Beginner's guide to Google AdWords for financial planners

These resources help you successfully advertise your financial planning firm using Google AdWords in 2021.

Get started growing your business with a B12 website.

No credit card required
Beginner's guide to Google AdWords for financial planners

Resources

Key quotes:

  • "So perhaps you want to apply the same logic here to ensure you choose a socially responsible financial planner."
  • "Before you request a meeting, it’s worthwhile doing some research on responsible investing so you can ask the right questions."
  • "SRI observes the Environmental, Social and Governance (ESG) factors whilst still looking to achieve positive financial returns."
  • "The US SIF Trends Report (2018 Release) says that “(SRI) assets have expanded to $12.0 trillion in the United States, up 38 percent from $8.7 trillion in 2016.”¹ The Fourth Annual Responsible Investing Survey from Global Investment Manager Nuveen shows that 81% of investors indicated that they wanted to advance environmental sustainability."
  • "Business Insider says that according to financial planners, index funds “are one of the best investments for building long-term wealth”."
  • "PRI Chair Martin Skancke says: “Investors’ responsibility to use beneficiaries’ money in line with their best interests extends beyond providing a return on their capital: it includes ensuring that that money is being invested in ways that support sustainable development towards a world in which beneficiaries can live fulfilling lives”."
Read more →

Key quotes:

  • "The first article is a personal one, I share how my wife and I are financially planning for our first child."
  • "Specifically, I discuss how we plan to replace her income while she is on maternity leave."
  • "The second article answers the question “If I only have a few dollars to invest every month is it worth it?” My answer is YES! The third articles cover “the ABC’s” of “ETFs”, that is Exchange Traded Funds which have surged in popularity recently."
  • "We decided our first priority was to ensure we have saved enough money to top up the maternity/parental benefits my wife will receive while she is off work."
  • "The longer you have your money invested, the more you will benefit from compounded returns."
  • "If you put off investing until a time that you feel you can invest enough to make it worth your while, you will be giving away the benefits of compounded returns."
Read more →

Transcript: Hello and welcome to AdWords 101 AdWords for beginners my name is Jeff Lane and I'll be teaching you everything you need to know to build a successful search marketing campaign using Google's AdWords platform as the course title States this course is designed for the beginner the person who knows they want to try AdWords but could use some guidance before they put down their credit card this course is also for the person who has already taken the plunge into AdWords but got discouraged maybe you didn't get the results that you were hoping for together we're going to walk through step by step how to create a well organized and effective AdWords account you'll learn not only what to do but also why I'm excited to get started and I hope you are too so what is AdWords AdWords is an online advertising platform that enables advertisers like you and me to advertise on Google's web properties of course Google's most well known product is its search engine but Google has many other products including maps Gmail YouTube blogger and many more through AdWords advertisers can place their ads on a number of Google's most popular web... See more →

Key quotes:

  • "In order to make sure you’re prepared to discuss the following five fintech trends with your clients, as they will inevitably come up this year, please check out this post."
  • "The main appeal of blockchain is transaction security and verification, from which, by further leveraging the technology, companies may greatly benefit."
  • "In one of our recent blog posts, we discussed how many financial advisors are adapting to new technology and are already leveraging robo-advisors to increase efficiency and free up time to spend with clients."
  • "Business Insider says, “digital channels will play a bigger role in banking as they eat away at traditional services.” Banks are continuing to invest in technology that enable us to be more efficient with our time when making financial transactions, as well as using technology to reach new users in areas where they may lack a physical presence."
  • "According to CNBC, cybersecurity should be discussed openly between clients and their advisors."
  • "It’s important to stay informed about the trends and advances in fintech as the year continues."
Read more →

Key quotes:

  • "Some investors choose to invest in coins and small bars of gold."
  • "By comparison, coins and small bars work out around 7% more expensive than buying gold through a platform such as BullionVault."
  • "BullionVault lets private investors access the professional bullion markets where they can buy, sell and store gold, platinum and silver."
  • "In addition to buying gold, sell your investment in any volume at any time."
  • "BullionVault stores bars of gold in professional market vaults around the World."
  • "Interestingly, BullionVault cites Zurich as the favourite amongst investors, with 75% of clients investing in gold stored in Switzerland."
Read more →

What customers & experts say

Stafford
Stafford Customer success at B12

“B12's goal is to provide the best customer experiences and I am so happy to be a part of that mission. Helping customers create a website that brings their vision to life is, by far, the best part of being here.”

