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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Most Investors Don't Understand Differences Between Fiduciary and Suitability Standards

While recent legislation has sparked debate about suitability vs. fiduciary standards, a majority of full service investors do not understand the difference between the two, according to the J.D. Power and Associates 2011 U.S. Full Service Investor Satisfaction Study.

The study, which is based on responses from more than 4,200 investors who make some or all of their investment decisions with an investment advisor found:
  • 85 percent of full service investors either have not heard of or do not understand the difference between a suitability standard and a fiduciary standard.
  • Among those full service investors who are currently in a fiduciary relationship, 57 percent state that this increases their comfort level with their advisor, while 42 percent state that it decreases their comfort level.
  • 59 percent of full service investors have visited their firm's website in the past 12 months, up from 52 percent in 2009.
  • 51 percent of full service investors have exchanged an email with their advisor in 2011, compared with 19 percent in 2008.
  • Contrary to common belief, older investors who use the Web are visiting their advisors' websites more often than younger investors. Among investors who visit their advisor's website, those older than 64 years average more than 35 visits per year. In comparison, investors younger than 45 years average 12 visits per year and investors between the ages of 45 and 64 average 23 visits per year.
  • Reviewing documents posted by an advisor and reviewing tax information are among the most common tasks performed by investors visiting their advisor's website.
The study, now in its ninth year, also measured overall investor satisfaction with full service investment firms and ranked RBC Wealth Management highest in investor satisfaction, ahead of Schwab, Fidelity, and LPL Financial. 

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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