Marketing Tips

Should Advisors Give Financial Advice In Social Media? You Bet, Despite What You Might Have Heard Elsewhere

A couple of weeks ago, one of the advisor trade publications ran an article entitled, “Secret To Social Media Success: Don’t Give Financial Advice.” The article baffled me.   Of course, advisors want to give financial advice over social media! That’s what social media marketing is!

Private Sector Job Growth Spells Opportunity For You

It’s no secret that private sector jobs are the primary driver of new job creation despite the stall-out on the government side. Private sector jobs come from small businesses. And a study in 2011 showed that only around half of all small business owners work with a financial advisor. Now, the same firm who did the study has created a tool you can use to find small business owners who may need your help. New job growth coming out of a recession spells OPPORTUNITY.

Should Advisors Share Their Personal Life On Facebook?

Should you share photos of your newborn baby, airport check-ins, visits to your daughter’s college with friends on Facebook? Last week an advisor I am friends with shared a post about getting a pedicure for the first time. Andy Gluck cited the pedicure post as an “overshare” when he asked me to write about this topic, and it got me thinking.

Boomers and Their Parents Share The View That Family Is The Primary Focus In Managing Their Wealth

If you want to strike at the heart of investor concerns, just look to the Boomer generation. This generation has changed every life stage it has experienced. Just look at the changing nature of retirement. Retirement is a completely different experience than it was a couple of generations ago.   And, rather than being focused completely on financial matters in an investment advisory relationship, a recent Allianz study shows that for Boomers, the emotional elements of transferring a...

New Schwab Study Shows Why Clients Have Been Moving

Clients weren't getting what they wanted, and they want to address more than the portfolio.

How To Use Presenter View For Webinars And Blog Posts

If you want to give an online presentation or create a slidecast using Microsoft PowerPoint, knowing how to use Presenter View can make you sound and look like a polished speaker.   Trouble is, the switch to turn on presentation view is buried in PowerPoint and it can be a little confusing.   The presentation below give you detailed instructions and explains the benefits of using Presenter View.  

To Get Referrals Coming, Add An Authentic Social Component To Your Client Relationships

The social art of attracting referrals is getting some legs. It’s always been a challenge to gain exposure to high net worth clients. But today, that process is easier than ever before and the approach is much more effective. A recent survey of investors with more than $500,000 in investable assets says that building and maintaining a social relationship with your clients as well as a business relationship will result in an 86.3% likelihood that client will bring you into their circle of...

How To Add Icons For LinkedIn, Facebook, Twitter, Or Your Logo To Your Outlook Email Signature

Mike McCall, an advisor in Los Angeles, asked me yesterday how he can add a Twitter, Facebook, or LinkedIn icon to his email signature. I've searched for apps for doing this in the past but never could find anything simple. So I did it myself. Here are step by step instructions for doing it.

Divorcing Clients Need Your Listening Ear Before They Can Hear Your Advice

When dealing with clients going through a divorce, educating both parties becomes essential to guiding them through parsing up the financial assets. Many women may want to keep the house, for example, when they may not be able to qualify to own the home. Men may not realize how a battle with their former spouses may affect their relationships with their children.

Niche Marketing Will Become Mandatory For Clients To Find You

Web search will enhance referrals, not replace them.

Shift In Male-Female Work Roles May Also Affect Male-Female Investor Demographics

  A shift in traditional work roles may affect the way you need to advise your clients. A recent survey showed that more men are seeking what used to be considered female work roles. Jobs like being a dental assistant or hygienist, a nurse, or receptionist are being increasingly sought out by men.

It Takes More Than An Occasional Tweet To Translate Social Media Involvement To Your Bottom Line

Advisors incorporating social media into their marketing are overlooking a vital link to success. The failure to translate social media involvement to the bottom line of a business is not an uncommon challenge. Eighty-five percent of asset managers use social media sites like LinkedIn, Facebook, and Twitter and few of those have been able to add business from their social media activities.

Client Satisfaction With Advisors At Big Firms May Not Be As High As It Seems

Big firms may tout they have won back the trust of investors but underlying measures by JD Power and Associates indicate a different picture. Three of the most critical areas measured by the recent Full Service Satisfaction Study showed investors were less content than before the 2008 crisis. Other indications offer a surface indication that satisfaction is back to normal.

Lessons From the Dow Jones Man-On-The-Street Referral Survey

  A recent video blog post demonstrates why target marketing is so important.

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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