Marketing Tips

Search Engine Optimization

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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.
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Email Marketing Tips

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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.
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Bill Gates Notes That Your Self-Made Clients Are More Likely To Have Philanthropic Urges

Between Bill Gates and Warren Buffett, the billionaire "Giving Pledge" has plenty of star power, but the nuances contain insight that advisors can use to frame the dreaded "philanthropic conversation" with clients.

 

First and foremost, the adventures of Gates, Buffett, and company are a great bit of gossip that can turn into a deeper talk about how your clients may want to give back to the world around them -- and structure that charitable urge into the right vehicles.

 

Many advisors are reluctant to bring up the subject because they feel that it's somehow "personal" and not a financial matter. But odds are good their clients have actually been hoping to talk about these issues themselves, but never found the right way to open the topic.

 

Second, Gates says that in his experience self-made billionaires are more philanthropically minded than those who inherited their wealth. That might be a generalization based on his social circles -- he tends to associate more with industrialists, entertainment moguls, and investors than with East Coast Old Money -- but it's a viable data point.

 

Mentioning Gates' insight to your clients who may have built and sold their own business (or are still running it) will generate an automatic response: either "me too" or "not me."

 

And from there, you know who's receptive to talking about charitable trusts, donor advised funds, the entire world of philanthropy that gives you another way to demonstrate how much value you add. Simple, risk-free, relatively painless to all concerned.

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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