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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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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.
Self-Directed IRAs Become The Next Big Area Of Regulator Concern
The "self-directed" IRA has grown into a $94 billion market as investors hunt ways to go beyond conventional stocks and bonds. But NASAA and the SEC warn that this area is also rife with risk and outright fraud.
Because a self-directed IRA can theoretically contain any asset class -- including commodities, limited partnership shares, and other "alternatives" -- it can be vulnerable to any of the scams we've seen multiply over the last few years, the regulators say.
A self-directed IRA can, for example, buy into fake structured notes or private equity placements, both of which have often been lethal for retail investors and the broker-dealers that sell them.
Even when the investments are legit, the fees associated with alternative investment classes can easily swamp the higher returns these vehicles nominally offer.
This is a good opportunity for advisors who can view their clients' heldaway assets. If you spot exotic holdings in a self-directed IRA, ask your client if you can take a closer look.
From there, all the advice the regulators suggest is applicable. Do the due diligence on these assets and above all, verify that these assets really exist.
You're doing your clients a favor and, just maybe, protecting them and their long-term financial plans from running into trouble.
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.
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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.
