Take Advantage of Online Profiles

A simple, low-cost, low-maintenance online marketing strategy is to be listed on all the “Find an Advisor” websites that prospective clients might use to search for a firm. These online profiles are usually charged in one of three ways: (1) as part of your membership or association with an organization; (2) as an annual fee; or (3) as a per-lead fee. We find listings that charge you an annual fee or are included as part of your association with the organization are generally a better value for the money than listings that require you to pay per lead.

Here is a list of sites to take advantage of if you are eligible:

• NAPFA

• FPA PlannerSearch

• FeeOnlyNetwork.com

• Garrett Planning Network

• XY Planning Network

• CFP’s Lets Make a Plan

• Schwab’s Find Your Independent Advisor

• Kingdom Advisors

• Dimensional Fund Advisors

• Wealthtender

Having links from these sites to your firm’s website helps with your own search engine optimization.