Many wealth advisors rely on classic strategies like networking and client referrals. However, those who have taken advantage of the power of Google My Business Optimization are seeing impressive gains. This platform will strategically position your firm where potential clients are already searching.

Optimizing Google Business Profiles can improve your chances of appearing in local search results and enable prospective clients to easily access crucial information like your contact details, services, and client reviews.

In this guide, we'll explore why Google My Business Optimization will boost your visibility and establish you as the go-to wealth advisor in your local area.

Why Should Wealth Advisors Create a Google My Business Profile?

If you're a wealth advisor looking to attract more clients and build your reputation, creating a Google My Business (GMB) profile is crucial. Here's why:

Boost Your Visibility

People search for services online. They grab their phones, type something like “top rated wealth advisor near me”, and hit search. 

When potential clients are looking for a wealth advisor in their area, you want to be the one they find. A GMB profile puts you on Google Maps and search results page. 

When someone searches for financial advice or wealth management nearby, your profile can pop up in their search results, making it easy for them to discover and contact you.

Foster Credibility and Trust

First impressions matter. A well-maintained GMB profile makes you look professional and trustworthy. Clients can immediately see your address, phone number, and business hours. 

They can also read reviews from other clients who've worked with you, which adds another layer of credibility.

Engage Directly with Clients

GMB is more than just a business listing; it's a platform for engaging with your clients. You can share updates, post news about your services, and even respond to questions directly on your profile.

 It's a great way to show potential clients you're active, responsive, and committed to keeping them informed.

Gain Valuable Insights

GMB's insights allow you to see how clients find you, their actions on your profile, and which posts or photos get the most attention. This data helps you understand what works and what doesn't so you can fine-tune your marketing strategy.

Stand Out from the Competition

A GMB profile gives you the edge by highlighting what makes your services unique from other local businesses in wealth advisory. Whether it's a special certification, a unique approach to wealth management, or exceptional customer service, your GMB profile can showcase it all.

It's Free!

Let's not forget one of the best parts—it's free! You get all these benefits without spending a dime. It's an affordable way to boost your online presence and reach more potential clients.

How to Create a Google My Business Listing

Ready to get your wealth advisory firm noticed online? Let's set up your Google My Business (GMB) listing. Creating one is quick and easy. Follow these steps:

Step 1: Sign Up for Google My Business

First, go to the Google My Business website. You can use your personal Google account, or if you don't have one, you'll need to create a Google business account.

Once logged in, click the "Manage now" button to get started.

Step 2: Build Your Profile

Now, you'll need to provide some basic information about your firm. This includes your business name, physical location, and phone number.

Make sure to use a local phone number—it helps with local SEO and makes you more accessible to clients in your area.

Pro Tip: Ensure your business name matches your name on your website and other online platforms to keep everything consistent.

Step 3: Choose Your Business Category

Choosing the right category is crucial. Since you're a wealth advisor, look for categories like "Financial Consultant" or “Financial Planner”. 

This helps Google show your business to the right audience.

Step 4: Confirm Your Business Location

You'll be asked if your business has a physical location. Selecting "Yes" will display your firm's address on Google Maps, which is crucial for clients seeking local financial services.

For most financial firms, confirming your physical presence is a good idea. Whether operating from a commercial office or meeting clients in a designated area of your home, showing your location can boost your visibility and make it easier for potential clients to find you.

However, if you have privacy concerns or your business model doesn’t involve client visits, you might choose "No" instead. This keeps your address off the web while allowing you to benefit from a Google My Business listing. 

It’s a common choice for financial advisors or consultants who primarily work online or wish to keep a low physical profile.

Step 5: Provide Your Business Address

If you choose “Yes” in the previous step, Google will ask you to type out your firm’s physical address. You can skip this step if you select “No.”

Step 6: Verify Your Business

Google wants to ensure your business is legitimate, so they'll ask you to verify it. 

They'll request that you provide a video recording of your business premises. This step is part of their verification process to confirm your company's physical presence and operations.

Occasionally, you may have the opportunity to receive a verification code via a call or text from Google's system to your phone number.

Step 7: Complete Your Profile

Fill out your business profile with as much detail as possible. Add your business hours, a compelling description, and high-quality photos.

Step 8: Enable Call History

This is a great feature to help you monitor the performance of your GMB listing. Enable "Call History" to track the calls you receive through your GMB profile. It's an excellent way to measure how well your listing works and ensure you're not missing any potential client inquiries.

Read the rest of the guide here.