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Maximize Your Financial Advisor Website


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Do you already have a website with Great, here are some tips on how you can market your site and increase your online exposure.
For those who don't have a website with us yet, don't worry, these slide will give you a great idea of what you could get out of it.

Published in: Business
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Maximize Your Financial Advisor Website

  1. 2. <ul><li>Having fresh, engaging content is key for the success of your website </li></ul><ul><li>You can add text, pictures, pdfs, videos and many other type of documents on your site </li></ul><ul><li>Send your content to [email_address] and we will add it to your website once it is approved by compliance </li></ul>
  2. 3. <ul><li>Based on our experiences when it comes to websites we have noticed that advisors who have a photo will generally see more usage. </li></ul>
  3. 4. <ul><li>Will the content be valuable to your customer? </li></ul><ul><li>Is the material copyrighted ? </li></ul><ul><li>Do you require 3rd party approval from the content owner? </li></ul><ul><li>Do you require approval from your compliance department? </li></ul><ul><li>Will the content change over time? It is recommended to link directly to the original site rather then hosting forms and/or content on your site. </li></ul>
  4. 5. <ul><li>Google analytics provides you with a very good idea of how your visitors are using your website, how many visitors you are getting  and ultimately you can determine whether you are generating good exposure and value from your web presence or if there is room for improvement. </li></ul><ul><li>Data that will be beneficial to you: </li></ul><ul><ul><li>Unique Visitors </li></ul></ul><ul><ul><li>Amount of Pages viewed </li></ul></ul><ul><ul><li>Top Pages viewed </li></ul></ul><ul><ul><li>Time on site </li></ul></ul><ul><ul><li>Search term </li></ul></ul><ul><ul><li>Referring sites </li></ul></ul><ul><li>Free to signup: www. google .com/ analytics / </li></ul>
  5. 6. <ul><li>Google Sitemaps help Googlebot quickly find new content on your Web site. They allow you to tell Google what’s important, what’s new and what changes often. The tools provided to Webmasters through the program can play a vital role in helping you understand how the search engines (especially Google) view your Web site. </li></ul><ul><li>Free to signup: www. google .com/ webmasters / tools / </li></ul>
  6. 7. <ul><li>You should make your website address stand out by increasing the font size. You may also want to include a call to action. Sample call to actions include: </li></ul><ul><ul><li>Please visit my new brand new website at </li></ul></ul><ul><ul><li>A referral is one of the biggest compliments a client can give me. You can now send a referral through my website at </li></ul></ul><ul><ul><li>Check out my latest newsletter at </li></ul></ul><ul><ul><li>My website contains some very useful resources, please feel free to review these resources at </li></ul></ul>
  7. 8. <ul><li>As a busy business professional, you may not always be available to take a phone call. you can use your voice mail to promote your advisor website. Here is a sample voicemail message: </li></ul><ul><li>“ Hello, you have reached John Doe. I am unable to take your call at this time but please leave a message and I will get back to you as soon as I can. You can also visit my website at Thank you.” </li></ul>
  8. 9. <ul><li>Your website is an important touch point for your consumers. Make sure you prominently include your website address on your business cards. </li></ul><ul><li>Tips: </li></ul><ul><ul><li>When you meet new clients, point out your web address and tell them about your site </li></ul></ul><ul><ul><li>Highlight the web address before you hand out your card (people are more likely to visit it) </li></ul></ul>
  9. 10. <ul><li>Use your website over the year to set multiple and recurrent touch points with your clients. You can achieve this buy building a client emailing lists </li></ul><ul><li>Items you can send: </li></ul><ul><ul><li>Quarterly newsletters </li></ul></ul><ul><ul><li>Monthly Market Commentary </li></ul></ul><ul><ul><li>Events invitations </li></ul></ul><ul><ul><li>RRSP documentation </li></ul></ul><ul><ul><li>Annual ‘Thank you’ card </li></ul></ul>
  10. 11. <ul><li>A blog has advantages for business owners and people looking to make a living from the Internet as well: </li></ul><ul><ul><li>Blogging establishes you as an expert in your field. </li></ul></ul><ul><ul><li>Blogging moves your site up in the search engines if you update your site regularly. </li></ul></ul><ul><ul><li>Blogging gives you an easy way to interact with customers and potential customers. </li></ul></ul><ul><ul><li>Blogging is an easy way to give more value to your customers and let them know more about you and your products before they buy. </li></ul></ul>
  11. 12. <ul><li>There are companies that are utilizing the social web to find customers, to build up a reputation, and to get the upper hand on landing the big deal. Here are four of the best social media you should be using: </li></ul><ul><ul><li>LinkedIn and Groups </li></ul></ul><ul><ul><li>Twitter for business </li></ul></ul><ul><ul><li>Slideshare </li></ul></ul><ul><ul><li>Facebook </li></ul></ul>
  12. 13. <ul><li>Everyone knows that LinkedIn is THE social network for professionals. It allows you to collect recommendations and connect with others. Unleash its power to drive more traffic to your site by: </li></ul><ul><ul><li>Finding LinkedIn Groups that relate to the topic(s) you write about or provide on your site. </li></ul></ul><ul><ul><li>Getting involved in the conversations. </li></ul></ul><ul><ul><li>Posting your blog articles and/or relevant content. </li></ul></ul><ul><ul><li>Answering LinkedIn Questions. </li></ul></ul>
  13. 14. <ul><li>Twitter receives over 40 million unique monthly visits </li></ul><ul><ul><li>Chances are that your target market is there </li></ul></ul><ul><li>Look at Twitter as a way to build and retain customers </li></ul><ul><ul><li>Share information </li></ul></ul><ul><ul><li>Update your clients </li></ul></ul><ul><ul><li>Speak to your audience directly </li></ul></ul>
  14. 15. <ul><li>Over 350 million people use Faceboook </li></ul><ul><ul><li>Chances are that your target market is there too </li></ul></ul><ul><li>Look at Facebook as a way to connect with your clients </li></ul><ul><ul><li>Share information </li></ul></ul><ul><ul><li>Join groups and give value </li></ul></ul><ul><ul><li>Speak to your audience directly </li></ul></ul>
  15. 16. <ul><li>More than 30,000 slideshows are being uploaded each week on Slideshare. Here is why: </li></ul><ul><ul><li>Online version of presentation (reduce attachments size) </li></ul></ul><ul><ul><li>Promote your ideas (link presentations to social networks) </li></ul></ul><ul><ul><li>Build online connections and be found by others </li></ul></ul><ul><ul><li>Link back to your website for further reading </li></ul></ul><ul><ul><li>Publicize your presentations </li></ul></ul>
  16. 17. <ul><li>Here are other ways to promote your business: </li></ul><ul><ul><li>Search Engine Optimization – increase volume of traffic </li></ul></ul><ul><ul><li>Google Adwords – drive paid leads to your site </li></ul></ul><ul><ul><li>Banner ads – advertise on other targeted sites </li></ul></ul><ul><ul><li>Email marketing – build rapport with your audience </li></ul></ul>