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Search Engine Optimization

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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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The "Mass" Market Has Very Little To Spend

Although the typical American family would love access to professional financial expertise, the amounts of money involved still make it hard for traditional fee-based advisors to serve this audience profitably.

Out of the people that insurance industry umbrella group LIMRA talked to, a full 30% say they can't afford to invest anything at all, which knocks them out of the running for any asset-based compensation program -- or arguably, most high-end financial planning until the budgeting and cash management basics have been squared away.

And 83% of the population say they can only invest $3,000 or less a year. That probably wouldn't generate much for commission-dependent advisors either.

Of those who say they've worked with a financial advisor, the median account balance looks like it's about $50,000. This is not a lot of money when you consider that a typical RIA may charge 0.75% of assets under management at this level, you're still looking at $375 a year -- gross revenue -- to manage one of these accounts. Gather about 200 of them, and you might be able to start making a decent living.

Only 19% of the people working with advisors say they have more than $250,000 on the books, which is where they start to become interesting to the typical advisor.

While existing compensation models may never make it viable for advisors to spend most of their time with these people, there are ways to give back to this 83% of the population that is often ignored. Advisors can host cash management seminars or retirement awareness programs in conjunction with local 401(k) sponsors. After all, these people may not be the ideal client at the moment, but they may know -- or become -- someone who is.

 

 

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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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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