SEO For Financial Advisors: 11 Step SEO Success Mantra

By:  Shreoshe Ghosh

Updated On: March 14, 2023

When we talk about SEO for financial advisors, most of them believe that their business will run on referrals, but that is a thing of the past.

Financial advisors are rapidly moving in the online space as the competition rises among various financial firms. For most people, financial advisors play a key role in helping people manage their wealth and other financial obligations. People are always looking out for tips and suggestions to manage their finances online, which can be passed on to them by you, through your website. 

But how do you ensure that your opinion stands out among a million others who are trying to make their mark in the online space? SEO for financial services makes that possible! In this post, we will help you with the best ways to implement SEO for your financial website.seo for financial advisors

Step 1: Fast, Friendly, and Secure Website

Your website gives the first impression of the quality of your services. Make sure that you have put enough effort into making your website interface simple, easy to navigate, and fast enough to let people find what they are looking for. Also, ensure that your website is mobile-friendly because the number of people who will access your website on their mobile is much more than those who will access it on the web. 

Step 2: Get Your Business Registered in Local Listing Sites

Local listing sites can add to your online visibility beside your GMB profile. Get your business registered in online directories and listing sites, and make sure to keep the same information for all the listings. Ambiguous information can make your audience feel that you aren’t making enough effort to ensure that your business information is passed on correctly. Also, whenever you add a new service or change your business hours, remember to update them on all the social listing sites along with the GMB profile.

Step 3: Claim Your Google My Business Profile

The best way to reach your local audience is to claim your Google My Business profile. Fill in all the details about the business like the website URL, working hours, exact location, and a brief description of the services offered. Add a proper tag to your business so that it gets easier for people to find you when they are looking for similar services nearby. Your GMB profile will also show up when people search for financial advisor keywords. It’s one of the most effective and easiest ways to get noticed by your prospective clients.

Step 4: Implement Schema Markup

Schema markup is an important step in SEO for financial advisors. Schema markup is a code that allows search engines to understand your website data correctly and show them up in search results in the form of rich snippets. If you implement schema correctly to your website, it might show up at position 0 of the SERP and stand out from the rest of the websites in the search results. 

Step 5: Do Proper Keyword Research

Keyword research is essential to understand what your target audience is looking for on the web related to your brand. This will give you an idea regarding what kind of content you should have on your website and the types of blog posts that you should write on. Google Keyword Planner is a free tool that allows you to find the top ranking keywords that you should target while doing SEO For Financial Advisors.  

Another way to implement the right keywords into your content is to segregate them into research intent keywords and buyer intent keywords. Research intent keywords are the search terms that your audience is looking for; these are the keywords that you can place in your blog posts and inform people about what they are looking for.

On the other hand, buyer intent keywords are those terms that people use when they want to go to a financial advisor and use his/her services. With these keywords, you can understand what kind of financial advising services are people looking for. You can also merge suggestions from the “People Also Ask” section on the web. 

Step 6: Optimize Your Website Content

Optimizing website content is a crucial part of SEO finance. If you want your website to rank higher on Google, you have to be sure that the meta title and meta description are written correctly and are not misleading. Also, you need to ensure that the headings are correctly written, and the primary, secondary, and LSI keywords are implemented in the meta title and meta description correctly. 

Step 7: Write Unique Content

The most important rule of SEO content writing is to write what the audience wants to read and not what you want the audience to read. A blog section is important for every online business, and your financial firm is no different. Writing unique content will help you develop authority in your domain. Your audience will look up to you as a thought leader and follow your advice and suggestions carefully. Blogging is a great way to generate a strong and dedicated audience base and convert them into potential leads. 

Step 8: Optimize For Images & Videos

Adding images and videos to your website can improve the user experience by several folds. Google cannot detect images on its own, but it can definitely read images through its Alt text.  Make sure to optimize the images on your websites with the following information:

  • Image File Name
  • Image Alt Text
  • Image Title
  • Image Description

Step 9: Create Quality Backlinks

There are plenty of SEO benefits related to backlinks creation. They help improve SEO rankings and improve brand visibility. It also helps in getting referral traffic and generating new leads coming from other sources. Some of the best ways to get high quality backlinks for your financial website is through social media, email signatures, and directory links. You can also request any association that you’re a part of, like Chambers of Commerce, Investment Advisor Association, etc., to give a link back to your website. 

Step 10: Ask for Online Reviews and Testimonials

Online reviews and ratings improve trust and credibility, so you can ask your clients to rate you on your GMB page and write reviews and testimonials for you. The more positive reviews you get, the better are your chances of getting more clients. Also, according to a recent survey, more than 90% of people read online reviews before making a purchase, so make every view count with the right SEO strategies for financial advisors.

Step 11: Track Your Progress

Finally, every SEO strategy that you implement must show positive results in terms of traffic and conversions. Analyzing your activities will help you understand which strategy works for you and which doesn’t.

So, plan accordingly and amp up your SEO game for financial services. 


Shreoshe Ghosh

Shreoshe is a content writer with 6+ years of experience and has formerly worked in academic and travel niches. In her current stint as an SEO content manager, she helps businesses voice their brands. Reach her @ Mail | LinkedIn | Facebook or View all posts by Shreoshe


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