Street

SEO for
Financial
Advisors

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Based on our experience, SEO is the only marketing strategy for financial advisors that generates a positive ROI over time.

SEO Works

We agree with these views from thought leader Michael Kitces:

“…ONE OF THE MOST EFFICIENT MARKETING STRATEGIES IS SEARCH ENGINE OPTIMIZATION (SEO), …DESPITE COSTING ONLY A FRACTION OF THE AMOUNT TO ACQUIRE EACH CLIENT THAT OTHER MARKETING METHODS LIKE PAID ADVERTISEMENTS, PODCASTING, OR SOCIAL MEDIA DO, FEWER THAN A QUARTER OF ADVISORS REPORTED USING SEO AS PART OF THEIR MARKETING STRATEGY…”

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Increase Traffic
“Can you help me get more traffic to my website?”

We get that question a lot.

Increasing traffic is fairly easy, but that won’t necessarily add value. You need a plan to drive the right traffic.

Our Content Is Unique, Tailored And Effective

THAT’S WHERE OUR SEO SERVICES COME IN.

We generate traffic from prospects interested in your services and likely to become clients. The backbone of this effort is the content we create to attract that traffic.

Few SEO vendors understand the financial services industry. They are unfamiliar with the regulatory/compliance issues governing content.

We create two 750-word, original, compliance-ready blogs a month.

Dan Solin, who heads our content writing team, is a New York Times bestselling author who has written seven books on investing and thousands of blogs on Advisor Perspectives and other websites.

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Our SEO Partner

We have partnered with JEMSU, a world-class SEO vendor based in Denver. All its work is done in the U.S.

It does keyword research and optimizes your website’s architecture, speed, and mobile-friendliness, ensuring search engines can easily crawl and index your pages and enhancing your online presence in local searches.

JEMSU builds quality backlinks and continuously monitors your site’s performance.

Our alliance with JEMSU is a powerful combination of talent, working to generate leads for your advisory business.

GIVE US ONE YEAR

SEO takes time and patience.

You shouldn’t expect to generate quality leads until at least one year after starting your campaign.

We hope you will be pleasantly surprised by quicker results, but don’t count on it.

METRICS

You can see your metrics anytime on a dashboard we provide.

You should see improvement in some metrics after a couple of months.

FEES

We are open and transparent about our fees.

Fees are $1000 monthly to JEMSU and $1000 monthly to EBAM.

Fees don’t include Googe ads, which are optional.

Search Engine Optimization (SEO) has emerged as one of the most influential and cost-effective marketing strategies for financial advisors. Based on years of experience and analysis, we believe SEO is a marketing strategy with a strong likelihood of generating a positive ROI over time. While other methods, like paid advertising, manual podcasting, or social media, can yield quick results, they often have high costs and diminishing returns. Conversely, SEO builds long-term, sustainable growth, helping your advisory business attract qualified prospects continuously.

SEO Works

SEO for financial advisors is a high-impact, low-cost strategy with the potential to outperform other marketing approaches. Yet, many advisors still overlook SEO as part of their broader marketing efforts.

SEO for financial advisors is not just about increasing website traffic; it’s about driving the right traffic—prospects actively seeking your services and potentially becoming long-term clients.

"Can You Help Me Get More Traffic to My Website?" We often receive this question from financial advisors. While increasing website traffic may seem like the ultimate goal, not all traffic is equal. Bringing more people to your site is relatively easy. What’s more complex and far more valuable is attracting traffic that converts into clients.

That’s where our specialized SEO for financial advisors comes in.

Unique, Tailored, and Effective

At Evidence Based Advisor Marketing, we don’t just focus on boosting general web traffic; we create a well-planned strategy to drive the right traffic to your website—visitors interested in your financial services and likely to become your clients. The core of this approach lies in the content we produce, explicitly crafted to resonate with your target audience.

Few SEO vendors understand the nuances of the financial services industry, particularly regarding regulatory and compliance issues governing content. This is where we stand apart. Our team is deeply familiar with the financial advisory landscape, and we create original, compliance-ready content that aligns with industry regulations while appealing to prospective clients.

Each month, we deliver two 750-word, original, compliance-ready blogs. These are designed to target the right keywords and provide valuable, relevant information to your audience. This helps you rank higher in search engines for relevant terms like “financial advisor near me,” “financial advisor CFP,” and “financial planner in [city].”

Dan Solin, a New York Times bestselling author with a deep understanding of the financial industry, leads our content team. Dan has written seven books on investing and thousands of blogs featured on platforms like Advisor Perspectives. His content is optimized for search engines and delivers value to your readers.

Our SEO Partner

To further strengthen our SEO services, we have partnered with JEMSU, a world-class SEO vendor based in Denver, Colorado. JEMSU brings expertise in technical SEO, ensuring that your website’s architecture, speed, and mobile-friendliness are optimized to improve your search rankings.

JEMSU handles everything from keyword research to website optimization, making it easy for search engines to crawl and index your pages. This process ensures your advisory business appears in local searches, increasing its visibility to prospective clients in your region.

JEMSU focuses on building quality backlinks, a crucial component of any successful SEO campaign, and continuously monitors your website’s performance to refine the strategy.

Our alliance with JEMSU combines content-driven SEO with technical expertise. This combination increases your website traffic and maximizes the possibility of attracting high-quality leads who can become loyal clients for your advisory business.

Give Us One Year

It’s important to remember that SEO takes time. SEO is a long-term investment that gradually builds momentum.

We ask for at least one year to see the true impact of an SEO campaign. While you might start seeing improvements in metrics like site traffic and search rankings after just a few months, high-quality leads take time to develop. The goal is to create a solid foundation that will generate ongoing results long after the campaign has begun.

As Michael Kitces and other experts have noted, SEO often costs significantly less per acquired client than other marketing channels, and its effects compound over time. You’ll build a lasting online presence that continues attracting prospects without the ongoing cost of ads or other paid media.

Metrics

Throughout the campaign, transparency is critical. That’s why we provide a detailed dashboard where you can view your metrics anytime. From the very beginning, you’ll be able to track your website’s progress, including key performance indicators like:

  • ● Organic search rankings for target keywords (e.g., SEO for financial planning, financial planner SEO)
  • ● Overall website traffic
  • ● Click-through rates
  • ● Conversion rates (from leads to clients)

While some metrics will improve in just a few months, the real goal is to see steady, long-term growth that will generate high-quality leads for your financial advisory business.

Fees

We believe in transparency about fees. Our SEO services are split monthly between JEMSU and EBAM at $1,000 each. For $2,000 per month, you’ll receive a full suite of SEO services, from content creation to technical optimization and ongoing monitoring.

While Google ads are optional, we recommend them as a complementary strategy to boost your SEO efforts. However, these costs are not included in the monthly fee and will depend on your budget and goals.

The Path Forward

At Evidence Based Advisor Marketing, we are committed to helping financial advisors navigate the complexities of SEO in a way that generates measurable results.

Contact us to see if an SEO campaign is the right marketing approach for your financial advisory firm.

SEO for Financial Advisors

We use SEO and other marketing strategies to create a steady flow of leads for financial advisors and estate planning attorneys

dansolin@ebadvisormarketing.com
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