Marketing Tips

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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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.

 

Smith ran Goldman's EMEA U.S. equity derivatives business, distributing product to clients with well over $1 trillion in total assets.

 

He says the firm has become "toxic and destructive," especially to its clients.

 

If you've watched Wall Street for any length of time, you recognize Smith's chief concern.

 

Goldman sells products to clients that they don't necessarily need or want, but they pad the firm's pockets.

 

Call that "hunting elephants" or "aggressive cross-selling" or "pushing proprietary strategies," it's the same.

 

Any time a firm looks to its own interests, it's the clients who suffer.

 

Reps can justify their actions after the fact to soothe their consciences and the regulators, but an unsuitable investment is an unsuitable investment.

 

They call their clients "muppets" at Goldman, apparently. We could give them the benefit of the doubt and call it a term of endearment, but the point here is that nobody calls a multi-billion-dollar institutional client "muppet" to his or her face.

 

It's a secret nickname that demonstrates the gap between insider Goldman culture and everyone else. 

 

You don't call your clients names behind their backs. You tell them the unvarnished truth. You're on their side.

 

And it's worth reminding them of this fact. It's worth reminding them how different you are from Goldman and firms of that nature.

 

I kind of hope a lot of advisors are buying reprints of Smith's resignation letter from the New York Times to use in their prospecting materials and to send to Congress.

 

It's the best argument for fiduciary morality I've seen in ages.

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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.

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  • Increase your follows and fans on social media
  • Drive more prospects to your website
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  • Increase number of pages indexed in Google
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