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.

Uncertain Financial Futures Cause More Couples To Live Together

Four times as many couples were living together in 2010 than in 1982. Yet the wealth management industry still is geared toward couples who are married. Other surveys have noted more people living their lives as singles. And Boomers are still getting divorced in their later years. These new trends are yet another sign that the advisory industry has to change its service model to accommodate new societal demographics.
The survey did not indicate whether same-sex couples were included in the numbers. Unmarried couples have different financial needs than married ones. They own things separately and are treated differently under tax, estate, and medical laws. Insurance needs are also different.
Unmarried couples may also have different investment goals. They may wish to share some investments and not others. The level of confidentiality desired may be different between the two individuals. Although assumptions are never good to make, this is particularly true for co-habitating couples. Advisors who are aware of different needs will have better success in building trust in the relationship.


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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