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You Know You’re A DIYer Advisor When…

Advisors who are do-it-yourselfers have been around for years. Becoming an independent advisor -- joining a new profession -- naturally attracts entrepreneurs, DIYers who like things done their way. However, in observing independent advisors over the past 30years, I have seen the focus of DIYers shift dramatically

Five or 10 years ago, a DIYer-advisor would outsource administrative and perhaps technology tasks. Today, the range of tasks advisors outsource has grown wider, as technology improvements made outsourcing more economical. Today, advisors outsource the writing of financial plans as well as investment research and trading, relying on TAMPs, UMAs and separate account managers.

Today, DIYers focus on marketing.  A growing number of advisors have come to realize that they can more safely outsource their style of investing, financial-plan writing and even tax management, but they cannot outsource creation of their public voice. Consequently, today's DIYers among advisors are writing blogs, making videos, and creating their own Web marketing campaigns. They suddenly seem to understand the value of communicating about their niches.

They're suddenly trying to figure out how to regularly talk to a very specific audience. They're suddenly trying to figure out how to create meaningful Web content focused on their target markets. All this is great news for Advisor Products because our content creation system definitely helps advisors succeed at all this.

What's incredibly ironic, however, is that the first wealth managers to figure out that a financial advisor content stream can benefit them are DIYers.

Today's DIYers among advisors are early adopters of content marketing. And in trying to create their own content, they are the first ones outsourcing to content partners. I'll have more to say about the importance and content role of content partners another time. For now, here's a short quiz to help you figure out if you’re a DIYer advisor? If you do seven of these 10 things, you’re a DIY advisor.

  1. You write a blog post optimized for search engines at least twice a month

  2. You set up your own channel on YouTube

  3. You own professional video lighting

  4. Your firm reconciles account data daily

  5. You’ve created three Slidecasts or more

  6. You test your backups twice a year

  7. You registered your firm on Google Places

  8. You backup your computer at least weekly

  9. You use Camtasia Studio 8

  10. You host webinars monthly


Creating your own voice by blogging and participating on social media is time consuming and not for everyone. So DIYers have a distinct advantage. If you’re not a DIYer, or if you are a DIYer who wants to augment your voice with intelligent content cleverly packaged in a way for you to make it your own, check out our social media content stream below.



 
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Questions?

How and why does the Advisor Products system work?

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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