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.

SEC's "Seesaw" Explanation Of Interest Rates A Good Device That Advisors Can Use In Client Communication

The Securities and Exchange Commission's recent investor alert comparing the inverse relationship between bonds and interest rates to a seesaw is a simple but effective device.

The New York Times used the seesaw analogy this past weekend in its coverage of the interest-rate risk issue and advisors should do the same.

Below is a graphic I cropped from the June SEC alert that RIAs can use to explain the interest rate dilemma to investors.

If you click on the image below,  a high-resolution version will pop open that can be used in print materials. Just right click on it to save it. Then use this to send a notice to clients about higher intererst rates. You can borrow from the SEC alert for text explaining the way higher rates hurts bond prices.

Using government data is, of course, a great way to create client communications and marketing information about your firm that can be used in newsletters, emails, blog posts and social media. Since we all own the government's data, you can republish it without copyright problems.

This interest rate issue is a huge oine for advisors because interest rate cycles historically are long, drawn out affairs. The U.S. has experienced two secular interest-rate cycles since 1948. From 1948 to 1981, a 31-year period, bond prices dropped lower as interest rates rose. Since 1982, interest rates declined, in a 34 year cycle that benefited bond values. A new secular trend is starting, and advisors need to explain that to clients.   





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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