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How to Promote Your Financial Brand on Twitter

Twitter is still one of the most popular social media platforms today. It has over 300 million active users monthly and around 150 million users daily.  While Facebook and Instagram are significantly more popular when it comes to brand marketing, Twitter still has a lot of potential with its extremely loyal following.  What Makes Twitter … Continued

Optimizing Financial Advisor Websites for Voice Search

Voice search is growing rapidly and it’s important for your financial website to keep up with this trend early on if you want to stay ahead of your competitors. According to Google, around 27% of the world was already using voice search on their mobile devices in 2018. This number has likely grown significantly since … Continued

Cybersecurity Best Practices for Financial Advisor Websites

Hackers and cybercriminals are well aware that financial advisors have access to their clients’ financial information. This makes you a prime target for different kinds of attacks. As a trusted custodian of people’s sensitive personal and financial data, you should be vigilant about keeping your customer data safe from prying eyes. A simple breach can … Continued

What’s the Best CRM for Financial Advisors?

CRM or Customer Relationship Management software is an essential tool for any modern business. CRM software lets you easily keep track of your prospects, leads and clients. It also helps you efficiently manage these relationships to increase the chances of conversions. As a financial advisor, building and nurturing relationships with your leads and clients is … Continued

Best Web Design Trends for Financial Advisor Websites

Your website plays a huge role in creating a lasting impression of your brand. A generic looking site makes it seem like you didn’t put much thought and effort into your online presence. If you’re building a website from the ground up, you’ll need to know what the latest and most popular web design trends … Continued