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.

Putting Performance In Perspective Every Quarter

Putting performance in perspective is a challenge to advisors who send quarterly portfolio reports to clients, especially after a period like 4Q2018.  Every quarter, Fritz Meyer and Andy Gluck collaborate on a 25-slide presentation and script explaining what happened. You can add your logo and branding, of course, to the PowerPoint presentation, and you can also edit any of the charts,images and text. You can pick just a few slides to include with paper reports you print and...

Google+ For Financial Advisors Webinar Gets 4.8-Stars

Robert Clark makes a convincing case for advisors to get active on Google+ by showing how influential Google+ can be on an advisor's Google search ranking.  This graphic in which Clark delineates a Google search results sources tells that story.      It's an amazing pictire that shows how Google is currently displaying search results.    Google understandably reserves the tops spots for paid search results. But it is positioning the Gooogle+ componnent of...

Do I Really Have To Use LinkedIn?

There were some really good comments and not one of them agreed with the author. The comment that stood out most and that I agree with 100% is that, while social media is often presented as marketing tactics, it does represent a fundamental shift in communications with clients and prospects moving forward. That part is not going to change.   The people now control how and when they will let you communicate with them. If you want to communicate with them, you have to go where they are; they...

Win A Free License To Camtasia Studio Video-Editing Software, The Easiest Way For Advisors To Produce Videos Regularly

  Recording your screen is the best way for advisors to create video content. After making videos with advisors for a few years, I can report that none of the dozens of advisors I’ve interviewed on camera are media stars. Advisors are not models, actors, or professional spokespeople. Some of you are terrible on camera.   Recording your screen to display PowerPoint slides or PDF client financial planning reports while you narrate and record the audio is the best way...

The Web Has Made It Much More Difficult To Discern Copycat Content From The Real Thing

Do a search on Google on any given day for “financial advisors” and read the “news” results that are returned.  It’s a simple way of seeing content being produced by and about financial advisors. Do that search today and you’ll notice an unfortunate trend in content marketing for advisors.

Here’s A Mistake Many Advisors Make: They Connect Mostly With Other Advisors On Social Media

Advisors say and do the darndest things. One of the dumbest is not cultivating prospects as followers, friends, and connections on social media and only using social media to communicate with other practitioners.   If you’re an advisor and the majority of your LinkedIn connections are other practitioners and people you buy stuff from, then you’re doing this all wrong.

Samsung Fined $340,000 By FTC For Fake Comments On The Web; Fine Should Be $340 Million

After being caught paying for false praise and negative comments about competitors, Samsung has been fined just over $340,000. That's not nearly enough!

Financial Advisor Bob Klein Has Taken The Long Road To Search Engine Optimization And Content Marketing And Now It's Starting To Pay Off

Bob Klein is a CPA and financial planner and really smart guy. So it is not susprising that he has cracked the code to online marketing and will start benefiting from search engine optimization and content marketing.   Today,, which is owned by The Wall Street Journal, published an

Congratulations To Heidi Clute, CFP, For Getting Her Post About How To Choose A Financial Advisor Published In Her Local Newspaper In Vermont; A Lesson On Guest-Blogging And Getting Your Content Published In Local Newspapers

The Barre Montpelier Times Argus, is a tiny Vermont newspaper with a circulation of just 8,500, but it reportedly claims that "80% of all adults in the Barre/Montpelier area read the Times Argus."   So financial planner Heidi Clute, CFP, owner of Clute Wealth Management in South Burlington, VT and Plattsburgh, NY, yesterday scored a public-relations victory by getting a bylined story about choosing a financial planner published in The Times Argus. Congratulations, Heidi!...

Verizon Subscribers Home Page Screams: “Are You Today’s Winner,” But That’s No Way For RIAs To Market; The Rich Really Are Different

I subscribe to Verizon FIOS TV and Internet service and have visited the Verizon FIOS website a couple times a month for the past six months. The screenshot below of Verizon FIOS’s consumer website illustrates how a giant company with the enormous resources markets to consumers, and it serves as a lesson about financial advisor Internet marketing.   The Verizon home page shows that just because an Internet marketing technique is successful with the masses does not mean it will be...

Study Finds “Likes” Beget More Likes, Calls Into Question The Wisdom Of The Crowd

An academic study reported finds that people are more likely to “like” something that has been liked by others. Apart from the debunking the notion that crowdsourcing possesses special wisdom, the study’s results offer advisors incentive to promote their Web postings to generate “thumbs up” votes.

Content Isn't King. Trust Is King.

Here's a brilliant post about content marketing. While it's not written for financial advisors, the author nails it.

Mothers Are The Sole Or Primary Breadwinners In 40% Of U.S. Households With Children; In The Male-Dominated Advisor Business, Women Are Much More Important

Mothers are the sole or primary source of income in a record-setting 40% of households with children under the age of 18, according to a new Pew Research Center analysis of data from the U.S. Census Bureau. The share was just 11% in 1960.

What Every Financial Advisor Needs To Know About Producing Videos; An Essential Guide For Financial Advisors

Branding. Whether you’re a new advisor or have been around for decades, it’s wise to consider creating videos to help people understand you. Even if you don’t own a stake in your firm, producing your own videos is worthwhile to you because, ultimately, clients are buying you. A video with you in it is obviously about you. If you own an RIA, you have an advantage because you control your affiliated advisors’ video productions.    Not Easy, But Doable. No...


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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