Category Archives: Featured Post

Can You Update Your Website Yourself?

Think for a minute about your favourite website? What do you like about it? How often do you visit it? Usually when I ask financial advisers this question, their favourite site is one that is updated regularly, so they visit it regularly. It could be a site about news, sport, financial things or it could…

Web Strategy Is Not Web Design

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…

Getting Traffic To Your Website

So, you have your financial planning website all ready. It looks great, you’ve spent hours on the content and the design and you’re very proud of it. And you launch it. And for a few days, it gets a bit of traffic – mainly because you’ve sent out an email to existing clients, (and friends…

How Pretty Is Your Financial Planning Website?

I’ve been looking over a few financial planner’s websites over the past couple of weeks. Some were very basic sites that had been set up a while ago and never updated. Others looked great – lots of nice pictures and animation, but didn’t say much.  Some sites were very basic in their look, yet provided…

Effort-Less Marketing for Financial Advisors – Book Review

I’ve known of Steve Moeller for quite a while and have subscribed to his email newsletter which is full of good ideas. This book isn’t new, but provides a lot of good ideas to help financial planners find marketing ideas for their business. Use a 5-Step Process to Transform Your Business–and Your Life! If you’ve…