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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Dispelling Investor Confusion About Money Market "Liquidations" After Treasury Rating Cut

Your clients are probably terrified right now wondering whether every one of their rock-solid money market funds suddenly imploded. Get the facts together and beat them to the punch.

 

There's been a little speculation about how "some AAA-rated money markets might now have to sell all their suddenly AA+ Treasury paper."

 

It's not true. 

 

Remember, money market funds only invest in short-term debt, which Standard & Poor's and the other agencies rate on a different scale.

 

And on that scale, the Treasury is still well within the top tier. The choosiest fund managers in the world can decide to scale back their Treasury holdings, but that's their choice.

 

Nobody's being forced to do anything just because the rating changed. And that right there makes all the difference.

 

After all, Treasury funds can still invest in Treasury paper. They're not tied to the rating at all. Treasury is Treasury.

 

For most tax-exempt or other high-quality MMFs, the selling point comes if Standard & Poor's decides to cut an issuer's rating below AA-.

 

That's three steps down from where we are now. It could happen some day, but for right now, S&P is limiting even its "shock" moves to one step at a time.

 

Of course, if investors decide to dump their money markets, these funds will still have to liquidate some of their Treasury holdings to meet the redemptions. But that's another story, and again it's a matter of choice.

 

The Investment Company Institute thoughtfully put together a Q&A on the subject. It's obviously a few days out of date now, but it's still pretty great.

 

They probably wouldn't mind if you pulled the best bits together for a note to your clients.

 

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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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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