How Financial Advisors Can Use Google Trends & Google Analytics to Attract More Clients

Mar 21

Most financial advisors rely on word-of-mouth and referrals to grow their business. But in 2025, digital marketing is the key to attracting new leads—and two of the most powerful (and free) tools for advisors are Google Trends and Google Analytics.

By using these tools, advisors can:
Discover what financial topics potential clients are searching for.
Create content that ranks higher in search results.
Track website traffic and improve conversions.

Here’s how financial advisors, RIAs, and wealth managers can harness Google Trends, Google Analytics, and other key data tools to get more clients.

1. How Financial Advisors Can Use Google Trends for Content & SEO

What is Google Trends?
Google Trends shows what people are searching for in real time. Advisors can use it to find hot financial topics and tailor their content strategy accordingly.

How Advisors Can Use Google Trends:

Find Trending Topics:

Search for terms like “retirement planning,” “estate planning,” or “wealth management” to see which topics are gaining interest.
Example: If “Roth IRA conversions” are trending, you should write a blog post or LinkedIn article on that topic.

Discover Seasonal Trends:

Many financial topics have seasonal spikes (e.g., tax planning in March/April, year-end financial planning in November/December).
Example: Use Google Trends data to time your blog posts, videos, and social media content around peak interest periods.

Compare Keywords for Better SEO:

Not sure whether to write about “estate planning tips” vs. “estate planning checklist”?
Google Trends shows which term gets more searches, so you can optimize your content accordingly.

Example: Using Google Trends to Plan Content
Let’s say Google Trends shows that “best retirement accounts 2025” is a breakout search. Instead of writing a generic blog post on “retirement planning,” you’d write:
“Best Retirement Accounts to Consider in 2025 (And How to Maximize Your Savings)”

This ensures your content matches what people are actually searching for, increasing visibility and leads.

2. How Financial Advisors Can Use Google Analytics to Improve Their Website & Marketing

What is Google Analytics?
Google Analytics tracks who visits your website, where they come from, and what they do once they’re there. It’s essential for measuring the success of your content and improving conversions.

How Advisors Can Use Google Analytics:

Track Website Traffic & Find High-Performing Pages

See which blog posts, pages, or landing pages bring in the most visitors.
Example: If your “401(k) vs. IRA” blog post is your top performer, you can:
- Update it regularly for better rankings.
- Add a lead magnet (like a free retirement planning guide) to capture emails.

Analyze Where Traffic Comes From

Are potential clients finding you through Google, LinkedIn, Facebook, or referrals?
Focus on the best-performing channels to double down on what’s working.

Improve Lead Generation & Conversions

Track how many people visit your “Schedule a Call” page—but don’t book a call.
If drop-offs are high, you might need:
- A better CTA (e.g., "Get a Free 15-Minute Consultation").
- A simpler form with fewer fields.

Example: Using Google Analytics to Improve Conversions
Let’s say Google Analytics shows that 80% of your website visitors leave after reading your blog without taking action.
Solution: Add a strong call-to-action (CTA) at the end of your posts:
“Want a Personalized Retirement Plan? Book a Free Call Today.”

3. Other Google Tools for Financial Advisors

Google Search Console (Track SEO Performance)

Helps advisors see which keywords bring in traffic.
Shows how your site appears in Google search results.
Identifies SEO issues (like slow-loading pages or broken links).

Example: If Google Search Console shows you rank on page 2 for “estate planning for doctors”, you can optimize that post to move to page 1.

Google My Business (For Local SEO & Client Discovery)

Helps RIAs appear in Google Maps & local searches (e.g., "financial advisor near me").
Encourages client reviews, boosting credibility.
A fully optimized Google My Business profile leads to more inbound calls.

Example: If someone searches “fee-only financial advisor in Sarasota”, a strong Google My Business listing helps you rank higher.

4. Action Plan: How Advisors Can Implement This Today

Step 1: Use Google Trends to find relevant topics.
Step 2: Write SEO-friendly blog posts and LinkedIn articles based on trending keywords.
Step 3: Use Google Analytics to track which posts bring in leads—and optimize them.
Step 4: Set up Google Search Console to improve your search rankings.
Step 5: Claim and optimize Google My Business to attract local clients.

Final Thoughts: Use Google’s Free Tools to Get More Clients

Most financial advisors aren’t using Google Trends or Analytics—which means a huge opportunity for those who do.

By leveraging these tools, you can:
Create content that ranks higher in search results.
Optimize your website to convert more visitors into clients.
Understand what potential clients are searching for—and give them the answers.

Need Help with SEO & Lead Generation?

We help financial advisors use Google’s tools to attract more leads and grow their firm. Contact us today to optimize your online presence!

Matthew Gutierrez