403-245-2194 Contact us Specialists in LOCAL Marketing since 1999

Take Advantage of CATEGORIES

  • Select categories that are for services YOU PROVIDE or goods YOU SELL.  There is no cost for any additional and appropriate categories!
  • The PROFILE page provides template options for Accountant (CA, CGA,CMA…), Financial Services (selling financial product)*, Financial Planner (advising only, fee-for-service)*, Mortgage Broker, and see if any other categories apply kin the BUSINESS-Financial category grouping if you provide additional services like investment planning, financial planning, or retirement planning. .
  • Use the ATTRIBUTES to select specific variations and option including possible, target markets)
  • Multiple CONTACTS may Update Listing(s)
  • Set up multiple contacts per listing using the CONTACTS tab and “Add New”, to add additional staff people in your organization, so each can post items to your listing, or login and ad additional clients and their websites & locations.
  • Add Marketing, HR, and Operations persons to  login and update their operational components of their FoundLocally listings, letting you focus on web marketing and website design.

There are two reasons for financial service providers to be on FoundLocally: 1) if you are trying to build your business and are looking for new ways to reach ever-growing online audience (which tends to be younger and better-off than the population as a whole) and 2) you have specialized services that are more efficiently provided (and marketed) to a targetted audience. Financial Services need to be on FoundLocally!

 

FoundLocally’s financial directory includes everything form banks, accountants, financial planners, and sellers of different financial products in the context-sensitive search in our Business-Financial section.

 

FoundLocally is a great way for not only companies but individual financial advisors to raise their own visibility, not just by adding themselves to our high-traffic community directory, but by posting news (new or changed product offerings), jobs, events (workshops or seminars), and savings to increase the number of pages on their FoundLocally listing, to gain both greater visibility and save money otherwise spent on advertising in other media.
Online marketing generally, and FoundLocally specifically, is especially helpful for those trying to reach a range of youth, seniors, and/or affluent audience. Unlike broadcast media, where a message is fleeting and must be repeated often (at high cost to the advertiser), online messages are “always there” ready to be found when users are looking for information about an illness or affliction can find possible solutions, local specialists and can “drill down” to ever-more-detailed information until their curiosity/information needs are satisfied.
This approach is also effective for SEO (search engine optimization): the more pages on FoundLocally the more link-backs you have, and the higher your own web site’s ranking and findability!

TIPS for Financial Services

FoundLocally listings can help financial services providers expand their market to a younger, upwardly mobile online audience: Use the About Us, Products/Services, and (where appropriate) Environmedntal fields to load your listing with key search terms, to improve your findability on FoundLocally (unlike the phone directory, we search the name as well as the and the descriptive fields)
CATEGORIES: These are used for goods or services YOU SELL (as opposed to “target markets” for those goods and services) If you’ve used one of the Templates, above, you should review the BUSINESS-Financial categories to ensure the options selected are consistent with your actual business. . If there is a key practice area not mentioned in the pre-defined categories, use the OTHER text box at the bottom of the list to recommend a new category or categories.
Only businesses that are appropriately licensed and incorporated may choose certain categories like “Bank”, “Trust Company”, “Investment Advisor”

Business Crowd walking fast

We’ve created a number of Templates (which pre-select standard categories) at the bottom of the Add / Update PROFILE page when you add a new listing:
  •  Accountant (CA, CGA,CMA…)
  • Financial Services (selling financial product)*
  • Financial Planner (advising only, fee-for-service)*
  • Mortgage Broker
ADVISING CLIENTS: When you are meeting with clients, you should inquire about how they are managing to control their marketing costs, and how well they are keeping up with the technologies their clients are using (e-commerce, blogging, social media, mobile websites, QR codes). A client over-spending on marketing (where audiences are declining (like the Yellow Pages directory) or failing to keep up with new technologies are at far greater risk of going out of business. New clients or newly-incorporated businesses need to look at this from the very start.

