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SEO for Financial Advisors

Increase Client Acquisition with PPC and SEO for Financial Advisors

Being a financial advisor is one of the most rewarding careers. You have the ability to dramatically impact the lives of individuals, families, and generations as you teach them to save, grow and protect their income. In order to be able to make such an impact, however, you must have clients to advise. One of the hardest parts of being a financial advisor is building your practice and acquiring new clients.

The team at Rank Harvest understands these challenges and helps financial advisors grow their network and generate new clients through custom digital marketing strategies. We provide PPC and SEO for financial advisors that target professionals in specific industries and people who have families and assets that need to be financially protected. We use the most advanced SEO tools to get your website to appear at the top of search results for terms such as “financial advisor,” “financial planning,” “retirement planning,” etc.

To be successful in the financial services industry, you must establish trust and credibility within your target market. At Rank Harvest, we use custom digital marketing strategies that include both PPC and SEO to help advisors establish trust and become known as a reliable source in their market, leading them to client growth. Read on for more information about how we can transform your digital marketing efforts and help you connect with new clients.

SEO for Financial Advisors

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Complete SEO Services

All-in-one fully managed monthly SEO. Designed for long term partnerships.

Basic

$1,800

Monthly

For new or small websites in low competition niche industries.

Reporting & Analytics
Monthly Focus Keywords 20
Keyword Research ✓
Competitor Research –
Keyword Page Mapping ✓
Google Analytics Reporting ✓
Google Search Console Reporting ✓
Keyword Tracking ✓
Ongoing Zoom/Email Updates ✓
Monthly Summary Report ✓
Technical SEO
Page Load Speed Reporting ✓
Page Speed Repair 1 hr
Coding Error Reporting ✓
Coding Error Repair 1 hr
Schema Markup Editing –
SSL Issue Monitoring –
Hosting & DNS Error Monitoring –
On-Page SEO
Content Writing 3
Content Outlines –
Duplicate Content Analysis ✓
Duplicate Content Repair 1 hr
Canonical Analysis ✓
Canonical Repair 1 hr
Meta Title & Description Writing 5
Pages Content Optimized 5
Page Graphic/Image Creation –
Misc. SEO-related Maintenance ✓
Off-Page SEO
General Link Building ✓
Link Building: Social Profiles 6
Link Building: Business Listings 6
Link Building: Microblogging 6
Microblogging Content Writing 6
GBP Content Calendar ✓
Google Business Profile Post 4
Details

Standard

$2,500

Monthly

For mid-sized businesses in competitive niche industries.

Reporting & Analytics
Monthly Focus Keywords35
Keyword Research✓
Competitor Research✓
Keyword Page Mapping✓
Google Analytics Reporting✓
Search Console Reporting✓
Keyword Tracking✓
Ongoing Zoom/Email Updates✓
Monthly Summary Report✓
Technical SEO
Page Loadspeed Reporting✓
Page Loadspeed Repair2 hr
Coding Error Reporting✓
Coding Error Repair2 hr
Schema Markup Editing✓
SSL Issue Monitoring✓
Hosting & DNS Error Monitoring✓
On-Page SEO
Content Writing6
Content Outlines6
Duplicate Content Analysis✓
Duplicate Content Repair2 hr
Canonical Analysis✓
Canonical Repair2 hr
Meta Title & Description Writing8
Pages Content Optimized8
Page Graphic/Image Creation2
Misc. SEO-related Maintenance✓
Off-Page SEO
General Link Building✓
Link Building: Social Profiles10
Link Building: Business Listings10
Link Building: Microblogging10
Microblogging Content Writing10
GBP Content Calendar✓
Google Business Profile Post8
Details

Premium

$3,500

Monthly

For larger websites. A dedicated team works for you.

Reporting & Analytics
Monthly Focus Keywords50
Keyword Research✓
Competitor Research✓
Keyword Page Mapping✓
Google Analytics Reporting✓
Google Search Console Reporting✓
Keyword Tracking✓
Ongoing Zoom/Email Updates✓
Monthly Summary Report✓
Technical SEO
Page Load Speed Reporting✓
Page Load Speed Repair3 hr
Coding Error Reporting✓
Coding Error Repair3 hr
Schema Markup Editing✓
SSL Issue Monitoring✓
Hosting & DNS Error Monitoring✓
On-Page SEO
Content Writing9
Content Outlines9
Duplicate Content Analysis✓
Duplicate Content Repair3 hr
Canonical Analysis✓
Canonical Repair3 hr
Meta Title & Description Writing12
Pages Content Optimized12
Page Graphic/Image Creation3
Misc. SEO-related Maintenance✓
Off-Page SEO
General Link Building✓
Link Building: Social Profiles15
Link Building: Business Listings15
Link Building: Microblogging15
Microblogging Content Writing15
GBP Content Calendar✓
Google Business Profile Post12
Details

Enterprise

$3,500+

Monthly

Strategic growth partnership for large and/or custom projects.

