We stay up-to-date on the latest website, email, and social media marketing trends for our financial advisor clients to help them implement effective strategies.
We're a results-driven digital marketing agency with more than 18 years of experience helping financial firms increase their online presence. As a full-service digital marketing company, we have multiple internal teams focused on every type of internet marketing service for financial advisors. Digital marketing companies that assist financial advisors aren't all like this, since most only have a single group of SEO, PPC, or social media experts. For those financial advisor-focused internet marketing companies, progress delays may occur while their team searches for the necessary skilled professionals, communicates with those newly found marketing experts, and then serves as the go-between on future communication between you and the third-party performing the work.
Our digital marketing experts help financial advisors attract new audiences and boost brand awareness with search engine optimization, safe link building, paid search marketing, social prospecting, and PR.
When it comes to converting clients and driving revenue, we can assist with conversion rate optimization, email marketing, SMS marketing, social media advertising, sales funnel development, lead generation, and much more!
Come talk to us about what we can do for your financial firm! Our digital marketing services are often tailored to smaller-sized financial firms, but we can also supplement the marketing departments of large corporations in the same industry. Read on to learn more about our digital marketing services and programs.
Digital marketing for financial advisors is simply advertising products or services through online channels like websites, search engines, social media, email, and mobile apps.
Most financial advisors think of digital marketing as another phrase for search engine optimization or paid advertising. Even though both services are used for internet marketing, neither fully describes the depth of complete online marketing plans for financial firms.
Modern digital marketing campaigns often include dozens of internet marketing strategies, all working together to help your financial firm improve visibility and conversions.
Some of the best financial advisor digital marketing strategies include:
Our team of digital marketing experts know the latest internet marketing trends for financial advisors. Take advantage of our past experience in more than 100 business industries, including financial firms, to help drive traffic and improve conversions across your digital assets.
To bring your website into the first page of search results for competitive phrases you have to take a holistic approach to SEO within your financial advisor digital marketing campaign. This means reviewing your technical, on-page, and off-page search engine optimization since all three aspects of SEO work together to show value to search engines.
When we take on new financial advisor digital marketing clients, we often find page speed, content quality, and backlink profile issues. Each of these SEO problems can be resolved through technical, on-page, and off-page search optimization. Let's explore more about each of these financial firm SEO services:
The important takeaway is to understand you can't focus on just one or two areas of search engine optimization in the digital marketing strategy of your financial firm. If you build an incredibly fast website without useful content or quality backlinks you will likely never see the first page of search results, except in unique circumstances. The same is true for other scenarios where two areas of SEO have been optimized, but one was neglected. You have to evenly distribute your attention to ensure competitors can't bypass your financial firm by simply completing all the required SEO checklist items.
We've already briefly discussed the importance of building authoritative links in off-page SEO, but it's worth mentioning again since financial firms often don't understand this area of search engine optimization.
When you look at the first page of search results for competitive keywords and long-tail phrases, you will almost always find large retailers in product-specific search results and long-standing service providers in local search results. If you further review the exact pages of these search results you will often find the number of backlinks to those pages is far greater than those to your relevant financial firm web pages. That is because search engines use backlinks to determine how authoritative your financial firm website and content are on a particular subject.
To improve your own web pages, you have to build quality backlinks to your homepage and interior pages using white-hat SEO link building services. It is critical to see this as a long-term endeavor for the digital marketing strategy of your financial firm. Don't get excited about this for a few weeks and build dozens of backlinks, then move on to something else for several months or years. That lack of commitment will only serve to keep your financial firm off the first page of search results. You need to establish a link-building strategy that will provide consistent and steady growth of quality backlinks from relevant websites and social media platforms. Most of all, you need to keep your backlink profile natural by not overdoing exact-match phrases, buying numerous backlinks from private block networks (PBNs), or participating in any black-hat link-building methods.
We utilize a number of white-hat financial advisor link building techniques in our digital marketing services, including:
Your online reputation is an important trust factor search engines use to determine rank positions, and your target audience uses it to make purchasing decisions. This is true for all types of purchases and decision-making, ranging from the selection of a local service provider, the purchase of a product on an ecommerce store, and even the selection of a financial advisor. People love reading about the positive experiences, and sometimes even more about negative experiences, that others had with your financial firm.
