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.
 

SEC Investor Alert Highlights Worst Seminar Marketing Techniques

The SEC's latest alert for investors is a great refresher course for advisors who want to advertise their own seminars without getting in trouble with the regulators.

 

The checklist of things the SEC wants investors to watch out for when considering signing up for a trading seminar is pretty simple.

 

All advisors should already know the basic rules: don't guarantee returns and don't apply pressure. 

 

While the alert specifically applies to "trading" seminars, it's probably not a good idea to entice participants by claiming that anything you'll teach them is ever "easy" or "simple."

 

Besides, you probably want your clients to appreciate all the heavy lifting you do behind the scenes.

 

And while you can dazzle them with your expertise, don't even hint at linking the seminar to your regular services. Let the "free" seminar stay free.

 

The best way to avoid the appearance of high-pressure sales tactics is not to sell at all. This is a prospecting event, not a pitch. 

 

 

 

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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