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Clients Are Curious And Want Education, Schwab Survey Inadvertently Shows
There are a lot of surveys out there that purport to describe how male and female investors have different styles and even different objectives. But advisors can often learn something new by reading between the lines.
For example, Charles Schwab's latest could have been a snoozer if not for the buried tidbit that 2/3 of male clients age 50 and up are more interested in learning about their underlying investments, while nearly half of the women truly do not care what's in the portfolio as long as the quarterly numbers are on track.
Naturally, you want to make educational resources available to any client who wants to learn, male or female. And these numbers confirm it. Do your materials explain how "structured notes" really work, for example, or the characteristics of private equity funds as opposed to mass-market mutual funds?
You don't need to go into depth, but you can encourage curious clients to contact you if they want to talk. It's a great call to action that can get deeper conversations going.
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
What products and services do you offer?
Can I buy services if my website is not hosted with you?
What can I expect during the onboarding process?
What if I have questions after my website is built?
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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Advisor Websites and More
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.
