Grow Your Financial Services Business Online

Financial Services Marketing Experts.
We work with MGAs, wealth management firms and advisors across Canada. We are a marketing partner of HUB Financial since May 2020.

Digital & Search Engine Marketing Specialists. Digitize your business, get found online & boost referrals.
Focus on Clients; Hire a Digital Marketing Team. For less than the cost of a part-time assistant, we provide full-service plans.

Can you answer YES to TWO or more of the following?

 

I am looking to grow my business’ online presence
My business has 3 or more employees
I am planning to grow my business to $1M Annual Revenue in the next 1-2 years
My business currently generates $1M-$5M+ in Annual Revenue

 

If you answered YES to two or more of the above

Do you want your business to show up #1 on Google?

We ensure potential clients can search your name or business name on Google and have your business website and GoogleMyBusiness show up #1 on Google

Search Engine Marketing Statistics

%
of new searches for a product or service begin online
%
of the market share in Canada is owned by Google
%
of all clicks take place on page one of Google

Financial Services & COVID Market Trends

%
of investors are comfortable with having a virtual client relationship
%
of millenials would change financial service or advisor if they weren't using satisfactory technology
%
of staff don't want to come back to the office post-COVID

Financial Services Marketing Programs

Marketing Essentials

Firms or advisors looking to digitize their business & improve efficiency: bringing the client process online.

One 45-minute meeting and you’re up and running. You’ll meet with our team of digital marketing experts to customize your plan.

  • We ensure you have all the foundations of your digital program set up for success.
  • Align your high-level business goals with your digital marketing strategy.
  • Your website is the hub of your digital business and needs to be visually appealing, engaging, intuitive to navigate, and convert visitors to opportunities.
  • We’ll complete a user-experience audit to provide you insights on your website performance, navigation, and content. We’ll review the recommendations with you and implement agreed-upon changes.

24/7 Website ticket system. Spend less time fixing your website and more time growing your business.

  • Tired of dealing with website formatting issues, fixing performance glitches, adding content, and troubleshooting 404 errors? Leave all this to us so you can focus on your business.
  • Submit any website issue at any time through our 24/7 website ticket system.
  • When anything on your website breaks, our team will get it up and running right away. Avoid expensive developer fees, website crash headaches, and lost business.
  • Use us for any tweaks or changes to elements like forms, buttons, CTAs, landing pages, blogs and more.

Rank higher in Google Search, make it easy to book you, and collect client reviews. We’ll make sure your listing meets the gold standard.

  • Google is investing in the future of Google My Business (GMB), and so should you. Your GMB listing can make or break your SEO. When set up correctly and professionally managed, it’s a powerful tool for generating new leads and reviews. As Google Partners, we follow the latest best practices for optimizing your Google My Business listing.
  • We go beyond the basics, and install custom UTM parameters to help you distinguish the source of your leads. With UTM parameters in place, you can distinguish between leads coming from an Organic Google Search vs. your Google My Business listing to evaluate the effectiveness of your marketing.

Streamline your process to book appointments with clients. Our system makes it easy for your clients to schedule time with you.

  • A streamlined calendar booking system eliminates barriers and additional steps to tee up a face-to-face meeting.
  • Increase efficiency on your backend by aligning your personal calendar with your booking system.

Access actionable data at your fingertips to help you grow your business. Your customized dashboards are available using real-time data, 24/7.

  • Multi-platform integration. Stop having to interpret dozens of apps, platforms, and social media accounts. We integrate with your most important external marketing platforms including Google Analytics, Search Console, Google My Business, SEMrush, MailChimp, YouTube, and Social Media (Facebook, LinkedIn, Instagram).
  • Our industry-leading reporting is accessible at any time through your Financial Advisor client portal. This means you won’t have to wait on your monthly reports, and will have meaningful information on all aspects of your digital marketing whenever you need it.
  • Don’t pay for expensive marketing software and platforms. Our reports utilize commercial-level marketing platforms and APIs that we pay for, so you don’t have to.
  • Data Transparency. We don’t hide or inflate any of your performance data. All the metrics are available 24/7.
  • Custom Configurations. Need to integrate another platform on your report – just ask or submit a website ticket, and we can likely do this. We are able to integrate and have access to APIs for 100 of the most popular online platforms.

