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Improving Your Online Presence (Marketing Playbook 3/6)
Course Information
Content Level: Foundational
NAPFA Subject Area: K-Marketing and Practice Management
Course Description
Allan discusses:
• Search Engine Optimization (SEO) for today's independent advisor
• Maximize the value of your affiliation and designation profiles
• Who owns your online reputation?
Allan Slider, CFP® 
Allan Slider is the Founder of, a one-of-a-kind marketing service that raises the visibility of Fee-Only financial advisors, individually and collectively, in a systematic and powerful way. Allan is both an advocate of the fee-only financial planning model and an industry expert in online visibility for financial advisors.

A profile is an advisor’s most comprehensive, connected and influential online page. It enhances their own online footprint and visibility in a way not available through any other marketing service. Every advisor profile (currently +3,300) works together to raise the visibility of a network of information that promotes the fee-only model, and fee-only advisors collectively. In addition, is among the most visible find-a-planner sites, serving over a half million profile views annually.

Membership in is exclusively for advisors and firms affiliated with The National Association of Personal Financial Advisors (NAPFA), XY Planning Network, Garrett Planning Network, and The Alliance of Comprehensive Planners.

Prior to founding in 2011, Allan owned a consulting firm that turned under-performing eCommerce companies into market leaders, where he was an investor/partner in several successful ventures.

Learn more about Allan and his company at
Availability: On-Demand
Expires on Oct 14, 2022
Cost: Member: $0.00
Non-Member: $39.00
Credit Offered:
1.5 NAPFA CE Credits
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