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buyer personas for financial advisors

Financial Advisors: Don’t Have Buyer Personas? Be Prepared to Lose with Your Online Marketing

Written by: Leonard Parker | financial advisor marketing | 12th July

“A buyer persona enables you create marketing content that is for someone and not everyone.”   Does your firm have buyer personas for your ideal clients? An intro on this topics from Hubspot:   More importantly, do your marke [...]

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financial advisors can create great content michael kitces investment news

How Financial Advisors Can Create Great Content

Written by: Leonard Parker | Uncategorized | 02nd July

Why Great Content Matters for Financial Advisors For financial advisors, great content demonstrates expertise and increases website traffic. What you write on your website and newsletters will either engage and attract your ideal prospective client [...]

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national vs local seo finanancial advisors michael kitces

National SEO vs. Local SEO: What Financial Advisors Should Know for Their Online Marketing Strategy

Written by: Leonard Parker | Uncategorized | 25th June

For financial advisors, SEO is the process of ranking on the illustrious first page of Google for search phrases that drive potential clients to their website. While many financial advisors find SEO to be a profitable client acquisition channel for [...]

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messenger bot for financial advisors

Messenger Bots – How Advisors Can Use Them to Grow AUM

Written by: Leonard Parker | financial advisor business growth | 11th June

What is a Bot? "Bot" is a generalized term used to describe any software that automates a task. Business owners can now build chatbots into Facebook Messenger to automate conversations with prospective clients. https://blog.hubspot.com/marketing/fa [...]

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marketing your financial services firm

12 Steps for Marketing Your Financial Services Firm in a Digital World (Part 2)

Written by: Leonard Parker | financial advisor marketing | 30th January

Last week, I discussed the first six steps for marketing your financial services firm in a digital world. To ensure you have established a solid foundation for your online marketing strategy, read those tips here before delving into the steps b [...]

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