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    « Additional Thoughts Re: Compliance Dangers for Investment Advisers Using Social Media | Main | Conferencing & Screen Sharing Tools »
    Saturday
    06Jun2009

    Blog Tips for Financial Planners and Professionals

    Jeff Rose is today's guest blogger on AdvisorBlogger.  I met Jeff via Twitter and really enjoy reading his blog and how he is using technology to help his clients.  He is a great social media resource (not to mention he lives in southern Illinois near my hometown).  Enjoy his post and please share your comments and thoughts. 

    About Jeff Rose

    Jeff Rose is an Illinois Certified Financial Planner and co-founder of Alliance Investment Planning Group. He is also the author of Good Financial Cents, a financial planning and investment blog. You can also learn more about Jeff at his website Jeff Rose Financial.

    When I first started my blog Good Financial Cents, I initially had only two goals with it.  1.  A unique way to stay in contact with existing clients 2. An even more unique way to market myself.  The only problem is that when you've never really blogged before, starting out can be extremely challenging.  Emphasis on EXTREMELY.  Speaking to another CFP®, Art Dinkin whose authors the blog Moment on Money in Iowa gave me the motivation that I needed.  According to Art, his blog had gotten him more business than all previous marketing efforts combined and through his blogging efforts, had reached his site to #1 in Google for "Financial Planner Iowa".  Unfortunately, Art is just as inexperienced about Search Engine Optimization as I, and didn't even know how he was able to get his blog there.  I, of course, wanted to duplicate Art's achievement, except for "Financial Planner Illinois". 

    As I got more into blogging, I started to pick a few trick here and there.   I joined a few forums and through help of some other what I would call professional bloggers, they gave me the insight I needed to make my goal happen.  The funny thing too was that I was approaced by a supposed "SEO" expert who told me that I would never be in the top 10 of Google for that search because my state was too big and there was too much competiton for those search keywords.   Hmmm, we'll see about that.

    My Strategy

    First, I needed to create a landing page.  A landing page is a separate page on your blog that is created solely to welcome a certain reader.   Many people have created landing pages through their Twitter profiles (here's mine) or through their Google Adword campaigns.  Basically, you want a page that reaches out to the readers and says, "Welcome, it's pleasure to meet you.  This is how I can help you".  I mirrored my landing page off of a pretty prolific blogger named Darren Rowse who runs a blog called Problogger.net.   I figure a guy who excels at blogging might not be a bad guy to replicate. 

    Guest Writing

    Creating a landing page is the equivalent of building a static web page- it looks really good but if nobody sees it, what's the point? One way to add credibility to a web-page is to get back-links to that page. (I'll explain what a "back-link" is in a bit) Getting a back link is easier said that done.  The strategy that I implemented was writing articles for a variety of other personal finance blogs.  I'm sure your asking yourself, "What does writing for another blog do for your site and landing page?"  The keyword is "back-links".  A "back-link" is when another website or blog links back to a page on your site or blog.  The more back-links to your site or blog, the more relevant Google finds you and the higher in search engines you are.  So each time I wrote a guest articles, I would always include the following bio:

    Jeff Rose is an Illinois Certified Financial Planner and co-founder of Alliance Investment Planning Group. He is also the author of Good Financial Cents, a financial planning and investment blog. You can also learn more about Jeff at his website Jeff Rose Financial.

    Look familiar?  Of course, it does.  It's the same bio that's included in this post. Yes, I just got another back-link :)  The most important part of the bio is the words "Illinois Certified Financial Planner".  By getting another website to link to those keywords to my landing page, that has what's helped push my page to the top 5 of Google for "Financial Planner Illinois". (I thought I would drop in one more link for safe measure).  I will usually hover at the #2 position, and sometimes #1, but FPA of Illinois usually beats me.  But since I was told that I would never be in the top 10 by an SEO expert, I'll take it.  What is also neat is that my personal business page Jeff Rose Financial is also in top 10.   My hopes is that when a prospect in the state of Illinois goes to search and they see my name in two of the top 10 of Google for that search, that will add some credibility to myself.  

