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A Financial Advisor’s Guide to Google Tools


Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.


Learning technology tools can be a challenge. This week we are examining Google tools and how to optimize them for your practice. First, we will explore boosting your Google Business profile, next we will look at Google Analytics and finally we will unpack how to use Google Ads.




Google Analytics is an impressive tool to measure your marketing efforts that is free of cost and powered by the Google machine. Google Analytics is used to measure web traffic, clicks, bounce rates and conversions. This piece provides an overview of three metrics that can help you begin measuring the effectiveness of your marketing today.



Google Ads can be a valuable tool, but if not utilized properly, they can be a waste of your marketing dollars. This piece explains the different types of ads and how to build your ad structure.