Marketing Tips

Plan Sponsor Fee Disclosure Deadline May Provide An Excellent Opportunity To Show Your Fiduciary Status

Procrastination by some firms may open a window for other advisors and broker-dealers to distinguish themselves as fiduciaries. This has to do with a ruling requiring 401(k) plan sponsors to disclose certain fees. The broker-dealers and advisors who work with the sponsors are the ones responsible for providing the data. A deadline of August 30 looms but many are dragging their feet and may lose business as a result.

Take A Global View To See Where In The World Are The Most Millionaires

So you’re looking for ways to build the average asset value of your client base. Where do you go to do that? The first place to look is the Capgemini RBC World Wealth Report. It not only tells you what’s happening with wealth worldwide, it specifically tells you the areas of the world that will show you more money.

US Trust Study Shows Critical Impact Of Generational Differences On Investment Management

A recent US Trust study points to the fact that different generations have different views on spending, financial responsibility, and investing. It shows the critical nature of both recognizing and understanding various generational views on almost all financial and investment related topics and how those views impact your business.

Storytelling Is A Powerful Tool That Can Be Utilized Face-To-Face, Through A Blog, Or Through A Book

You’ve heard for years that one of the best ways to communicate with your clients is through storytelling. But to be effective, storytelling needs to be personal and authentic. As you let your own story come through, every aspect of your business will improve.

10 Rules For Financial Advisors Who Want To Be Their Clients’ Financial Referee; Applying Rules Of Journalism To Your Role As A Financial Advisor

  Precious few resources presently exist for writing news on the Web. It’s surprising. Here’s some help, a list of 10 ideas for financial advisors who want to be their clients’ financial referee. In this story, I’m going to tell you about applying basic rules of journalism to your job as a financial advisor.   While some journalists would undoubtedly be offended at the idea of being replaced by financial advisors, that’s what’s happened in the...

How Seriously Do You Take Fiduciary Duty?

As Registered Investment Advisors, we have a fiduciary duty to put the interests of our clients first. What does that really mean?  For me, it means I don't sell commissioned products and I do my best to make recommendations that are suitable to each particular client. But it also goes beyond that. You see, our clients share the most personal part of their lives with us: their finances. Often, we know more about our clients' private details than their kids or best friends. With that...

A Comparison Between Greece And The US Yields Similarities That Impact Us As Well As Our Clients

A recent Gallup poll found that the number one concern on voters’ minds is the economy. As the election year progresses, we can draw some comparisons from our upcoming election to the one held this weekend in Greece. Looking at each country’s ills from a different perspective might shed some light on pragmatic solution options.   One could say that there really is no comparison between the Greek situation and ours. But looking at the situation from a more human rather than...

Why Aren’t More Advisors Talking About The Pain Their Clients Are Experiencing? It’s An Opportunity Of A Lifetime

  Scan the blogs of advisors and you will find few addressing the enormous pain inflicted on clients in recent years.   In fairness, advisors are no different from other small business owners who tend to say their business even when they are not. Advisors always seem to say their assets are growing and they are making money for clients. But in the difficult economy since the financial crisis, it’s difficult to understand why advisors are not addressing the widespread pain...

Wondering How Other Advisors Make Their Seminars So Successful? Here Are Six Mistakes They Avoid

Holding successful seminars are an ever present challenge in marketing your business. It is so difficult that advisors often throw up their hands after only a couple of bad experiences and proclaim that seminars simply do not work. It could be that there are mistakes many advisors make of which they are not aware. Bill Good offers six. But it only takes making one or two to jettison seminars out of a strategic marketing plan.

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

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,...

Adapting Your Business Strategies To Address Female Investors' Needs Is A Business Growth Strategy Waiting To Happen

As women continue to gain control over the world’s wealth and also to outlive their spouses, advisors are falling behind in addressing their investment management needs. It doesn’t take long for women to hire a new advisor after their husbands’ deaths. In fact, 70% move their assets within a year. Women make 80% of all consumer purchases and start businesses at twice the rate of men.

Study Shows Clients Get First Impression From Your Website – Make Sure Your Message Is Clear

Don't make the mistake of saying what other advisors put on their websites.

Technology Can Offer An Efficient Way To Show Your Authenticity And Attract New Business

Marketing is an essential component of growing your business and it’s an issue that may receive intermittent attention. After all, you have increasing demands on your time every single day. Creating a structure for your marketing activities can be key to reaching your business growth objectives. Utilizing technology can make this an efficient process and make you feel you have an entire marketing team at your disposal.

Pershing Study Shows That Your Website Is Where Clients Get Their First Impression Of You And Of Your Services

First impressions and looking good still matter. And one place they matter most is in the experience your clients have with you online. The fact is that 71% of clients want to look at your website before they talk to you. After that, they definitely want face-to-face time.   The Pershing study that revealed these insights also said that 70% of clients want a high-quality online experience on a continual basis. Meanwhile, only a third of advisors surveyed thought these things were...

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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