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.

Merrill Sells Itself On Scale In New "Power Of The Right Advisor" Campaign

If size matters to prospective recruits, Merrill Lynch is betting that $1.5 trillion in AUM is evidence that its approach is the "right" one.   Merrill's new ad campaign is aimed at both investors and advisors. The advisor-facing side highlights the firm's size as the proof of its business model: "$1.5 trillion in client balances is more than a vote of confidence."   On that side, the new tag line has already rolled out as part of Merrill's recruiting...

CFP Board Launches Planning PR Campaign

The CFP Board just started a $36 million four-year campaign to boost awareness of the certified financial planner mark in publications that cater to mass affluent investors.

Are "Traditional" Media The Secret To Marketing A Financial Practice?

The experts are saying that to reach the right prospects, you've got to be online but reach back into traditional media -- and that's where the old-fashioned unpaid appearance still shines.

The Way To Capture Female Prospects Is Through Face-To-Face Networking

By now, everyone in the industry knows that women are forceful financial decision-makers -- this isn't the '60s. But the latest survey that announces this "surprising fact" also has some helpful prospecting tips.

A Quarter Of All "Fiduciaries" Are Still Not Capitalizing On That Fact

By this point, fiduciary advisors know that their conflict-free code of ethics is a big differentiator in the eyes of prospects. But this only raises the question of what a "fiduciary" means these days.

The Old Reliable Ways Still Work Best For Prospecting, But Keep An Eye On LinkedIn For Delivering Results

It turns out that old-fashioned calls for referrals still work best for advisors looking to build their books, but some forms of social media prospecting have started delivering real returns on the time invested.

Marketing The Fiduciary Advantage Against The "Uniform Standard" Fracas

The grousing about exactly what sort of "fiduciary standard" would be best for members of the securities industry -- and not so much retail investors -- has been embarrassing, but true fiduciaries can use the buzz to differentiate themselves from the pack.

Wealth2k Provides Free Long-Term Care Video To Financial Advisors

The movie describes the value of long-term care insurance in the context of retirement planning and advisors can download it for use for free.

Small Business Owners Are Optimistic Again, And Probably Willing To Get Off The Market Sidelines

If entrepreneurs are as optimistic again about the economy as the latest numbers indicate, it is probably time to start prospecting aggressively to the business community -- and suggesting to existing clients that it's okay to leave the market sidelines.

Marketing Videos For Advisors To Be Produced At TD Ameritrade Conference

If you're like most advisors, you've always wanted to make a professional marketing video but have never gone out and hired a video crew because it's too expensive. Here's a chance to get it done at a low price at the TD Ameritrade conference.

Target Advertisements On LinkedIn To Employees Of A Particular Company Or With A Specific Job Title

Talk about niche marketing, now you'll be able to buy an ad on LinkedIn targeting employees of a particular company's 401(k) plan or that will pop up on LinkedIn pages owned by senior VPs for finance and HR.

Use Your Advertising To Educate, Not To Pontificate, Says

People respond better to financial ads that try to teach them something without browbeating them with the advisor's own expertise, according to a new survey from web portal


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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