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Should Your Financial Planning Practice be on Instagram?
I hate to say this, but any time a client asks me about being on Instagram...there is a moment of dread before I say, "Maybe." One of the...
Why Financial Planners Need SEO-Friendly Blog Content to Attract New Clients
I find that financial advisors fall into two different categories: Some are extremely tech-literate and know exactly what needs to be...
Does Your Financial Planning Practice Come Up in a ChatGPT Search?
A couple of weeks ago, one of my financial advisors told me something interesting. She said she had just gotten off a prospect call with...
Top Email Marketing Automation Tools Every Financial Planner Should Use
One of the reasons I started Social Seed Marketing was because I recognized that financial planners don't have the time to market...
Creating Video Content for Financial Planning Marketing
I feel like a little bit of a hypocrite writing this blog because I am a reluctant video creator. In a Wyzowl marketing study conducted...
Website Content that Converts Financial Planning Leads
Your website is often the first impression you make on a potential client - I call it your "digital handshake." According to FastSpring ,...
Want More Clicks? 5 Eye-Catching Image Ideas for Your Marketing
If you're hoping to get more traction with your marketing, don't discount the images that are in your campaigns, on your website, and...
Our 6 Favorite Financial Planning Blogs This Summer
We love getting creative with our clients - especially because financial planning is notoriously...well...uncreative.
Storytelling is the Best Marketing. Here are My 5 Favorite Commercials
When done right, marketing tells a story that makes us laugh, makes us cry, or is memorable in some way. No one likes to be "sold to," so...
5 Most Cost-Effective Ways to Market Your Financial Planning Practice
As a marketing consultant who works with small financial planning practices and solo advisors, I'm always looking for ways to stretch the...
