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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Boomers and Their Parents Share The View That Family Is The Primary Focus In Managing Their Wealth

If you want to strike at the heart of investor concerns, just look to the Boomer generation. This generation has changed every life stage it has experienced. Just look at the changing nature of retirement. Retirement is a completely different experience than it was a couple of generations ago.

 
And, rather than being focused completely on financial matters in an investment advisory relationship, a recent Allianz study shows that for Boomers, the emotional elements of transferring a legacy is an integral part of being a wealth owner.
 
Boomers are the current beneficiaries of the largest wealth transfer in history. The importance of family stories and life lessons as part of their parents’ legacy was primary to 86% of Boomers and to 74% of their Silent generation parents. This confirms an earlier study conducted in 2005 and shows that market and economic volatility only solidified that view.
 
This has also affected how Boomers and their parents view their advisors. In 2005, 74% of Boomers cited honesty and trustworthiness as imperatives in their choice of advisors. This view was shared by 67% of their parents. In 2012, those numbers jumped to 89% for Boomer and 91% for their parents.
 
The takeaway here is not to favor one aspect of advisor expertise over another; it is instead to realize that other components in addition to performance, service quality, and product availability are essential ingredients that cannot and should not be overlooked.
 
It means we will do both ourselves and our clients a huge favor by directly connecting the emotional and family aspects of investing to the strategies we develop for them. The world could become our wealth management oyster.

 

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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