We make data make sense. Find out where your meeting bookings and clients are coming from.

  • When you know exactly where your prospects and clients are coming from, you can spend your marketing dollars accordingly.
  • We’ll help you find out if you’re getting more calls from one source over another, and strategize how to best position yourself online with this information.
  • We are data management and analytics experts. We configure your website conversion tracking and integrate with Google Analytics to provide highly-customized, interactive reporting. Your reporting will show you exactly where you’re growing your business and where you can make improvements.

For financial advisors using WordPress, we offer an extensive list of offerings to help keep your website safe and secure.

  • Security. Dealing with a crashed, hacked, or compromised website can be a time intensive headache. Put the safety and maintenance of your most precious online resource in our hands.
  • Website Maintenance. We ensure all your website elements, plugins, and performance are regularly optimized.
  • Hosting and backups. If you have a WordPress website, our fully-managed hosting with daily backups has you covered.
  • Monthly website care report. Keep up to date with all the backend work that is done on your website.

Essentials + SEO

Firms or advisors with a digital presence who need help getting found online and boosting referrals and reputation.

One 45-minute meeting and you’re up and running. You’ll meet with our team of digital marketing experts to customize your plan.

  • We ensure you have all the foundations of your digital program set up for success.
  • Align your high-level business goals with your digital marketing strategy.
  • Your website is the hub of your digital business and needs to be visually appealing, engaging, intuitive to navigate, and convert visitors to opportunities.
  • We’ll complete a user-experience audit to provide you insights on your website performance, navigation, and content. We’ll review the recommendations with you and implement agreed-upon changes.

Drive organic traffic and rank higher on Google. We’ll show you how.

  • Local SEO. Did you know that your SEO performance and keyword search rankings change regionally? Google Map Pack, Directory listings (citations), and location specific keyword position tracking are all services included to ensure we are laser focused on your local search presence.
  • Foundational SEO. We set up your website backend, pages, and posts with all the latest SEO optimization strategies and tactics including meta-tagging, structured data (Schema), image and speed optimizations.
  • Targeted SEO. We target high volume and high potential keywords for your location and services by building SEO optimized landing pages and publishing curated blog articles.
  • Technical SEO. We report on your technical SEO score in your report so that your speed, security, links, and crawlability are optimized.

24/7 Website ticket system. Spend less time fixing your website and more time growing your business.

  • Tired of dealing with website formatting issues, fixing performance glitches, adding content, and troubleshooting 404 errors? Leave all this to us so you can focus on your business.
  • Submit any website issue at any time through our 24/7 website ticket system.
  • When anything on your website breaks, our team will get it up and running right away. Avoid expensive developer fees, website crash headaches, and lost business.
  • Use us for any tweaks or changes to elements like forms, buttons, CTAs, landing pages, blogs and more.

Rank higher in Google Search, get new leads, and collect client reviews. We’ll make sure your listing meets the gold standard. This plan features a content strategy, complete with monthly posting.

  • Generate more organic clicks through Google posts which come with call-to-action buttons (the key is to post regularly and consistently).
  • Google is investing in the future of Google My Business (GMB), and so should you. Your GMB listing can make or break your SEO. When set-up right and professionally managed, it can be a powerful tool for generating new leads and reviews. As Google Partners, we follow the latest best practices for optimizing your Google My Business listing.
  • We go beyond the basics, and install custom UTM parameters to help you distinguish the source of your leads. With UTM parameters in place, you can distinguish between leads coming from an Organic Google Search vs. your Google My Business listing to evaluate the effectiveness of your marketing.

Get highly customized and personable digital marketing strategy sessions. You’ll meet with our team on a monthly basis to review your progress.

  • Your dedicated account manager will review your website performance report and answer any questions you have about your website and booking system in a 30-minute Zoom coaching session (monthly).
  • We will send through your monthly performance report prior to each of these calls.

