Google My Business for financial advisors

By now, you’ve most likely heard of search engine optimization, otherwise known as SEO. It’s no surprise that Google dominates the search engine market, holding a whopping 92.18 percent of market share. In fact, it’s estimated that almost half of all online searches are done via Google.

So, as an advisor, why should you care? Many of your potential clients are using Google to search for answers to their pressing financial questions. They’re also using it to find you and other local advisors who may be able to help them tackle their specific needs and goals.

When your client or prospect searches for you on Google, is your practice showing up on the first, second or third page—or worse—not at all? Claiming your Google My Business listing is a super-simple way to ensure your firm pops up when your clients and prospects search for you via Google.

What is Google My Business?

Google My Business is a free and simple tool to manage and enhance your digital presence across Google Search and Google Maps. And guess what? It's ridiculously easy to set up.

Steps to set up Google My Business:

  1. Create a Google or Gmail account

  2. Go to Google My Business

  3. Follow the verification process instructions

  4. Google will send you via regular mail a postcard with your unique PIN number*

  5. Sign back into Google My Business and follow the instructions to enter your verification code from the postcard

Pretty simple, huh? Once you've nailed down these steps, test it out. Google your business name and see what shows up. You should immediately see your business name, contact info and Google Map directions to your office. To learn how to optimize your listing, download our complimentary quick guide. Need help with the steps? Drop us a message and we'll follow up with you.

*UPS and PO boxes are strictly prohibited. If you do not have a physical business address, use your personal home address. You’ll be able to mask or hide home address once your Google business listing is verified.


As always, please check with your compliance team before taking any action.


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