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Why Professionals Should Break The Rules Of Financial Advisor Marketing

This week’s video breaks traditional rules of financial advisor marketing.  It is long (four minutes). It’s also detailed, and it delivers bad news for wealthy people ,who are going to face much higher taxes in 2021. 

Why are we breaking the rules? Because traditional financial services marketing is not what a an investment, tax, financial planning professional needs in this pivotal moment in financial history.

As a fiduciary, you need facts and analysis not available from CNN, Fox Business News and The Wall Street Journal or local securities sales people. Right now, that's news about tax-planning for individuals who earn more than $400,000 annually, investors who realize capital gains of more than $1 million, and families with multimillion dollar estates.

This is going to be a sweeping tax increase and it is a sharp reversal in tax policy. It will make a dramatic change in some situations as explained in this video, which was was written based on the transcript from Bob Keebler’s April 22 CE class on Advisors4Advisors, "The Time To Plan For The Tax Wave Of 2021 Is Now."

This video can be narrated by you or others in your firm. Or it can be automated and shared under your brand with clients, prospects, and referral sources every week in emails and socially.

You can personalize anything. You can also use the content for search engine optimization (SEO) and in pay per click Google ads. Simply customize our content with your keywords. 

If you are interested in SEO or simply want to be the authoritative source of tax tips for ultra-high net worth and high income earners at this pivotal time in U.S. financial history, please call John Luciano at (888) 274-5755.

Two Observations That May Make Higher Taxes Easier...

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In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
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