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Financial Advisor Step-by-Step Guide to Internet Marketing

My brother Luke and I get this question all of the time…”If you had to start all over again with building a brand new website…knowing what you know now…what steps would you take?

Just as important, in what order would you take them and why?

The great news is that we did start the site that you are on now “Advisor Internet Marketing” this past January (2014) using everything that we know and that we have learned from our past sites like,, and

And what we discovered time and time again is that building a successful lead generating website all came down to 8 simple steps.

Moreover, since we keep hearing this question so much, we decided to share the exact steps with all of you. We have dubbed this the financial advisor step-by-step guide to Internet Marketing. Follow it in the same order listed below (or pay someone to), and you will be further along than 99% of financial advisors who are on the web.

The Financial Advisor Step-by-Step Guide to Internet Marketing

Here are all 8 steps in order:

STEP 1: Get your website up in WordPress with the ability to blog

You can’t “Go Digital” without a website, so step 1 is quite essential. And although there are many types of platforms to start a website on, we have found nothing better than WordPress. WordPress is the most widely used website platform, it is the easiest to use (in our humble opinion), it is definitely easier to find web developers who know WordPress than any other platform, and there are new apps and cool plug-in’s being created for it every single hour (kind of like apps in Apple’s App Store).

If you have no idea how to do get a website up in WordPress, or perhaps you don’t have a website at all, click this – Here are the Must Have Features of your website (video and PDF)


STEP 2: Create a free “widget” that you will be giving away.

This could be a free report, free video, video series, e-book, resource list, etc. It is crucial to have this done first as it will impact what you blog about, and needs to be congruent with your website’s message. Luke and I personally prefer to have our “free widgets” given away on professionally done landing pages. Check out LeadPages here (we HIGHLY recommend using this incredibly easy to use and game changing landing page template service).

If you want to see an example of a “Widget Landing Page”, check out this page that we created.


STEP 3: Set up an auto-responder for your website

This is the essential website product that both captures your lead’s information and automatically sends them the free report, a thank you email, and any other future emails that you want sent out to your list. Some great companies to user are Aweber, MailChimp, or Infusionsoft. These auto-responders can tie right into LeadPages as well.

If you think that you can do this manually or pay someone to do all of your email responses, you are mistaken. Do NOT ignore this step!


STEP 4: Create and publish your first blog on your site.

Now you are ready to start adding content to your site. Pick a question that you receive from your client or prospect base and answer it. Or perhaps blog about a topic that always seems to get your prospects or clients engaged at events, your seminar, or face to face meetings.

Make sure to put in a powerful headline, focus on a long-tailed keyword phrase that you want to rank for (if you aren’t sure what this is, watch the first video below called Financial Advisor Blogging tips), and don’t forget to add in a picture as it has been proven blogs with pictures get more reads.

Repeat this step once per week.

Here are some of our best blogging tips for financial advisors (click each one below to view):

(Recipe Members: See Module 3 in the Recipe for Blog ideas, how to optimize, etc.)


STEP 5: Create a free YouTube channel and capture your first video

Your first video could be as simple as a live Google Hangout explaining your unique selling proposition (what makes you different from your competitors), or recording one of your PowerPoint presentations on a screen-capturing software like Camtasia.

Here are 3 MUST WATCH videos all about YouTube Marketing for financial advisors:

Repeat this step at least once per month.

(Recipe Members: See Module 5 in the Recipe on how to do all of this including how to optimize a YouTube video to be found in the search results)


STEP 6: Promote your content via your Social Media outlets

Getting your content out on all of the social media outlets and asking your friends, family, and visitors to SHARE it is one of the quickest ways to get traffic quick. It also helps you rank higher in the search engines as Google favors content that is getting shared and that is engaging.

Don’t miss this one from a few weeks ago – “The Truth about Social Media and Financial Advisors Blog”

(Recipe Members: See Module 2 for some super-quick options to gaining free traffic.)


STEP 7: Build your lead list and do a weekly email blast driving people to your site, blog, or some other call to action

“He or she who has the largest list has the largest wallet/purse.” Build and nurture your list, add value to them every week by driving them to your site for excellent information. Don’t put your entire message in your email. No one reads 10 paragraph emails! Give them just enough to get them excited and then provide a link where they can learn more.

You do NOT want to miss this video tutorial on email marketing & list building. Watch it here now.

(Recipe Members: See Modules 4 and 6 in the Recipe)



Most importantly, have fun doing all of this. Marketing, when done correctly, is not only profitable, but it is also incredibly fun. And if your marketing as a financial advisor isn’t fun for you, then it is time to rethink your marketing strategies…


Financial Advisor Step-by-Step Guide to Internet Marketing



I have found that Internet Marketing isn’t really that hard if you have a good guide or blueprint on what you should be doing. Of course, it always helps to implement and stay consistent as well…

But with this Financial Advisor Step-by-Step Guide to Internet Marketing, half of the work is already done for you. Now, you just have to be like Nike and “Just Do It”.


P.S. – If you took anything away from this blog, please share it using the social media buttons on the left. You are the best!


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Fernando Godinez

Fernando Godinez is the CEO of Advisor Internet Marketing. He’s been the architect behind some of the top financial advisors online presence in the country and help them triple their practice through online lead generation. Over the past few years he has been responsible for generating over 500k leads through online marketing and lead generation campaigns for independent financial advisors.

1 Comment
  • Joe Simonds
    8:17 AM, 31 July 2014

    I would love your feedback on any thoughts, questions, or roadblocks you are having with Internet Marketing as a financial advisor. Don’t be shy. Comment away!

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