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.

Have You Prepared Your Clients For A Pullback In Stocks?

Stock prices are not far off from their all-time high. Have you prepared your clients for the possibility of a pullback? With economist Fritz Meyer saying that stocks are susceptible to a pullback, Advisor Products produced a video this past week explaining the current situation.   Advisors can narrate the video or use our professional’s voiceover. One you narrate the video, it automatically gets posted to YouTube and emailed to your contact list in Constant Contact. See...

Talking To Clients About Terrorism

Amid the despair over the recent attacks in Paris and Mali, investors need guidance more than ever. If you are their trusted financial advisor, or aspire to be, then you should be telling your clients and other contacts what terrorism means to their money. That’s a tall order. What do you do? Silence Is Not Golden. You could send contacts links to articles in the press. That's easy and free, but it sends your contacts to a website other than yours. Plus, the...

Fritz Meyer Says The Wild Ride In Stocks Is Unlikely To End Anytime Soon; Tell Your Clients

The wild ride in stocks is likely caused by a structural change, economist Fritz Meyer said earlier this week, and it may not end anytime soon.   Meyer, an independent financial economist, says technical market issues are likely the cause of the extreme volatility experienced in recent weeks in stock prices. The loss of “specialists” on the New York Stock Exchange — market makers who used to be on the floor of the exchange and who would buy stocks oversold on emotional...

Google+ For Financial Advisors Webinar Gets 4.8-Stars

Robert Clark makes a convincing case for advisors to get active on Google+ by showing how influential Google+ can be on an advisor's Google search ranking.  This graphic in which Clark delineates a Google search results sources tells that story.      It's an amazing pictire that shows how Google is currently displaying search results.    Google understandably reserves the tops spots for paid search results. But it is positioning the Gooogle+ componnent of...

Dr. Craig Israelsen Engages Advisors In A Dazzling 4.8-Star Rated Webinar About The Investment Accident Waiting To Happen

Dr. Craig Israelsen, whose life-mission is improving family financial education, engaged advisors deeply, receiving a 4.8-star rating from attendees at this webinar entitled, “The Investment Accident Waiting To Happen.”     Notably, Craig’s new photo shows off his movie-star good looks,  standing in contrast to the professorial look of previous profile...

Free Newsletter Content: Tax Loss Harvesting

Do you want to inform your clients about how you are saving them money? I usually add content to the quarterly newsletter we send out. Here is a recent article about tax loss harvesting. Please feel free to use this as is or edit.

Do I Really Have To Use LinkedIn?

There were some really good comments and not one of them agreed with the author. The comment that stood out most and that I agree with 100% is that, while social media is often presented as marketing tactics, it does represent a fundamental shift in communications with clients and prospects moving forward. That part is not going to change.   The people now control how and when they will let you communicate with them. If you want to communicate with them, you have to go where they are; they...

And The First Advisor To Win One Of Three $300 Licenses To Camtasia Studio Video-Editing Software Is…

  The first two A4A members to email us at admin at with the correct answers to the following three questions (after viewing the webinar) will win the remaining two licenses: ·         What size is Andy’s reflective umbrella? ·         If you wanted to import slides into Camtasia, what file type does Andy suggest you...

Win A Free License To Camtasia Studio Video-Editing Software, The Easiest Way For Advisors To Produce Videos Regularly

  Recording your screen is the best way for advisors to create video content. After making videos with advisors for a few years, I can report that none of the dozens of advisors I’ve interviewed on camera are media stars. Advisors are not models, actors, or professional spokespeople. Some of you are terrible on camera.   Recording your screen to display PowerPoint slides or PDF client financial planning reports while you narrate and record the audio is the best way...

Keeping Clients In Up Markets

I'm frustrated. I lost three long- term clients this year. I'm not used to losing clients. They all had the same reason for leaving: they thought their 2013 returns should have been higher.  I believe in the wisdom of diversification. I don't believe in market timing. Without a crystal ball, research has proven over and over again that sticking to a defined strategy is the way to go.  My team works hard at maintaining efficient asset allocations to produce maximum returns based...

How To Produce Videos For RIA Target Markets And Clients

Advisors are using videos to communicate through blogs, social networks and email newsletters. Your YouTube channel can be embedded in websites, boosting your online search ranking by giving your firm a higher profile. "Advisors can create content," Gluck says. "It's not easy to do but it will boost your search rankings and engage more people with your message. I've done this for many years myself to market my company."   Gluck, who said he has spent more...

Wasting Your Money

How do you spend your marketing dollars? If you are like most advisors, you probably spend a fair amount of money on current clients, with outlays for:

Segmenting Clients

Do you segment your clients? On one hand, I believe that all clients deserve our very best. After all, we are entrusted with their life savings. Yet, on the other hand, how can we help but notice differences in clients and then treat them differently? By segmenting clients, are we doing them a disservice or are we customizing our services?

Is Preparing Tax Returns Worth It?

I'm a financial advisor. Ninety percent of my revenue comes from investment management. The other ten percent is split between financial planning fees and tax return preparation. For the last six weeks, I've been working day and night. Is it really worth it to prepare tax returns?


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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