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.
 

US Trust Study Shows Critical Impact Of Generational Differences On Investment Management

A recent US Trust study points to the fact that different generations have different views on spending, financial responsibility, and investing. It shows the critical nature of both recognizing and understanding various generational views on almost all financial and investment related topics and how those views impact your business.

 
It also highlighted the strong relationship building aspects that generational prowess can offer. The study covered three groups—those between 18 and 45 (which is really two generations, not one)—Baby Boomers (age 47 to  66), and those age 67 and up.
 
The generations on either side of the Boomers held similar views on the importance of passing on a legacy. This is no surprise to generational authorities since alternating generations typically hold more similar views than succeeding ones. But there are factors that distinguish each generation.
 
For example, older generations typically have not discussed wealth related topics with family members because money was not an appropriate topic of conversation in the environment in which they grew up. Conversely, younger generations today want to know more and want to be informed about and participate in investment decisions. They also want greater customization in performance reporting.
 
The study garnered 642 respondents with a minimum of $3 million in investible assets. Ongoing research of this type will yield greater incorporation of generational differences into  wealth management and investment strategy design.

 

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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