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'Tis The Season To Ask Clients About Their Philanthropic Plans
The year-end tax planning rush is the ideal time for advisors to have a conversation with their clients about their philanthropic goals. Even a simple question about deductible charitable gifts can easily turn into a way to deepen a professional relationship and prove an advisor's expertise.
Although plenty of advisors are shy about broaching a topic they consider too personal for the office, charitable gurus say their clients actually love talking about their favorite causes. And since philanthropy is as valid a financial goal as sending the kids to school or buying a beach house, there's a solid reason for any advisor to ask.
In fact, there's a good chance that your best clients have been waiting for you to start the charitable ball rolling. According to a 2006 survey by CEG Worldwide, 75% of the highest-end high-net-worth individuals out there rate "meaningful gifts to charity" higher than more traditional planning goals like retirement or education.
Naturally, an advisor who can help them achieve their philanthropic goals (maybe by setting up a donor-advised fund or charitable trust) instantly adds plenty of value and, more importantly, builds a deeper personal rapport.
Toronto trade journal Investment Executive has a lot of tips for when and how advisors on either side of the Canadian border can have the conversation. Full Story
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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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Can I buy services if my website is not hosted with you?
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What if I have questions after my website is built?
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See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.
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Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
