Top 10 Websites for Advisors and How to Use Them

Advisors are always looking to stay current on trends and ideas that can help improve business and create deeper value for their clients.  The Internet is filled with choices, but the number of sites can be overwhelming. Advisors need to sift through the clutter to find websites and blogs that are relevant and helpful sources of information.

Below is a list of recommended websites that advisors might not have thought about before but may find beneficial:

Nerd’s Eye View Blog
It is a daily blog by Michael Kitces.  He provides his commentary on financial news and developments.  Each Friday he provides weekend reading with links to articles to be read by advisors.

This site by Bill Winterberg focuses on how advisors can use technology to better improve efficiency.  It includes how-to videos that highlight how to use features of technology relevant to advisors.

The IN Tech blog
Dave Janowski has regular updates on what new products and enhancements are coming out that impact financial advisors.  This blog is good way to stay up to date on technology.

Investment Writing Blog
Susan Weiner offers valuable advice and tips on how to be a better writer and improve communications with clients.

FPA Practice Management Blog
Hosted on the Financial Planning Association website, this blog offers posts by a pool of experts who share their practice management tips and techniques for building a successful financial planning business.

Advisor Perspectives
It offers articles about the market, economy and investment strategy.  These are submitted by fund companies, independent research firms and advisors.

It is a website for financial advisors that features investing, technology, and industry news each business day.

Abnormal Returns
Described as a “forecast free investment blog,” this website provides a daily post with a chart of the day and links to relevant stories on the web about markets, strategy, finance, and other topics of interest to investors.

Wealth Manager Blog
From the Wealth Management editors at the Wall Street Journal, this blog caters to financial advisors with articles and videos including topics of “Finding and Keeping Clients” and “Running a Practice”.  It is updated daily with their “Morning Call” that aggregates articles of interest from around the web.

Every organization wants to be found online, but it is getting harder and harder to come up at the top of search results.  This site by Brien Shanahan gives fantastic search engine optimization advice specific to financial advisors.

And of course…

The Trust Advisor
It offers news, features and commentary with feature articles that focus on bank regulations, trust administration, estate planning and wealth management strategies.

Byrnes Consulting
With over 200 industry published articles, this site provides regular practice management advice on how to increase business success.

How to keep up

As you see from the list there are a number of good sources for information on the web, but checking these sites daily for new content can be tedious.  Instead you can sign-up for the RSS feed feature on each site and RSS will save you from checking these websites daily to see if there is new content.  RSS allows users to subscribe to their favorite websites and be notified via the RSS feed when new information is added and this will simplify how new updates are delivered to you.

In a way, by clicking on a site to get the RSS feed, an advisor is subscribing to the content that can be found in a tab, usually next to websites that have been favorited.

Other options to get an RSS reader (often called a News Reader), which will check for new content received from the RSS feed. There are many products out there including download-able apps and of course web-based solutions. Feedly and Newsblur are just a few of the popular web readers available. They provide a central place for you to quickly scan and read the various feeds you have subscribed to.

Lastly, many of these organizations do a good job of forwarding out their content via Twitter.  If you’re not already following these thought leaders and organizations, consider doing so.

Co-written with Kevin Feehily. Mike and Kevin work for Byrnes Consulting, providing consulting services to help advisors become even more successful.  Need help with business planning, marketing strategy, business development, client service and management effectiveness?  Read more at and follow on Twitter via @ByrnesConsultin and @AdvisorAdvice.

© 2013 Byrnes Consulting, LLC. All rights reserved.


More Articles