Do you want your financial solution to rank at the top?

Would you like to attract more clients to your financial solution website?

A financial advisor has to do plenty of things with money. He/she decides what to do with your investment and sets the course of action for you. As a financial advisor, you have a lot of things on your plate.

It’s a common challenge for financial advisors to find the resources and the time to appeal to the right clients. By attracting the right clients, you can take your business to the next level. But, with so many tasks overlapping each other, you may feel lost among the tasks.

So, what can you do?

To increase visitors to your website and convert them to clients?

The answer?


Search Engine Optimization (SEO) offers a range of systems and methods to help your site get to rank at the top. Once you are able to reach the top of search engine result pages (SERPs), you will be able to drive more visitors to your website.

With more visitors, you stand a real chance to convert them to prospective clients.

Whether you are just starting a new website or improving an old one, SEO has solutions for you. With SEO, you can optimize your website to attain a top position in the SERPs. Following your advance in the SERPs, you can encourage more and more clients to take financial suggestions.

seo for finance

Why SEO for a Finance Site?

According to a recent research: organic search makes up 73% of all traffic to service industry websites.

The above stat proves search marketing is the next big thing in the marketing world. Having a website these days isn’t enough. You have to optimize your website in a way, so that your clients can find you in the virtual realm.

There is a range of financial clients across the web. Many require different types of financial assistance. With SEO, you can come at the forefront of financial services. Your website can attract more and more clients to your business.

The finance industry is the lifeblood of all businesses. Every day billions of dollars worth of transaction has occurred across the world. Financial organizations are understanding the importance of having an online campaign.

When there is a massive amount of cash involved, there must be lots of competitors. According to Alexa, the number of eCommerce sits run in the English language alone claims a whopping 110,000.

All these sites are competing for the same thing.

And, that’s a rank in the first page of search results.

One single search in Google can produce hundreds of thousands of results. Therefore, a searcher is highly unlikely to visit pages past the first page of search results. If your website is listed in the first page of the results, people are likely to visit your site.

So, how can your financial advisor site rank in the first page of search results?


In this guide, I am going to discuss everything you need to know about getting your site fully optimized as per SEO. Let’s find out how:

Yes, by following all the four steps, you can sure optimize your financial advisor site for search engines.

Without further ado, let’s get started:

  1. Keyword Research for Financial Advisor Websites

Any SEO campaign should begin with keyword research. In addition, financial advisor SEO will begin with keyword research. Keyword research is significant. Because keyword research will deliver exactly what you are looking for.

Without the right keyword research, you will be lost. You will not make out which way you are going and who your target audience is.

How can you begin your own keyword research?

Of course, you will hear about certain keywords that you will want to rank for. You will have to integrate those main keywords in your financial activities, etc.

What will happen if your competitors target those keywords?

Yes, your competitors will aim the keywords you are targetting. If your competitors have a strong power, then they are going to outrank you. But, no fears when you have low competition keywords. Super cool low competition keywords will be helpful for keyword discovery.

What are low competition keywords?

  • Keywords that have good traffic volume
  • Keywords that have a moderate search volume, but low competitiveness (KD) according to ahrefs and semrush.
  • Keywords that will help you convert visitors into prospective customers
  • Keywords that your competitors aren’t targeting
  • Keywords that can rank your financial website quickly

Here is a Keyword Research sheet i just have done recently for one of my clients (who were just starting out with a new website):

1best way to invest 500002002
2business idea png2002
3short term investment15002
4long term savings plan501
5best way to invest money short term1501
6short term investments6002
7best short term investment5002
8financial goal planner1500
9best investment plan with high returns16003
105 million dollars2003
11where to invest money for short term2002
12short term investment ideas402
13risk free investments803
14short term investments examples703
15harris poll online1502
16maximum return on investment703
17income generating assets2003
18self employment opportunities india402
19best short term investment options2501
20short term savings plan1003
    1. If you check this sheet, you see all of my researched keywords have little to moderate search volumes. Its because, when you will just start your website, you can’t compete with the industry giants instantly. You have to slowly build your online assets and SEO authority and then you can target slightly better keywords.
    You will also see the “Difficulty” columns where I marked each keyword with a competitiveness score from 0 to 100. So, when you will target a keyword that has the Difficulty score of 2; you can easily rank them and start getting traffics.

Choose Keywords for Blog Topics

Creating blog content by targeting the keywords can help you in ranking your finance website. Find keywords that could offer extra help. You can also make use of long-tail keywords. Create blog content targeting those long-tail keywords.

Long-tail keywords are the unique searches people use to find things online. Use of long tail keywords suggests that people are ready to perform business with you. Long tail keywords may consist of more than one word.

For example you may try ranking for the word “coffee” if you have a coffee shop. However, the data shows “popular” search terms like “coffee” account for less than 30% of the searches performed on the Web.

