These days, when people need a CPA, financial planner or investment adviser, one of the first places they search is online. Whether they’re trying to get answers to financial questions through Google or seeking out local providers on Yelp, prospective clients are out there looking for services and advice that you provide. Make sure that your firm is found by building and maintaining a strong online presence.

It’s more important than ever to invest in online marketing

Though word-of-mouth and referrals remain critical marketing tools for financial services professionals, you can give your firm a promotional boost by investing in online marketing. The Financial Services Guide to Online Marketing and Promotion offers the practical advice and tips you need to:

  • Establish an online identity through logo and website design
  • Increase your online visibility with search marketing
  • Grow your network through social media and email

Download our free eBook and get your online marketing efforts on track today.

Was this useful?
0 0
More on this Topic

What works for one business's marketing strategy may not work for another. Learn how to plan marketing that's true to your vision and your business.

View more

Is your small business marketing working? What can you improve on in the future? Ask yourself these key questions to find out.

Read more

Direct-mail marketing is an easy, affordable way to promote your business or event. But where do you start? Here’s are tips and an infographic to make your direct-mail campaign a success.

Read more