If you’re like most financial planners, you’re probably looking for new clients for your business. For many planners, the most common sources of new clients are referrals from existing clients or centres of influence such as accountants or lawyers. Did you know that there’s an increasing number of people turning to the internet to find…
I know of many financial planning groups who are reluctant to allow their advisers to have blogs, Twitter accounts etc, because they’re worried that they won’t be able to control the online conversations. My response to that is that the conversations are already going on, whether you can see them or not. A far better…
Just before I discovered how easy it was to start a blog, I discovered RSS feeds. In this article I’ll explain what an RSS feed is and how you can use one for your financial planning website, and for keeping up to date with things in your industry. What is RSS? RSS is an acronym…
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…
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…
