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.
No, Angie, Client Advisory Boards Are a Great Idea!
Angie Herbers posted an article on advisorone.com saying that while client advisory boards sound like a good idea, that is an illusion and advisors should not do them.
She's wrong.
A client advisory board is the most powerful tool available to you to gather structured client feedback and tailor your practice to your best clients’ needs and wants.
Of course, there are risks. Practically all of which can be managed by competent guidance. And that is the point I want to emphasize.
I have interviewed financial advisors all over the country about their experience with advisory boards. Most agree that they have been a tremendous benefit to their practice. When they don't feel that way, I can almost always trace it back to a faulty process. A good example is someone I have written about before, Norm Boone. I have enormous respect for Norm. He may be one of the best advisors in the country and he is certainly one of the most prominent. And when I interviewed him about his experience putting together an advisory board, he described it as a real dud. He followed up that observation with the opinion that the outcome was probably a reflection of poorly formulated goals. He suggested that had he given his objectives more thought, he might have had a much better outcome. My article about that conversation is here.
It is just like financial advice. Without competent guidance, clients can make big mistakes and experience poor outcomes. What would you say to a client who tried investing in stocks on his own, had a bad outcome, and informs you that he never wants to get involved in those instruments again? I am always surprised when a practitioner who espouses the value of professional guidance undertakes a project outside their skill set without help. If you want the best outcome, you get the best counsel. Wouldn't you agree, Angie?
Getting your best clients together for a conversation about what you do and how you can do it better is a high-stakes undertaking. Make sure when you do it you have competent guidance. That will help you realize the tremendous rewards that are possible with a client advisory board.
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.
