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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Rollover Investors May Be Eager To Work With Advisors, But Where Are They?

Once again, the survey numbers on 401(k) rollovers speak loud and clear -- but ground-level advisors may have trouble believing the conclusions.

 

Cogent Research regularly polls investors to find out how they roll over their retirement accounts and how much of an opportunity this represents for advisors.

 

This year, the numbers were as bullish as ever. A full 43% of the survey population wants to work with an advisor when they shift those assets.

 

And with up to $300 billion up for grabs, that's a lot of assets that can theoretically be moved from tricky-to-manage 401(k) plans into more straightforward IRA arrangements.

 

But as A4A readers have noted, it's not like these investors are seeking out new advisors when they change jobs or retire, so the phone isn't exactly ringing off the hook with people looking to roll over.

 

These people either have existing advisors -- they might already be your clients -- or are not really thinking about seeking a new relationship.

 

They might have just gotten laid off or are going to be busy learning the ropes at a new job.

 

In the past, I've asked custodians their advice for advisors looking to capture these assets. They basically brushed me off -- after all, they make money on self-directed IRAs.

 

So the secret here may be simply keeping your eyes open to what your current clients are doing, so you can strike when that "liquidity event" happens.

 

If a client changes jobs on LinkedIn or posts a new resume, you should know. Send a note. Maybe there's a 401(k) account that needs to be transferred.

 

It's not rocket science, but it will probably never support an entire specialty of "401(k) rollover advisors," either. But capturing incremental assets is not a bad thing.

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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