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  • Lawrence Christenson

SEO Tips for Financial Advisory Firms

Updated: Nov 10, 2023

In today's online world, where folks look for financial advice with a quick Google search, nailing search engine optimization (SEO) is a game-changer for wealth management firms that want to get into the digital marketing space.


Think of it as making sure your firm shows up when someone looks for help with their money. Understanding and meeting what people are searching for is the secret sauce to make your firm a star on the web.


What's Search Intent?


Picture this: You're planning a vacation, and you want to find the perfect spot. You might type "best vacation spots" into Google. That's you showing "informational" search intent. You want to gather info.


Driving in Hawaii

Now, say you're set on visiting Hawaii. You'd Google "best hotels in Hawaii." This time, you're ready to book, and that's "transactional" intent. Search intent is about understanding what users want when they type a query.


So, How Does Search Intent Fit In?


You've got to create content that matches what people are looking for.


If someone's asking general money questions, like "how to save for retirement," your content should answer those questions.


If another person is more specific, like "best wealth managers in Miami," your content should guide them to find the best wealth manager.


Writing Content That Rocks


Creating content is key. Imagine you're planning a road trip, and you need a checklist. That checklist is your "blog post" — it should be easy to read, useful, and have all the info you need.


Here's an example in a blog post...


My key words for this blog post are "SEO Tips for Financial Advisory Firms". Notice, it's in the title. Notice, it's now in the body text (see last sentence). And now I'm going to put it in as an H3 subheader.


SEO Tips for Financial Advisory Firms


These are simple ways to add keywords into your blog post!


Let's Wrap It Up with Three Essential Keyword Tips for Your Blog:

  1. Picture Perfect: Use 'Alt Text' for All Images to Guide Google's Understanding.

  2. Summarize & Optimize: Infuse Your Meta Description with Focus Keywords. Keep it concise, ideally 155-165 characters.

  3. URL Magic: Enhance Your Blog's URL Slug with Keywords for Improved Search Visibility. Don't forget the dashes!


Magic Words: On-Page SEO


Now, let's talk about the magic words on your website. The title, meta description, and headings you see on a web page. They need to be exciting, inviting, and make sense. They help search engines understand what your page is about.


For instance, if you're the "go-to" wealth manager in Utah, your page title could be "Top Wealth Manager in Utah." Simple enough, right?


Woman looking at tablet

Techy Stuff: Technical SEO


It's not just about what you say; it's how you say it.


Technical SEO is like making sure your website is a smooth ride for visitors. If your website loads quickly, has a mobile-friendly design, and uses special code that helps search engines, you're in great shape.


How do you handle it all? You've got two main choices: tap into valuable resources like YouTube, courses, blogs, and podcasts, or bring in experts to get it right from the get-go.

Connect the Dots: Link Building


Building links can be quite the time-eater. The goal is to get your name featured on as many trustworthy websites as possible. The more trustworthy sites your name is featured on, the more trustworthy you seem to google.


Happy older people meeting at a party

Imagine you're making new friends at a party. You want to meet the popular kids (or websites). If they like you and talk about you, it means you're getting recognized. The more popular friends (backlinks) you make, the better it is for your SEO.


Google Analytics: Your Personal Detective


Simply put, Google Analytics tells you how well your site's SEO is doing.


Think of Google Analytics as your personal detective. It helps you understand what's happening on your website. Are people liking what you say? Or are they leaving the party early? It's a handy tool to see what's working and what needs tweaking.


Learning from Others: Case Studies


Stories are great teachers. Look for stories of real wealth management firms that aced the SEO game. Learn from their wins and find your own path to success.


From there, simply tell your story in a similar fashion, and you'll easily find your place among the top 10% of thriving digital marketing wealth management firms.


Future-Proofing Your SEO Strategy


Now, let's look to the future. Just like you need to adapt to new trends in fashion, you've got to adapt to new trends in SEO.


Voice search, artificial intelligence, and more are coming your way. Stay on top of the game to keep your SEO sharp.


The Grand Finale: Conclusion


The SEO journey is ongoing. By mastering search intent and staying flexible in the ever-changing digital world, you're setting your wealth management firm up for online stardom.


SEO plays a pivotal role in your digital marketing success, but we get it; it can be quite perplexing without an expert by your side. That's precisely why, here at Reviv Agency, we ensure that SEO is a fundamental component of our digital marketing strategies. With our unwavering support and expertise, we'll be with you every step of the way, ensuring your website not only stands out but excels in search results. This means more high-quality leads for your business, putting you ahead of the competition.

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