    The Results

    Obviously cracking Google's top 10 is an impressive feat, but that doesn't guarantee success.  I had been blogging consistently since December of 2008 and besides getting into local media outlets, I hadn't actually got any direct business.  That was until last month that is.  I had a lady contact me via my blog who was needing a financial planner.  Turns out she was looking for an "Independent Certified Financial Planner in Illinois" and that's what she searched in Google.   And what did the results show......you guessed it, my blog.   The story ends with her bringing in just over $2 million and officially making my blog a success. I have a strong feeling that this is not the last successs story, too.

    How about you?  If a prospect was going to the web in hopes of finding a financial planner, would they find you or your competitor who is Google-able?

    If you enjoyed Jeff’s post, read more of his stuff at Good Financial Cents, and subscribe to his RSS feed.

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    Reader Comments (8)

    Congrats on the success, Jeff!

    I'm sure a big part of what's making it work is that you're actually writing excellent content. (Completely coincidentally, I just linked to you twice in this morning's post.)

    Btw, I'm told that putting the address of your business somewhere that would appear site-wide (footer, for instance) will help to appear in Google's local listings. That might help bump you up even further. (That said, this is only what I've read on SEO blogs. I've never tried it personally.)

    June 6, 2009 | Unregistered CommenterObliviousInvestor

    Thanks for sharing the successes of your blog. One thing you didn't mention was the use of website analytics, like Google Analytics.

    It's one thing to be listed in the top 10 of Google searches, but how many of those listings actually convert into hits to your website? With analytics, you can see all the search terms and keywords people use AND click to your website (and you can do with with an AdWords campaign if you feel like committing $$ to it, but why when you can get good results for free?)

    I wish you continued success!

    June 6, 2009 | Unregistered CommenterBill Winterberg

    Love what you are doing on this site. Also, love that you use squarespace...same thing for us at our stage in development. Check out our site.

    June 6, 2009 | Unregistered Commenterfabeetle

    http://www.fabeetle.com

    June 6, 2009 | Unregistered Commenterfabeetle

    @ Bill

    I use analytics but it's sometimes hard for me to decipher the information overload. I know that a majority of my highly targeted keywords revolve around the "roth ira rules" and "401k contributions". Dating back to May 6, I've had 93 clicks from the search for "financial planner illinois" which I assume is good or okay. Since I have nothing to base that on, it's hard for me to know.

    I still use Adwords but reduced my pay per click. The first month I think I spent $200 and felt it was more than I wanted to go. Plus, I felt if I could be found in an organic search it would add more credibility. I figure I was paying almost $3 per click through Adwords for "Financial Planner Illinois" and now I have two sites in the top 10 and I don't pay a dime.

    I still have a lot to perfect, but not even sure what direction to go. I was excited to learn that the same landing page is in the top 10 for Certified Financial Planner as well. Just after cfp.net and fpa.org. We'll see how long that holds, but I figure that's a pretty cool accomplishment, too.

    I'll be sure to follow up with everybody on anything else I learn.

    June 6, 2009 | Unregistered CommenterJeff Rose

    Thanks for the the info. I'm a financial advisor, & just trying to figure out all the compliance stuff here in Canada, for my blog.

    June 7, 2009 | Unregistered CommenterBrent

    Great ideas,and keep posting...

    I've already read for Darren Rowse,He was a good help for my "blogging travel".And it's so necessary to stay in contact with new tools and technologies which facilitate the work.

    June 25, 2009 | Unregistered Commentermutuelle

    Jeff, thanks for a great article. I've shared it with a few other bloggers and will continue to do so because it demystifies a scary subject for the non-tech-savvy advisor. And congrats on the success.

    July 29, 2009 | Unregistered CommenterRich Feight

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