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High-Net-Worth Summer Camp Raises Dynastic Issues For Advisors To Explore
"Money camps" have captured the imagination of both promoters and the press for years now without actually gaining much ground. After all, old money already has its summer playgrounds for the kids.
However, stories like the "Global Fellows in Social Enterprise" camp currently being organized by bona fide millionaire Michael Loeb provide a good entry point for conversations with clients on how they'd like their kids to grow up.
Should the kids spend six weeks every summer "under the instruction of business strategy coaches and captains of industry" in order to become better hereditary tycoons or corporate sharks?
Or should they instead be learning how to use their likely inheritance to enrich the world, perhaps through a fact-finding tour of some impoverished country?
Many of your best clients are very concerned that the kids or grandkids will grow up to be the kind of money-obsessed snobs that Loeb promises his camp is not about. Helping put their fears to rest -- maybe with a contingent trust or a donor-advised fund, or even a summer job to funnel family funds into a wage-funded IRA -- definitely proves your value.
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 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.