Leverage content to effectively enhance SEO and conversion rate optimization.

  • Make your content shine with our content optimization process. Simply submit a blog or landing page, and we’ll take care of formatting it with images and media; adding schema and meta-data; compressing media and images for speed-performance; and leveraging this content across all your most important social media channels, directories, and Google My Business listing.
  • You’ll have access to our Content Marketing Manager to help curate blog ideas, headlines, and provide you with the support you need to start writing.
  • Too busy to blog regularly or don’t currently have any content? No problem! We also offer curated Financial Services content that you can edit with your unique brand voice or have us use directly with your Content Concierge service.

Streamline your process to book appointments with clients. Our system makes it easy for your clients to schedule time with you.

  • A streamlined calendar booking system eliminates barriers and additional steps to tee up a face-to-face meeting.
  • Increase efficiency on your backend by aligning your personal calendar with your booking system.

Access actionable data at your fingertips to help you grow your business. Your customized dashboards are available using real-time data, 24/7.

  • Multi-platform integration. Stop having to interpret dozens of apps, platforms, and social media accounts. We integrate with your most important external marketing platforms including Google Analytics, Search Console, Google My Business, SEMrush, MailChimp, YouTube, and Social Media (Facebook, LinkedIn, Instagram).
  • Our industry-leading reporting is accessible at any time through your Financial Advisor client portal. This means you won’t have to wait on your monthly reports, and will have meaningful information on all aspects of your digital marketing whenever you need it.
  • Don’t pay for expensive marketing software and platforms. Our reports utilize commercial-level marketing platforms and APIs that we pay for, so you don’t have to.
  • Data Transparency. We don’t hide or inflate any of your performance data. All the metrics are available 24/7.
  • Custom Configurations. Need to integrate another platform on your report – just ask or submit a website ticket, and we can likely do this. We are able to integrate and have access to APIs for 100 of the most popular online platforms.

We make data make sense. Find out where your meeting bookings and clients are coming from.

  • When you know exactly where your prospects and clients are coming from, you can spend your marketing dollars accordingly.
  • We’ll help you find out if you’re getting more calls from one source over another, and strategize how to best position yourself online with this information.
  • We are data management and analytics experts. We configure your website conversion tracking and integrate with Google Analytics to provide highly-customized, interactive reporting. Your reporting will show you exactly where you’re growing your business and where you can make improvements.

For financial advisors using WordPress, we offer an extensive list of offerings to help keep your website safe and secure.

  • Security. Dealing with a crashed, hacked, or compromised website can be a time intensive headache. Put the safety and maintenance of your most precious online resource in our hands.
  • Website Maintenance. We ensure all your website elements, plugins, and performance are regularly optimized.
  • Hosting and backups. If you have a WordPress website, our fully-managed hosting with daily backups has you covered.
  • Monthly website care report. Keep up to date with all the backend work that is done on your website.

Essentials + SEO + PPC

Firms, advisors or agencies who need new inquiries for their business with a dedicated monthly budget for online advertising.

One 45-minute meeting and you’re up and running. You’ll meet with our team of digital marketing experts to customize your plan.

  • We ensure you have all the foundations of your digital program set up for success.
  • Align your high-level business goals with your digital marketing strategy.
  • Your website is the hub of your digital business and needs to be visually appealing, engaging, intuitive to navigate, and convert visitors to opportunities.
  • We’ll complete a user-experience audit to provide you insights on your website performance, navigation, and content. We’ll review the recommendations with you and implement agreed-upon changes.

Depending on your ads budget, search ads can be a great option to target the top of funnel prospects or transactional products.

Retargeting is an excellent choice for paid campaigns as you’re targeting visitors that have already engaged with your business at a lower cost than standard search or display ads. We are Google Partners AND Google Ads Certified, specializing in Display, Video, and RLSA Ads.

Drive organic traffic and rank higher on Google. We’ll show you how.

