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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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Clients Want Online Statements, Offline Conversations, SEI Discovers

Electronic communication theoretically lets a single advisor reach out to more clients than the phone could ever reach. But what do those clients want?

 

SEI Global has just released a new white paper on the way advisor communication channels have evolved.

 

It's a quick read -- almost a meditation on technology and how it works -- and the key points are even quicker to summarize.

 

Investors hate meaningless paperwork. They want their statements online in a format that allows their advisor to customize the information they get and otherwise allow two-way communication.

 

Getting that kind of "enhanced" routine update might take some of the pressure off the phone and office calendar.

 

SEI discovered that 92% of the advisors they talked to are still focused on face-to-face meetings -- as they should be -- while only 33% are putting as much thought into their email policy, much less a blog or social media.

 

As SEI says, "there's no doubt that many clients would agree, but that does not mean wealth managers can ignore the channels open to them."

 

The white paper concludes that "the personal touch is certainly customized, but the big question is how scalable it can be."

 

In other words, if an advisors wants (or needs) to evolve beyond the high-net-worth market to serve hundreds if not thousands of clients, there's just not enough time to call them all.

 

This is especially important because the industry has succeeded in convincing prospective clients that the product advisors offer is "relationships." 

 

A full 93% of the investors SEI talked to say communication strategy is important when they choose an advisor.

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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