SEO for Financial Services - Clapping Dog Media
Meg using a mobile phone

SEO for
Financial Services

Perfect for: Wealth Management Firms, Financial Planners and Tax Experts wanting to grow their practice locally or nationally.

We get it

SEO for
Financial Services

Perfect for: Wealth Management Firms, Financial Planners and Tax Experts wanting to grow their practice locally or nationally.

We get it


Financial services can be extremely competitive. 

In order for you to get new clients, you have to have a solid reputation, achieve excellent results for your clients and be at the top of the search results page. 

One of the biggest challenges with ranking well for wealth management firms is having to compete with the large, national firms.  And that is where we thrive.

At Clapping Dog Media, we have extensive experience with SEO for Wealth Management. We will help you reach clients in your area, whether it is your local neighborhood or the whole country.

More Than Just Numbers

Just like financial planning, SEO is undoubtedly a numbers game, but our focus extends beyond increasing traffic. Our goal is to build authority and trust for your potential clients.

Creating an effective SEO strategy for local wealth management involves several key steps:

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Review and Goal Setting

We start by understanding your goals, analyzing your competitors, and pinpointing your target audience. 

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Keyword Research and Mapping

Identify relevant keywords related to wealth management, financial planning, and related services in your local area.

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Optimize Google Business Profile

Claim and optimize your Google My Business listing to ensure accurate contact information, hours of operation, and client reviews.

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Local Content Planning

Plan high-quality, localized content that addresses the unique financial needs and challenges of your local audience.

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On-Page SEO

Optimize your website’s on-page elements, including meta tags, headers, and content, to incorporate local keywords naturally.


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User Reviews and Testimonials

Encourage satisfied clients to leave positive reviews and testimonials on platforms like Google and Yelp.


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Local Schema Markup

Implement local schema markup on your website to provide search engines with structured information about your business.


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Technical Optimization

We identify and address any technical issues that would impede your site’s visibility. 


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Monitoring and Analytics

Regularly monitor your SEO performance, track local rankings, and adjust your strategy as needed to stay competitive in your local market.


How long does it typically take to see results from Wealth Management SEO?

The timeline for seeing noticeable results from Wealth Management SEO can vary depending on factors like your website’s current status, competition, and the aggressiveness of your SEO strategy. However, most clients start to observe improvements in organic traffic and keyword rankings within 3 to 6 months. For more significant and sustained growth, ongoing SEO efforts are recommended.

Why is it essential that Finance Firms invest in local SEO?

Local SEO is crucial for Wealth Management firms because it helps you target and connect with potential clients in your immediate geographic area. By optimizing your online presence for local search, you increase your visibility in local searches, attract qualified leads, and establish trust within your community. This is especially important in an industry that relies heavily on trust and credibility.

Do I need a dedicated blog for my Wealth Management SEO strategy?

 While a dedicated blog can be a valuable asset for your Wealth Management SEO strategy, it’s not a strict requirement. What’s essential is regularly creating high-quality, informative content that addresses the financial concerns and questions of your target audience. Whether this content resides in a blog section or other parts of your website, it should be optimized for SEO and reflect your expertise in the field.

Can SEO work in conjunction with other marketing strategies for Wealth Management firms?

 Absolutely. SEO should complement your overall marketing efforts. Integrating SEO with other strategies such as email marketing, social media, content marketing, and paid advertising can create a powerful synergy that helps you reach and engage with your audience effectively. When combined, these strategies can enhance your online presence, attract new clients, and reinforce your brand’s authority in the wealth management industry.

Quotation icon
It was an honor to work with Clapping Dog Media. Their team was responsive, collaborative, creative, and diligent.
The provided constructive feedback regarding out site and helped improve not only the engagement with the site, but the overall quality of the site. They were very attentive to anything we needed. It was truly a pleasure working with their team.
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The team at Clapping Dog were incredible to work with. Responsive, professional, efficient, and very enjoyable to work with.
They completed a full technical and content audit of my site, and thanks to their work and recommendations, my organic traffic increased by 40% in just over two months! They provided a full list of current and target keywords along with search volumes to help direct my efforts moving forward. Highly recommended!

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Site Design Rebecca Pollock
Site Development North Star Sites