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.
 

Webinar About How Advisors Can Use Video Highly Rated

Last Thursday’s webinars session about how advisors can set up their own video studio and use video to improve search engine rankings was one of the most highly rated sessions in months.  

Morningstar Says Fear Of Stocks Is Fading

Morningstar's latest numbers agree with anecdotal word from advisors: retail investors are finally dipping back into the stock market, or are at least less skittish about the prospect.

Be That Guy And Create An Unforgettable Brand

  How much easier would it be to get new clients and referrals if your clients could say “Oh, you need to talk to my advisor – he’s exactly the guy who does THAT.”

Create Your Video Studio In Your Office - It's Really Easy

I spent the morning with a videographer who help me set up a video studio in my office. It took about two hours and cost about $750, and the results were excellent. Want to know how you can do it?

'Tis The Season To Ask Clients About Their Philanthropic Plans

The year-end tax planning rush is the ideal time for advisors to have a conversation with their clients about their philanthropic goals. Even a simple question about deductible charitable gifts can easily turn into a way to deepen a professional relationship and prove an advisor's expertise.

Advisors Are Much More Bullish On The Market Than Investors

Russell Investments' quarterly survey of financial professionals reveals that 59% of advisors say they're optimistic about the market, but they think that only 7% of their clients feel the same way.

What Motivates You? What Are You Committed to?

What Motivates You? What are You Committed to?   When I ask that question I get a variety of replies such as, my family, doing the right thing and world peace. For the commitment part I hear answers such as prosperity, health, to give to others, gratitude.   This may be the illusion that people are operating under but let me restate that it is an illusion, a lie. If you want to know what someone is committed to all you have to do is look at what they have.

Growing Referrals Organically

There is a fatal flaw in most advisors referral strategy, and it is undermining their business and their relationships.

More referrals through client feedback

Consistent referrals arise directly from having the right conversations with clients, and the right ones include asking the right questions.   

Getting Referrals is Not About Asking

  It is not true what you been told – you don't get more referrals because you ask for more.

If You Loved Me, You Would Know

  Have you ever lost a client? Do you know why? Shari Harley thinks probably not - so you're probably just lucky you haven't lost more.

Advisors4Advisors Enables Tweets To Clients, Prospects & Referral Sources

Advisors4Advisors has integrated with Twitter to enable financial advisors to “tweet” A4A content to clients, prospects, and referral sources in an instant.  

Human tendencies that can kill your client advisory board

The foundation of the client driven practice is feedback and guidance from your target clients. One of the primary ways we obtain that is through the creation of a client advisory board. Like in any relationship, trust and reward take time and care to build and can be easily destroyed. I will discuss two of these, both having to do with criticism.

The Mass Affluent – A Marketing Dead End

It is much easier to attract clients when you can offer a valuable service to a specific group – the target market. Recently, I have spoken with a group that told me they were going to target the "mass affluent". This is not the first time I have heard of an advisor attempting to market to this group. Studies and articles refer to this demographic, so it is natural that some advisors get inspired to market to them – especially since they are, well,...

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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Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

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