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.

Former FPA President Emphasizes The Need For A Different Type Of Converstaion With Female Investors

The recent Financial Planning Association (FPA) conference focused in part on changing the way advisors communicate with their female clients, stating that women need to be talked to rather than talked at.

Cerulli Report Says Wirehouse Market Share Continues To Erode And RIAs Are On The Short List Of Beneficiaries

A new Cerulli report, the Cerulli Intermediary Distribution 2012 report, says market share of wirehouses is on a downward trajectory that won’t end anytime soon. From 2007 to the end of 2011, market share of the big houses fell to 41.1% from 47.8%.

Success In Marketing Means Less Talk About Process And More Talk About Client Benefits

The quickest way to turn off a prospect is to talk about your process. What people want to hear is how they will benefit by working with you. They want to know how you will help them achieve their personal dreams, not just the set of goals they will list on your questionnaire.

Disruptive Power Of The Web On American Society; An Individual CFP Practitioner Can Call Out An Institution Like The CFP Board

Leaving aside the merits of the arguments about enforcement of a fiduciary standard by the CFP Board, raised recently by CFP practitioner Allan Roth, the controversy Roth has touched off is a lesson in the disruptive power of the Internet. The asymetric power of one person with a strongly-held belief challenging institutions publicly has accelerated change in American society.  It is disrupting institutions and business and changing lives.   Sociologists will look back on this era...

O-p-p-o-r-t-u-n-i-t-y: Estate Plans Have Become Out Of Date After Three Years And Major Life And Economic Changes

A new study by Rothstein Kass shows that most high net worth clients’ estate plans are at least three years old and that 95% of them have had major life changes since the last update.

Writing Consultant Says That Being Savvy Is Not Enough To Make You Successful

In a recent AdvisorOne interview, writing consultant Susan Weiner notes that just being a savvy advisor in today’s world is not enough to guarantee success. It’s increasingly important to build community through online communications but many advisors face writing challenges that keep them from garnering attention from investors.

A Niche Is A Need – Avoiding The Biggest Mistake Of Marketing

  Most advisors make the biggest mistake in marketing before they ever begin.

No, Angie, Client Advisory Boards Are a Great Idea!

  Angie Herbers posted an article on saying that while client advisory boards sound like a good idea, that is an illusion and advisors should not do them.   She's wrong.

When Prospective Clients Walk Into Your Office, They're There To Find Out Two Things: Do You Care About Their Individual Situation More Than You Care About Your Firm, Your Credentials, And Your Products, And...Can They Trust You

What happens during the first meeting you have with a prospective client will either make the prospect want to hear more or—in as few as two to three minutes—decide that you don’t really care about them.

How Can Advisors Become A Regular On Financial TV; What Each The Big Three TV Outlets Are Looking For

There are three main channels for financial television that reach the retail investing public: CNBC, Fox Business and Bloomberg.  Each has some conditions about its guests.  Here is a breakdown of what each station is looking for from an advisor and how you might approach becoming a guest:

How To Use A Big-Screen TV To Make Marketing Videos With Local Landmarks In The Background

Creating your own marketing videos and posting them on the Web is not very difficult. To make them more interesting visually, here’s an idea: Use a big screen TV in the background to display local landmarks.

Treating Your Staff Right Will Improve Customer Service

If you want to raise your level of customer service, look inward before you look outward.

As U.S. Economy Teeters On The Edge Of Recession And Stock Prices Indicate A Downturn Will Be Averted, Advisors Must Put It In Perspective For Clients

The Institute of Supply Management on August 1 reported that its manufacturing index slipped below 50% for the second time in two months — following 34 consecutive months above 50 — heightening fears of a recession. Yet the stock market, a leading economic indicator, is behaving like the economy will snap out of its malaise. What do you do?   If predicting the next turn of the stock market is not your thing, the best you can do is to put this unusual pre-election period in...

Want To Know The Secrets To Rainmaking? They May Be Different Than You Think!

What does it take to be a rainmaker these days? The industry has changed. Old rainmaking tactics have become passé. As it turns out, the softer issues win out here, too. When clients complain it’s likely to be from lack of attention than lack of portfolio performance. Being authentic and building on your own organic wealth creates advocates for your business.


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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