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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LinkedIn Retires Apps For Customizing Your Profile; New System Is Good But Less Flexible

Category: Advertising
Written by Advisor Dashboard
LinkedIn recently revamped its interfaces with different Web applications used to personalize your profile. The new system is easy to use but it does not support as much customization.   
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A Practical, Personal New Prospecting Tool For Advisors Using Content Marketing Launched By slideshare; Email Presentations And Track Who Views Them

Category: Advertising
Written by Advisor Dashboard
  slideshare, the content marketing tool owned by LinkedIn and integrated with the popular social network, today launched a new feature that lets you send presentations to people by email and then tracks whether they visit your presentation.   In the confusing array of content marketing apps, the slideshare tracker seems like nothing all that great, but it's actually pretty cool. At the very least, slideshare’s tracker represents another way of using your slide shows to...
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LinkedIn Tops 200 Million Members, Earnings Jump 66%, And Its Stock Price Soars, But The Really Big News Is That My Profile Was Among Top 1% Most-Viewed Of 2012

Category: Advertising
Written by Advisor Dashboard
LinkedIn just announced that it topped 200 million members worldwide—nothing like the 1-billion-plus members on Facebook, but nonetheless impressive. The company also announced a 66% jump in 4Q2012 earnings, which triggered a share price surge in after-hours trading of 8.5%. But the really big news is that LinkedIn sent me a congratulatory email saying my profile was among the top 1% most-viewed profiles viewed of 2012. What the heck is that about?
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Advisors Are Highly Critical Of Top Financial Advisor Awards Bestowed By Consumer and Professional Magazines

Category: Advertising
Written by Advisor Dashboard
It is not uncommon for a press release or two or three to cross the wire each and every day noting for posterity and for self-promotion that this or that advisor has just been named to this or that “best” list. Case in point is what happened today. Below are two releases that crossed the transom:
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Advisors Market, But Don’t Measure Marketing

Category: Advertising
Written by Advisor Dashboard
The subject line of the email was eye-catching. “If you're not measuring marketing, you're not marketing.” And in the body of the email, the folks at the Harvard Business Review posed this question: “Can you explain the impact of your marketing to your board of directors?” Naturally, that got me wondering whether financial advisors could answer that question, whether financial advisors measure their marketing. And what I found is this: Small firms are marketing, but...
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Why Marketing Plans Are Obsolete For Advisors

Category: Advertising
Written by Advisor Dashboard
  It used to be that marketing plans for advisors made sense, and an advisor without a marketing plan was operating without a strategy, flying blind. No more. In the modern world of Internet marketing, you don’t need a marketing plan. Marketing plans are obsolete for RIAs.   A marketing plan is a document for internal use that talks about what you need to do to succeed.
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Keywords Are Crucial To Marketing For Advisors And Most Of Them Don’t Get It

Category: Advertising
Written by Advisor Dashboard
Earlier this week, Bob Powell highlighted how advisors do a poor to average job of marketing. The problem, in practical terms, comes down to keywords.   Rarely do advisors have a strategic marketing vision, and an actual written plan is even more uncommon. Getting down to keywords is even more unlikely. Yet keywords are crucial because they are the substance of a strategic marketing plan, the end result of carefully designed marketing strategy.
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Seven Tips For Responding To A Personal Attack On The Web Against You Or Your Business; A Practical Guide For Unfortunate But Inevitable Online Disagreements

Category: Advertising
Written by Advisor Dashboard
Writing a blog or tweeting regularly about what you think invites disagreement. Saying anything of substance publicly puts you at risk of someone disagreeing with you.   Fear of detractors probably keeps many of financial advisors from blogging or participating in social media. Some advisors are undoubtedly haunted by the fear of a former client flaming them in a review on a Google local listing. Understandably, it's scary to think that someone could post a comment on Google like,...
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How To Add Icons For LinkedIn, Facebook, Twitter, Or Your Logo To Your Outlook Email Signature

Category: Advertising
Written by Advisor Dashboard
Mike McCall, an advisor in Los Angeles, asked me yesterday how he can add a Twitter, Facebook, or LinkedIn icon to his email signature. I've searched for apps for doing this in the past but never could find anything simple. So I did it myself. Here are step by step instructions for doing it.
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iPad Offers A Great Way For Private Wealth Advisors To Make Marketing Videos And Save About $3,000 By Eliminating Need For Touch Screen Monitor

Category: Advertising
Written by Advisor Dashboard
The new iPad, when combined with the new Apple TV solution, provides a great way for investment advisors to make their own marketing videos.   I spent about 10 hours in recent months researching big touch-screen TVs and touch screen overlays. The idea I was chasing would help advisors make cool marketing videos. You would video yourself standing in front of a 50- or 65-inch touch screen LCD delivering a PowerPoint based on Fritz Meyer or Bob Keebler presentations. You’d be...
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Authenticity Is Key To Success For Advisors Using Social Media, Giving Fiduciaries A Natural Edge

Category: Advertising
Written by Advisor Dashboard
The din from social media experts telling advisors how to tweet, blog, and create other content is at high pitch. The one thing I would add is a call for authenticity. People will read if you are authentic. You need to speak from the heart and you must be willing to call things as you see them. For advisors, that means writing blog entries and creating other content that explains why you practice the way you do.   For an advisor to be successful with social media, you must...
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Social Media Adoption By RIAs and Broker/Dealers

Category: Advertising
Written by Advisor Dashboard
Investment advisers and independent broker/dealers are adopting social media as I expected they would: B/Ds are using crappy content and automation technology, while the large majority of RIAs mostly ignore social media marketing.
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Actiance Announces Socialite Engage to Help Financial Advisors Strengthen Client Relationships and Drive New Business Through Social Media

Category: Advertising
Written by Advisor Dashboard
Actiance, a social media compliance company today announced release of its Socialite Engage app for financial advisors. Hype psrings from the page of its press release.
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Intelligent Content Suddenly Matters In An Age Of Social Networking

Category: Advertising
Written by Advisor Dashboard
“Canned content” — that’s how investment advisors often refer to articles Advisor Products posts on advisor websites. In an age of social networking, however, that’s changing. The content Advisor Products makes available on over 1,100 investment advisor websites is valuable in a social media stream.
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More Articles ...

  1. 21 Approaches To Creating Viral Content For Advisors Trying To Improve Their Search Engine Rankings
  2. A4A Will Donate $20 To Bubbles The Clown's Financial Literacy Program If You Join Now; A Lesson In How Advisors Can Partner With Nonprofits
  3. 'Senior' Designations Come Under FINRA Scrutiny In Effort To Prevent Predatory Marketing
  4. A Social Media Marketing Opportunity Advisors Are Ignoring

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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