Our Financial Services Background and Your Website Compliance

Scottsdale Financial Services SEO and Website Design You Can Trust

One of the biggest concerns we hear from financial services firms that we help with SEO and web design in the Scottsdale and Phoenix is concerns of being compliant with various regulators (FINRA, SEC, etc.).

A major factor that causes financial services firms to NOT invest in an updated online presence is fear around being punished by the regulators for hiring an inexperienced SEO firm or web designer that will get them into trouble. Combine this with the more “old school” approach in financial services where referrals and word of mouth are considered the only way to get leads and you have a huge untapped potential for financial companies that only a few clever companies are leveraging.

Shifting Demographics – Millennial Investment Habits

As the demographics shift and more millennials are either generating tremendous wealth themselves as they further their career or inheriting large sums of money from their parent’s generation, it cannot be overlooked that there is a huge opportunity to market towards the millennials in this space. How do you build trust in this space though when targeting the millennials vs. the older generations?

Let’s take a look at some stats to show the tremendous opportunity just from organic Google searches (data according to SEMRush – link here to this software):

Google Searches (Per Month):

“Financial Advisor” is searched 74,000 times per month
“Retirement Planner” is searched 22,200 times per month
“Financial Advisor Near Me” is searched 8,100 times per month
“Wealth Manager” is searched 14,800 times per month

Combine all of those stats together and that’s 119,100 searches per month or 1,429,200 searches per year just from those 4 keywords.

The simple fact is that even if your business is not currently bringing in online leads, your competition is.

Older generations may prefer to meet in person and look someone in the eyes before trusting them with their financial future, but nowadays with how complex and busy daily life is, millennials take more of a practical approach and have to rely on social proof (website ranking, reviews, etc.).

Building for Success – Auditing Your Financial Services Firm SEO and Web Design

Previous articles that we have published found here for SEO and here for web design show how you can analyze your specific website and digital presence to get the most out of it. This is something you should absolutely reference when engaging with a digital marketing firm, as anything short of exceptional work is unacceptable when it could mean the difference between success and failure to capture those valuable online leads.

Our Financial Services Background and What It Means For Our Clients

Our Founder, Dan Bergano, spent around 4 years working on Wall Street at some of the world’s premier investment banks in Manhattan (Deutsche Bank and most recently, Morgan Stanley). His experience working in that field provided him and Norba Design with the inside knowledge on how exactly we can and can’t market financial services businesses in order to comply with FINRA, the SEC, and other key regulators.

Dan previously held FINRA Series 99, 7, 63, and 24 – most recently working with Morgan Stanley’s Private Banking department to specifically review and provide principal approval for marketing materials (digital and print).

What this means for our financial services customers is that they can rest assured that we have the inside knowledge in the industry to make the process of updating your digital presence as stress free as possible.