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.
 

Talk To Local Contacts About The Math Behind Retirement Investing

Financial advisors are keenly aware that many senior citizens become fearful of outliving their money, and that this fear grows with age. What can financial advisors do to allay this fear? A better question is: Can financial advisors do anything to prevent this fear before it has a chance to start?

NPR Reports On “The Personal Finance Industrial Complex” And Says The Only Person You Should Trust With Your Money Is Yourself

NPR’s Michel Martin interviewed a financial journalist yesterday and they together bashed financial advisors. What's happening is not simply part of a longstanding tradition in which the consumer press blasts advisors for incompetence. What’s different now is that this latest of strain of personal finance-consumer protection journalism is tarring the entire financial advice profession with the same brush.

Write Your Own News Releases, Become Known Locally

The news release is alive and well and often published verbatim by local media outlets, but few financial advisors take advantage of this. With staff cuts at press outlets and the constant need for content for various multimedia, there is an opportunity for advisors to write and distribute their own news releases and become known locally.

Goldman Sachs Defector's "Toxic" Resignation Could Be A Rallying Cry For Client-Focused Advisors

By now you've probably seen Greg Smith's resignation letter to Goldman Sachs, which he had the New York Times print to make sure the whole world knew what he sees wrong with the firm.

Financial Advisors Should Publish In Professional Trade Magazines

Just about every profession and industry has a trade journal that serves its member of that profession or industry. This offers financial advisors another venue to show their expertise and gain name recognition and expert status in a very targeted way by publishing articles on financial matters catered to that specific audience.

Separate Yourself From Other Advisors By "Productizing"

  Face it – what most of us do for clients is indistinguishable from what other advisors do for clients, at least from the clients’ perspective.

The Second Step In Your Communication Plan Is Training Your Staff

  Creating a compelling brand image that will attract referrals requires everyone in your firm deliver a consistent description of who you can help and how.

Too Much Information? Advisors Urged To Use Social Media Like Anyone Else

Many professionals naturally keep their private lives out of their business-oriented social media profiles. That's not quite the right approach, says one advisor who's won clients on LinkedIn in particular.

Advisors Should Start With Local Media Before Going National To Hone Their Message, Positioning

I often hear from potential and new financial advisor clients how they want to be in top national media like Smart Money magazine and CNBC. Yet, they have completely skipped an important building block to getting into the national mainstream press: being in their local media.

This Year's FINRA-NFL Partnership Is, As Always, A Chance To Start Scouting

FINRA just announced the 2012 roster of financial education events with the National Football League. As the football season winds up, this is a great time to start thinking about reaching out to sports stars and fans in your community.

FINRA Warns Of Wave Of E-Mail Account Scams

The regulators are getting a lot of reports that criminals are hijacking investors' email accounts and using them to loot bank and brokerage assets. Tell your clients.

Tying Your Public Relations Efforts To Holidays And Special Dates Makes Your Topics Timely

TV and print media are always looking for timely topics and news pegs. One way to tie your input on financial topics to something timely in the news is to peg it to holidays. Be creative and use the holidays to wrap your information into topics that make them newsworthy.

Is Low Trust In The Finance Industry An Asset Or A Problem For Good Advisors?

The annual industry trust metrics are out and once again the "financial" business scores lowest around the world. This means good advisors can differentiate themselves as exceptions to what the public thinks is the rule.

CFP Board Says The Recent Marketing Campaign Taught 8% Of Americans What A Financial Planner Does

Four months of TV and print ads got tens of millions of Americans to recognize the Certified Financial Planner brand. The question is what planners can do with this new level of public awareness.

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.

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