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Digital Marketing For Financial Advisors
We utilize the best technology available on the web to analyze your web assets, your competitors, and your online marketing opportunities to create and implement a custom plan that enables your firm to stand out and grow.
Traffic. Leads. Clients.
The bottom line for your marketing is to grow your business at a cost that is less than the revenue that is generated, right? Sounds simple enough, but the challenge lies in sorting through all of the competing information, programs, and marketing options.
For more than 10 years we’ve been obsessed with understanding how Google works and how to apply that knowledge to help financial firms grow their bottom lines through SEO.
What We’ve Learned.
First, search engine optimization is “knowable.” There are concrete steps you can take to successfully get found by prospects online.
Second, while search engine optimization can be simplified into a specific and well-defined strategy, it’s NOT easy. There are no shortcuts, quick fixes, or easy buttons that work for the long term. Good SEO involves taking a holistic approach and customizing your plan based on your business, competitors, and location. It means ensuring your website, your core digital asset, can power the growth of your business for the long term.
Testimonials
Brien has taken my website and marketing to a new level. The majority of my prospective clients find me through internet searches. Although two years of blogging helped attract attention, I needed to work on SEO to attract more qualified leads, particularly after raising my minimum retainer. Brien’s SEO expertise was invaluable since I was a total novice.
The Website Hosting service dramatically improved my site speed, which is a key component of SEO. The Website Audit improved the SEO of all of my website pages and blog posts, and guided my marketing plan for the year. I highly recommend Brien to other independent fee-only financial advisors.
Jane Yoo
Certified Financial Planner and Fee-Only Advisor
Jane Financial
The biggest driver of me hiring Brien was I had no time to focus on SEO and I do not have the skills. There is a lot to know. My time is better spent on planning and managing portfolios for my clients. They do not pay me to optimize my website!
Not long after Brien began doing SEO for our website we noticed a higher volume of calls and emails inquiring about our services. It has only increased since then. SEO has had a significant impact on the volume of traffic to our website resulting in new prospect meetings.
Georgia Bruggeman
Fee-only Financial Planner
Meridian Financial Advisors
When we decided to update our website to be more reflective of our company image, Brien Shanahan was instrumental in helping us incorporate SEO coding throughout the development phase to ensure that our site was present near the top of search engine results. With his help, we have definitely noticed an increase in the number of qualified prospect inquiries to our firm.
Sarah Buenger
Certified Financial Planner
Paragon Financial Advisors
After hiring Brien, we received a number of leads and recently added new A+ clients who found us using a Google search. Brien worked closely with me to make my website SEO friendly while at the same time maintaining the look and feel that I wanted. I would highly recommend this team because they work with you to understand your needs and then develop a customized solution that delivers results.
Wade Chessman
Certified Financial Planner
Chessman Wealth Strategies
Advisor SEO
WordPress Websites
Pay-Per-Click Ads (PPC)
Grow | Capture | Convert
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