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.

Understand Why People Make Referrals And You May Just Attract More Of Them

  I specifically say “make a referral to you” and not “give you a referral” because, when it happens naturally, a referral is not something a client gives you; a referral is something he gives a friend. 

Tweet Watching Can Inspire A Multi-Strategy Thought Process

  Keeping up with what’s happening on Twitter can clue you in to what your clients are thinking  and help you learn to tweet effectively. It can help you take a first step into social media or augment your existing social media strategy. It can also show you what your competition is doing.  

Legacy Planning Is A Gateway To More Women Clients

When it comes to leaving a legacy, women of all levels of wealth are ones who are most concerned. Women tend to associate money with feelings of security, freedom, and independence. They also tie the benefits of having wealth to the needs of their families. They view wealth as a means by which to fulfill their dreams and those of their family members.

Four Major Objectives Factor In The Reasons Clients May Hire You

The reasons clients hire you are changing. A new report highlights four basic objectives clients want you to fulfill for them.

New Facebook Changes Will Happen Automatically

Facebook will convert all business pages to its new Timeline format on March 30. Advisors have not yet converted to the Timeline format should do so now.

Uncertain Financial Futures Cause More Couples To Live Together

Four times as many couples were living together in 2010 than in 1982. Yet the wealth management industry still is geared toward couples who are married. Other surveys have noted more people living their lives as singles. And Boomers are still getting divorced in their later years. These new trends are yet another sign that the advisory industry has to change its service model to accommodate new societal demographics.

How Selling Screws Up Your Marketing

Even advisors who "get" the marketing concept frequently sabotage it when they sell.

The Big Referral Myth: How The Internet Has Changed The Way Advisors Get Business

Referrals from clients may no longer be the primary way people find you. Google search is increasingly the way advisors are connecting with clients. This presents an opportunity but also poses a threat. Advisors who embrace the Web and shatter the referral myth will not only survive, they will thrive.

See HighTower's "Brokers Are Butchers" Viral Video For Yourself

Elliot Weissbluth, CEO of HighTower, is actually a talented cartoonist as well as a great communicator. The firm's recent Youtube video gives him a chance to demonstrate both sets of skills -- and take a stab at the transaction-based financial industry at the same time.

Follow Other Advisors' Twitter Feeds To Develop Your Own Style

If you’re having a tough time understanding how to use Twitter effectively, here’s a great shortcut. Look at some examples. Here are 15 advisors who have gotten the Twitter thing down. You can follow them, look at their posts, and learn how to use Twitter to educate your clients. You can bring them into the conversation. You can create a community. A community of prospects who will become client wannabes. And you know how to take it from there.   Here’s the...

Niches Clear Away Confusion For Advisory Clients

  The one-stop shops formed in the late 90s after Glass-Steagall was repealed dulled the senses of the investing public. It bred confusion. Today, this has resulted in less clarification of services. This has made it harder for advisors to differentiate themselves.   Advisors know that having a successful advisory practice takes dedication. It also requires some conscious decision making. What kind of business are you really doing? If you are providing a service that is general in...

An Easy Way For Advisors To Get Looped In To Twitter

For those who have been reluctant to get in on social media, here’s an easy route. Advisor Josh Brown has recommended 20 Twitter feeds for financial advisors to follow. One of the most daunting tasks when first joining Twitter is figuring out who to follow and what to say when (and if!) you tweet. Looking at other twitterers can give you an idea of how to tweet, what to say, and how to use Twitter as an effective communications tool with clients.   Of course, you have to be...

Whose Money Is It? Women Clients Are Astute Wealth Owners

As of a recent report, two thirds of the wealth in North America and Western Europe—a hefty $14.3 trillion—is controlled by women. North American women control $9 trillion of that amount. Since 2008, the amount of women-controlled wealth has compounded at a rate of 17%. How much of that wealth is in your client base?

Here's How To Differentiate Yourself From The Goldman Sachs "Muppet" Masters

The backlash against Goldman Sachs after a derivatives executive slammed the door behind him has market heavyweights at odds on how -- or if -- they should respond.  


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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