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.
 

Intelligent Content Suddenly Matters In An Age Of Social Networking

“Canned content” — that’s how investment advisors often refer to articles Advisor Products posts on advisor websites. In an age of social networking, however, that’s changing. The content Advisor Products makes available on over 1,100 investment advisor websites is valuable in a social media stream.

21 Approaches To Creating Viral Content For Advisors Trying To Improve Their Search Engine Rankings

Jordan Kasteler, an SEO and social media consultant, wrote a thoughtful post about different types of angles you can take in creating content.   For advisors, who are not pros at creatingcontent, Kasteler identifies angles to take in creating blog posts, tweets, videos, slideshows, and other content. 

A4A Will Donate $20 To Bubbles The Clown's Financial Literacy Program If You Join Now; A Lesson In How Advisors Can Partner With Nonprofits

  Felzenberg received 5-star rating from 27 reviewers, placing him near the top of the national list of charities at GreatNonProfits.org, a website where people rate charitable organizations.   Here’s the review that hooked me: “I work with grad students who are looking for jobs,” says reviewer Kate D. “Too often they are loaded with debt and cannot avoid taking jobs they don't want because they have to start paying off their loans. If these very smart...

'Senior' Designations Come Under FINRA Scrutiny In Effort To Prevent Predatory Marketing

The proliferation of designations has left close to 70% of the country's brokerage firms using various "senior"-oriented titles and job descriptions, but supervision and definitions are all over the map.

A Social Media Marketing Opportunity Advisors Are Ignoring

While advisors are talking a lot about social media, they are not doing it. In surfing personal finance blogs this morning, I could not help but notice a dearth of comments by financial advisors. 

Schwab's New Retail Ad Campaign Promotes Its Portfolio Performance Reporting Solution

Charles Schwab's new ad campaign uses its portfolio performance reporting as a differentiator and highlights "the unique experience available to clients of the nation’s largest independent brokerage firm."   Schwab's IMPACT conference for advisors last week attracted a record 2,000 advisors and 4,000 attendees, and now that it is over Schwab today unveiled the latest version in its "talk to Chuck" TV ad campaign aimed at retail clients--its service that...

FourFacebook Page Apps For Advisors To Improve Communication With Fans

With more than 100,000 Facebook apps now available, knowing which ones to choose is not easy. Here's some help.   The apps, written up by Mashable, let you do some useful communication tasks, like creating a tab on your Facebook Page that displays a timeline of your company’s most recent tweets, adding a "contact us" form on your Facebook page.    As a business, trying to determine which of those apps can help your organization can be daunting. To get you...

Nearly All Advisors Are Looking To Add Six Or More Clients Next Year, But Most Rely On Word Of Mouth Referrals

A full 87% of the advisors recently surveyed say they want to capture at least one new client every two months, which means a lot of them will be disappointed.

Paucity Of Good Financial Journalism Presents An Opportunity For Advisors.

My first brush with fame was in the summer of 1986, when the brilliant Alan Abelson referred to me sympathetically in Barron’s.    “Forgive them for they do not know,” Abelson artfully wrote, drawing form the New Testament in mentioning a story I had written about a small-company IPO. The slight is my cross forever to bear.   Now, I find myself 25 years older looking at a naïve story just posted entitled “9 Things Financial Advisers Don’t Want...

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.

Get A Glimpse Of Schwab's Pro-RIA Ad Campaign As It Moves Toward The Market

Charles Schwab aims to spotlight the RIA brand in a high-net-worth online advertising campaign that should launch soon.

Consumer Press Takes Note Of IMCA's CPWA Designation And Its Focus On Ultra-High-Net-Worth Individuals; Not Good News For CFPs

Former Investment News reporter Charlie Paikert, now writes for Reuters, and yesterday wrote a story singling out the CPWA designation as "a widely-recognized title in the industry for its focus on solving wealthy clients' complex needs beyond merely managing a portfolio."  

Rock-And-Roll Wealth Manager Making Headlines, Months Before Launching

We've talked about Meridian Rock Capital around here before, but the company's rock star image is still making waves even though it's delayed opening its doors until October.

Wealthy Want What Advisors Can Deliver: Financial Discipline

According to the Barclays Wealth Insights report release this week, 41 percent of the more than 2,000 high-net worth individuals surveyed reported they wish they had more control over their finances.

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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