SEO
What SEO actually does for a financial advisor
Local Pack, organic rankings, niche searches, and why the work you do this year keeps producing leads next year.
8 min readRead →
Resources
Marketing resources for financial advisors
Plain-language explainers on how advisors get found, case studies from practices we work with, and the blog. Written for financial advisors, planners, wealth managers and insurance advisors in Canada.
Explainers
How each channel works, what it costs, and what to expect. No jargon.
AEO / GEO
How to get recommended by ChatGPT, Gemini and Perplexity
What answer engine and generative engine optimization are, how AI tools decide who to recommend, and what it takes to be in the answer.
7 min readRead →
Paid advertising
Meta vs LinkedIn vs Google Ads: which one fits your practice
Who each platform reaches, what a realistic budget looks like, and why ads and seminars work best as a cycle.
9 min readRead →
Seminars
How to fill a seminar or webinar with the right people
Topic, targeting, registration flow and reminders. What separates a full room from a room full of no-shows.
6 min readRead →
Social media
Social media for advisors: what to post, and how often
Why consistency beats cleverness, the three post types that build trust, and how to stay compliant without going silent.
6 min readRead →
Compliance
Marketing within compliance: what advisors can and can’t say
Performance claims, testimonials, product recommendations and how a compliance process keeps content publishable.
5 min readRead →
Case studies
Results from advisory practices we work with across Canada. Full write-ups are on the way.
$1.5M
Paid advertising · Oshawa, Ontario
From a $15,000 ad campaign to three new clients
30+ leads from a Meta campaign in under three months, five more from SEO, and three new clients worth roughly $1.5M in combined assets under management.
Financial advisor · Meta ads + SEOFull case study coming soon
$2M
SEO · Halifax, Nova Scotia
Top three locally, page one nationally, and a $2M client
How a Halifax practice came to rank top three for “Halifax financial advisor” and page one nationally for financial planning for engineers and lawyers, and how that brought a $2M client from Google.
Wealth management practice · SEO + AEO/GEOFull case study coming soon
$1M
SEO · Vancouver, B.C.
A $1M client in the first week after launch
What was set up in month one, why local visibility moved so quickly, and how search continues to compound for the practice.
Financial advisor · SEOFull case study coming soon
2×
Seminars · Peterborough, Ontario
A seminar so full the advisor added a second date
19 registrations in under a week, a room that overfilled, and the only campaign the advisor said had ever brought real people, not bots.
Financial advisor · Seminar promotionFull case study coming soon
Blog
Shorter, more frequent. What we’re seeing in advisor marketing right now.
Blog
Your next client may ask ChatGPT before they ask Google
What we’re seeing in AI search referrals to advisor websites, and the one change that moves the needle fastest.
September 2026Read →
Blog
Why “financial advisor near me” is only half the search
The niche searches (physicians, business owners, engineers) that bring higher-value clients with less competition.
August 2026Read →
Blog
The two-month, one-seminar cycle explained
Why we run paid ads for two months and then a seminar, and what happened when advisors ran seminars cold.
August 2026Read →
Blog
Bright Draft: why we're building a social media tool just for advisors
The gap between what advisors know they should post and what actually gets posted, and how we close it.
July 2026Read →
Blog
Google Business Profile: the 30-minute fix most advisors skip
Categories, services, posts and reviews. The Local Pack changes that show up within weeks.
July 2026Read →
Blog
Real people, not bots: what a good seminar campaign looks like
Targeting, offer and follow-up from the Peterborough campaign that filled a room and then a second one.
June 2026Read →
Blog
How long does SEO take to work? An honest timeline
Local visibility often moves in 60 to 90 days; competitive terms take longer and compound. What to expect month by month.
Blog
Why should you start blogging for SEO?
A blog is essential for any small business looking to enhance visibility, engage customers, and establish authority. And that’s just the beginning.
Blog
Five ways your client email list can grow your practice
Beyond appointment reminders: referrals, seminar invitations, seasonal planning nudges and re-engaging quiet clients.
Blog
How to avoid AI writing detection (hint: it involves humans!)
Is there anything wrong with using AI to create content? No. But AI-generated text sometimes lacks depth and it often shows up in subtle ways.
Blog
Why anonymous Instagram viewing is useful for financial advisors
Anonymous Instagram viewing helps advisors research other practices and trends quickly, without logging in, accidental engagement, or affecting their algorithm.
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