Some financial planners are unaware that they don’t actually own their website – their web designer does. In many cases these advisers are essentially ‘renting’ their website from their designer – they pay an annual fee in exchange for the site and hosting. In this article we’ll look at the different options and explain why…

I’ve had a couple of conversations recently with financial advisors about how we may be able to help them use the internet to market their businesses. In both instances the planners had existing web sites, and a good relationship with their web designers. In instances like these there are a few ways we can work…