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.

The Importance of Acting on Feedback

As important as soliciting feedback is, failing to take action on the recommendations your clients offer can wipe out all the benefits. It can, in fact, be worse than never having asked in the first place.

Confirmation Bias: Retail Confidence Seems To Be Trickling Back

After months of watching clients and prospects remain profoundly reluctant to engage with the stock market, advisors may finally be getting some hopeful signs that risk appetites are back.   According to consulting firm AlixPartners, barely 13% of the U.S. population has ramped up its investment activity since May 2010. This confirms numbers we're reporting elsewhere on the site.   The question is what exactly is going on inside this stat. Either Americans were...

Ever Let A Gift Card Expire Unused? You're Not Alone

Here's something you can tweet your clients: About 5% of all gift cards go unredeemed. 

Clients Are Curious And Want Education, Schwab Survey Inadvertently Shows

There are a lot of surveys out there that purport to describe how male and female investors have different styles and even different objectives. But advisors can often learn something new by reading between the lines.

Advisors Still Need To Support Clients' Fragile Confidence In The Markets

It seems like barely a few weeks go by between surveys that remind us that advisors are bullish on the market, but retail investors still aren't convinced that the long bear market is really over.

Do You Think That Telling People You’re A Trusted Advisor Differentiates You?

"Trusted Advisors for over 25 years," "Your trusted advisor," "We're a trusted advisor to our clients."  Scan a few dozen financial advisor websites and I guarantee you'll find these taglines. It drives me nuts!

New Service From McGraw-Hill Makes Social Media More Accessible for Financial Advisors

McGraw-Hill Financial Communications has launched FC Share!, a free, social media product for financial advisors that contains FINRA-reviewed content.

What The Recession Made Clients Regret: Cash Management, Not Retirement Planning

We all have regrets -- missed opportunities, personal failures -- but what's interesting about the typical American's financial regrets is how they revolve around the smallest transactions, and not the big-picture planning goals.

TD Ameritrade Says This Is The Best Month To Talk To Clients

January appears to be the best time to have a serious talk with clients about retirement or other long-term planning objectives, according to a recent survey from TD Ameritrade.

Millionaires Finally Over Their Pessimism

After three years in negative territory, the so-called "millionaire confidence index" is finally back up at zero -- midway between the pessimism that's ruled the markets since 2007 and the optimism that advisors have tried to instill in their best clients. According to Spectrem, which tracks attitudes among the high-net-worth population, millionaires are now neutral on the investment environment. They may not be actively confident, but at least the climate of fear that has prevailed...

ETFs Probably Still Confuse Your Clients

A significant majority of investors -- both affluent and mass market retail types alike -- still have no idea what exchange-traded funds are or how they work.

Municipal Bonds Are Back Out Of Favor

Investors have been fleeing municipal bond funds on a combination of factors, but advisors should understand what's going on in these clients' minds.

Help Clients Loop Their Kids Into The Charitable Discussion

If you're already having philanthropic discussions with your clients, congratulations! But to add even more value, consider offering to bring their kids into the conversation as well.

Insight Into The Mind Of The Risk-Averse Investor

Advisors are trained to pick up on a client or prospect's risk tolerance, but the specific emotional factors that go into that tolerance rarely get analyzed. MFS recently polled investors to find out what "fearful" clients are really thinking.


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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