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.
Wall Street Journal Article Shows the Value of Non-Advisory Services
It can be the easiest, most direct way of setting yourself apart.
A tweet from Michael Kitces earlier this week alerted me to an article in the Wall Street Journal called "Your Advisor Did What?! The story starts by asking a question all advisors should consider periodically: "what are you getting for that hefty annual fee you are paying your financial planner?"
It goes on to tell stories of several advisors in different parts of the country who are doing things for their clients that are not considered standard offerings by financial advisors. Some act as resources for their clients who are looking for other professionals: contractors, plumbers, real estate agents, even feng shui designers. One helps clients get home energy audits and encourages them to install solar panels. One in the earthquake prone San Francisco area persuades clients to take a video inventory of their home and stores a copy of the resulting DVD in a safe.
The article indicates that financial advisors can be a helpful resource finding and connecting with other professional services, and encourages clients to look to their advisors for that kind of help. Some advisors, like the ones promoting solar panels and video inventory, are taking the initiative to reach out to their client to offer their help. They are promoting ideas people in their area would benefit from. Could we be more targeted about it and contribute to our value proposition in a unique way?
As financial advisors, setting yourself apart from other advisors is one of the paramount challenges to marketing your practice. When it comes right down to it, what you do for your clients is very similar to what a lot of other advisors do for their clients. So why should a particular prospect hire you rather than your competition?
Since the disciplines of investment management and financial planning are so consistent across client types, I believe that an effective way of differentiating yourself is to look for things your target client needs that is not necessarily something a financial advisor would provide. What is it that makes your ideal client different from the population? What other needs to that particular group of people have that you can provide?
The advisors in the Wall Street Journal article help clients negotiate the purchase of a car, find an insurance agent, contract with a moving company. What needs to your ideal clients have? What solutions can you help them find that other financial advisors don't think about? Deliver some of them to your clients and you may find a simple and effective reason for your ideal prospects to talk to you.
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
What products and services do you offer?
Can I buy services if my website is not hosted with you?
What can I expect during the onboarding process?
What if I have questions after my website is built?
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.
SCHEDULE A DEMO
MARKETING TOOLS
LEARN MORE
RESOURCES
LATEST ARTICLES
Bank instability in March added a new risk an outlook already clouded by inflation and monetary policy problems hobbling the post-pandemic recovery. The bank runs came on top of the inflation crisis caused since the pandemic of April 2020 and March 2...
March 15 was one of the most pivotal days of the past 50 years, and financial advisors played a crucial role in getting the facts out about the banking panic to their clients and community. Trouble is, your messaging must be:as timely as WSJ, NYT, CN...
WEEKLY FINANCIAL MARKETING VIDEO
Watch The Video
Advisor Websites and More
Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
