AFO|Wealth Management Forward
  • Home
  • About
  • Resources
  • Podcast
  • Contact
Search
AFO|Wealth Management Forward
  • Home
  • About
  • Resources
  • Podcast
  • Contact

Becoming an Indispensable Financial Expert

AFO|Wealth Management Forward2022-06-22T15:37:41+00:00

At some point in your life, you likely have thought about how to grow your wealth. You may have even taken steps in this direction but did not get your desired results. It is why you must note that at the crux of building wealth, there are some actionable steps required to sustain wealth and facilitate wealth command.

For this reason, financial structures and financial experts such as financial advisors and planners have then been put in place to help you reach the peak of financial stability.

TOC hide
  • Google Auto-Populate:
  • Google Related Searches:
  • Google Ads Keyword Planner:
  • Google Search Console:
  • Google Trends:
  • Google Analytics:

Financial advisors are the ones who influence the decision of their clients to take active steps, which will either build wealth or destroy wealth. So it is crucial for you as a certified financial advisor to acquaint yourself with up-to-date trends and detailed information on the financial market to enhance your decision-making skills.

It is not just enough for you as a financial advisor to be certified. But you need to also register and participate in courses relevant to your area of specialization and help you become renowned.

One of such courses is the Wealth Management Forward course. A program run by Arrowroot Family Office (AFO). An organization that has garnered and built solid financial experience over the years and equipped accountants and financial firms to become specialized in Investment Advisory. It also helps groom certified accountants to become Registered Investments Advisors (RIA).

It is imperative for you as an accountant or financial advisor to improve your prowess and widen your horizons at all times— so you can keep your clients and bring in new ones.
To attract potential clients as a certified account/ financial advisor and Registered Investment Advisor (RIA) in the digital space, you must understand and acquaint yourself with the use of proper keywords that will make you and your content early listed on Google.

Understanding Google search engines and the functions of some indispensable free Google tools will go a long way in making you more visible in the digital space. Let us take a look at Six free Google tools that can help you determine and identify the most suitable and appropriate keywords to improve your content:

Google Auto-Populate:

This is also known as Google Auto-Complete. This tool gives search suggestions when you are typing in your query. These suggestions are usually from popular search queries used by people who use Google when searching for specific content. In order to optimize your content digitally, you must know how people think or predict what they want to type. Understanding this will help you include the most popular keywords in your content and make your content easily accessible when potential clients search for content relating to yours. It is the best way to start your research on keywords.

Google Related Searches:

This is another effective tool in the research of keywords. Sometimes when people use some queries to search. The result they get is slightly different from what they desire. So what Google-related searches do is showcase contents similar to or close to the meaning of the initially searched query at the bottom of search engine result pages (SERPs). This feature is crucial because sometimes, people make mistakes or type questions in a strange manner and get different answers than what they want. Identifying keywords of related searches will therefore guide you in writing content for yourself and your organization.

Google Ads Keyword Planner:

This tool gives you information on how frequently certain words are searched for by users on Google and their evolution over time. This information then guides you in sifting out the keyword you need to optimize your content from those you do not need. It will show you the approximate bid price for selected keywords and alternative keywords that may not be as expensive as the keywords you initially highlighted. This gives you an estimate of how much you will spend on future content advertisements and ensure that you do not stretch yourself beyond your advertising budget.

Google Search Console:

This tool helps you to measure the performance of your site and the traffic on your site. It shows you the queries/keywords and contents that have driven the most traffic to your website over time. This knowledge then helps you to optimize and enhance your sites and guides you during content writing for your site. This helps you to know what to directly improve, allowing you to make your site more visible online.

Google Trends:

This tool shows you how often keywords and topics are searched on Google every day, either globally, regionally, or locally. It showcases the interest of Google users in specific topics of interest. Using this tool will direct you to the use of keywords and it will help analyze and juxtapose keywords relevant to you. It can also help you predict the relevance of keywords or topics in the future and know the likelihood of being searched.

Google Analytics:

This tool helps you acquire data and provide information such as the duration of each session, the number of pages turned per session, and statistical information on the sources of user traffic to every visitor that visits your site. It also helps you to track your sales and users on your site at a given time. Studying this assists you in determining and understanding user behavior.

Consequently, it is not just enough to be a Registered Investment advisor (RIA). It is also necessary to stay strategically relevant by sharpening your skills and adding extra qualifications from time to time to the already existing ones.

Likewise, it is vital to remain digitally recognizable and valid using the six free Google tools at your disposal that we discussed above. These tools help you to stay visible to your present clients as well as the potential target clients by teaching you how to: preempt what Google users may likely search for, discover keywords relevant to your content that will drag traffic to your site, know how often keywords are searched for by users, the bid price for various search words and alternatives, the amount of traffic on your site, and the keywords that prompt traffic and data on user behavior.

[yasr_visitor_votes size=”large”]

Author

AFO|Wealth Management Forward


Related Posts

BIDEN’S LEGISLATIVE AND TAX AGENDA: AN EXPOSE

Following the emergence of Joe Biden, as the 46th President of the United States of America, there has been speculations... read more

10 STEPS ON HOW TO GROW AN ACCOUNTING FIRM

There is fierce competition in the accounting industry. Information from the Big 4 Accounting Firms shows that there are over... read more

Building Financial Advisor Practice

Switching your career from being an accountant to a financial advisor is a careful task that requires a lot of... read more

What every financial accountant should know about capital markets

There are recent changes in trades, as world economies keep advancing in their mode of operations. This happens because of... read more

10 Strategies to Help You Keep Your Accounting Clients

AFO’s Wealth Management Forward Program has the best tips and tricks to help you build these connections. read more

How to Prepare for the Series 65 Exam​

How to Prepare for the Series 65 Exam

How to Prepare for the Series 65 Exam Samuel Feldman Founder and Editor in Chief, The Fintech Corner |  Finance... read more

Social Media For Financial Advisors

Social media has become an effective tool in the marketing of any type of business or service. But to be... read more

How to Get Clients as a Financial Advisor?

The primary goal of every financial advisor is to provide solutions and help the public achieve their financial goals. This... read more

How to Prepare for PFS Exam​

How to Prepare for PFS Exam

How to Prepare for PFS Exam A Personal Financial Specialist (PFS) is a specialized certification allowing certified public accountants (CPAs) the... read more

Qualifications & Skills for Accountants to become Financial Managers

Qualifications & Skills for Accountants to become Financial Managers Financial management can be a very lucrative career that can lead to... read more

Recent Posts

  • Advice Engagement: Secure ACT 2.0, Tax & Financial Planning
  • Winning the Talent Battle
  • Higher Prices, Higher Profits and High Value Clients
  • ChatGPT and AI Implications
  • Kickoff 2023 & Best of 2022 – Part 2

Recent Comments

No comments to show.
JOIN OUR COMMUNITY

Disclaimer: Results of enrolling in the AFO Wealth Management Forward program vary by participant and are not guaranteed. Arrowroot Family Office is a registered investment advisor and is not endorsing or promoting the sale of any security with this message.

  • Terms & Condition
  • Privacy Policy
  • Web Accessibility