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Educating Clients On Confusing Choices Like 529 Plans Can Become One Of Your Best Prospecting Tools
How can investors pick the right 529 savings plan for their children’s education? Most simply don’t. The options are too many and too confusing.
Here’s where you can enter the picture to clarify things for them.
You can start by looking at the criteria you used for picking the plans you are using for your own children.
The Wall Street Journal did a survey of financial advisors to find out just such criteria. The common denominator were that fees had to be low.
Five other criteria were:
1. Top notch customer service: The top two criteria here were a user-friendly website and knowledgeable reps.
2. Rewards programs: Most rewards programs consist of applying percentages of anywhere from 1% to 25% of purchases to your child’s 529 plan.
3. Tax breaks: Many states offer state income tax deductions for investing in a 529. Most often, the 529 has to be within that state. The tax advantages of investing in a state 529 plan may outweigh the low cost aspects of other plans.
4. Asset classes for investment: The plan should offer a wide selection of investment options including small- to mid-cap equity options two international equity options, and a few fixed-income options.
5. Age-based options: 529 plans don’t automatically rebalance and many investors set up the plans and then forget about them. Age-based investment plans that grow more conservative as the child gets closer to college age provide a more automated approach.
These are great opportunities for meeting with your clients and setting up educational events that double as networking events where clients can bring their friends.
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.
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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.