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Schedule a free audit

PPC and SEO for Finance Companies: 101

In order for PPC (pay-per-click) and SEO (search engine optimization) to be effective in the financial services industry, you must understand how they work. PPC and SEO are different digital marketing strategies that work together to cast the widest net online.

  • PPC describes a form of paid advertising that gets your ads to appear at the top of specific search results, above organic search results. This type of advertising is immediate because it starts working as soon as you turn it on. 
  • SEO is a form of digital marketing that uses various components to get your website to appear at the top of the organic search results. This type of advertising takes time and does not produce immediate results. It is, however, more effective in the long term, because it achieves long term success.

Whether you are doing your own personal digital marketing or if you are looking to hire a company to do it for you, you should use both PPC and SEO. A combined approach covers your immediate and long term need for marketing yourself to new clients who are searching for your financial planning services while building long term trust in your market.

seo for financial services

The Importance of PPC and SEO for Financial Companies

PPC and SEO are both important pieces of a strong digital marketing strategy, specifically for financial advisors who are marketing themselves to potential clients. It is important to set yourself apart from the rest of the financial advisors out there, not only making yourself seen, but also positioning yourself as a trusted resource for financial planning. In today’s world, most people begin their search for financial advisors online. Making sure your website appears at the top of the search results when people are looking for your services will be a huge lifeline for your business. 

Here’s why PPC and SEO are both important tools for financial advisors:

Visibility: An effective PPC campaign will involve positioning your financial advising ad to appear at the top of the sponsored ad section of search results. As people are searching for the financial services you provide, your ad will pop up in real time, capturing their immediate attention and driving them to your website.  

Targeted Traffic: An effective SEO strategy involves getting your website to rank at the top of the organic search results for specific terms relating to your financial practice such as “financial advisor near me,” “investment options,” “retirement options,” and more.

This strategy attracts high-quality traffic by ranking your website for relevant keywords such as “investment advice” and “financial planning.” This targeted approach gets you in front of people who are actively searching for the services you provide, increasing the likelihood of them contacting you and becoming actual clients.

seo services for financial advisor

 

 

Increased Conversions: Combining PPC and SEO leads to more conversions. Both strategies are effective at targeting specific search terms, PPC starts immediately, putting your ads in front of people who are actively looking for your services. SEO takes time to build, but establishes long term trust and authority in your market. Both are targeted approaches to attract people who are actively looking for you.   

Establishing Credibility and Trust: Organic SEO builds long-term trust and authority which is especially important for financial advisors. In order for someone to trust you with their money and investments, they need to trust that you know what you are doing. SEO establishes trust by using value-adding content and showcasing client testimonials. 

Cost-Effective Way to Grow Your Practice: PPC provides instant results because it is real-time paid advertising. The downside to PPC, is you have to pay every time someone clicks on your ad. SEO takes time to grow, but once you rank for certain terms, it is much more cost effective to maintain. Using PPC while you are building SEO is a good strategy for both short and long term client acquisition goals.

Competitive Edge: PPC and SEO gives you the competitive edge by positioning your website above other financial advisors in your area. At Rank Harvest, we use an aggressive approach to PPC and SEO so your financial advising site will rank above your competitors and get you noticed first!

Key Components of SEO for Financial Advisors

Strategic Keyword Analysis

Keyword research is the foundation of a good SEO plan. Rank Harvest has extensive experience with keyword research and is able to identify the exact terms your target is searching. Once we identify these terms, we will build you a custom SEO plan to make sure your site ranks for them. This type of keyword-focused strategy puts you well above the competition and positions you as a leader in the financial planning space. 

Website Optimization

It is important for your site to be optimized correctly. Afterall, what good does it do to have someone find your site if it is not engaging, is difficult to navigate, or takes forever to load? Rank Harvest specializes in website optimization and will make sure your site performs at its best. Our process includes optimizing meta tags, improving page load speed, ensuring mobile responsiveness, and creating an intuitive navigation structure.

seo agency for financial industry

Custom Content Mapping

Content marketing is one of the most important pieces of SEO. Think about it-when someone is looking for a financial advisor and they find your site, what do you want them to know? People who are actively searching for a financial advisor are looking for tips about how to effectively budget and save their money.

They are looking for information about where and how to invest their money. They are looking for ways to set their children up for college. A good content strategy identifies what your specific market needs and then creates unique, valuable content around that. This type of content strategy makes you a valuable resource, proving that you know what you are doing and are the person they should contact for help. 

Local SEO 

One of the best ways to build your financial practice quickly is to market directly to your local community through local SEO. At Rank Harvest, we specialize in helping financial advisors to market to people in their local communities, making them the go-to advisor in their local area. We also focus on national searches for those who offer their financial services virtually, but starting with a local approach builds your market fast and establishes trust in your community. 

Ethical Link Building Practices 

Link building is the process of getting other reputable websites to pages on your site. It is important to work with a digital marketing company that uses ethical link building practices. Rank Harvest uses strategies like creating valuable, sharable blog posts that other companies want to share with their networks. This strategy helps promote your site as an authority in the financial industry. 

