Beginner's guide to Google AdWords for financial planners

Key quotes:

• "In order to make sure you’re prepared to discuss the following five fintech trends with your clients, as they will inevitably come up this year, please check out this post."
• "The main appeal of blockchain is transaction security and verification, from which, by further leveraging the technology, companies may greatly benefit."
• "In one of our recent blog posts, we discussed how many financial advisors are adapting to new technology and are already leveraging robo-advisors to increase efficiency and free up time to spend with clients."
• "Business Insider says, “digital channels will play a bigger role in banking as they eat away at traditional services.” Banks are continuing to invest in technology that enable us to be more efficient with our time when making financial transactions, as well as using technology to reach new users in areas where they may lack a physical presence."
• "According to CNBC, cybersecurity should be discussed openly between clients and their advisors."
• "It’s important to stay informed about the trends and advances in fintech as the year continues."

Key quotes:

• "Some investors choose to invest in coins and small bars of gold."
• "By comparison, coins and small bars work out around 7% more expensive than buying gold through a platform such as BullionVault."
• "BullionVault lets private investors access the professional bullion markets where they can buy, sell and store gold, platinum and silver."
• "In addition to buying gold, sell your investment in any volume at any time."
• "BullionVault stores bars of gold in professional market vaults around the World."
• "Interestingly, BullionVault cites Zurich as the favourite amongst investors, with 75% of clients investing in gold stored in Switzerland."

Key quotes:

• "The first article is a personal one, I share how my wife and I are financially planning for our first child."
• "Specifically, I discuss how we plan to replace her income while she is on maternity leave."
• "The second article answers the question “If I only have a few dollars to invest every month is it worth it?” My answer is YES! The third articles cover “the ABC’s” of “ETFs”, that is Exchange Traded Funds which have surged in popularity recently."
• "We decided our first priority was to ensure we have saved enough money to top up the maternity/parental benefits my wife will receive while she is off work."
• "The longer you have your money invested, the more you will benefit from compounded returns."
• "If you put off investing until a time that you feel you can invest enough to make it worth your while, you will be giving away the benefits of compounded returns."

Transcript: Hello and welcome to AdWords 101 AdWords for beginners my name is Jeff Lane and I'll be teaching you everything you need to know to build a successful search marketing campaign using Google's AdWords platform as the course title States this course is designed for the beginner the person who knows they want to try AdWords but could use some guidance before they put down their credit card this course is also for the person who has already taken the plunge into AdWords but got discouraged maybe you didn't get the results that you were hoping for together we're going to walk through step by step how to create a well organized and effective AdWords account you'll learn not only what to do but also why I'm excited to get started and I hope you are too so what is AdWords AdWords is an online advertising platform that enables advertisers like you and me to advertise on Google's web properties of course Google's most well known product is its search engine but Google has many other products including maps Gmail YouTube blogger and many more through AdWords advertisers can place their ads on a number of Google's most popular web... See more →

Key quotes:

• "So perhaps you want to apply the same logic here to ensure you choose a socially responsible financial planner."
• "Before you request a meeting, it’s worthwhile doing some research on responsible investing so you can ask the right questions."
• "SRI observes the Environmental, Social and Governance (ESG) factors whilst still looking to achieve positive financial returns."
• "The US SIF Trends Report (2018 Release) says that “(SRI) assets have expanded to $12.0 trillion in the United States, up 38 percent from $8.7 trillion in 2016.”¹ The Fourth Annual Responsible Investing Survey from Global Investment Manager Nuveen shows that 81% of investors indicated that they wanted to advance environmental sustainability."
• "Business Insider says that according to financial planners, index funds “are one of the best investments for building long-term wealth”."
• "PRI Chair Martin Skancke says: “Investors’ responsibility to use beneficiaries’ money in line with their best interests extends beyond providing a return on their capital: it includes ensuring that that money is being invested in ways that support sustainable development towards a world in which beneficiaries can live fulfilling lives”."