  • Local SEO. Did you know that your SEO performance and keyword search rankings change regionally? Google Map Pack, Directory listings (citations), and location specific keyword position tracking are all services included to ensure we are laser focused on your local search presence.
  • Foundational SEO. We set up your website backend, pages, and posts with all the latest SEO optimization strategies and tactics including meta-tagging, structured data (Schema), image and speed optimizations.
  • Targeted SEO. We target high volume and high potential keywords for your location and services by building SEO optimized landing pages and publishing curated blog articles.
  • Technical SEO. We report on your technical SEO score in your report so that your speed, security, links, and crawlability are optimized.

24/7 Website ticket system. Spend less time fixing your website and more time growing your business.

  • Tired of dealing with website formatting issues, fixing performance glitches, adding content, and troubleshooting 404 errors? Leave all this to us so you can focus on your business.
  • Submit any website issue at any time through our 24/7 website ticket system.
  • When anything on your website breaks, our team will get it up and running right away. Avoid expensive developer fees, website crash headaches, and lost business.
  • Use us for any tweaks or changes to elements like forms, buttons, CTAs, landing pages, blogs and more.

Rank higher in Google Search, get new leads, and collect client reviews. We’ll make sure your listing meets the gold standard. This plan features a content strategy, complete with monthly posting.

  • Generate more organic clicks through Google posts which come with call-to-action buttons (the key is to post regularly and consistently).
  • Google is investing in the future of Google My Business (GMB), and so should you. Your GMB listing can make or break your SEO. When set-up right and professionally managed, it can be a powerful tool for generating new leads and reviews. As Google Partners, we follow the latest best practices for optimizing your Google My Business listing.
  • We go beyond the basics, and install custom UTM parameters to help you distinguish the source of your leads. With UTM parameters in place, you can distinguish between leads coming from an Organic Google Search vs. your Google My Business listing to evaluate the effectiveness of your marketing.

Get highly customized and personable digital marketing strategy sessions. You’ll meet with our team on a monthly basis to review your progress.

  • Your dedicated account manager will review your website performance report and answer any questions you have about your website and booking system in a 30-minute Zoom coaching session (monthly).
  • We will send through your monthly performance report prior to each of these calls.

Leverage content to effectively enhance SEO and conversion rate optimization.

  • Make your content shine with our content optimization process. Simply submit a blog or landing page, and we’ll take care of formatting it with images and media; adding schema and meta-data; compressing media and images for speed-performance; and leveraging this content across all your most important social media channels, directories, and Google My Business listing.
  • You’ll have access to our Content Marketing Manager to help curate blog ideas, headlines, and provide you with the support you need to start writing.
  • Too busy to blog regularly or don’t currently have any content? No problem! We also offer curated Financial Services content that you can edit with your unique brand voice or have us use directly with your Content Concierge service.

Streamline your process to book appointments with clients. Our system makes it easy for your clients to schedule time with you.

  • A streamlined calendar booking system eliminates barriers and additional steps to tee up a face-to-face meeting.
  • Increase efficiency on your backend by aligning your personal calendar with your booking system.

Access actionable data at your fingertips to help you grow your business. Your customized dashboards are available using real-time data, 24/7.

  • Multi-platform integration. Stop having to interpret dozens of apps, platforms, and social media accounts. We integrate with your most important external marketing platforms including Google Analytics, Search Console, Google My Business, SEMrush, MailChimp, YouTube, and Social Media (Facebook, LinkedIn, Instagram).
  • Our industry-leading reporting is accessible at any time through your Financial Advisor client portal. This means you won’t have to wait on your monthly reports, and will have meaningful information on all aspects of your digital marketing whenever you need it.
  • Don’t pay for expensive marketing software and platforms. Our reports utilize commercial-level marketing platforms and APIs that we pay for, so you don’t have to.
  • Data Transparency. We don’t hide or inflate any of your performance data. All the metrics are available 24/7.
  • Custom Configurations. Need to integrate another platform on your report – just ask or submit a website ticket, and we can likely do this. We are able to integrate and have access to APIs for 100 of the most popular online platforms.

We make data make sense. Find out where your meeting bookings and clients are coming from.

