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.

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:

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...

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...

The Web Has Made It Much More Difficult To Discern Copycat Content From The Real Thing

Do a search on Google on any given day for “financial advisors” and read the “news” results that are returned.  It’s a simple way of seeing content being produced by and about financial advisors. Do that search today and you’ll notice an unfortunate trend in content marketing for advisors.

Here’s A Mistake Many Advisors Make: They Connect Mostly With Other Advisors On Social Media

Advisors say and do the darndest things. One of the dumbest is not cultivating prospects as followers, friends, and connections on social media and only using social media to communicate with other practitioners.   If you’re an advisor and the majority of your LinkedIn connections are other practitioners and people you buy stuff from, then you’re doing this all wrong.

Samsung Fined $340,000 By FTC For Fake Comments On The Web; Fine Should Be $340 Million

After being caught paying for false praise and negative comments about competitors, Samsung has been fined just over $340,000. That's not nearly enough!

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.

Financial Advisor Bob Klein Has Taken The Long Road To Search Engine Optimization And Content Marketing And Now It's Starting To Pay Off

Bob Klein is a CPA and financial planner and really smart guy. So it is not susprising that he has cracked the code to online marketing and will start benefiting from search engine optimization and content marketing.   Today,, which is owned by The Wall Street Journal, published an

Congratulations To Heidi Clute, CFP, For Getting Her Post About How To Choose A Financial Advisor Published In Her Local Newspaper In Vermont; A Lesson On Guest-Blogging And Getting Your Content Published In Local Newspapers

The Barre Montpelier Times Argus, is a tiny Vermont newspaper with a circulation of just 8,500, but it reportedly claims that "80% of all adults in the Barre/Montpelier area read the Times Argus."   So financial planner Heidi Clute, CFP, owner of Clute Wealth Management in South Burlington, VT and Plattsburgh, NY, yesterday scored a public-relations victory by getting a bylined story about choosing a financial planner published in The Times Argus. Congratulations, Heidi!...

Impress Clients And Prospects By Broadcasting Documents From Your Tablet, Phone, Or PC To A Big Screen TV

If you make live presentations to clients and prospects in your office, displaying your presentation on a big-screen TV is much better than using a computer monitor or tablet.   You’re communicating complicated financial ideas. A big-screen TV is riveting, and the vast majority of clients you deal with watch TV daily and have been trained to consume information by watching TV. 

Why Cards Are The Future Of The Web

We are in the mdist of a re-architecture of the web, away from pages and destinations, towards completely personalized experiences built on an aggregation of many individual pieces of content. That's the case being made by a very thoughtful Web design/client communications firm in its blog. I'm not sure I agree that cards will revolutionize Web design, but I do think the "card" concept makes sense for communicating with clients and it's worth keeping an eye on. 

Talk To Local Contacts About The Math Behind Retirement Investing

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?

Verizon Subscribers Home Page Screams: “Are You Today’s Winner,” But That’s No Way For RIAs To Market; The Rich Really Are Different

I subscribe to Verizon FIOS TV and Internet service and have visited the Verizon FIOS website a couple times a month for the past six months. The screenshot below of Verizon FIOS’s consumer website illustrates how a giant company with the enormous resources markets to consumers, and it serves as a lesson about financial advisor Internet marketing.   The Verizon home page shows that just because an Internet marketing technique is successful with the masses does not mean it will be...

Study Finds “Likes” Beget More Likes, Calls Into Question The Wisdom Of The Crowd

An academic study reported finds that people are more likely to “like” something that has been liked by others. Apart from the debunking the notion that crowdsourcing possesses special wisdom, the study’s results offer advisors incentive to promote their Web postings to generate “thumbs up” votes.


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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