Local Advisor Searches
For firms serving a region, we improve location and service pages, business-profile information and local listings around the communities that matter to you.
Financial Services
Help more clients
find your financial firm.
Search visibility for financial advisors, built around the decisions clients make and the expertise they are looking for.
Financial servicesGoldstone Financial Group
#1
Explore the Goldstone project ↗Achieved organic rankings
for key Chicago searches.
Financial Services
Visibility built
on credibility.
SEO services for financial advisors
People choosing a financial advisor need to understand the firm’s services, experience and approach. We help advisory firms make that information easier to find through service pages, local search improvements and content that addresses prospective clients’ questions.
We begin with your target clients and the services you want to grow. Search research, technical work and content planning follow those priorities, with time for your firm’s review and approval before publishing.
Goldstone Financial Group / Financial Services
Goldstone’s visibility
in Chicago search.
#1Achieved organic rankings for four key Chicago searches
A new brand identity and website, backed by a search strategy built for a highly competitive financial market.
Explore the case study ↗Goldstone Financial GroupWebsite · SEO · GEO · Reputation Management
What’s Included
SEO for your financial advisory firm
We plan around your advisory services, the clients you serve and the locations or markets where you want to grow.
Content is coordinated with your firm’s approval process so service descriptions and published information can be reviewed before launch.
↗ A tailored proposal. A clear scope of work.- Search & Competitor Research
- A review of the searches, competing websites and opportunities most relevant to your customers.
- Technical Priorities
- An actionable plan for crawling, indexing, site structure and page-level improvements, followed by the agreed implementation.
- Content Planning & Optimization
- A content roadmap, improvements to existing pages and new content shaped around your services and customer questions.
- Authority & Local Visibility
- Relevant link and citation work, with business-profile and location improvements where local search matters.
- Measurement & Reporting
- Visibility, organic traffic and inquiry reporting, connected to the business goals and tracking available.
- Continual Refinement
- A working list of priorities that evolves as we learn from search performance, competitors and your team.
The scope depends on where your firm operates, whom it serves and how prospective clients evaluate your services.
National Search Visibility
For firms serving clients across the country, we focus on relevant service topics and the questions prospective clients ask when comparing advisors.
Multiple Offices & Teams
We help larger firms organize office, advisor and service information consistently, with a review process that works across the people responsible for it.
Michael LangsnerVice President
Brendan and his team understood our objectives, they provided immediate response to our needs, and they delivered outstanding customer service.Read the full testimonial ↗
Choosing a financial services SEO company
Your agency should ask about your ideal clients, services, geographic coverage and content approval process. We use those details to build a campaign your team can review and manage without losing sight of the prospective client’s experience.
Reporting beyond a keyword list
We review relevant search visibility, visits to important pages and recorded consultation inquiries. Your team’s feedback helps us understand whether those inquiries fit the clients you serve.
Our work with Goldstone Financial Group provides an example of website and search work in financial services. Tell us about your advisory firm and the growth you want to support.
Let’s Put It To Work
Discuss your firm’s search presence
Share your services, target clients and markets. We’ll review where your website and SEO could improve.
Let’s talk about your businessWorking With Our Team
How your SEO campaign runs
We agree on the scope, responsibilities and reporting schedule before work starts. Your account lead is the person to contact with questions or changes.
Your Business
We discuss the clients you serve, your advisory services, office locations and content approval requirements.
The Starting Point
We review your website, local visibility, competing firms and existing consultation tracking.
Agreed Priorities
We agree on the services and locations to focus on and a content review process that fits your firm.
The Work
Our SEO, content and development specialists carry out the agreed work. Your account lead coordinates tasks and brings content or decisions to you for review.
Performance Reviews
We review relevant search visibility, traffic and consultation inquiries, using your feedback to understand the fit of prospective clients.
Next Priorities
We update priorities as your services, team or target markets change, with new content following the agreed review process.
Your Point Of Contact
Your account lead
You have a designated contact who coordinates our specialists, keeps track of approvals and reviews progress with you.
Meet the teamWhat We Need From You
We need website and analytics access, service and advisor information, a contact for content approval and feedback on consultation inquiries.
We agree on who can approve changes and how to share feedback at the start.