Joseph
Joseph Customer / Founder Collective

“It was such a pleasure to work with B12. Their technology made the web design process easy and the B12 team helped us launch a website we love! We're proud to be an investor and a client.”

Freddie
Freddie Customer / Suffolk Equity Partners

“B12 is amazing! You get a high-quality design for the price of DIY. It's really remarkable.”

Natalie
Natalie Customer / Natalie Elisha Gold

“The entire \[B12] process felt really quick and efficient. I was able to work with them and highlight certain areas that I wanted on my website. Everything that I didn’t like was changed in a matter of seconds and minutes. It was vastly different compared to the previous team that I had hired to do my website.”

Read more →
Rick
Rick Customer / Rick Finbow Enterprises, LLC

“I think it's great that B12 is watching out for me. I'm reminded to update my website and I get ideas. I like that I'm not in it alone.”

Annabel
Annabel Customer / Evolv Ventures

“My B12 experience has been great! What I appreciate most is that I can edit the site personally whenever I want to, but I can also ask for support when there are changes that I'm not able to make myself. B12 is great blend of a DIY service and a full-service website agency.”

Read more →
Karen
Karen Customer / The Lin Life

“B12 uses artificial intelligence to create websites quickly. The human team is friendly and accessible for those new to website development. I have a polished website in a shorter amount of time at an excellent value.”

Leslie
Leslie Customer / Social Theory

“What I appreciate most about B12 is its user-friendly interface. Not only do they build websites that look modern and great, but they’re also incredibly easy to manage and update. Whenever I have information that needs changing on my website, I can do it easily on my own.”

Read more →
Mandie
Mandie Design expert at B12

“I have thoroughly enjoyed working with the B12 website editor. It allows me to make pixel-perfect websites in a fraction of the time.”

David
David Design expert at B12

“Designing a website in just a couple of hours is actually possible. Thanks to B12's simple-to-use website editor, I'm able to create professional designs that would normally cost thousands of dollars.”

Dan
Dan Customer / Dan Garcia Photography

“B12 bookings is truly one of the best features of my web page. My customers can always get in touch with me with this awesome tool.”

Megan
Megan Customer / Body Wise

“I love using the B12 website editor, which provides the ease of updating my website myself. With an intuitive editing platform, I didn’t need any guidance on making website updates. I made changes to my photos, copy, and text color — and I can do it whenever I want.”

Liam
Liam Sales at B12

“B12 aims to help small business owners by saving them time to focus doing what they do best — running their business. We want to help them increase their bottom line by providing high-quality websites at a fraction of the price charged by boutique agencies and other DIFY providers.”

Dan
Dan Sales at B12

“Business owners are crazy busy. What's crazier is expecting a business owner to know how to design, maintain, direct traffic to, and update their own website. Thanks to our AI, they really don't have to. B12's AI-powered websites are powerful and we can't wait to get what we've built in front of people.”

Megan
Megan Customer success at B12

“The website editor rocks! It makes it easy to add new items while keeping the same theme and structure I set when I created the site, no reformatting needed. It's fool proof and provides everything needed to create a seamless, gorgeous website. I actually use B12 for my own website!”

Ready to grow your business online?

Join the tens of thousands of professionals who’ve found success with a B12 website, SEO, blogging, and more!

Get a website in minutes
This website uses cookies to ensure you get the best browsing experience.  Learn more
I agree