Google+ for Financial Advisers

From

Have you heard of Google+?  You’d be forgiven for not having heard of this latest social network, but it could be a great tool for your financial planning business. There was a time when Google was a simple – albeit very effective – search engine.  Over the years it has evolved, and right now we […]

continue reading

How penguins can help advisers

From

Have you noticed any changes in the performance of your firm’s website over the last few weeks?  If you have, then for better or worse you probably have the penguin to thank. Late last month Google released its latest algorithm changes which affect the way that websites appear in search results.  Following their last major […]

continue reading

Benefiting from the latest Google changes

From

We should all know by now that website content is important for our visitors as well as the search engines, but recent changes by Google could give smart financial advisers an advantage. The online space is getting more competitive every day when it comes to financial services websites. There is competition from other financial services […]

continue reading

Tips for financial advisers buying internet leads

From

Internet leads require a completely different approach to leads provided by referral partners or existing clients. When receiving leads from referral partners you are generally not competing against anyone else for the business.  Instead the referral partner has identified a potential need, and it is your job to explore that need with the general target […]

continue reading

Does your website benefit your ego or your business?

From

Over the years I’ve had plenty of advisers tell me that websites just don’t work for financial advisers and planners. When I ask them why, they’ll generally tell me about their website which cost them thousands of dollars yet hasn’t delivered a single lead. After such an encounter, I’ll always make the effort to check […]

continue reading

Online enquiry forms

From

As a financial adviser, why do you have a website?  Some of you will say it’s about branding or profile building, but ultimately it is to attract leads. Once your website has gained the lead, then it’s your job to convert that lead into a happy – and profitable – client. Getting prospective clients to […]

continue reading

Shane Moore: 10 Ways to Improve Your Financial Advice Business Today

From

1. Get a Website This one is the most obvious of all. If you don’t have a website, you are wasting possibly the biggest opportunity available to bring in new clients as well as engaging your existing clients. Websites can also save time.  Instead of clients calling you every time they need a fax number […]

continue reading

Niche Marketing and defining your perfect client

From

Niche Marketing “When I first started my financial planning business I had a dream of being all things to all people.” “I thought I’d be helping a carpenter on Monday with his income protection, and a doctor on Tuesday with his investment portfolio.” “I set up a fantastic website which contained loads of articles and […]

continue reading