{"id":117339,"date":"2019-10-15T20:00:00","date_gmt":"2019-10-16T01:00:00","guid":{"rendered":"https:\/\/www.dacgroup.com\/why-financial-advisors-should-have-practitioner-listings-on-gmb\/"},"modified":"2024-12-20T09:23:10","modified_gmt":"2024-12-20T14:23:10","slug":"why-financial-advisors-should-have-practitioner-listings-on-gmb","status":"publish","type":"post","link":"https:\/\/www.dacgroup.com\/en-ca\/insights\/blog\/local-search\/why-financial-advisors-should-have-practitioner-listings-on-gmb\/","title":{"rendered":"Why financial advisors should have practitioner listings on GMB"},"content":{"rendered":"<p>While customers often visit a business for the business itself, there are many instances in which the customer is not invested in the brand but rather an individual working within it. For businesses like doctor\u2019s offices and law firms, clients are largely the individual practitioner\u2019s customer base rather than the office\u2019s.<\/p>\n<p>While it may seem that <a href=\"https:\/\/www.google.com\/intl\/en_ca\/business\/\" target=\"_blank\" rel=\"noopener\">Google My Business<\/a> is dedicated to brands and enterprises, the platform offers significant support to promote an individual practitioner of any profession. With niche websites being created to showcase local real estate agents, contractors, and doctors, it was only a matter of time until Google picked up on this need and offered the same service within their platform. Practitioners in all fields\u2014and financial advisors in particular\u2014should take advantage of this and use GMB to help sell their services. Here&#8217;s why.<\/p>\n<h2>The case for displaying individual listings<\/h2>\n<p>From a bank\u2019s perspective, displaying their individual advisors\u2019 listings on Google and other websites will provide more exposure for both the practitioner and the bank itself. More listings are always better, as each one could be the listing that ranks for a user\u2019s search. It also gives enterprise-level banks a chance to rank on websites that show individual advisors rather than general financial institutions.<\/p>\n<p>Individual advisor listings are also categorized differently on Google and other platforms. This gives your brand a far better chance to rank on not only searches for \u201cbank\u201d and your brand name but for searches such as \u201cstock broker\u201d and \u201cmortgage information.\u201d There is a benefit not only for overlapping search terms between your branch and its financial advisors but also for long-tail keywords and categories that only your advisors would fill.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-45590 aligncenter\" src=\"\/wpe-content\/uploads\/2019\/10\/19Q4-Creative-Blog-DAC-Financial-Advisor-Individual-Listings-Body-Image-1.png\" alt=\"Practitioner listing on Google My Business\" width=\"541\" height=\"589\" \/><\/p>\n<p>In recent months, Google has also made the problems of dealing with multi-practitioner listings less taxing. Practitioners previously were tied to the office address in which they worked, which caused issues if the advisor retired, moved, or otherwise was no longer working at that location. Now it\u2019s a simple address change if the practitioner changes locations\u2014and it\u2019s possible to close the practitioner\u2019s listing without it having any effect on the listing for the office they worked within.<\/p>\n<h2>Creating a practitioner listing<\/h2>\n<p>There are three types of practitioner listings that can be relevant when creating them on Google: either multiple practitioners at a single location, a single practitioner who represents the brand at that location, or a fully independent individual.<\/p>\n<p>For multi-practitioner businesses, there are two caveats for creating individual practitioner listings on Google My Business:<\/p>\n<ol>\n<li>The organization should create a listing for this location, separate from that of the practitioner.<\/li>\n<li>The title of the listing for the practitioner should include only the name of the practitioner, and not the name of the organization.<\/li>\n<\/ol>\n<p>There are also three requirements for an individual practitioner:<\/p>\n<ol>\n<li>He or she operates in a public-facing role. Support staff should not create their own listings.<\/li>\n<li>He or she is directly contactable at the verified location during stated hours.<\/li>\n<li>A practitioner should not have multiple listings to cover all of his or her specializations.<\/li>\n<\/ol>\n<p>There is, however, a difference if the practitioner is independent or if he or she is the only public-facing practitioner at a location and represents a branded organization. A financial advisor that represents their bank has the advantage of being able to include the name of the brand along with their own information. The format Google prefers is: [Brand\/Company]: [Practitioner Name]. For example, \u201cDAC: Zoran Dobrijevic\u201d.