AdvisorFlex Blog


Get a Better Website this 4th of July!

Written by Matt Peterson.

A better financial advisor website this 4th of July.School's out! The family is in town. Or maybe it's time for a road trip? Most advisors are thinking about vacation this time of year!

But now you can continue to move your firm forward this fireworks holiday. Let us design or setup your new AdvisorFlex website. 

While you're on vacation, we can be improving your online presence. A better marketing website? Enhanced SEO? Let us boost your online exposure, while you're away.

See all the awesome features!

This Month's Special

Website Templates

Get a Custom Designed Site


A birthday girl's donation?

Written by Matt Peterson.

We seem to be living in a 'pay-it-forward' society. Just the other morning, I was in my local Starbucks drive-thru when the car in front of me bought my drink. I was shocked and quickly felt the need to do something kind for someone else. So I bought the drinks for the car behind me. Even though the gesture was small, I'm sure that all the people within (at least) our 3 vehicles, had a little extra spring in their step that day.

A Proud Father

My oldest daughter celebrated her 10th b-day a couple weeks ago. She asked her friends to bring gifts (to her party) to donate to the local children's hospital, in lieu of presents for her. She also used money she received to purchase gift cards the hospital needed for last minute items. We just delivered the gifts today. Mary and I are extremely proud of her!

Way to go Nyah! You made it a great day for others today. I'm so proud of you.

- Dad



Are visitors engaging with your website?

Written by Matt Peterson.

Getting people to your site is just the beginning. Keep an eye out for these three visitor behaviors to see whether people stay engaged once they arrive:

How often they hit the Back button

Your bounce rate shows you how many people click the Back button on your site. Aim for lower bounce rates on your most important pages.

How long they stick around

Keep an eye on visit duration to know how long visitors stay on your site.

Whether they're coming back for more

Offer updated content based on how many new vs. returning visitors you see coming to your site.


4 Marketing Tips for 2013

Written by Matt Peterson.

The financial advisor industry is expected to increase at a 32% growth rate over the next decade. The average growth rate for all other occupations is only 14%.
*Source: Bureau Of Labor Statistics

As competition get's greater and greater for financial advisors ever year, it also becomes more difficult to stand out from the crowd. Every time I ask an advisor; "what makes your firm different from the other advisor's out there?" I always get a similar response.

  • fee-only
  • fiduciary aspect
  • unque process
  • our investment strategy

Over the last 8 years, these answers (for the most part) have continued to be the same. While all these things are critical for advisors. For 2013, a better marketing answer might be...

  • a professional brand
  • appealing to every generation (not just boomers)
  • our web based / client friendly processes
  • our unique voice
  • our strong web presence

4 Things To Consider

1. A Great Website

A great website can quickly enhance your professional image.

2. Good Copywriting

Unique, creatively written copy that appeals to your client base & target market.

3. SEO Services

Stay in the hunt with a good on-going SEO plan customized to your needs.

4. Social Media

Social Profiles are very powerful backlinks to your website.



Simply Better Websites for Financial Advisors