Monthly Archives May 2017

5 Things Every Financial Advisor Should Know About Websites

At Shurwest, we have extensive experience building websites for financial advisors. Here are 5 things we want you to know. No one uses Yellow Pages anymore. Even if a client or potential prospect knows you and your firm’s name, they will be searching online using Google* or another search engine to find you. And getting you to the top of a search engine results page—even for your own name or company name—is not a given. It takes the right website structure and ongoing work. *Google is used more than 60% of the time compared to all other search engines. Mobile
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Categories: Blog Posts.

Keeping Clients through the Generations

While financial advisors know the importance of working with the entire family in retaining and managing their wealth through the decades, they may need improvement in terms of how they actually interact with them. A research study conducted last fall by Everplans in partnership with Cerulli Associates pointed out some of the issues. Fully 95% of the financial advisors surveyed said they had a relationship with their clients’ spouses, and they estimated a 75% chance that these spouses would retain their services when their primary clients passed away. But is this really the case, or were the financial advisors being
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Categories: Blog Posts.