That’s when you need to take advantage of long tail keywords. According to the leading social media marketing solution, Moz, long tail searches account for the rest of the 70% searches.

The long tail keywords are made up of hundreds of thousands of unique searches.

And, they make up the majority of the world’s ever-growing demand for information through search engines.

To check an in action data; look at the sheet below –

#Content TitleTwFB SharesPinTotal SharesTotal Words
1How To Save Money – Personal Finance Tips7729731173714787250
2In Charts: How American Household Finances are Changing24970910968309
3Money Milestones: This is how your finances should look in your 30s5450901025246855
4Couple describes how DeVos family’s Amway scheme destroyed their finances — and their lives477480715285674
5How Mandelson met Mugabe’s finance minister months before Zimbabwe’s $1.1bn loan plan2717070978723
6How to Finance Taking Your Startup to the Big Time1253155445775
7How to Prepare Your Finances for Home Ownership1474998335178975
8Japan’s Finance Minister Accidentally Reveals How It All Ends: “War”20282131026510
9How Delaware Keeps Edge in Finance by Supporting Blockchain791578244875
10WikiLeaks: Clinton Foundation Employees Gave Organization Poor Grade for Effectiveness | Breitbart962368624650262
11Student finance: how to apply2844274154
12How to Automate Your Finances and Save Money9730100227506
13How today’s Fed rate hike will affect your finances134231437952
14How Could Blockchain Technology Change Finance? – CoinDesk551640219993
15How to get EU finance4619065212
166 Tips To Have A Debt-Free Marriage – for the family84894583310735765
17How to Protect Your Finances After a Layoff | DailyWorth10019913312932
18Blockchain in finance: How far we’ve come – Blockchain Unleashed: IBM Blockchain Blog1472450392429
19How to Teach Kids About Finance — Show Them the Virtual Money1127484369840
20How British Savers Finance Putin’s Russia671220189829
    Here you will find some article titles which have gained lots of popularity in Facebook, Twitter and in  Pinterest in your niche. But interestingly, most of those contents don’t have contents more than 1000 words. Which is definitely a plus sign as you can easily build more contents (comprehensive and detailed content) based on each Title. And the social media traffics always love comprehensive and in detailed content (that are also decorative) where you can outrank your financial blog/website competitors as well.
  1. On-Page Optimization

On-page optimization is just as equally important as off-page optimization. On-page optimization consists of all the actions you take within your Web pages to help your site rank better.

When it comes on-page optimization, you need to consider 8 key factors:

  • Site structure
  • Key optimization
  • Usability
  • Internal Linking
  • Responsive version of a website
  • Client reviews
  • Rich snippets
  • Social media integration

financial schema tag which you should definitely use; that is actually being overlooked by most of the finance bloggers (as they might not know about it) to stay ahead of the competition.

  1. Best SEO Tools

As I discussed above running a financial advisor website is complicated. You can automate your SEO campaign to stay above your competitors. There are tools that will help you achieve speed, accuracy, and productivity.

In this section of the article, I am going to discuss the SEO tools that you can use to optimize your rankings.

Here is the list for my favorite SEO tools:

  • Moz Keyword Tool
  • Screaming Frog
  • Google AdWords Keyword Tool
  • Authority Labs for Monitoring
  • Mergewords
  • Buzzstream
  • Open Site Explorer
  • Citation Labs Broken Link Finder
  • Ubersuggest Keyword Suggestion Tool
  • Ahrefs
  • Semrush

Using a combination of all these tools will simplify your SEO process and provide you with the essential information to help you achieve better rankings.

Financial Website Technical SEO Checklist

There are a couple of techniques you need to constantly practice when it comes to running an eCommerce website. They are:

  • Keep your title tags limited to 55 characters or less in length
  • Write your title tag using this formula: Primary Keyword – Secondary Keyword : Brand Name
  • Do not duplicate title tags
  • Write persuasive meta descriptions
  • Keep meta descriptions limited to 150 to 160 characters in length
  • Create content targeting important keyword phrase
  • Make sure you use the keyword phrase at least 4 times within your website content
  • Use your keyword phrase once in your H1 Tag
  • Use ALT tags cautiously
  • Name all your images in a way that describes your images the best way possible
  • Do not use underscores, rather use dashes between the words
  • Write as long article (content)  as possible.

Link Building

For building backlinks for your finance websites; you should always keep in mind the following stuff –

  1. Getting backlinks from Finance and money management blog
  2. Getting mentions from Finance friends on Twitter, Facebook and from other social media sites and blogs and profiles.
  3. Giving references and external links to financing and money related blogs.
  4. Uploading money saving related videos on YouTube and Vimeo and placing your website links on the description.
  5. Following all the traditional link building techniques which I have outlined in another post. Check this here.


If implemented correctly, SEO will be much beneficial to your financial advisory. If you want to improve website traffic to your financial website, then integrate SEO with your marketing campaign right now!

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