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.
 

Study Shows Clients Get First Impression From Your Website – Make Sure Your Message Is Clear

Don't make the mistake of saying what other advisors put on their websites.
 
At the Pershing INSITE 2012 conference, Michelle Gutierrez, a director at Pershing, referenced a Tower Group study that showed that 71% of a sample of investors get their first impression of you by visiting your website. Only then do they want to meet with you. (I cannot find a copy or summary of this study, so I can't verify this testing. If anyone has seen it, I would be grateful if you would put the link in the comments below.) So, if your message is not clearly on your homepage you are missing opportunities.
 
So many sites I see say the same thing: independent, objective, comprehensive, wealth management, financial planning. Does your website say that you build one-on-one relationships with clients, offering personalized attention and financial guidance? Then you are just like Edward Jones! Aren’t you?
 
If the client cannot quickly understand that you are really good at something in particular that the prospect needs, you may not get the chance to make her a client. You may have an amazing presentation that you make to prospects in an introductory meeting, but you have to get that appointment for it to work its magic. If your website looks pretty much like your competitors, and their in-person sales pitch is good, your prospect may sign on with them without ever talking to you.
 
Establishing your brand requires putting your value proposition, what makes you different, everywhere you have a marketing message. Whenever you have a chance to tell people what you do, verbally, in print, or on the web, you need to be reinforcing the description of your ideal client and that special solution or experience you deliver.

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.

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