Marketing Insights for Fee-Only Financial Advisors

David Bromelkamp, long-time NAPFA member, founder of Allodium Investment Consultants, and author of "AdvisorSmart for the Individual Investor", graciously invited me to write the foreword for his book. This insightful guide advocates for individual investors to seek Fee-Only Fiduciary advisors and cautions against the marketing tactics and biased advice of…...

When it comes to helping people find your financial advisory website online, two types of meta tags are particularly important: title tags and meta descriptions. Think of these as your website’s handshake and elevator pitch in the digital world. They play a big role in how your site appears in search results and can greatly…

Advisorology, LLC (Pittsburgh, PA) – the company that elevates the visibility and professional status of fee-only financial advisors, individually and collectively – is looking for a local marketing associate to join our growing team. This will start as a freelance position with @80 hours over 1 month to knock out a few interesting projects.  If we…

It’s no longer about S.E.O. For today’s modern financial advisor it’s about H.P.O., P.P.O., L.S.O., B.P.O., S.M.O., and C.P.O.!   In this 45 minute presentation, Allan explains why Google treats financial advisor websites differently, and gives action items for simple website changes that can raise your rankings for search terms that matter. Attendee Feedback:Subject Matter…

ALL NAPFA and XY PLANNING NETWORK MEMBERS HAVE ACCESS TO A PROFILE ON FEEONLYNETWORK.COM – LEARN MORE As the founder of FeeOnlyNetwork.com (exclusive to financial advisors meeting NAPFA’s high standards), I talk with as many members as I can about their online marketing to ensure our service fully supports and enhances their efforts.  Each call…

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