Tips on local search marketing to increase the ranking of your advisor website on Google. Included are simple steps from optimizing your pages to using keyword variations. Chat with a web specialist: https://advisorwebsites.com/finance-website-demo Use the coupon code LINKEDIN30 to opt in for 30% off your website setup.

1. Advisors Ask
SEO for Financial
Advisors

2. “Yes! I want business growth!”

3. 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.
1
2
3

4. SEO is rewarding.

5. But there are no guarantees.

6. 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.

7. 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 Questions
5. Live Q&A

8. How to set SEO
expectations as a
FA?

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

10. ➜Compliance limitations
➜Websites aren’t a new landscape -
know the competitive space
➜Limited time
➜FA leads are traditionally from
referrals
Why?

11. 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.”

12. Where can I find
SEO tools on my
website?

13. 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

14. Example
“Main Term I Want to Rank”
Bart Wisniowski
→ url, title and description. It’s also in the
main body content.

15. What do you mean
by local SEO?

16. 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’

17. LOCAL ONE
Set up your google
my business
Place your screenshot here

18. 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 Variations
LOCAL TWO

19. 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.

20. 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).
1. 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?

21. The Spend Zero
Money Approach

22. 4 Steps
For 90% of advisors, only invest time.
Why?
Need to know how to measure.

23. STEP ONE
Do 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.

24. STEP TWO
Optimize 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.

25. STEP THREE
Create 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’

26. STEP FOUR
Market 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.

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