Posts by Zach McDonald
The Financial Advisor’s Guide to Writing Blogs that Grab Your Audience’s Attention – The Three Crowns Method
Writing and publishing on your firm’s blog is one of the best investments you can make in your business – hands down. It’s a great way for you to explore topics, it brings visitors to your site, it increases visibility for your website, it lays the groundwork for your marketing funnel – I could go…
Read More15 Marketing Ideas for Financial Advisors Looking to Grow in 2023
The ideas on this list range from big to small. Some will require more time and money, some you can do relatively quickly (and cheaply). Some will be a good fit for you, some may not. Save this list somewhere so you can come back when you’re looking for new ideas. Marketing Ideas for Financial…
Read More9 Tips for Getting the Most Out of Advisor Conferences
Financial advisor conferences are packed with valuable information and more than a few distractions – check out these tips to maximize your experience!
Read More10 Best Podcasts for Financial Advisors in 2023
Check out our roundup of the top 10 podcasts for financial advisors. Each entry on this list includes a brief description, why we love it, and a couple sample episodes that we think will give you a good feel for the style of the show.
Read MoreComparing the Cost of Hiring In-house vs. Agency Marketing for Financial Advisors
Who you hire to handle your marketing depends on what exactly you need, but did you know that hiring an agency is actually less expensive than hiring in-house?
Read MoreGoogle Optimize is Going Away, But Don’t Worry – Check Out This List of Our Favorite A/B Testing Tools for Your Website
Everyone’s talking about tech companies laying off employees these days, but I want to talk about something else: Google laying off their products. Google Optimize is the criminally underrated product that allows you to run A/B tests on your website to maximize user engagement. You can test out buttons, headers, colors, copy – the possibilities…
Read MoreAutomated Linkedin Messaging is Still a Bad Idea for Advisors in 2023
Automated messages on Linkedin are not the same thing as Sponsored messages – and not knowing the difference could land you in hot water.
Read More6 Marketing Moves That Just Won’t Work for Financial Advisors in 2023
Are you a financial advisor? Be sure to avoid these common marketing strategies that may have worked at some point but won’t get you anywhere in 2023.
Read MoreAdvisors: Here’s How to Set Up Google Search Console (and How to Use it to Rank Higher)
Let’s look at Google Search Console, Google’s free tool that gives insights into how your site performs and alerts you to issues that can help (or hurt) your ranking.
Read MoreFinancial Advisors: Should Your Firm Hire Internally or Get an Agency for Marketing? 6 Questions to Help You Make the Call
The cost of marketing your firm can vary, and it’s not all dollars and cents, so we compiled this list of questions to help you determine which way you should go: in-house or marketing agency.
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