SEO Made Easy: Financial Advisors’ Top Tips & Tricks

Where do you turn for answers? For most of us, it’s Google or similar search engines. A prospective client’s journey to financial wisdom often begins with a simple search query; in fact, 93% of online experiences start with a search engine. Given this, incorporating Search Engine Optimization (SEO) into your digital marketing strategy can be crucial for financial advisors. Think of SEO as your strategic game plan to boost your online visibility and land you on the coveted first page of search results.  

Let’s face it: No one wants to be buried on page 2 of Google.  

Consider your own search habits—how often do you venture past the first page? Not often.  

Being on the first page is like having a prime location in a bustling marketplace, where visibility and trust go hand in hand. To attract clients searching for financial guidance, advice on taxes in retirement, or local financial services, you need to rank high in those search results. 

So, how do you get there? 

Start small by ensuring your SEO is optimized for your name, company name, and local searches. If someone knows your name and is looking for you, it’s essential they can easily find you. 

Local SEO: 

For financial advisors serving specific areas, local SEO is crucial. You need to be where your clients are searching. Optimize your site with local search terms and ensure your business is accurately listed on Google My Business and other directories. Since Google favors its own platforms, keeping your Google My Business page fully updated is essential. 

Now that we've covered local SEO, let's discuss SEO as a whole. 

Run Key Word Research for Financial Planning Services:  

To make your website stand out, start with keyword research and content planning, which form the foundation of any solid SEO strategy. Identify what potential clients are searching for, such as “Best financial advisor in [city]” or “Will taxes go down in retirement?” Compile and use these frequently searched terms in your website and blog content to improve your visibility on Google. This is a good time to try tools like ChatGPT to find some keywords to use as a first step.  

Now that we know which keywords to use, where should we use them?  

Update your existing site with these keywords. 

Page Titles and Meta Descriptions:

• Include Keywords (the ones we identified above) 

• Keep It Concise: Aim for 50-60 characters 

• Keyword Placement: Put important keywords first 

• Branding: Add your practice name, especially on key pages 

• Unique Titles and Meta Descriptions: Avoid duplication across pages 

On-Page Optimization:

• Keyword Placement: Titles and Headings: Include primary keywords 

• Content: Use keywords naturally 

• URLs: Short, descriptive URLs with keywords 

Content Quality:

• Relevance: Ensure content meets audience needs 

• Depth: Provide comprehensive information 

• Readability: Use short paragraphs and bullet points 

Image Optimization:

• Alt Text: Use descriptive alt text with keywords  

• File Names: Use keyword-rich file names 

Internal Linking:

• Contextual Links: Link to related content 

• Anchor Text: Use descriptive, keyword-rich text 

After you have updated your images, page titles, and content with your keywords what’s next?  

SEO content strategy. Start with audience research to understand the needs and interests of your target market. Follow this with keyword research to identify and use relevant keywords that will guide your content creation. Develop a content calendar outlining topics, formats, and publishing schedules to stay organized and consistent. Focus on quality and relevance by creating high-value content that addresses your audience's pain points. Incorporate content variety—such as blogs, videos, and infographics—to engage different segments of your audience. Promote your content across social media and other channels to expand your reach. Monitor your results with performance tracking using analytics to refine your strategy as needed. Finally, foster user engagement by encouraging interactions through comments, shares, and calls to action. 

In the digital age, where nearly every search for financial guidance begins with a query on Google, mastering SEO is essential for financial advisors. By optimizing for local search terms, conducting thorough keyword research, and strategically updating your website’s content, you can ensure you rank high in search results. Remember, SEO is not a one-time task but an ongoing process that involves regular updates, quality content creation, and performance tracking. With these strategies in place, you'll be well on your way to standing out in the crowded online marketplace, ensuring prospective clients find you easily when they search for financial guidance. Remember search results are not just about visibility; it is about gaining trust and becoming the go-to resource for potential clients.

If you have additional questions on SEO and best practices, connect with Stonewood Financial here.