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.

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...

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.

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...

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...

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?

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:

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?

Beware The CPA!

Doing your best for clients can get you into trouble. As a responsible investment advisor, you try to pay attention to all of the details:

Download A Free Digital Asset Inventory Questionnaire For To Help Clients With Estate Planning For Digital Assets

Rothschild, who also serves as chair-elect of the American Bar Association Real Property Trust And Estate Planning Section, spoke at a webinar about estate planning for digital assets that A4A members can also access for free.   The Uniform Law Commission, which drafts model laws for states to adopt, is drafting legislation for states to consider that will clarify important rules concerning who is entitled to access and inherit digital assets after the owner dies. Eight states...

How Often Should Advisors Blog, Post Status Updates, And Send Email Newsletters? Why The Frequency And Tone Of Client Communications Are As Important As Your Message

Financial advisors are not selling deals on electronics. They’re not Internet marketing hustlers. They’re not magazine publishers. On social media, financial advisors want to come off as professionals sharing specialized knowledge. The tone, style, and frequency of financial advisor email newsletters, blog posts, and social updates are as important as the message.   You don’t want to come off like an Internet retailer. You don’t want to be slick. And you...

5 Useful Email Marketing Tips

One of the more integral business functions is marketing. Without it many companies would be missing out on sales revenue. With the increased adoption of the Internet, many companies have turned to digital marketing solutions like email marketing. The only problem is, while email marketing can be effective, it can be challenging to make it successful.


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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