You believe the Internet will have a major impact on the financial services industry – like it has other major industries. You believe the Internet will impact the way investors find, research, and select financial advisory firms and professionals. You believe the Internet will be an important source of new clients, assets, and revenue for your financial advisory firm.

What is your next step?
You need a digital marketing strategy that is designed around the characteristics of your firm.

• Ideal type(s) of new clients
• Marketing budget
• Location(s)
• Key professionals
• Differentiating characteristics
• Competitive advantage

The strategy produces Internet visibility, website traffic, and qualified leads.