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.

Competing With The "Robo-Advisors" Threatens RIA Business As Usual, Advisor Says

Remember John Henry and the steam engine? Fighting automated advice on its own terms is a similar losing proposition in the eyes of at least one advisor.


Great Q&A with Alex Murguia of Virginia RIA McLean Asset Management on how advisors can communicate the value they add in the face of new "robot" platforms.


In hindsight, it's a no-brain strategy to remind your clients how far you've gotten them on the way to their financial goals. And it's even better to share your win ratio with prospects.


But it requires a little thought toward benchmarking and follow-through.


Are you tracking the frequency with which your clients actually achieve their objectives? Success stories and examples are usually great conversation-starters, and few automated calculators can provide that kind of illustrated track record.


How well are your clients doing compared to the broad population and to other high-net-worth investors? That's a tougher one, but answering it is even more valuable because it demonstrates the value you add personally.


Wealthy people who don't have advisors have yet to be convinced that they'll do any better with one than without. And those who already have advisors need evidence that you'll do better for them than the people they have now.


You can always fall back on raw performance numbers, but you know better than I do that's a can of worms at best -- when it addresses the issue of client success at all.


Murguia hints at making tools available for advisors looking to answer these questions. It would be nice to get that kind of calculating power behind the desk instead of competing with the people in the industry.





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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