For local service companies, we can help you develop a review generation program within your digital marketing to increase the rate at which past financial advisors leave reviews for your financial firm. This often involves collecting reviews on Google My Business, UpCity, Yellow Pages, Angie's List, Yelp, and other online review collection websites.
If you run an ecommerce-focused financial firm, we can help with the collection of product reviews and company reviews. For an ecommerce business, it is important to collect reviews for both the quality of your products and the customer service experience of your financial firm. Online shoppers want to know the product they are purchasing is of sufficient quality or utility, but they also need to know you will be there to fulfill the order and answer questions after the sale.
For the reputation of professional service providers, such as doctors or attorneys, we can help establish protocols within your online marketing campaign for the collection of testimonials to ensure prospects always see a positive image of your financial advisors. This includes review generation, reputation monitoring, online reputation repair, survey campaigns, and social media growth. In some cases, even SEO can be used to help curate the best possible first-page results for the online reputation of your financial firm.
The risk of ignoring your online reputation is the loss of long-term business, which often isn't noticed until significant damage has been accumulated. Take control of your online reputation today to ensure you always put forth a better image than your competition.
Most financial firms use content marketing as a means of attracting, engaging, and retaining a high-interest audience by creating and sharing relevant blog articles, instructional videos, case studies, white papers, and other digital media. This digital marketing approach helps establish your financial firm as an industry thought leader, while also helping you dominate organic search results and the attention span of your target audience.
When your target financial advisors begin to identify your financial firm as the source of valuable advice or guidance you will find it is easier to guide them through your sales funnel. We help financial advisor digital marketing clients put together the right content marketing plan for their financial firm.
It is important to identify your target audience before starting a content marketing plan. This will help you understand the best media format for the content, whether that be informative blog posts, detailed case studies, informal whitepapers, best-in-class listicles, or drip email campaigns. It will also help you determine the best delivery method, which can be from social media, search results, or some other medium.
We often help implement content marketing strategies for financial advisors that involve blog content, infographics, podcasts, videos, email campaigns, whitepapers, case studies, surveys, webinars, checklists, listicles, and lead magnets. We particularly like using the case study method because it is a powerful tool for showing expertise as a digital marketing service provider. These are all effective ways to market content if you implement them correctly for your financial firm.
The use of social media ads in digital marketing involves paid ads being run on social platforms like Facebook, Twitter, TikTok, LinkedIn, and Instagram. These social media channels offer a quick and effective method for connecting to your target audience by allowing you to select interests, behaviors, and demographics. However, the downside can be the added cost of setting up the campaigns, creating landing pages, building out sales funnels, and performing conversion rate optimization to ensure the paid ads function as a proper lead generation or sales generation tool for your financial firm.
By leveraging the data sources of social media platforms, financial firms are able to hyper-target their audiences to deliver personalized content based on demographics, behaviors, interests, and other factors. While this is an enormous opportunity for most established financial firms, it can be an expensive lesson for businesses that aren't ready to take full advantage of social media advertising.
We help financial firms build out the necessary sales funnels and lead generation tools to make the most of their social media ads. We also recommend putting in place plans for conversion optimization and retargeting within these digital marketing services, both of which will help improve the return on ad spend you see within your campaigns. Let's not forget to mention the freshness of your ad creatives. When running financial firm social media advertising campaigns, you have to be mindful of ad decay and ad fatigue to prevent your campaigns from becoming stagnant and suffering from degraded performance.
The use of search engine marketing in digital marketing involves paid ads being run on search engines like Google and Bing. You will find that Google Ads and Bing Ads offer a quick and effective method for connecting your financial firm to an engaged audience that is actively looking for your products or services. The downside is the cost of setting up an effective and scalable paid advertising campaign for your financial firm, which often involves the creation of landing pages or sales funnels that are optimized for conversion opportunities.
