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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Tackling TV Takes Useful Ideas, Persistence

Category: Public Relations
Written by Advisor Dashboard
One of the most common dreams of anyone in the financial services industry launching a PR program or considering one is getting interviewed on a well-known television outlet. While attaining that goal certainly is possible, it takes a bit of methodical planning to get there.  
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Independence Can Be a Great PR Advantage

Category: Public Relations
Written by Advisor Dashboard
Independent advisors may at times jealously regard the large marketing budgets that support industry professionals associated with wire houses and other large institutions. However, the independence that small financial advisors can offer is more than ever something that can be turned into a great PR opportunity.
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Editorial Calendars Can Serve As Key to Unlock PR Success

Category: Public Relations
Written by Advisor Dashboard
Most here have probably noticed that many topics in publications that are a good fit for their marketing/PR efforts seem repetitive and/or routine. What they may not realize is that there's an easy way to get in on a publication's future plans with enough time to have an opportunity to position yourself to contribute.  
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Becoming a "Go To" Source for Reporters

Category: Public Relations
Written by Advisor Dashboard
The ultimate goal of any media outreach effort that a financial advisor may take is becoming a trusted source of a select cadre of influential reporters and editors. This is certainly possible; it just takes a bit of planning to get there.
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Establishing Relationships With Local Reporters

Category: Public Relations
Written by Advisor Dashboard
The ultimate goal of financial-services professionals who desire to raise their media profile is to establish themselves as credible subject experts to newspapers, television stations and online news outlets. While many may see that as translating into quotes in The Wall Street Journal or The New York Times, for many of you the best place to start will be media outlets covering your hometowns. With that in mind, here are a few time-tested things you can do to kickstart a media campaign.
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Advisors Should Seize Media Opportunities to Tamper Expectations

Category: Public Relations
Written by Advisor Dashboard
Now that "The Great Recession" appears to have peaked and we are hopefully on track for an economic recovery, investor psychology will be one of the things that is sure to be closely watched. Savvy advisors should see this as a media opportunity to educate their clients about expectations going forward.  
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List of PR Blunders in Financial Sector Continues to Grow

Category: Public Relations
Written by Advisor Dashboard
Executives in the financial services industry undoubtedly think they're getting unfairly pummeled by the media and public. While the industry often takes steps that seem to reflect a basic misunderstanding of PR, some are getting it right.
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Always Be Mindful of a Potential Crisis

Category: Public Relations
Written by Advisor Dashboard
All too often, most executives and professionals assume a crisis is something that will only affect politicians or high-placed government officials. While most professionals may never face a crisis that ends up making the evening news, chances are they'll face one sooner or later.  
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Survey Shows Marketing Budgets to Grow in 2010; Dow Jones Goes Against the Grain

Category: Public Relations
Written by Advisor Dashboard
In yet another hopeful sign that the broader economy is showing meaningful improvement, a new survey indicates marketing budgets across businesses of all sizes are expected to improve in 2010. 
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Deciding Where to Put Your PR Emphasis Is Tougher Than Ever

Category: Public Relations
Written by Advisor Dashboard
Public relations was once a fairly straightforward discipline when it came to establishing appropriate media targets. However, a variety of events over the last two years have upended old rules and have many searching for the new world order.
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Media Bloodletting Continues

Category: Public Relations
Written by Advisor Dashboard
While the layoffs at major print publications may not carry the same economic impact as those on Wall Street that carried high-value bonuses, and by extension high tax revenues, but they nonetheless signal a trend that has to have news enthusiasts concerned. As I've chronicled before, I'm one of many who made the switch from journalism to public relations. And although I haven't really regretted the decision that much, I always tried to carry forward the principles and tactics I learned...
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Public Reactions Show Industry in Crisis

Category: Public Relations
Written by Advisor Dashboard
It seems every day we're reading a new instance of the public's anger at the financial services industry. The latest case illustrates how in many ways the industry remains out of touch with its customers.  
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Customer Ire Can Create Instant, Widespread PR Problem

Category: Public Relations
Written by Advisor Dashboard
I recently received an e-mail from a professional acquaintance to join a Facebook group he'd created to express his ire at the way he'd been treated by a major U.S. bank in connection with a situation involving one of his accounts. While not uncommon, it illustrates a growing problem in an industry where customer acquisition is a cutthroat business.  
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PR Is More About Than Smiling and Dialing

Category: Public Relations
Written by Advisor Dashboard
As someone who's active on social networks including LinkedIn, I routinely see clients from a variety of industries ask about PR and how to find a good PR counselor. On more than one occasion, the replies have essentially touted a particular practitioner's Rolodex of contacts. While that may sound impressive, in many ways, using that metric alone may not result in qualified representation for your business.  
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More Articles ...

  1. Business Execs Debate Future of Media
  2. Give Your PR Pro A Seat At The Table
  3. The ABCs of PR Measurement
  4. New Report Gives Marketing Edge to Online Media

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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