or sentence should generally be in the:

●URL●Page Title●Description●Main Body of

Content on Page

Example

“Main Term I Want to Rank”

Bart Wisniowski→ url, title and description. It’s also in the main body content.

What do you mean by local

SEO?

Google is smart. It tries to pull the closest physical results to your query based on where you actually, physically are. Where your IP address is.

E.g. You are in Kansas, and search ‘financial advisor’. Google will pull the closest, most relevant search in Kansas.

Recommendation: Place the name of the city you are located in, in some focused page and see what happens in the rankings/traffic.

How Google Does ‘Local’

LOCAL ONE

Set up your google my business

Place your screenshot here

Try variations that people don’t use much.

Example: ● Instead of /about-us or /contact-us,

○ Use /financial-team or /financial-questions.

Warning: Change URLs for variations properly.Don’t leave duplicate content, nor ‘delete’ the duplicate to become a 404. ‘301’ the old page to the new one.

Keyword VariationsLOCAL TWO

Keyword Variation Example

Want to rank for ‘Texas financial advisor’?➜ Make content around those words.➜ Think of questions or terms a prospective lead

might search. ➜ Create a page directly addressing that need.

‘Texas best financial advisor’ ‘Texas financial advisor for retirees’ ‘Texas financial advisor firms’

If your page is focused, informative and not spammy, anyone searching those terms should be able to find you on Google.

Making content for financial advisors doesn’t have to be hard.

1. Use canned, compliance-approved content as ‘filler’ (this is for ux, not seo, unless you copy write the content nicely).

2. Feature content.

● Find influencers in your market.● Write about landmarks within your community.● Write reviews about local ties ins to your company and post them on your

blog

LOCAL THREE

What to do with content, for real?

The Spend Zero Money

Approach

4 StepsFor 90% of advisors, only invest time.

Why?

Need to know how to measure.

STEP ONEDo Your Research➜ Google terms like ‘best financial

advisor’ (note, tailored to your location).

➜ Analyze the highest ranked sites for the terms you want to also rank for. Do it better.

➜ Utilize free tools like Google Adwords and find traffic per term.

➜ Google terms you think advisors care about in your areas. Then write content about those terms.

STEP TWOOptimize Existing➜ Go through all the pages on your site.

➜ Optimize them using the tool as we explained earlier. Lining up the url, the title, the description and the page content.

➜ Meta descriptions: what people see to decide whether to click to your site. Under 156 characters and nicely read.

STEP THREECreate New Content

➜ Plan and launch new pages.

➜ Choose 5 long tail keywords that relate to your target audience.

➜ Keep in mind compliance○ Avoid ‘Free’ and ‘Best’

STEP FOURMarket Your Brand Name

➜ Brand vs. search terms.

➜ Your brand name is unique. It will rank you #1.

➜ Use this as an advantage. Promote your brand opposed to what you do.

➜ Get potential clients to recall your brand.

Need a website?Or think it needs improvement? Chat with a specialist.Book a demo: advisorwebsites.com/finance-website-demo