AdvisorFlex Blog


Fresh Content is Key for Advisor Website SEO

Written by Matt Peterson.

I'm often asked by advisors to change or update keywords within their site's meta-data, because their site is not showing up on the first page Google for a specific keyword search. The truth is, Google does not use the keywords meta tag in web ranking. Learn more.

Thus, the importance of this blog article.

A Side Note: 'Meta-data Descriptions' are important. Best practices --> 1. Try to use 155 characters or less. 2. Make sure it contains [Company Name] [Company Structure] [Location]. EXAMPLE: ABC Wealth Management is a fee-only, Registered Investment Advisor (RIA) located in Portland, OR. NOTE: If you're an AdvisorFlex Website client, we've got you covered.


A lot of advisors don't realize that 'canned content' from providers like Marketing360, Forefield, and can hurt their search results.

Why? Google looks for 'duplicate content' when ranking YOUR site for keywords searched.

If thousands of advisors are using the exact same content on their websites too, Google knows it, and will begin to penalize sites with the same content.


By using a custom content provider like AdvisorCopy, fresh and unique 'keyword-rich' content is created each month for each client. You suggest a topic or let us write on what's trending. Your content is custom written each month.

Check out recent articles and topic ideas here.


Simply put... If you're not a good writer, outsource it. Also, don't copy & paste text from another website.

Hire an industry copywriting professional that has good knowledge of current buzz words and investment strategies. Psst... We've got a really good one!

Learn more about Steve Garmhausen and our Website Content Writing/Review service.


Add a professional video your site to inform and educate in an engaging way.

Hundreds of people visit your website long before they step foot in your office – for this reason, it's important that you engage them, earn their trust and educate them on your services in a way that resonates with them. One of the most successful ways to attract prospects to your website and convert them to leads is with informative and engaging online video.

Video is an effective way to demonstrate who you are and to profile your services. You can build relationships and trust with your potential client's before they've even met you! Video allows you to establish a trustworthy, transparent and authentic voice – something you strive for and something that your prospects certainly look for.

View samples at
  • Landing pages with video generate 4-7x more response rates than plain text. (SearchEngineWatch)
  • 86% of the internet audience is watching online video – that's 183M people. (Forrester)
  • Videos in universal search results have a 41% higher click through rate than their plain text counterparts. (ReelSEO)

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 so many other kids today. I'm 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.

Simply Better Websites for Financial Advisors