SEO is the key to success for any practice that wants to be found by prospective clients.

We Handle the Hassle of SEO

The Internet is a vast and mysterious place. For an advisor to be found on the web, they need a firm grasp of what it takes to optimize their website for search engines. You do not have control over certain things, but other aspects can only be improved with time and patience!

Maintaining your website content will ensure that prospects continue finding you through search engines and traffic from Facebook pages, blogs posts, and social media. Being active socially allows room for natural mentions by others which may push your name into search results without even trying!


Search Engine Optimization is all about ranking higher in search engine results. The two keys to SEO are content and links. Search engines like Google or Bing need something engaging, informative and creative for them to rank your website highly on their search results page!


Create quality posts with many inbound links! But SEO isn't always as simple as filling up one post per day for years. You've got to learn how search engines crawl websites. Conduct research about what keywords people are using when they do searches related to your industry. Track keyword rankings over time- all while keeping customers happy by providing them timely information through social media sites such as Facebook or Linkedin.

Blogging is a great SEO strategy for Financial Advisors!

Businesses that blog have 97% more inbound links than those that don't and bring 55% more traffic to their website. Financial advisors often find themselves questioning how best to market their practice after the initial process of setting up their business. Blogging is an excellent way for them to attract clients, keep them informed, and improve their SEO.


We will will create quality monthly content focused on improving Local SEO and Google Maps rankings. This process is critical for your website's ranking in the local search engine and your business ranking within Google My Business (on maps). We'll create web pages, blog posts, or reputation videos to help improve the relevance aspect of search rankings. This content will vary based on your needs and your package level. Blog posts will be boosted on Facebook for increased reach, while social media campaigns will keep driving traffic back to your website over time.

Search Engine Optimization Packages for Financial Advisors

local SEO Starter

Get started with a real SEO package that focuses on local map pack rankings, reputation management and building a social presence

  • Automate Lead Capture
  • Local Leads IQ Lite
  • Online Review System
  • Directory and Citation Management
  • Google My Business Optimization
  • On-Page SEO
  • Link and Signal Building
  • Technical SEO - Local Geo Focus
  • One Piece of New SEO Content
  • Daily Social Media Posting
  • SEO Reporting
  • Website Care
  • Quarterly Review Call
  • Fractional Chief Marketing Officer*
local seo dominance

Dominate SEO and Lead Generation with this area exclusive program

  • Automate Lead Capture
  • Local Leads IQ Standard
  • Online Review System
  • Directory and Citation Management
  • Google My Business Optimization
  • On-Page SEO
  • Link and Signal Building
  • Technical SEO -Exclusive Geo Focus
  • Three Pieces of New SEO Content
  • 2x Daily Social Media Posting
  • Social Media Growth
  • Google Ad Management
  • Facebook or LinkedIn Ads
  • SEO Reporting
  • Website Care
  • Monthly Review Call
  • Quarterly Strategy Call
  • Fractional Chief Marketing Officer*

Each package is a monthly investment, with a 12-month minimum commitment.

The Local SEO Dominance Package is area exclusive and locks out your competition for the target geographic area.

SEO for additional services is an additional investment

Investments vary based on competition and services focus for each SEO Package.

With all of these SEO packages, we'll integrate with your profile on

Our SEO package for Financial Advisors include:

Technical SEO

The focus of this effort is to make sure that the core technical SEO issues are monitored and addressed in a timely manner.

  • Ensure indexability of the pages on your website
  • Build authority and inbound links from other websites
  • Reviewing, optimizing and making strategic recommendations for the website to keep up with search engine algorithm updates 
  • Monitoring and managing backlink profile on an ongoing basis to minimize the risk of algorithmic penalties and negative SEO attacks
  • Reviewing and working with the client to improve website conversion rates 

Directory and Citation Management:

The continuous process of optimizing directory profiles and promoting campaigns that help raise directory profiles in search engines. It also includes building citations that send SEO signals from different sites across the web.

Google My Business:

We'll do Google Posts, facilitate Google Questions and Answers, add photos and videos, and monitor and optimize the Google My Business page.

Online Review System:

We'll launch review campaigns and will monitor reviews, including managing the responses as needed.

Content Creation Services

We will create content for your website including web pages, blog posts, press release and articles. We also repurpose content like video, audio, or podcasts. Our written content creation services will vary based on the SEO program that you select. Each article we write also includes social media posts and a 12-month social media campaign.

Social Media Posts

We'll create handcrafted posts taken from client’s content, list of industry influencers and proven engagement tactics to stimulate social media growth, activity, and engagement. We'll create daily content posts and distribute it to each specific franchise's social media accounts. Additionally, we update your social media covers monthly.

Website Care:

We'll create a website maintenance program and hosting, including backups, security, development staging area, updates to core WordPress software, plugins, and themes.

Review Calls:

We will conduct review calls for the first three months. After that, we'll provide video reports to highlight wins as well as to let you know what we feel we need to work on. 

SEO reporting:

We will update the reporting dashboard to gauge and adjust tactics for best results.

Quarterly Strategy Meeting (Local SEO Dominance Program only) 

We work with you to modify and optimize SEO strategy to maximize your results.

Fractional Chief Marketing Officer* 

We strongly recommend adding this function to oversee the development and execution of the entire marketing of your practice. Contact us for details to determine the level right for your advisory practice.