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Financial Services

Growing Your Financial Advisor Business Online: Insights from a Financial Services Marketing Agency

Key Takeaways

In the digital age, establishing a strong online presence is crucial for financial advisors to reach their target audience effectively.

At North Shore Digital, we have helped financial advisors and MGAs across Canada grow their businesses online.

Through our integrated website marketing solutions and expertise in Google Search Engine Optimization (SEO) and Google Ads, we have driven online growth and results, while empowering financial advisors to achieve their business goals. 

North Shore Digital are no longer accepting financial services companies as clients for full-service marketing programs. 

Less than 1 min read min read

Here are some experiences and insights we would like to share to help financial advisors thrive online.

Driving Results for Financial Advisors

Our primary focus was on generating tangible results for financial advisors. By leveraging our expertise in digital marketing, we have helped advisors achieve successful outcomes. For example, our Google Ads campaigns have yielded anticipated revenues of $46,000 within seven months, with an expected return on investment (ROI) of 10:1. Additionally, our strategies led to an average cost per lead as low as $102 for financial advisor campaigns, contributing to a significant increase in website traffic and phone calls.

Tailored Digital Marketing Program

Each financial advisor’s business is unique. This requires personalized attention and strategies. That’s why we tailored the financial services digital marketing program to address specific needs and goals. Our program included comprehensive services such as online booking system implementation, Google Business Profile optimization, virtual digital marketing coaching, interactive performance reports, analytics and lead tracking, website optimization, and more. By providing a holistic approach to digital marketing, we empowered financial advisors to streamline their processes, enhance their online visibility, and attract new clients.

Expertise in Financial Services Marketing

We worked closely with major MGAs, including serving as the digital marketing strategic partner for HUB Financial, one of Canada’s leading MGAs. Our extensive experience in this sector allowed us to understand the unique challenges and opportunities faced by financial advisors. We have conducted webinars for thousands of Canadian financial advisors, sharing valuable insights and best practices for digital marketing in the industry.

Testimonials from Satisfied Financial Advisors

We take pride in the positive feedback we have received from financial advisors we have worked with (see more below). Maili Wong, a Portfolio Manager at Wellington-Altus Private Wealth, commends our professionalism and timely delivery of results. Aaron McEwen, a Financial Advisor specializing in insurance and estate planning, highlights our industry expertise and recommends our services. Meagan Daniell, Principal at Vitality Wealth Management, appreciates our ability to translate her vision into a beautiful and professional website. These testimonials exemplify our commitment to client satisfaction and the value we brought to financial advisors.

“Andrew and his team have worked with us as SEO consultants on our website and have delivered in a very professional and timely manner. Andrew is very knowledgeable and is a pleasure to work with.”

MAILI WONG – CFA, CFP, FEA Executive VP, Senior Portfolio Manager, Wong Group

“Working with North Shore Digital ensures you’ll be paired up with the best of the best. I wouldn’t hesitate to start working with them. You won’t be disappointed!”

AARON MCEWEN Financial Advisor, Insurance & Estate Planning

“Andrew is amazing! I work with North Shore Digital to create my business website, google business page and SEO.  I don’t have to worry about a thing! Highly recommend!”

MEAGAN DANIELL – B.A., CFP, CLU Principal, Vitality Wealth Management

We have a proven track record of driving results for financial advisors through our tailored digital marketing plans, expertise in the financial services sector, and dedication to client success.

We are not currently accepting new clients in the financial industry.

The main reason for this is that our core expertise as a digital marketing agency is lead generation, search engine marketing (Google Ads and SEO). 

This skillset while being useful for digital marketing and financial advisors is not as valuable as it is to other industries such as home services. 

This is because a financial advisor typically gets new clients through referrals and networking with people they know. It is similar to realtors in that sense. 

This is the big thing we have learned from working with dozens of advisors in the last few years. 

We can have an impact and help support marketing for financial advisors through managed hosting, website maintenance, website updates and Google Ads awareness campaigns but driving meaningful ROI and new revenues through digital marketing is difficult.

WORK WITH US let’s get started

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North Shore Digital is an award-winning digital marketing agency based on the North Shore of Vancouver. They are specialists in SEO and Google Ads for small to medium sized businesses. Their focus is lead generation and ROI calculation for home services, trades, health practices and private schools.

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