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The best SEO experts
for financial advisors

Struggling to attract high-net-worth clients online? An SEO campaign targets your ideal prospects where they’re searching – empowering your practice to rank higher for valuable keywords that showcase your expertise and services. Let’s discuss how to amplify your digital presence and consistently acquire affluent new clients.

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December 2024 searches for An estimation of the average monthly number of searches for a keyword over the latest known 12 months of data
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Search engine optimization

Our comprehensive SEO solution helps maximize online visibility. We optimize your website, create search-friendly content that targets client need-based keywords, and employ ethical link building strategies that expand reach. The result is prominent visibility for high-value search terms so your expertise lands at the top of search results and map listings.

Website design

Our SEO website designs employ cutting-edge UX principles that boost engagement, trust and conversions. Built on a fast, mobile-friendly foundation, we architect sites with optimal page speed, seamless navigation and strategic calls-to-action. These research-backed design strategies attract and guide ideal prospects to request your financial advisory services, contact your firm or apply as new clients.

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Reputation management

We help financial advisors proactively monitor and build a trustworthy online reputation. Our software tracks mentions, reviews and crucial background information across the web to guide your local marketing initiatives. Updated advisor and company listings also propagate accurate location, contact and service details across 50+ directories to portray expertise and consistency online.

What We Do

SEO Services for Financial Advisors

Our tailored SEO services help financial advisors rank for relevant searches, connect with ideal clients, and grow their practice online. By targeting high-intent keywords and optimizing local visibility, we make it easy for your firm to stand out in a competitive market.

Keyword Research & Content

Our dedicated team performs in-depth keyword discovery and opportunity analysis for financial advisors. We uncover the precise search terms and semantic variations ideal prospects use to find services like yours. This enables us to optimize your web presence for online visibility, lead generation and engagement with the high-value customers you want to attract.

Competitor Research

Our in-house team analyzes your top competitor websites to inform our client growth strategy. We extract key data points around their traffic sources, service focus, outreach practices and more using best-in-class tools. These insights allow us to make decisions to distinctively position your practice to surpass the competition in online visibility and client acquisition.

Local SEO

Our Local SEO solutions help financial advisors dominate search and map listings in their geographic service area. We optimize Google Business Profiles and 50+ key directories with precisely geo-targeted keywords and service categories. This drives new client growth by ensuring local prospects find and connect with your expertise and advisory firm when searching online.

AI Content

Our managed AI content service helps scale advisor content production and SEO. Using cutting-edge language models, we create search-optimized blog posts, FAQs, location pages and more. Then our marketing experts refine every piece to ensure informative, engaging content that builds expertise and human connection.

Link Building

We execute white hat link building campaigns to rapidly expand your domain authority and search visibility. By securing placements on reputable, high-traffic websites in the financial space, we grow trust indicators like backlinks. This elevates your search rankings and referral traffic, enabling your advice content to be found by clients.

Technical SEO

Our technical SEO services establish the search visibility foundations for long-term success. By optimizing website speed, security, indexing and more, we ensure maximum discoverability by engines. This amplifies all other efforts, allowing pages, content and listings to drive measurable growth by reaching rankings and conversions.

On-Page SEO

Our on-page SEO refinements directly optimize existing advisor content for higher rankings. By seamlessly integrating target keywords, improving page structure, and enhancing meta data we attract more qualified visits. This amplifies the entire site's visibility in rankings to establish your brand as a trusted authority that prospects connect with.

Schema Markup

We implement schema markup to enhance search visibility and clickthroughs for financial advisor content. By tagging advisor profiles, locations, events, and more with structured data, search engines better understand your pages. This results in rich search snippets that intrigue prospects, improve CTRs, and amplify your authority across search results.

Resources

Financial Advisors marketing hacks

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2024 Healthcare Trends and 2025 Predictions
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Lead generation in healthcare
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Elevate Holistics

Stephen Stearman

“Thanks to their SEO services, we’ve seen a 65% increase in traffic and a surge in MMJ card renewals. Their expertise in cannabis SEO is unmatched—our business is thriving like never before!”

