3 SEO Tips Based on 1000+ Conversations with Financial Advisors

As the founder of WhyFiduciary.com and FeeOnlyNetwork.com (exclusive to NAPFA-Registered Financial Advisors), I talk with as many members as I can about their online marketing to ensure that our service fully supports and enhances their efforts.  Each call covers ways to improve search engine rankings and online reputation.  In looking back at more than 1000 conversations in the past 3 years, I found that I was offering the same recommendations to nearly every advisor.  In most cases, these are small changes that can have a significant impact to their online visibility, but which will likely not require a webmaster. Let’s get right to it.

  1. Say “who you are, what you do, and where you do it” on your homepage

This is something so basic that is seems to be overlooked.  Google and other search engines strive to present results that are most relevant to the searched phrase. A major consideration for ranking is website content. Simply put, if you want to rank for a phrase like “financial planner Atlanta GA,” you have to have a website that is considered a relevant resource about financial planning services in the Atlanta, GA, area.

An easy way for a firm to establish relevancy is with a structured paragraph on their homepage that states their name, their firm’s name, the types of services they provide, and the city and surrounding areas that they serve. For example:

William Foxburn is a financial planner in Atlanta, GA, serving the downtown, Marietta, and Alpharetta areas. Foxburn Financial Group specializes in financial planning, retirement planning, and investment management.

This straightforward content provides the information that prospects might be looking for first and allows advisors to naturally include valuable keywords, providing a foundation for getting meaningful rankings. Homepage content should assure the visitor that they are on a website that meets their basic expectations and leads them to click deeper.

  1. Optimize your professional profiles as you would your website

Advisor profiles on sites like FeeOnlyNetwork.com, WhyFiduciary.com, NAPFA.org, LetsMakeAplan.com (CFP), PlannerSearch.org (FPA), PaladinRegistry.com, GuideVine.com, GarrettPlanningNetwork.com, and others can be a planner’s greatest asset in growing their online footprint and boosting their website rankings. In fact, some professional profile pages might rank higher than an advisor’s own website because of quality links, fresh content, and social media prominence.

To take advantage of these profiles, advisors should complete all information fields, such as their biography, firm information, services, etc., and work in the same keywords that they are targeting for their website. An efficient way to do this is to begin the biography with the same structured paragraph that I recommended for their homepage: who you are, what you do, and where you do it.

If the profile text editor permits adding links within the content, consider this to be an SEO golden opportunity—advisors should work their most valuable keyword phrase into the content and make those words a link to their website. This will help the search engines understand what their site is about and greatly improve the ranking for specific terms.

  1. Link your website to important outside Web pages in a meaningful way

Once they have optimized their professional profiles, I encourage advisors to emulate the linking strategy that we use on FeeOnlyNetwork.com and WhyFiduciary.com. Our advisor profile pages are the hub of all information that showcases credibility and expertise. This can include links to websites for social media, designations and associations, media mentions, quotes, articles, press releases, and community involvement.

Advisors shouldn’t just link to the homepages of their associations (like NAPFA.org, CFP.net, OneFPA.org, etc.) from their websites. Instead, they should link directly to their profile page or listing within the organization’s directory, using the full Web address of that page to be the target link from their website so that it navigates directly to their profile.

This strategy will help the search engines connect the dots between similar and relevant information about an advisor that is spread across the Internet, making all of their information more visible and valuable. Everybody “Googles” everybody today, and this strategy will help an advisor’s important Web pages to become more prominent to prospects, clients, and anyone looking for more information about them.

The bottom line

Never underestimate the power of basic search engine optimization (SEO) and online reputation management. To summarize:

  • Include quality original content that includes specific keywords throughout a firm’s site.
  • Grow an online footprint with optimized professional profiles.
  • Link together all information that shows an advisor’s credibility and expertise.

Taking time to make a few changes now can put you ahead of your competition and set a foundation for long-term online marketing success.


Allan Slider is the founder of Advisorology, LLC and an industry expert in search engine optimization and online reputation management. Advisorology (established in 2005) and its proprietary platform transform the way fiduciary advisors showcase their credibility and expertise, grow their online presence, and build their personal, digital brand. Trusted by the industry’s highest standard of financial professionals and associations, Advisorology operates two web properties: