Marketing Tips

Search Engine Optimization

Learn the top factors that affect your search listings, tips for website construction, how to develop and organize SEO-friendly content, how to use Google My Business, and the importance of social media on SEO.
 

Email Marketing Tips

Learn about compliance, how to build your list, get suggestions on how to create a strong cam-paign, master the art of creating a powerful email, get tips on lay-out, learn how to create strong calls-to-action, and get subject line DOs and DON’Ts.
 

Be That Guy And Create An Unforgettable Brand

 

How much easier would it be to get new clients and referrals if your clients could say “Oh, you need to talk to my advisor – he’s exactly the guy who does THAT.”
An important component of a successful marketing is to have a unique value proposition, a competitive advantage, a strategic differentiator. You need something that answers the question "why would a client choose you over all other financial advisors?" And that is one of the most difficult challenges for any financial advisor.
 
Here is someone who might help: Scott Ginsberg, “that guy with the name tag”, speaker, consultant, and author of How To Be That Guy and other books. There is a lot I like about Ginsberg’s approach, and this particular book in particular, including the detail that one of the first quotes in the book is from Peter Montoya, another marketing consultant to financial advisors with lots of good ideas.
 
One of the useful examples in the book is right at the beginning. He lists 22 questions for you to fill in, including "After people get to know me, they'll never think about __________ the same way again," and "There is nobody walking the planet who could share the message about ____________________ better than me."
 
Some of the questions highlight the challenges of marketing advisory services, like "if you Google the word_______________, the first 10 pages would be my website." Try completing that question and you will quickly realize why telling people you "manage investments" will get your marketing plan exactly nowhere.
 
To attract clients and referrals, you need to be "that guy" about something. George Kinder was "that life planning guy" and carried it to a national reputation. Roger Gibson did the same as "that asset allocation guy." Mark Colgan is headed that way as "that legacy planning guy."
 
What guy (or woman) will you be?

 

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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Seeing is Believing.

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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