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.
 

Client Satisfaction With Advisors At Big Firms May Not Be As High As It Seems

Big firms may tout they have won back the trust of investors but underlying measures by JD Power and Associates indicate a different picture. Three of the most critical areas measured by the recent Full Service Satisfaction Study showed investors were less content than before the 2008 crisis. Other indications offer a surface indication that satisfaction is back to normal.
 
Overall satisfaction improved, reaching 775 on a 1000 point scale with 1000 indicating the greatest satisfaction. Dissatisfaction in advisors, investment performance, and advisor compensation increased despite the fact that contact between investors and advisors had increased albeit slightly.
 
The surge in the markets during the first quarter of 2012 may have increased investor expectations, although the study was conducted in February while the markets were still strong. Social media is also credited with causing some of the dissatisfaction since it creates greater transparency through a mass communication platform.
 
Overall trends seem to indicate investors are becoming more discerning and more demanding of advisors in the areas of transparency, fees, and value in the relationship. The JD Power report seems to confirm those trends, offering opportunity to independent registered investment advisors.

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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Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

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