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.
 

CFP Board Launches Planning PR Campaign

The CFP Board just started a $36 million four-year campaign to boost awareness of the certified financial planner mark in publications that cater to mass affluent investors.

 

The campaign compares readers of magazines like Money, Smart Money, and Kiplinger's to puppets in the grip of macro financial forces -- unless, naturally, they have a financial plan.

 

Given the middle-market audience those magazines serve, it appears that the CFP Board is hoping to drive self-directed types with relatively low amounts of investable wealth to CFP designees.

 

If the campaign drives even one prospect to each designee per year, it will easily pay for the increase in fees that the CFP Board is charging for use of the mark starting in July. 

 

On the other hand, some markets may be overpopulated with planners. Here in Portland, Maine, for example, the CFP Board's site letsmakeaplan.org lists 46 CFP professionals -- about 1 for every 1,000 people in a not-extremely-affluent part of the country.

 

Towns of similar size and income level in states like Wyoming or New Mexico have maybe 2 planners for every 25,000 people at best. Those planners may reap the big rewards of the new promotional campaign. We will just have to see.

 

 

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
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.

Seeing is Believing.

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.

 

SCHEDULE A DEMO