SEO from the start
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6 SEO Pitfalls to Avoid During Your Next Website (Re)Design Part 2: Not thinking about SEO from the start

Let’s dig a little deeper into the first of Hubspot's 6 SEO Pitfalls to Avoid During Your Next (Re)Design. In case you missed it, here is a refresher on What is SEO and why do I need it? One of the biggest mistakes you can make during a…
Why Every Financial and Insurance Advisor Needs a Website
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Why Every Financial and Insurance Advisor Needs a Website

As a product manager, I spend around 2-3 full days a week speaking to a multitude of financial advisors whose practices range from independent shops (one person) to large advisory groups and branches. One of the most popular questions I'm asked…
SEO traps
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SEO Tips for Advisors | 5 Key SEO Traps You Want to Avoid

I had the privilege of listening to Danny Sullivan speak today and thought I would share and expand on some of his key thoughts with you. For those of you who don't know Danny Sullivan, he is a well known industry authority on search with over…
What Every Advisor Ought to Know about Web Analytics

What Every Advisor Ought to Know about Web Analytics

Monitoring the traffic to your website is a critical component to digital marketing success. Understanding the data can help you make adjustments and also help you determine whether the adjustments and changes you are making to your website…
Acquiring the Young Investor as Your Client
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Acquiring the Young Investor as Your Client

I recently came across an interesting article discussing a current trend occurring in the investment advisor business arena. In short, the article warns advisors who have practices consisting mostly of either wealthy baby boomers on the verge…