Marketing Tips

For Elite Advisors, Relationship Development Extends Beyond Clients To Firm Management

A recent white paper highlights the role of broker-dealers in helping advisors stay on top of their game in what it takes to acquire affluent clients.The industry is changing not only from an advisor-client perspective but from an internal infrastructure perspective.

Targeting Women As A Niche Investor Group May Not Be A Smart Idea

The key to attracting women as clients is not in targeting them. It’s in treating them like any other client, only recognizing their needs are different in some areas. Rather than focus exclusively on the technical aspects of investing, women like to relate investment information to how it will help them achieve their goals.

Curian Makes A Common Mistake In Explaining A Drop-Off In Referrals

A volatile or declining market is too easy and superficial of an explanation as to why clients are not referring. Yet respected money management platform Curian Capital, LLC, seems to have made this very mistake in explaining a referral dropoff reported by advisors.

Curation Facination: Technology Taming Information Overload Is Backfiring

Content curation — discovering, gathering, and presenting digital content — is popular across the Web and is now growing rapidly in the financial advisor world. Apps to allow advisors and vendors to advisors are becoming more common. But the success of these efforts is likely to be derailed by the explosion in the growth of curated content and by personalization.   Content curation is popular because it usually means not producing content but sharing content you find...

Reason #27 To Get Client Feedback -- Your Clients Don't Like "Fee-Based"

  Advisors who don't seek client feedback don't know what their clients want, they know what the advisor thinks they should want.

Write Your Own News Releases, Become Known Locally

The news release is alive and well and often published verbatim by local media outlets, but few financial advisors take advantage of this. With staff cuts at press outlets and the constant need for content for various multimedia, there is an opportunity for advisors to write and distribute their own news releases and become known locally.

Are You Willing to be Accountable to Your Clients?

One thing preventing us from getting more clients is our unwillingness to take their advice.

High-Net-Worth "Buffett Rule" Back On Tax Screens

As the election season approaches, it looks like Warren Buffett's pleas for a higher tax rate are finally being taken seriously, and your clients are undoubtedly feeling the heat.

Lack Of Trust And A Week Economy Has Made Clients Less Eager To Give Referrals

Referrals used to be the primary source of business growth for advisors. Clients are less trusting of advisors since the 2008 crisis. A recent survey says this lack of trust has affected clients’ willingness to give referrals.

A Clear and Unique Value Proposition Is Critical Because Everyone Wants to Eat Your Lunch

  Financial advisors are facing more competition from more directions than ever.

LPL Financial Markets To Women In Life Stages Instead Of Age-Related Needs

Contrary to the days of the GI generation, people’s lives no longer evolve in any type of chronological linear fashion. But LPL Financial is employing a new approach to marketing to women that restructures service offerings based on life events women experience instead of age-related expectations.

Starting Conversations With Prospects

Sometimes it’s hard to start a conversation with a prospective client, especially about personal issues around money management. Prospects may feel more comfortable talking about financial matters if you are willing to share more information about yourself.

Younger Investors Need You To Advise Them

Wirehouses are scrambling to boost margins and seem to be concentrating on gaining higher net worth clients with bigger assets. Younger clients between 35 and 55 years of age control over $10.2 trillion in investable assets but are losing the attention of bigger firms. The Echo Boomer generation is creating its own wealth on the internet and also will be likely inheritors of their parents’ estates.

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. 

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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