Eight Marketing Hacks for the Holidays and Beyond

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As financial professionals scramble to close business before year end, taking a moment to appreciate client growth as well as the holiday season may seem like an energy waste.

The opposite is true.

Advisors and wealth management professionals would be well-served to take a step back, breathe, and design an agile path forward for continued growth in the year ahead. Let’s call this a marketing plan for the H.O.L.I.D.A.Y.S. and beyond.

H is for HTML

New and experienced financial advisors should view a web presence as table stakes. A website that speaks to a desired client persona and search engines will improve visibility and establish subject matter expertise.

O is for organic

Don’t think food, think search engine optimization (SEO). While a website is table stakes, optimizing (another O) for organic search drives results. Financial professionals and their web hosts should align on the keywords, meta descriptions, title tags, and content to bolster organic search.