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.
 

Pershing Study Shows That Your Website Is Where Clients Get Their First Impression Of You And Of Your Services

First impressions and looking good still matter. And one place they matter most is in the experience your clients have with you online. The fact is that 71% of clients want to look at your website before they talk to you. After that, they definitely want face-to-face time.
 
The Pershing study that revealed these insights also said that 70% of clients want a high-quality online experience on a continual basis. Meanwhile, only a third of advisors surveyed thought these things were important. This is another disconnect in the client-advisor relationship that has to be filled.
 
Clients look to you to help them decipher the glut of information that is thrown their way every single day. They want easy-to-understand financial information. They want more online tools and educational materials. Financial planning tools, asset allocation tools, and performance reporting are top tools clients are asking for. And they want those tools in a secure environment.
 
These findings present a stellar opportunity to strengthen relationships with existing clients (our easiest source of new revenue) and to start high quality interactions with prospective ones right from the first. So if you think websites have become irrelevant, this study shows—at least, in our industry—that they serve one of the most important functions ever: that of the first point of contact with our clients.
 
A4A has many resources that can help in this area. Andy Gluck’s columns on technology give you the low down on what you need and how you can use it. And now you see that having a high quality website is essential to your business and to your client relationships. It’s not the end all by any means. But it’s a valuable tool that clients expect you to be using and using well.
 
Utilized in its proper role—as a tool to support client interaction and relationship building and not as the primary contact mechanism—the returns on your technology investment can increase exponentially.

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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