150%
Total leads
520%
Web traffic
477%
ROI
Result Driven

Success stories from real business owners

Spyglass Realty Ryan Rodenbeck Headshot
Spyglass Realty

Ryan Rodenbeck

“Their SEO strategies transformed our online presence, driving a 50% increase in inquiries from buyers and sellers. We’re now connecting with more clients and closing deals faster!”

520%
Total leads
520%
Web traffic
477%
ROI
headshot testimonial 6
Silver Tax Group

Chad Silver

“Their SEO expertise brought our firm to the top of search results, doubling client inquiries. We’re now connecting with more individuals and businesses seeking reliable tax resolution services.”

150%
Total leads
520%
Web traffic
477%
ROI
Customer Testimonials

Get a FREE proposal crafted by SEO experts

Get a FREE proposal tailored by financial advisor SEO experts. Learn how we can help you rank higher, attract more clients, and establish a strong online presence for your practice.

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Market leader
in SEO strategy

"Our leads have doubled since partnering with Direction"
best medical SEO company award.

Voted top rated
SEO agency

"We felt like their top priority every step of the way"
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5 Star rated
in excellence

“The perfect sales
accelerator for SMBs"

Trusted by financial professionals to deliver data-driven SEO for their practice

g2 badge seo

Market leader
in SEO strategy

"Our leads have doubled since partnering with Direction"
best medical SEO company award.

Voted top rated
SEO agency

"We felt like their top priority every step of the way"
capterra badge

5 Star rated
in excellence

“The perfect sales
accelerator for SMBs"

Real, sales-backed results,
Proven strategies.

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Learn

Common Financial Services SEO Q&A's

Have questions about financial services SEO? Explore our answers to frequently asked questions to learn how we can help grow your online presence.

SEO (search engine optimization) helps financial advisory firms amplify visibility and client acquisition through organic search results. By optimizing your website, thought leadership content, and online profiles for relevant industry keywords, earned search traffic drives new leads. Target terms relate to services like retirement planning, estate optimization, portfolio management, and other advisory offerings.

We execute integrated SEO strategies tailored for the financial space – from technical enhancements to creative link building campaigns that establish authority and trust with rankings, site traffic, and revenue growth. Anchored in data and analytics, our financial advisor SEO demonstrates ROI through qualified contacts and expanded digital presence.

Industry benchmarks range from 7-12% of revenue. Established firms reinvest over 10%, while younger practices striving for growth spend upward of 15%.

The key is allocating budget across strategies with the best ROI – with SEO delivering a average of $28 for every $1 spent. Our clients see optimal gains dedicating 10 to 20 percent toward an integrated digital strategy anchored in search optimization.

Yes, financial advisors can utilize Facebook ads to promote their services and acquire new prospects. However, advisors must ensure their ads and landing pages comply with SEC regulations around testimonials, disclosures, and performance claims.

We recommend emphasizing educational content around planning and goals vs. specific returns. Targeting higher net worth demographics and optimizing creative to drive clicks to a pre-qualified lead gen form can capture high quality prospects from Facebook efficiently. Though less regulated, LinkedIn also provides excellent lead gen options.

Yes, financial advisors can enable and invite Google reviews. These can establish trust and social proof with prospects researching advisory firms on Google search and maps. However, advisors must monitor reviews to watch for testimonials around performance or returns that may violate SEC regulations if left public. Moderating reviews to hide prohibited language when necessary is advised.

We help firms proactively manage reviews – encouraging genuine feedback focused on service, planning process and client relationships. With customized review badging on your website and prominent placement in local SEO enhanced map listings, honest first-person reviews build authority and credibility for your practice.

Yes, in today’s digital era, financial advisors require an informative, well-designed website to remain competitive. 92% of investors now research advisors online prior to contacting firms. Your website serves as the hub displaying your services, expertise and unique value to ideal prospects across devices.

Beyond a website, ensuring profiles on key platforms like LinkedIn, Facebook, Twitter and optimizing online listings builds visibility. Then crafting client-focused articles on your blog and sharing content socially constructs thought leadership.

Through an omni-channel presence centered around your tailored website, you engage prospects researching financial planning solutions digitally – converting them into leads and clients.

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