<\/p>\n<section data-role=\"forward-email-subscription-container\" class=\"full-width w-100 d-flex justify-content-center align-items-center bg-c7f2b3\">\n    \n    <div class=\"max-w-1400 w-100 form\">\n        <div class=\"text-content-container\">\n            <h2>\n                Stay Forward            <\/h2>\n            <p class=\"subtitle\">\n                Get exclusive insights into digital <br class=\"d-none d-lg-block\">media's top-trending topics delivered<br class=\"d-none d-lg-block\"> directly to your inbox.            <\/p>\n        <\/div>\n\n        <div data-role=\"form-group\">\n            <div class=\"d-flex flex-column w-100\">\n                <form data-forward-email-form class='custom-hubspot-form' id='hubspot_form_69e794afc5f2b'>\n    <div class='d-flex input'>\n        <input type='email' class='form-control me-2 input' placeholder='Email address' aria-label='Email' name='email' required>\n        <button type='submit' class='btn_primary-filled_white'>Submit\n<\/button>\n    <\/div>\n    <p class='hubspot-status'><\/p>\n<\/form>\n<script>\njQuery(document).ready(function($) {\n    var form = $('#hubspot_form_69e794afc5f2b');\n    form.on('submit', function(event) {\n        event.preventDefault();\n\n        \/\/ Get email input value\n        var emailInput = form.find('input[name=\"email\"]');\n        var email = emailInput.val().trim();\n\n        \/\/ Required HubSpot fields\n        var portalId = '5408011';\n        var formId = '0c9a9cec-eb1c-44ac-920f-687ce0230830';\n\n        \/\/ Prepare the data payload\n        var data = {\n            fields: [\n                {\n                    name: 'email',\n                    value: email\n                }\n            ],\n            context: {\n                pageUri: window.location.href,\n                pageName: document.title\n            },\n            submittedAt: new Date().getTime()\n        };\n\n        \/\/ Get the status element for this form\n        var statusElement = form.siblings('.forward-email-status-container');\n\n        \/\/ Send the data to HubSpot\n        fetch('https:\/\/api.hsforms.com\/submissions\/v3\/integration\/submit\/5408011\/0c9a9cec-eb1c-44ac-920f-687ce0230830', {\n            method: 'POST',\n            headers: {\n                'Content-Type': 'application\/json'\n            },\n            body: JSON.stringify(data)\n        })\n        .then(response => {\n            if (response.ok) {\n                if(statusElement) {\n                    statusElement.text('Thanks for Subscribing!');\n                    statusElement.css('color', 'green');\n                }\n\n                var userInfo = JSON.parse(localStorage.getItem('userInfo'));\n                if (userInfo) {\n                    userInfo.event = 'Form_submit';\n                    userInfo.email = email;\n                    userInfo.form_name = 'Newsletter';\n                    window.dataLayer = window.dataLayer || [];\n                    window.dataLayer.push(userInfo);\n                }\n\n                emailInput.val(''); \/\/ Clear the email field\n                window.dispatchEvent(new CustomEvent('newsletter-submit'));\n            } else {\n                return response.json().then(error => {\n                    if(statusElement) {\n                        statusElement.text('Error: ' + error.message);\n                        statusElement.css({\n                            'color': 'red',\n                            'padding-top': '10px'\n                        });\n                    }\n                });\n            }\n        })\n        .catch(error => {\n            console.error('Error:', error);\n            statusElement.text(\"There was an error submitting the form.\");\n            statusElement.css({\n                'color': 'red',\n                'padding-top': '10px'\n            });\n        });\n    });\n\n    window.addEventListener('message', function(event) {\n        const isFormCallback = event.data.type === 'hsFormCallback';\n        const isFormSubmitted = event.data.eventName === 'onFormSubmitted';\n        const iscurrentForm = !!event?.data?.id ? '0c9a9cec-eb1c-44ac-920f-687ce0230830'.trim() == event?.data?.id : false; \n\n        if( isFormCallback && isFormSubmitted && iscurrentForm ) {\n            console.log('event', event);\n            window.location.href = 'https:\/\/www.dacgroup.com\/en-ca\/thank-you\/';\n        }\n    });\n});\n<\/script>                <span class=\"forward-email-status-container\"><\/span>\n            <\/div>\n\n            <button id=\"forward-form-submission\" class=\"subscribe-btn\" type=\"button\" onclick=\"triggerButton(this)\">\n                <span class=\"d-inline-block\">\n                    SUBSCRIBE                <\/span>\n                <span class=\"d-inline-block bell-container\">\n                    <svg width=\"28\" height=\"28\" viewBox=\"0 0 24 24\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n                        <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M3.5458 14.4774L4.50055 13.234C4.50657 11.8629 4.56791 9.80824 5.17539 8.00401C5.52706 6.95953 6.09459 5.89126 