TIPS for Professional Associations

  • Professional groups should add themselves so that the public can reach them and access their website and online member’s directory. Many medical professional groups overlook the potential business opportunity for members and their professional practices to grow in a competitive environment, who SHOULD ALSO increase their online footprint by participating in as many directories as possible (and especially the free ones!) Help your members’ reach an ever-increasing online customer base, save money [on traditional media and print directories], increase revenues and become more profitable,
  • Link: FoundLocally’s Directory of Directories
Enforcement of professional ethics (self-laudatory claims, false claims of professional status/membership. etcetera) is simplified because directories and the entire Internet are so searchable for key phrases, and web pages provide a semi-permanent (and printable) record of such claims.
Professional groups (as well as government regulators and in-house Compliance Officers) can quickly search for offending phrases in FoundLocally listings
Good professional groups’ websites not only promote the organization itself, but also have a directory of member individuals or businesses, with links to their web sites (if there are no links, insist they add this, its not “rocket science” technology!), typically organized by category.

Making the Most of Your PROFILE

  • Add an organizational listing to promote your professional practice or office
  • The Description field should state your key branding message (and describe the services, typical/target clients, and benefits)
  • Use the Products/Brands for key service keywords to improve findability (a list is fine here).
  • Link to your website, and upload a photo or logo (also good: a photo of a sole practitioner, or of your building or office)
  • In the Contact field, your website’s Contact Us webpage instead of an e-mail address, reduces  spam e-mails.
  • Each professional in your office canbe findable/searchable by their individual names, after you create the general office listing (with the link and phone number for the office’s home page and reception phone). Use the CLONE button and create individual listings for your professionals ( you can link to their direct web pages and direct phone lines) using the format: Joe Blow (Professional Corp) with Great Service Lawyers, so that both the individual and firm name are shown. This improved findability for the individual, and gives your firm more positions in the alphabetical order.,

Take Advantage of CATEGORIES

  • Select categories that are for services YOU PROVIDE or goods YOU SELL.  There is no cost for any additional and appropriate categories!
  • The PROFILE page provides template options for Accountant (CA, CGA,CMA…), Financial Services (selling financial product)*, Financial Planner (advising only, fee-for-service)*, Mortgage Broker, and see if any other categories apply kin the BUSINESS-Financial category grouping if you provide additional services like investment planning, financial planning, or retirement planning. .
  • Use the ATTRIBUTES to select specific variations and option including possible, target markets)
  • Multiple CONTACTS may Update Listing(s)
  • Set up multiple contacts per listing using the CONTACTS tab and “Add New”, to add additional staff people in your organization, so each can post items to your listing, or login and ad additional clients and their websites & locations.
  • Add Marketing, HR, and Operations persons to  login and update their operational components of their FoundLocally listings, letting you focus on web marketing and website design.

TIPS For Multi-location financial services organizations

 If you are a business with multiple offices in multiple cities, or have departments in your organization with different contact numbers, list each separately, with its own address. phone number, description and categories
Use the CLONE button after the first listing is complete. Use the I have an office in… pull-down list ( on your PROFILE pages) to clone offices in other cities.

Post NEWS and Announcements

  • Post announcements to FoundLocally listings at the same time as it is sent out to other media outlets.
  • Post announcements about new associates, facilities or equipment enhancements, even if you do not send these to other traditional media outlets.
  • Dramatically improve your findability by using good keywords in the news story with you and /your web site. In addition this can improve your/your creditability as an industry information resource.
  • Announcements stay posted until you take them down. On FoundLocally, news has a long shelf life. FoundLocally news is not thrown out or recycled the next day, like with a newspaper!

Posting EVENTS

  • Use the EVENTS tab to post any special events, open houses, seminars, workshops, tradeshow/festival booths, fundraisers etcetera.
  • EVENTS postings can link to your own web page or a third-party’s (like eVite) if you have an event that people need to RSVP for or buy tickets.

Posting JOBS to fill staffing needs

  • Use these listings to recruit people for internal or client needs using the JOBS tab.
  • Non-profit groups or their fund-raising activities, can use the JOBS tab to post volunteer opportunities.

Add your LOCAL Free Listing to FoundLocally.com

Don’t forget to also post any News, Events, Jobs, and Savings to promote all aspects of your organization and operations, (using the respective tabs in your listing).