AdvisorFlex Blog



Written by MIAGD.

Like our clients, we prefer to only take on a handful of new RIA firms each month. (The right ones!) Advisors prefer our best-in-class websites and support over any other. Don't just take our word for it.

We are NOT Interested In

  • Taking on hundreds of BD or Insurance Reps each month.
  • Paying to be on Preferred Vendor Lists.
  • Manning Tradeshow Booths.

We ARE Interested In

  • Providing a GREAT Development Experience.
  • Building Ongoing Relationships through Superior Service & Support.
  • Word of Mouth Referrals.

In Case You Were Wondering


How's Your Advisor Marketing Bracket?

Written by MIAGD.

Marketing Bracket

We have entered the age of content, context, and the investor experience.

Video Production

People are creating and viewing online video in staggering numbers. More than 1 billion unique users visit YouTube each month, watching more than 6 billion hours of video per month. According to Cisco (@cisco), online video traffic will account for 79 percent of all consumer Internet traffic by 2018.

Advisors have become educators, competing for the hearts and minds of investors. Modern advisory firms create multimedia content to attract and engage today's investors.

Does your advisor firm have the ability to produce video that connects with, and educates investors?


Content creation, and the ability to write trending, keyword-rich copy for modern investors, is possibly the most important website marketing tool.

Effective financial writing is strategic, advisor-centric, investor-persona focused, optimized for search engines, technically sound, and creative.

Website Management

Your AdvisorFlex Website is a lead-generation and multimedia content publishing tool. It gives your firm the ability to gain insight into visitor behavior, create powerful investor experiences, build credibility and drive business growth.



Marketing in a Multiscreen World

Written by MIAGD.

Attracting new qualified investors is complicated. They have been conditioned to ignore interruption-based marketing messages, have short attention spans, continually shift content consumption patterns, and demonstrate complex investment behaviors. All of these challenges are magnified in the multiscreen world. As investors move from device to device, advisor brands are expected to adapt to the needs and preferences, specific to each screen.

According to Google's 2012 report "The New Multi-Screen World,"90% of our daily media interactions are screen-based, occurring on smartphones, PCs/laptops, tablets, or televisions. And those interactions are rarely focused on a single screen or activity. Rather, potential investors are constantly shifting from screen to screen to accomplish tasks, what Google terms "sequential usage," or viewing more than one screen at the same time to accomplish related or unrelated tasks, which Google calls "simultaneous usage."

The device we choose to use at a particular time is often driven by the context of where we are, what we want to accomplish, and how much time is needed. Here is a look at how Google breaks down device usage in the multiscreen world:

  • Smartphones, which account for 38% of daily media interaction, keep us connected and are the most common starting place for online activities.

Effective Advisor Marketing Consists of BUILDERS and DRIVERS

Written by Matt Peterson.

The Builders (Phase 1)

Builders lay the groundwork. They create the necessary assets (logo design, website development, onsite SEO, engaging content, social accounts, etc.) to build your credible brand. This brand helps investors differentiate your firm from competitors, while expanding your reach and influence. Builders are essential, but often not measurable (at least in the short term), which means many advisors have limited patience and budgets to do them well. As a result, some advisors want to rush into the marketing tactics. Expecting immediate gratification and demanding instant results. Such as more Facebook page "likes", increased blog subscribers, immediate SERP (search engine ranking position) Results based on specific keyword searches, media coverage, speaking engagements, and leads. Today's Independent Financial Advisor needs to understand the importance of builders. At MIAGD we do things 'the right way'! We refuse to take shortcuts or give in to desperate desires for quick fixes.


Why Google Likes AdvisorFlex Websites

Written by Matt Peterson.

I'm often asked...

What separates AdvisorFlex from all the other industry website providers out there?

Other than the fact that we are a boutique family office, the answer is simple.

No Steel Curtain

We offer the best On-Site SEO (search engine optimization) in the industry. Other providers try to lure you in by offering inexpensive (or free) website templates. Then they pull back the curtain to their monthly SEO plans or upgrades. Often times they will charge big bucks only to 'enable a plugin' that might already be installed on your site. Additionally, some 'high profile' marketing / PR firms can develop amazing sites, but with inferior SEO and mobile responsive features.

Simply Better Websites for Financial Advisors