  • When you know exactly where your prospects and clients are coming from, you can spend your marketing dollars accordingly.
  • We’ll help you find out if you’re getting more calls from one source over another, and strategize how to best position yourself online with this information.
  • We are data management and analytics experts. We configure your website conversion tracking and integrate with Google Analytics to provide highly-customized, interactive reporting. Your reporting will show you exactly where you’re growing your business and where you can make improvements.

For financial advisors using WordPress, we offer an extensive list of offerings to help keep your website safe and secure.

  • Security. Dealing with a crashed, hacked, or compromised website can be a time intensive headache. Put the safety and maintenance of your most precious online resource in our hands.
  • Website Maintenance. We ensure all your website elements, plugins, and performance are regularly optimized.
  • Hosting and backups. If you have a WordPress website, our fully-managed hosting with daily backups has you covered.
  • Monthly website care report. Keep up to date with all the backend work that is done on your website.

Let's Work Together

About North Shore Digital

North Shore Digital is an award-winning digital marketing agency based on the North Shore of Vancouver. We are specialists in getting financial advisors found online, boosting referrals and digitizing their business. 

What makes us stand out is the integration of our website marketing services: web design, SEO, content marketing, analytics and online coaching for financial services companies.

We have worked with 2 major MGAs (Managing General Agents) including being the digital marketing strategic partner of HUB Financial. We regularly present on webinars to HUB’s 6,000+ Canadian financial advisors.

As a financial services marketing agency, we’ve ran campaigns for wealth management, life insurance, health benefits, and other insurance services. 

Sample Results from Paid Ads

Wealth Management

$ 1000

Anticipated revenue from Google Ads campaigns in 7 months / $230,000 life-time value (LTV)

0 :1
Expected ROI of Google Ads campaigns
$ 0
Average Cost Per Lead from Ad Campaigns

Insurance

$ 100
Average Cost Per Lead from Google Ads Campaigns
0
Website traffic in first 3 months of campaign
0 +
Average monthly number of phone calls from website


looking for a FULLY MANAGED Sales & Marketing Automation Platform + CRM?

Financial Services' Testimonials

"Andrew and his team have worked with us as SEO consultants on our website and have delivered in a very professional and timely manner. Andrew is very knowledgeable and is a pleasure to work with." – Maili Wong, Portfolio Manager at Wellington-Altus Private Wealth and Author of Smart Risk: Invest Like the Wealthy to Achieve a Work-Optional Life"
Maili Wong - CFA, CFP, FEA
Executive VP, Senior Portfolio Manager, Wong Group
"Working with North Shore Digital ensures you'll be paired up with the best of the best. Andrew & Ira are a dynamic duo, who take the time to listen and understand your company needs. As a Financial Advisor, it's so important to work with someone who's familiar with our industry. I wouldn't hesitate to start working with them on all things digital including your website, Google My Business account setup, SEO, and Google Ads. You won't be disappointed!"
Aaron McEwen
Financial Advisor, Insurance & Estate Planning
"Andrew is amazing! I work with North Shore Digital to create my business website, google business page and SEO. With North Shore Digital managing my online presence, I don't have to worry about a thing! Andrew is extremely knowledgeable and creative and was able to put my words into a beautiful and professional website that encapsulates all that I am and my business represents! Highly recommend!"
Meagan Daniell - B.A., CFP, CLU
Principal, Vitality Wealth Management

Financial Services Companies We Work With

How Does Your Financial Services Website Rank?

Ready to Take Your Digital Marketing Strategy to the Next Level?

Financial institutions and financial services companies need strategic digital marketing to grow their customer base. When you work with a financial services marketing agency, you get access to a highly specialized financial marketers to help you stand out in the financial sector, manage all the marketing channels you need to promote your company website. We strive to have the best customer satisfaction, and work with many financial companies to help them reach their target audience. We specialize in digitization, getting found online and boosting referrals for financial advisors.

Marketing Financial Services Online

Generate leads, drive website traffic, and build brand awareness for your financial brand. Internet users are just waiting to find you in the search engines. If you’re a financial advisor or financial service company that wants to grow by working with marketing teams that have a proven track record with growing financial organizations, contact us today to see if our marketing plans are right for you.

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