Marketing Tips

Search Engine Optimization

advisors4advisors
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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.
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Email Marketing Tips

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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.
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Beware The CPA!

Doing your best for clients can get you into trouble. As a responsible investment advisor, you try to pay attention to all of the details:

  • You construct a portfolio model to match your clients' risk tolerances.
  • You choose investments wisely.
  • You rebalance when appropriate. 
  • You choose high cost lots when selling from taxable accounts. 
  • You harvest tax losses when possible. 
  • You place income producing investments in IRAs. 
  • You place appreciating investments in taxable accounts. 
In other words, you are a top-notch investment advisor because you seek to maximize your clients' returns (considering their risk tolerances) while minimizing their tax costs. So, how can this get you into trouble?
 
Allow me to share a recent experience. A client of a little over a year scheduled an appointment, bringing her CPA in tow. Thinking that this was my client's way of introducing me to a referral source, I happily welcomed them into my office. Imagine my surprise when I found myself confronted by rage!
 
The CPA had just completed my client's tax return. She angrily asked how my client lost money when the market had performed so well. At first, I was confused. Then, I realized that she had only seen the taxable transactions - capital losses and limited dividend income! 
 
I painstakingly explained how the client's account was managed tax efficiently. Then, I brought out the performance report. By the end of the meeting, the CPA was not only impressed with the portfolio's performance, she was amazed by all that was done to decrease her client's tax burden. I was able to turn her into a fan - and the referral source I had originally hoped for. 
 
Thus, the warning: Be sure that your clients - and their CPAs - understand the value you add with tax efficient management. 

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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