We help financial firms of all sizes build out the necessary landing pages and funnels to generate leads and grow revenue, which makes paid advertising a cost-effective digital marketing strategy. For any search engine marketing campaign, we recommend creating a plan for retargeting and conversion rate optimization to improve your return on investment.
A sales funnel, or purchase funnel, is the visual representation of your customer's journey with your financial firm. The illustration of a sales funnel, which is often referred to as a marketing funnel or revenue funnel, looks just like a physical funnel you'd use to pour a liquid into a container. The top of the funnel is always larger because it illustrates the large number of potential financial advisors that might interact with your financial firm. The funnel narrows at the bottom to represent the various exit points within the sales process. Naturally, the bottom of the funnel is the smallest part because it represents the number of people who actually converted through the generation of a lead or the sale of a product.
The development of a sales funnel for financial firms is more difficult than the explanation of its concepts. For example, some of the most successful sales funnels produce millions of dollars of value each day for their owners. To develop a sales funnel that produces value for your financial firm, you have to put thought into the goal of the sales funnel and the type of sales funnel you want to implement.
There are numerous types of sales funnels, including self-liquidating funnels, automated webinar funnels, lead magnet funnels, premium client funnels, free plus shipping funnels, affiliate sales funnels, and dozens of others to consider for your financial firm. When you work with one of our financial advisor-focused digital marketing specialists, you will have an experienced digital marketer to bounce ideas off to help you determine the best type of revenue funnel for your financial firm. Alternatively, if you don't have an interest in being involved in the process, we can research more about your financial firm to determine the best funnels to explore and test within your digital marketing campaign.
There is almost no reason to neglect conversion rate optimization within financial advisor digital marketing campaigns. This is a critical aspect of any type of online marketing for financial advisors since it directly impacts the ability of the marketing service to provide value for the financial firm paying for the marketing service.
Boosting conversion rates can have a huge impact on your bottom line. Before you pursue a CRO strategy for your financial firm, it is important to understand what it is, how it works, and how to evaluate the service. This is a time-intensive process that involves plenty of iterative research and testing. What makes it most difficult is the CRO strategies that work for one financial advisor might not work for another financial advisor.
The most common financial advisor CRO strategies include reducing form fields on contact forms, testing different call-to-action phrases, creating attractive headlines, implementing a sense of urgency, fixing mobile website issues, improving page speed, adding exit-intent popups, defining value for the visitor, and adding trust and social proof signals.
True conversion rate optimization for financial advisors can become much more complex. To really dive into CRO, we have to fully understand your business offer, your competitors, the strengths and weaknesses of your value proposition, how visitors are currently interacting with your digital assets, the online reputation of your financial advisors, and many other factors.
You can use email marketing within a digital strategy to increase brand awareness, generate website traffic, drive sales and revenue, bring awareness to your social media profiles, engage past financial advisors, and gain valuable information about your target audience.
We help our digital marketing financial firm clients use Mail Chimp, Campaign Monitor, and Constant Contact for their email marketing campaigns. These are robust email marketing tools to create subscriber lists, segment your audience, and even develop email marketing drip campaigns.
The most important part of email marketing is developing a plan to increase your subscribers. We help email marketing financial firm clients build and nurture their email marketing lists by implementing email collection opportunities within lead magnets, exit-intent popups, checkout processes, squeeze pages, referral programs, affiliate programs, and numerous other methods.
For local service providers, the most important part of an inbound marketing program is lead generation. Not everything can be sold on the internet. For a lot of products and services, a phone conversation or in-person conversation is needed to close the sale. For these types of business industries, lead generation strategies are going to be critical.
There are many types of lead generation strategies to consider, all of which have been tried and implemented by our digital marketing team, for financial advisors and other professionals, at some point in the past. The most common lead gen strategies for financial advisors include the creation of helpful content, retargeting past website visitors, nurturing past contacts with email marketing, engaging visitors with live chat, developing free tools for visitors to use, creating referral programs and affiliate programs, creating video content that can be shared online, setting up free webinars for visitors to attend, or offering helpful downloadable content in a lead magnet.
