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.
Communication Breakdown Between Advisors, Younger Clients Needs Careful Treatment, MFS Says
Advisors and clients should be on the same page when it comes to the markets to avoid misunderstandings, but according to new numbers from MFS, the cognitive gaps are still pretty big.
Despite the rise of the retail investment media -- not to mention years of sometimes systematic client communication -- MFS found that advisors have yet to communicate their take on the markets in a way that sinks in with retail investors.
Most advisors like international stocks, for example, but this sentiment has only filtered out to 35% of the investors the mutual fund firm interviewed.
A lot of the discrepancies seem to originate in the advisors' wishful thinking or outright failure to really understand what's going on in their clients' heads. Most notably, 75% of the advisors thought investors have gotten more comfortable with risk over the last year, but only 15% of the investors actually feel that way.
The gap gets wider with younger investors. A full 84% of the advisors thought members of Generation X and Generation Y want to accumulate more wealth, and only 9% thought the real goal for this age group was wealth preservation.
In reality, these investors -- who tend to be younger than the average advisor -- are much more risk-averse, with only 39% still in accumulation mode despite their relative youth, and a full 22% looking to protect what they already have.
As surveys go, this one is almost actionable. Advisors can use it as a sort of "reality checklist" to make sure they're really talking to their clients, and not to some idealized version that isn't actually there.
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.
SCHEDULE A DEMO
MARKETING TOOLS
LEARN MORE
RESOURCES
LATEST ARTICLES
Bank instability in March added a new risk an outlook already clouded by inflation and monetary policy problems hobbling the post-pandemic recovery. The bank runs came on top of the inflation crisis caused since the pandemic of April 2020 and March 2...
March 15 was one of the most pivotal days of the past 50 years, and financial advisors played a crucial role in getting the facts out about the banking panic to their clients and community. Trouble is, your messaging must be:as timely as WSJ, NYT, CN...
WEEKLY FINANCIAL MARKETING VIDEO
Watch The Video
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.
