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.

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.

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...

Treating Your Staff Right Will Improve Customer Service

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

Why Marketing Plans Are Obsolete For Advisors

  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.

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.

Wall Street Journal Article Shows the Value of Non-Advisory Services

It can be the easiest, most direct way of setting yourself apart.

Keywords Are Crucial To Marketing For Advisors And Most Of Them Don’t Get It

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.

How To Use An iPad And AirPlay Mirroring To Create Marketing Videos That Make You Fun To Watch Like The Weatherman

I created this video blog post in under an hour and had some fun with it to show you how easy it is to create a video.     Using an iPad and AirPlay Mirroring, you can make Web presentations that's fun to view.

Getting Feedback Is Required In Discovering Your Brand

  Your brand is what people (and Google) say it is.

When You Describe Your Differences, Say What Others Say About You

Your clients’ words are more credible than yours


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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See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.