For most financial advisor digital marketing campaigns where lead generation is a primary goal, our team will develop and implement one or more lead gen strategies in your digital assets to test what works best for your financial firm.
As a full-service digital marketing firm for financial advisors, we have our own in-house video production and video marketing department. This has been extremely helpful for financial firm content marketing strategies that required creative video assets. More importantly, we've used our video production department for the creation of video ads on YouTube and video marketing within Facebook Ads campaigns. There are many great applications for video production within a digital marketing strategy for your financial firm. You can use videos to demonstrate unique products, teach new concepts, and improve visitor duration. You can also implement videos within digital advertising campaigns to bring life to paid campaigns.
If you manage a financial firm that relies on selling a product or service you will eventually consider some form of marketing to improve revenue. There are many reasons to consider digital marketing over other, more traditional, marketing strategies for your financial firm. Let's go over some of the great reasons to implement a digital marketing strategy within your financial firm:
Before starting a digital marketing campaign for your financial firm it is important to create a plan with measurable business goals. You want to ensure everyone involved understands the ultimate goal of the digital marketing service to prevent spending time on ideas that won't positively impact your financial firm.
With a clear set of business goals in place for your financial advisors, you can move on to identifying a target audience. It is important to understand who you are targeting. This helps you tailor your financial firm digital marketing efforts to platforms your audience engages in and that you use messaging that resonates with your target audience.
Now that you understand your business goals and your target customer, you can make an informed decision regarding the needs and search intent of your audience. This will help ensure your financial advisors focus on the right keywords for your digital marketing and you align your content marketing strategies with the needs of your audience.
If you plan to incorporate search engine optimization in the digital strategy of your financial firm, make that your first priority. The slowest moving digital marketing tactic for financial firms, and even other industries, is search engine optimization. The improvements you make to your website, your content, and your backlinks can take weeks or months for search engines to fully recognize and have an impact on your rankings.
This is a great time to consider paid advertising for your financial firm website, or other digital assets. However, before sending paid traffic to your homepage, product page, or service page, you should consider the creation of a landing page or sales funnel. Most paid advertising campaigns for financial firms that have high bounce rates and low conversion rates make the mistake of sending traffic to a page that isn't optimized to convert a cold audience. The best lead generation strategies for financial firms employ the use of splash pages and sales funnels to lead people to the desired marketing outcome.
Now that plans are in place for bringing traffic to your financial firm, you should consider how to best interact with those visitors after they leave your website. Not everyone who visits your website, landing page, or sales funnel will convert on the first visit. You should consider options to build an email marketing list, offer SMS alerts for new offers, or set up tracking pixels to retarget recent visitors to your website.
When all of these digital marketing strategies are in place for your financial firm you are ready to enter the testing and optimization phase. This involves constantly measuring the success of your financial advisor-focused campaigns, looking for areas of improvement, and even trying new ideas that you read about in case studies or white papers. You should always be in a state of conversion rate optimization throughout all aspects of the digital marketing campaign of your financial firm.
We want to be the digital marketing partner of your financial firm! There are many factors to consider when researching digital marketing agencies for financial advisors. With more than 18 years of experience, you know you can trust the internet marketing strategies and tactics we suggest for your financial firm. These are often the same digital marketing tactics we use for our own lead generation and conversion rate optimization services. In fact, you are likely visiting our website because of the effective implementation of our own digital marketing campaign.
Most importantly though, you should choose our digital marketing agency because you feel confident we are the right team for your financial firm. Here are a few reasons we suggest considering our digital marketers for your financial firm:
When it comes time for your financial firm to start the search for a digital marketing agency, we hope you keep our internet marketers in mind for the task. If you have any follow-up questions, please feel free to send an email or give us a call to start a discussion with the helpful staff at our internet marketing firm.
When searching for the most experienced digital marketing experts, it is important to review each digital marketing agency for communication, availability, past results and client satisfaction. This will help ensure proper expectations are set from the beginning of the marketing project, which will give you the most experienced chance for long-term internet marketing success. You will find WebCitz to be one of the highest rated online marketing agencies in the USA!
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