Marketing Tips

Hiddenomics: A New Device In Financial Communications

If you’ve been tuning in to monthly CE classes at A4A.TV, then you may know that economist Fritz Meyer has established a public track record of identifying secular trends driven by fundamentals. His latest observation of a surge in real retail sales is happening in plain sight, but goes unseen by the financial press, pundits and prevailing wisdom made easily available by searching Google.    Since 2011, Fritz and I have collaborated on a FINRA-reviewed content stream as well as monthly CE...

Going Deeper With Fritz Meyer's Latest Financial Economic News Update

Every month for nearly a decade, Fritz, an independent economist, sums up key data in an in-depth report that qualifies for continuing education credit for CFP®, CIMA®, CPA/PFS, and other financial professionals.  With a run of 12 straight five-star rated sessions, his stats make him a superstar among economists. In 1992, Gatorade famously encouraged sports fans to “Be Like Mike.” If Fritz Meyer Is the Michael Jordan of financial economists, A4A wants to encourage financial professionals to...

If You Like A4A, You Might Also Be Interested In This

If you like A4A’s education system, you can use the same techniques to educate clients and others in your community. The A4A system for managing a community is a template in the Advisor Products client communications platform. You can be the thought leader of a community of consumers using this same system., and it’s easily optimized for local searches.The same techniques A4A uses to keep you informed can be used by you. You can give webinars with quizzes and certify clients to teach them...

How Financial Planner Continuing Education Integrates With Client Content

The way your neck bone is connected to your head bone, so is A4A connected to API. Integration of A4A CE and Advisor Products client communications platform is perhaps best defined by what it's not:  A4A's not just continuing education, it's thought leadership   API is not just marketing, it's news   It's the bones of a complex system for managing a professional practice based on feedback from your clients and natural network. That's a big idea. Let's break it down. Disrupting the...

Putting Performance In Perspective Every Quarter

Putting performance in perspective is a challenge to advisors who send quarterly portfolio reports to clients, especially after a period like 4Q2018.  Every quarter, Fritz Meyer and Andy Gluck collaborate on a 25-slide presentation and script explaining what happened. You can add your logo and branding, of course, to the PowerPoint presentation, and you can also edit any of the charts,images and text. You can pick just a few slides to include with paper reports you print and...

Did Russia Ruin Online Marketing For Advisors?

The bad news for advisors about two independent research reports about social media tactics used by Russia to influence American politics is that online marketing has been dealt a huge setback, but the good news is content marketing works. The two independent research reports detail the sinister propaganda war waged against Americans on Facebook, Instagram, Twitter, YouTube, Google and other social platforms by Russia’s Internet Research Agency (IRA), fittingly named much like any other online...

Music To Vew The Bull Market By In 60 Seconds

The bull market is reviewed in detail in this latest economic summary. This is a 60-second version of a 20 minute presentation for a webinar or live presentation.    Of course, you must disclose that the charts are provided by independent economist Fritz Meyer and veteran financial reporter Andrew Gluck (or Advisor Products), and that you have added your own personal views and practices to material. Full disclosure is required. The Flight of The Bumblebee seemed a fitting...

A 4.9-Average Star Rating For Israelsen's Greatest Client Hits

Craig Israelsen, using metaphors to explain complex investment concepts, received a 4.9 average star rating and rave reviews for his CFP continuing education session comprised of his favorite clients lessons. For example, Craig recalled a piece of wisdom given to him about raising his six children. “The child who needs love the most is likely the one who deserves it the least,” he said. Anyone who has ever loved a child knows that’s true and can relate to managing a difficult child. Using...

How To Lose A Client

I just got a new client. She recently lost her husband Bob and had been trying to piece her life back together. One of the items on her list was to familiarize herself with their investments and do some financial planning.     She set up an appointment with their advisor, who was a friend of her late husband. At the meeting, she felt the advisor talked down to her and tried to "razzle dazzle" her with pie charts and graphs. 

The Nexus Of Investor Behavior And Expectations

Craig Israelsen highlights the nexus of investor expectations and behavior, the point where investors expect too little of themselves and too much from their portfolio. Dr. Israelsen confronts a common investor mistake, one that’s in front of us but overlooked.   In a session that received an average rating of 4.7 out of five, Dr. Israelsen tells advisors to teach clients that the performance of their portfolio is not something they control, but their savings rate is something they do...

Information Warfare Is An Opportunity For Financial Professonals

The criminal conspiracy to meddle in the 2016 U.S. presidential election devastates the credibility of online social platforms. Likes are not trustworthy. They're easily faked. Russian bots right now are flooding Twitter with posts about gun control.  In undermining trust online, the information war is strengthening the role of authoritative sources, presenting an opportunity for financial professionals to fill the credibility gap.   As a financial professional, you have a...

Four Misconceptions About "Content-Only Websites" For Advisors

Maybe it's because advisors are generally comfortable only with prudent, time-tested solutions that so many of you make poor technology choices. Or maybe it’s just that the advisor tech press is a clubby group of citizen journalists with little or no experience in developing advisor websites and no grasp of the story, leaving advisors poorly informed.  Advisors Are Late Adopters. Advisors are the opposite of early-adopters of technology. Generally, by nature, you are...

Financial Advisor Mascots

Financial advisor mascots are creatures, teachers, cartoon characters in videos, doodles that come alive onscreen as your firm’s spokesman. The GEICO gecko is a classic example of a mascot, and that technique can be used by advisors.   Four and a half years ago, Elliot Weissbluth of HighTower Advisors posted a YouTube video targeting his firm’s prospects and clients in Chicago by featuring a cast of cartoon characters to teach a two-and-a-half minute lesson about hiring a...

In A 19-Minute Interview, Former Fed Analyst, Shehriyar Antia, Opines On Brexit

The Fed was not surprised by Brexit, says Shehriyar Antia, a former senior analyst at the New Y Fed. Mr. Antia, who spent a decade at the central bank, says Fed economists were almost certainly performing “what if” simulations in anticipation of the vote by Britons to break the four-decade movement to build the European Union’s supra-national bulwark.   Mr. Antia should know. He’s been in the room for Fed meetings at moments much like this one, having been part of a team that implemented the...

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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