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.
 

What Is The Most Powerful Tool To Drive Client Satisfaction?

As you work to increasingly thrill your clients, you will hear people tell you all kinds of things to do for them. But the key to driving client loyalty is not what gets told, it's what gets asked.

 
I was rereading the post on Michael Kitces blog Nerd's Eye View where he points out that our value is not in what we tell clients, but what we can motivate them to do. We too easily fall into "Expert Syndrome." We believe it is the quality of our advice that creates our value. While quality advice is a critical component to our service, without action it does little good. I have seen this especially in fee-based planning practices. Since we are paid to dispense advice, it is easy to fall into the trap of stressing the telling to the detriment of motivating clients to act. Unless clients act on our advice, we have not made their lives any better.
 
Acting makes for more satisfied, more engaged clients. Consider the difference between a client who describes his relationship with you to a friend as "He gave me great advice" and one who tells his buddy "He got me to take these steps and I'm way better off because of it."
 
Motivating to action is more about questions than answers. In his post, Kitces describes a session at FPA Retreat by Karen Miller-Kovac, Chief Scientific Officer of Weight Watchers. She refers to Motivational Interviewing as a way to help clients discover the importance of change and to realize they can accomplish it.
 
Similarly, my work with advisors continually reinforces the importance of questions over answers. Rather than telling "this is where our practice is headed and these are the services we provide" it is far more powerful to ask "what can we do that would be of the most value to you and what would be the best way of doing it for you?" In my own client engagements, I always start a new relationship with the question "what would have to happen in our working together that would cause you to believe it was a huge success?” Discovering what clients most want, from themselves and from you, so you can deliver it to them, is the most valuable service you can provide.

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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