PPC and SEO Strategies Tailored to the Financial Services Industry

At Rank Harvest, we understand the unique challenges financial advisors face. We tailor our PPC and SEO strategies to meet your individual needs and target your specific market.

Here’s how our tailored strategies can help you gain new clients from the web:

Targeted Ad Campaigns: Our team is experienced at designing PPC campaigns that appeal to people who are searching for specific financial services. We create custom ads that speak directly to your market, pull on their heartstrings, and get them to want to take action.

Unique Ad Copy Creation: Our team creates unique ad copy to set your practice apart from the rest. We figure out what makes you different from your competitors and then we highlight that in your ads. We focus on what you can do for your clients, not how great you are which builds trust and compels potential clients to click on your ad and contact you.

Staying in Your Budget: It takes money to make money, but we also know how to maximize your budget and increase ROI. We know that financial advisors are building their own practice and often do not have a huge marketing budget. No matter what your budget is, we will stay within it as your practice grows. 

Tracking Your Performance: Tracking your performance is important to our team at Rank Harvest. We regularly analyze the performance of your PPC campaign to make sure we do not miss anything. We make adjustments when needed to ensure you get the best RIO.

ppc and seo for financial companies

A/B Testing: At Rank Harvest, we are always trying to improve. We conduct A/B testing to determine which ads perform the best for your market. By testing different headlines, ad copy, and images, we figure out what works and what drives more potential clients to your site. 

Remarketing: At Rank Harvest, we use remarketing strategies to re-engage visitors who have previously interacted with your site but who did not convert. People who found value in something you previously provided are a huge piece of your market that you do not want to miss out on. We remarket to keep you top of mind as they are thinking about getting their finances in place. 

Geotargeting: We use geo targeting to market your ads to people within certain geographic areas. This is particularly important for financial advisors who want to be seen as a financial resource in their community.

Tailored PPC strategies help financial advisors achieve higher visibility, attract quality leads, and grow their client base online. Rank Harvest knows the ins and outs of PPC and is here to help you create the most effective ads to grow your business. 

Why Financial Advisors Choose Rank Harvest for SEO 

The team at Rank Harvest has built a reputation based on excellence, success, and results. We are the number one choice for SEO for financial advisors and are dedicated to mastering our craft. We have the experience, the skills, and the resources to help financial advisors grow their businesses using digital marketing tools. Financial advisors continue to turn to us for their SEO needs because of our continued success and our exceptional customer service. We believe in communicating openly with our clients so they can feel confident in their decision to choose us as their SEO partner. 

Financial advisors choose Rank Harvest to be their SEO partner because we provide the following:

Detailed Analytics: We provide detailed analytics so you can see how our SEO services are tracking. We track your organic traffic, bounce rates, conversion rates and more to figure out what we need to improve on and what is working. We share this data with you so you can better understand the impact of our SEO efforts.

Reporting: We provide financial advisors with regular, easy-to-understand reports that highlight key metrics. Regular reporting holds us accountable to deliver what we say we will.

Goal Tracking: We work with our clients to set clear, measurable SEO goals. We keep a close eye on the progress we are making towards meeting these goals to stay aligned with your business objectives. 

Website Traffic and Conversions: We use advanced technology to track the amount of people that visit your site each day. We track where they are coming from, how long they stay on your site, and whether or not they convert.

seo for finance

Customized SEO Plans for Financial Advisors: At Rank Harvest, we understand that every financial advisor has a different objective. We will work closely with you to gain a deep understanding of your practice and what sets you apart from your competitors. We will then create a custom SEO plan to target your specific market. 

Client Portal Access: We value transparency and provide you access to all your sites SEO reports. We highlight the areas that need improvement as well as the areas that are working in your favor.

Ongoing Optimization: SEO is an ongoing process that takes time to build and effort to maintain. No matter where your site is in the process, we give you our full attention and make sure to keep your rankings high and above the rest!

Expert Consultation: Excited about what you are reading? Our team of SEO experts is available for a consultation today! Contact us to learn more about our services and how we can help you grow your financial practice.

Here at Rank Harvest, we value our clients and work hard to build relationships based on trust, professionalism and results. If you are ready to grow your practice online, we are here to help! We will evaluate what you are currently doing and give you a custom plan and quote to get to where you want to be. 

Conclusion

People are actively searching for financial services every single day. If you are a financial advisor, it is more important than ever that you market yourself online. The sooner you market yourself and the services you provide, the faster you can take a slice of the ever-growing online pie!

Here at Rank Harvest, we are passionate about what we do and the clients we serve. Contact us today to learn more about our PPC and SEO services. We can help you grow the practice you want and become a leading advisor in your area!

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Frequently Asked Questions

To help you make the most-informed decision, here are common questions customers ask us.

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About Us

Rank Harvest is a premium search engine optimization agency specializing in driving traffic to corporate and enterprise-level brands. We use a modern distributed workforce model without a physical office allowing for low overhead and to hire the top talent around the world.

Our LLC is registered in the State of California and we are headquartered in San Diego.

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