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.

High-Net-Worth "Buffett Rule" Back On Tax Screens

As the election season approaches, it looks like Warren Buffett's pleas for a higher tax rate are finally being taken seriously, and your clients are undoubtedly feeling the heat.


The "Buffett Rule" looked stalled for months -- the White House page describing it dates from last September -- but is now back in play.


I have to admit, the elite tax lawyers have been telling me to expect a big tax increase on high-net-worth families for years now, but it hasn't happened yet. 


Instead, sunsetting deductions and exemptions have been reinstated. Brackets and rates might not have gone down, but they definitely haven't gone up much either.


We probably won't see aggressive tax increases before November for the simple reason that upper-middle-class and HNW voters contribute to reelection campaigns for Democrats and Republicans alike.


Beyond that point, anything goes. But "anything" has "gone" for generations as far as the tax code goes, year in and year out.


By this point, your clients probably recognize that, but might need a little reminder.


Your clients also probably recognize that you provide them the most tax-sensitive advice available, wherever the effective rates and rules end up.


We think that's standard industry practice nowadays, but surprisingly it's still a new concept to a lot of advisors.


If you have your eyes on the tax ball, it's actually worth bragging a little.


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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