The Interactive Advisor

Specialties

We specialize in helping Financial Advisors gain new clients by marketing on the web. A website is only a first step. Social media, email marketing, and search engine optimization are among the tools we can help you put to work.

Our 18 years experience working with independent Financial Advisors puts us in a unique position to understand your challenges and opportunities.

We can help you grow!

History

Established in 2010.

Hearing from Advisors the challenges they face marketing themselves on the web, TJ Gilsenan founded The Interactive Advisor. We are designed to bring web marketing practice management and best practices to independent investment advisors. Social media, email marketing, and advisor blogging can be very powerful tools to help an Advisor grow. However, sourcing guidance on the best way to us these tools can be a challenge.

As an 18 year veteran of the independent advisor industry, TJ Gilsenan, brings a wealth of practical experience to helping Advisors grow.

Meet the Business Owner

TJ G.

Business Owner

I’ve been lucky enough to spend most of my career working with independent investment advisors. I started at Schwab Institutional where I spent 13 years in progressive sales and sales management positions. After spending 4 years with Pershing’s independent advisor division, I founded The Interactive Advisor.

Financial Advisors often find little or no industry specific help to market their practices on the web. I got involved in web marketing for advisors to change that. We can help you design and implement a web marketing strategy that fits your business. Email marketing, search engine optimization, and social media are just a few of the areas we help you with.