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MiB: Jennifer Grancio, Engine No. 1

The Big Picture

This week, we speak with Jennifer Grancio, the chief executive officer of impact investment group Engine No. Grancio has more than 25 years of experience scaling businesses across financial services; prior to joining Engine No. We discuss how Engine No. The post MiB: Jennifer Grancio, Engine No.

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Managing Outsourcing Of SEO (Search Engine Optimization) For A Financial Advisor

Nerd's Eye View

According to the most recent Kitces Research on Advisor Marketing, one of the most efficient marketing strategies is Search Engine Optimization (SEO), which involves taking a series of actions meant to get an advisor's website listed at the top of the rankings of a search engine like Google for specific search terms.

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Mike Paffhausen's Journey From Civil Engineer to Financial Leader

NAIFA Advisor Today

Mike Paffhausen’ s journey from a civil engineering graduate to the owner of the Mike Paffhausen State Farm Agency in Butte, Montana, is a tale of finding one's true calling beyond the confines of traditional career paths.

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SEO For Financial Services Brands: How to, Key Trends & Opportunities

Steven J. Wilson

As the financial services landscape continues to evolve, so do the opportunities for financial service professionals to reach and engage their target audiences. One of the most effective ways to reach consumers is through search engine optimization (SEO).

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NAIFA Welcomes New Member Nate Wyatt 

NAIFA Advisor Today

So, in his junior year in college, he switched his major from engineering to finance. He took an internship at a bank and started his career in insurance and financial services right out of college. Nate Wyatt, CFP , always knew he loved numbers, but he also knew he wanted a career helping people.

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SEO for Financial Advisors: Answering Our Most Asked Questions

Indigo Marketing Agency

As a financial advisor, you understand the importance of a robust online presence in today’s digital landscape. With potential clients turning to the internet to find financial advice and services, optimizing your website for search engines is crucial. What Are the Key Elements of an Effective SEO Strategy?

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Building Financial Confidence in Women With Kathleen Owings

NAIFA Advisor Today

Kathleen Owings is the Principal and Financial Advisor of Westbilt Financial Group , an independent financial advisory firm providing comprehensive planning for clients wanting to achieve personal goals. In 2007, Kathleen began her career in the financial services industry with New England Financial.