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.
 

What The Recession Made Clients Regret: Cash Management, Not Retirement Planning

We all have regrets -- missed opportunities, personal failures -- but what's interesting about the typical American's financial regrets is how they revolve around the smallest transactions, and not the big-picture planning goals.

 

TD Ameritrade is really pushing the new year resolution surveys this week. Having determined that January is the best month for advisors to talk to their clients about the important issues, they've narrowed in on what exactly clients and prospects want to talk about.

 

It turns out that 56% of the American public regrets various ways they handled their finances during the recent recession, but it's not so much about getting in or out of an asset class too late or too early -- for 71% of the population, the big regret is simply that we spent too much on things we didn't really want or need.

 

This is a real conversation starter for advisors who thought they'd covered their clients' basic cash flow planning years ago. Are your clients tired of spending so much? Would they rather scale back, not because they have to or because more active goals have become more important, but simply because they're ready to consumer less?

 

Or on the flip side, have they been voluntarily going without new cars or vacations over the last few years and now need to be told it's okay to live a little?

 

Either way, this seems like a quicker way to get most people's attention than talking about their new portfolio allocations.

 

 

 

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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