Marketing Tips

Search Engine Optimization

advisors4advisors
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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.
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Email Marketing Tips

advisors4advisors
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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.
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Need a niche? How about specializing in your best clients?

Category: Client Communications
Written by Advisor Dashboard
To be successful you need to be different. Stand out from the crowd, have some specialty, or niche. This idea is not new. It has been discussed plenty of times. And not just in our business. In defining the difference is one of the most difficult challenges for a financial advisor. I have worked with hundreds of advisors, and still most cannot articulate what makes them unique.
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Story is the Key to Client Connection

Category: Client Communications
Written by Advisor Dashboard
  Story is the key to a truly client-centered practice. As professional advisors, we actually begin to make the transition from transactional to relational when we become willing to meet clients on this common ground of sharing and listening to stories about what the client has been through, what events shaped and influenced their values, and what matters most.
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The Power of Client Stories

Category: Client Communications
Written by Advisor Dashboard
  Mr. Jacobs came to see our planning firm when he was 88 years old. With an estate worth approximately $9 million, he was looking down the barrel of an estate and generation-skipping tax of about $5 million, largely because of some botched planning that had previously been done for him.    
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Do Questions Matter?

Category: Client Communications
Written by Advisor Dashboard
“The human mind thinks best in the presence of a question.”  So says Nancy Kline, the author of Time to Think and More Time to Think.  Turning that idea over in my brain a million times caused me to recognize that questions matter, and they matter deeply in every field of human thinking. The nature and quality of the questions we ask determine the nature and quality of the thinking we spark and the answers we receive. 
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A Business Case For Advisors Using Social Media

Category: Client Communications
Written by Advisor Dashboard
I was on the phone yesterday with Brian Edelman, a tech consultant who specializes in working with advisors in the metro New York area.
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Client Service in Flatland: The View from Level One

Category: Client Communications
Written by Advisor Dashboard
Most client interaction in the world of financial services and estate planning is transactional. Practitioners may pay lip service to meaningful client relationships, but an honest and objective assessment of what they actually deliver belies their claims.     
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A Slight Diversion - trends in tweeting by Five Advisors

Category: Client Communications
Written by Advisor Dashboard
A slight diversion from my normal topics around operations and technology. I frequently read the AdvisorTweets.com site, run by Pat Allen (@rocktheboatmktg on Twitter) out of Chicago.  The site aggregates a stream of advisors and related investment professionals on Twitter who also follow @advisortweets. It provides a real time as well as trending view of what advisors are thinking about and sharing in the social cloud.
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Twitter Meets the Real World

Category: Client Communications
Written by Advisor Dashboard
I am fascinated at the new form of virtual trust being cultivated on social media - especially Twitter. As professionals increasingly use social media to broaden the reach their communications and interactions can have - they also (if they are approaching social media strategically) are organically building a network of followers and those they follow. My own experience may be reflective of what many are seeing as well. I joined Twitter in 2008 largely to explore and seek out new channels of...
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How Consumers Use Social Media

Category: Client Communications
Written by Advisor Dashboard
An excellent research application, Social Technographics, that emerged from Forrester's research and analysis that led to the book Groundswell. The approach breaks down the audience in social media across age, gender and geography to offer a sense for how folks interact in the social space. For much of the emergence of social media, the majority aside from early adopters were observers - who followed, read and watched as the "conversation" driven by blogs, Facebook, Twitter, LinkedIn and many...
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Power Of Social Media Seen In Haiti Earthquake

Category: Client Communications
Written by Advisor Dashboard
The tragic events in Haiti are being recorded and reacted to live on Twitter. To see the live feed, click here. Text YELE to 501501 to give $5 for earthquake relief in haiti.  Your cell phone will be charged $5.
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Boosting Traffic To Your Blog

Category: Client Communications
Written by Advisor Dashboard
One of the benefits of joining advisorsforadvisors is that we help you boost traffic to your blog. Once you’re a member for more than 30 days, we will list your blog in our Research section where we aggregate blogs. If you qualify, please email us the name of your blog and its URL and we’ll list you on our blogroll of advisor blogs. Being listed on our blogroll will help other advisors find your blog and they may write a post on the same topic and link to your blog. That will...
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Marketing On Linkedin

Category: Client Communications
Written by Advisor Dashboard
If you accept that social networks are the new cigar bars, then you also understand that Linkedin is the new locker-room. An hour or two on Facebook can be as productive for prospecting as a cocktail party, and Twitter may be a better place to find prospects than networking at a charity event.
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Are You Too Sexy For Social Networking?

Category: Client Communications
Written by Advisor Dashboard
In the 1992 pop hit, “I’m Too Sexy,” by Right Said Fred, lead singer Fred Fairbrass insists he’s “too sexy for Milan, New York, and Japan.” It’s a silly statement. Just as silly was a statement by one of New York’s most prominent estate planning attorney, who told me he’s too sexy for social networking. I won’t name him because he’s a close friend and he’ll never come to our house for dinner again. But he only...
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Talk To Local Contacts About The Math Behind Retirement Investing

Category: Public Relations
Written by Advisor Dashboard
Financial advisors are keenly aware that many senior citizens become fearful of outliving their money, and that this fear grows with age. What can financial advisors do to allay this fear? A better question is: Can financial advisors do anything to prevent this fear before it has a chance to start?
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More Articles ...

  1. NPR Reports On “The Personal Finance Industrial Complex” And Says The Only Person You Should Trust With Your Money Is Yourself
  2. Write Your Own News Releases, Become Known Locally
  3. Goldman Sachs Defector's "Toxic" Resignation Could Be A Rallying Cry For Client-Focused Advisors
  4. Financial Advisors Should Publish In Professional Trade Magazines

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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