Wizdom1's homepage set within a computer screen

Financial Advisor Website Showcase: WizdomOne Group

Today's Advisor Website Showcase, we are joined by Gregg Pajak of the WizdomOne Group. From the get-go, Gregg was excited to answer our questions about the firm, how they handled remote work, the site's design, and much more. Unquestionably, this was a wonderful experience for both sides.…

The 15 Best Financial Advisor Websites

One of our favorite parts of working with our financial advisors and broker-dealers is the reveal of each new website. It’s so exciting to see the unique personality and perspective of each advisor expressed through a website. Our team takes great pride in working with our clients to create…

Featured Image of the Homepage for the New Lantern Advisor Site

Financial Advisor Website Showcase: New Lantern Advisors

For today's Advisor Website Showcase, we are joined by Michael Allison of New Lantern Advisors. We sent Michael some of our most in-depth questions so far to see how he handled his website, transitioning into virtual work, and fighting against his kryptonite. Modernize Your Website The second you…

how to write your financial advisor about page

Why Every Financial Advisor Needs an About Page (And How To Write Your Own)

As a financial service professional, your website is one of the key components to establishing your online brand. Your "About" page is perhaps the most critical page of your site when it comes to attracting new prospects and engaging current clients. This page will often be the first stop a new…

Quick Guide to SEO Using Your FMG Suite Website

Search engine optimization. It’s the watercooler topic of the marketing world and everyone is talking about it, regardless of the industry. While financial services is unique from many other industries in that it is largely a referral-based business, financial advisors still want in on the SEO…

How to Generate Leads with Content Marketing

How to Generate Leads for Financial Advisors Lead generation for financial advisors used to be a tedious endeavor that consumed a lot of valuable time. But with the advent of digital marketing, you can harness powerful tools that are more efficient and more effective for growing your business. From…

Brand Engagement for Financial Advisors

What is Brand Engagement for Financial Advisors? Brand engagement is the process of building an emotional and intellectual bond between a consumer and a brand. Maintaining a brand that connects with your potential clients via touch points along the client journey that aligns with your core values…

7 Simple Steps to Super-Size SEO for Financial Advisors

If the term “Search Engine Optimization” makes you feel anxious, you’re not alone. Traditionally, SEO for financial advisors has been associated with complicated coding in the back-end of a website. It seemed like something best left to the technologically-advanced. The truth is, the days of…

Why Your Advisory Needs a Logo and How to Work with a Logo Designer to Create One

Does your financial advisory brand have a logo? If not, you could be missing out on one of the most effective branding tools available. Think about some of the famous logos you immediately recognize — McDonald's arches, Apple's apple symbol, the Nike® "swoosh" and other well-known logos. These…

3 Ways Advisors Waste Money on Marketing (And What to Do Instead)

Are You Making These 5 Financial Advisor Marketing Mistakes?   Many financial advisors tackle marketing budgets as an afterthought. If there’s enough in the budget after expenses, they may spend some money on marketing. However, marketing is critical for growing assets under management (AUM)…