Have you “googled” your name? Do you come up on the first page of the search results?
The fact is you have an online presence, either intentionally or unintentionally, or both.
In a recent IRIS article Dan Sondhelm, CEO of Sondhelm Partners writes that in the highly competitive financial advisory landscape, where trust and transparency are critical criteria, a strong online presence is particularly essential. He specifically asks: “Whose is in Control of Your Online Presence?” “A weak or uncontrolled online presence leaves the first impression of you and your practice in the hands of others, while a strong presence puts you in control of the first impression as well as your visibility to your target market,” Sondhelm mentions.
Sondhelm shares that financial advisers need a plan that is based on their vision and the individual goals for each component. In this way, it is possible to establish benchmarks that can be measured to determine if one’s strategy is working.
He further shares the following goals and objectives that financial advisors can set for themselves:
| ● | Increased visibility and stature in the community |
| ● | Improved relationships with clients |
| ● | Improved search engine rankings |
| ● | Increased website traffic – new leads |
| ● | Increased client loyalty |
| ● | Outshine the competition |
| ● | Be a key resource for clients and journalists |
Click here to read Sondhelm’s article.