7.03537 5.08C7.70533 4.50227 8.51103 4.10149 9.44696 3.90922C9.50872 3.69984 9.5922 3.49047 9.70471 3.28979C9.91134 2.92122 10.2194 2.57523 10.654 2.33189C11.0827 2.09183 11.5478 2 12 2C12.4355 2 12.8969 2.08208 13.3272 2.31763C13.7695 2.55969 14.0812 2.91045 14.2866 3.28943C14.3999 3.49849 14.4813 3.71787 14.5396 3.93682C15.5444 4.18145 16.3788 4.69659 17.0444 5.38131C17.9498 6.3126 18.4937 7.50224 18.8321 8.60503C19.3645 10.3395 19.4725 12.1499 19.4944 13.1421C19.9371 13.6338 20.3502 14.1627 20.6914 14.626C21.9447 16.3277 20.6148 18.5001 18.7001 18.5001L5.52863 18.5C3.45543 18.5 2.28314 16.1217 3.5458 14.4774Z\" stroke=\"#171616\" \/>\n                        <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M9.0857 19.3749C9.431 19.1461 9.89639 19.2405 10.1252 19.5858C10.874 20.7159 12.7481 21.0858 13.9 19.5501C14.1485 19.2187 14.6186 19.1516 14.95 19.4001C15.2813 19.6486 15.3485 20.1187 15.1 20.4501C13.2518 22.9143 10.126 22.3027 8.87475 20.4143C8.64596 20.069 8.74041 19.6037 9.0857 19.3749Z\" fill=\"#171616\" \/>\n                    <\/svg>\n                <\/span>\n            <\/button>\n        <\/div>\n    <\/div>\n\n    \n    <script>\n        function triggerButton(button) {\n\n            var container = button.closest('[data-role=\"forward-email-subscription-container\"]');\n            var form = container.querySelector('[data-forward-email-form]');\n\n            if (form) {\n                jQuery(form).find(\"button[type='submit']\").trigger('click');\n            }\n        }\n    <\/script>\n\n<\/section>\n\n\n<h2>Maintaining your reputation<\/h2>\n<p>Financial advisors have an incentive to update, maintain, and <a href=\"\/services\/local-presence-management\/google-my-business-management\/\">keep their Google My Business listings highly presentable<\/a> because, along with the general benefits of gaining clients through professional listings, a financial advisor who leaves their parent organization for whatever reason can keep their unique listing. Their information, along with all the reviews they\u2019ve generated, belong to them and they can maintain their reputation when moving on to a different business. This also means that if there is a sole advisor who represents a bank or business, they can transfer ownership of that listing to a new advisor. Whether the advisor separates from the bank, moves to a different branch of the same bank, or is replaced, Google makes it very easy to maintain reviews and other positive <a href=\"\/services\/search-engine-optimization\/\">SEO factors<\/a> as the listing changes hands. There is no need to build goodwill and domain authority from scratch unless desired.<\/p>\n<p>It is beneficial both for the banks and their advisors to separate their listings when they can. More exposure for both parties will only increase their client bases. It will also look far better on both the bank and the advisor if they have professional listings showing their services when a competitor does not. If a user is looking for a bank listing, they will not have to wonder if an investment advisor is available at that branch when there is a separate listing showing just that service.<\/p>\n<p>If you are a bank wanting to increase your online presence or those of your advisors, <a href=\"\/get-in-touch\/\" target=\"_blank\" rel=\"noopener\">get in touch<\/a>. DAC can help expand all your branch listings to promote both your institution and your individual advisors.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>While customers often visit a business for the business itself, there are many instances in which the customer is not invested in the brand but rather an individual working within it. For businesses like doctor\u2019s offices and law firms, clients are largely the individual practitioner\u2019s customer base rather than the office\u2019s. While it may seem [&hellip;]<\/p>\n","protected":false},"author":126,"featured_media":107479,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","reading_level":"Technical","reading_level_confidence":0.72,"reading_level_needs_review":"0","footnotes":""},"categories":[2882],"tags":[],"class_list":["post-117339","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-local-search"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Why financial advisors should have practitioner listings on GMB | DAC<\/title>\n<meta name=\"description\" content=\"Displaying practitioner listings on Google My Business benefits both the banking institution and its individual advisors. Here&#039;s why.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.dacgroup.com\/en-ca\/insights\/blog\/local-search\/why-financial-advisors-should-have-practitioner-listings-on-gmb\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Why financial advisors should have practitioner listings on GMB | DAC\" \/>\n<meta property=\"og:description\" content=\"Displaying practitioner listings on Google My Business benefits both the banking institution and its individual advisors. 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