Is your SEO strategy feeling like a black hole of time and effort? Are you questioning how much energy to invest in organic search when traffic starts to decline?In this LIVE "Advice Line" episode, financial advisor Matt Hylland seeks guidance on managing his SEO efforts amid dropping website traffic. From 122,000 organic visitors to 75,000, Matt's wondering if it's time to throw in the towel or double down on his strategy. We dive deep into his marketing funnel and provide actionable steps to recover lost traffic without burning out.Key questions we answer include:► How much time should you dedicate to SEO versus other marketing activities?► When should you update existing content versus creating new posts?► Should you maintain multiple marketing channels or focus on what works?► How do you know when to accept defeat on underperforming content?Whether you're all-in on SEO or spreading your marketing efforts across multiple channels, this episode illuminates how to streamline your digital strategy and focus on activities that truly drive results. Learn how to make data-driven decisions about your marketing investments and create a more sustainable approach to growing your practice.Tune in as we help Matt transform his SEO strategy from a time sink into a powerful tool for attracting qualified prospects.Resources: Sign up to be an advisor guest on the showArnold & Mote Wealth Management (Matt’s Firm)Google AdsKit (formerly ConvertKit)Convert PlayerTrellofpPathfinderPageSpeed Insights

Feeling overwhelmed by marketing? Discover how to simplify your strategy and focus on what truly drives results. Learn to prioritize effective efforts over unnecessary tasks. Explore the concept of doing 'half as many things twice as well' for better success. Uncover the importance of a consistent, metrics-driven approach while evaluating potential new channels. This insightful discussion empowers you to streamline your marketing for sustainable growth!

Are your website and social media call-to-actions falling flat? Struggling to convert visitors into prospects and clients?In this LIVE "Advice Line" episode, financial advisor Dr. Preston Cherry asks us to help him improve his digital marketing conversion rates. From optimizing website CTAs to refining his ideal client avatar, we don't hold back on actionable advice. Key questions we answer include:► How can I increase my website's conversion rate?► Should I focus on one marketing channel or try to do it all? ► What's the best way to clarify my niche and target audience?Even if you're not targeting Gen X clients like Preston, this episode illuminates how to refine your digital marketing to attract more of your ideal prospects and turn them into clients.Tune in as we break down Preston's marketing funnel and provide a roadmap for boosting conversions across multiple channels.Resources: Sign up to be an advisor guest on the showPreston’s Firm: Concurrent Financial PlanningPreston’s YouTube ChannelPreston’s Podcast

David Edmisten, a financial advisor from Next Phase Financial Planning in Prescott, Arizona, explores how to generate consistent leads for his new firm. He discusses the challenges faced by new advisors in securing clients and dives into the effectiveness of local versus national marketing. The conversation highlights the power of community engagement, local SEO, and educational presentations. Edmisten seeks actionable strategies to convert seminar attendees into prospects and optimize outreach efforts, emphasizing the importance of patience and a focused approach in building a successful practice.

Is relying solely on referrals putting your advisory firm at risk?In this episode, we challenge the common belief that referrals alone are enough to sustain and grow your practice. We explore the potential pitfalls of a referral-only approach and discuss strategies to diversify your marketing efforts.Key points covered:► The changing landscape of how clients find and choose advisors► Why relying solely on referrals can limit your growth and client quality► The importance of having a structured, intentional referral process► How to balance referrals from clients vs. centers of influence (COIs)► Strategies for creating a more predictable and sustainable marketing funnelWhether you're currently thriving on referrals or struggling to generate them, this episode will help you evaluate your approach and consider new ways to attract ideal clients.Tune in to gain insights on building a more robust marketing strategy that gives you greater control over your firm's growth and allows you to be more selective with your clientele.Resources: Sign up to be an advisor guest on the showFiComm Study 2024Kitces Marketing Study 2022Marketing Funnel Basics For Advisors (AMMS Episode)

Joe Eck, a Dayton-based financial planner, is on a mission to build a digital marketing funnel for his virtual practice. He dives into strategies for attracting pre-retirees, exploring the importance of SEO and social media. The conversation highlights the need for tailored messaging and quality content to engage clients. Joe learns effective email marketing techniques and how to enhance his website copy to improve user navigation. Tune in for valuable insights on creating a focused digital presence to grow a financial advisory practice.

Andrew McFadden, a financial advisor focused on young physicians, dives into email marketing strategies to grow his practice. He explores whether email is the best route and examines his current outreach methods. The discussion highlights the power of local engagement, promoting speaking gigs, and optimizing lead magnets. Emphasis is placed on video marketing to connect with his audience while creating compelling content. Ultimately, insights are shared on how to refine messaging and focus marketing efforts for impactful results.

Thinking about hiring marketing help for your advisory firm? Discover when it's the right time to seek assistance and the three main types of marketing professionals available. Learn crucial questions to ask potential partners and beware of red flags during the hiring process. Explore strategies for setting a realistic marketing budget and the importance of collaboration for success. Plus, uncover alternative solutions if you're not ready to hire yet. Equip yourself with insights to scale your business and navigate the marketing landscape confidently.

Ryan Furlong, a financial advisor at Purpose Path Capital specializing in high-earning young professionals, shares insights on improving marketing strategies. He discusses the vital role of defining an ideal client avatar and how to uncover their real pain points. The conversation delves into choosing the right social media platforms, particularly the benefits of Twitter and LinkedIn. Ryan emphasizes the importance of creating a personal brand that resonates authentically with clients, while also exploring innovative marketing tactics like analyzing online discussions.

Joe Marshall, a financial advisor at Coastal Capital Advisors, specializes in helping tech professionals manage equity compensation. He discusses how to diversify marketing strategies beyond LinkedIn, emphasizing the importance of creating compelling content and refining engagement tactics. Joe shares tips on converting followers into leads, integrating email marketing, and building a robust marketing funnel. He also highlights the psychological barriers faced by millennials in wealth management and the need for strategic growth in client relationships.