Webinars With Industry Experts

Delivering And Monetizing Financial Advice Online

 

A recently widowed woman in Fresno, California needs to know how to handle her husband’s IRA. The owner of a barber shop in New Your City wants to create a retirement plan for his 11 employees but doesn’t know where to start. A 55 year old couple just inherited $1 million and need to know how to invest it.
 
It’s likely these people, along with millions of other consumers like them, will use the Web to find answers. However, financial advisors have no easy way of serving these kinds of clients efficiently online. Or do they?
 
At this webinar, you’ll learn about:
 
·        Defining the scope of and how much to charge for online financial advice
·        Generating revenue using your web content
·        Using social networking tools like Facebook, Twitter, YouTube and LinkedIn to find consumers that want your advice
·        Dealing with compliance issues
 
Guest presenter Kevin P. Condon, PhD, CFP® founded Baltimore-Washington Financial Advisors in 1986, a wealth management, tax and financial planning practice which he sold to his partners in 2002. During his practitioner career, he was named to Worth Magazine’s Top 250 Best Financial Advisors for five years running. In 2002 he founded with Rob Peremel Myfinancialadvice.com, the nation’s first, end-to-end web portal for advisors who want to give “live” advice for a fee.  Recently, they have started OnlineAdvisorCentral.com and CommonFinancialAdvice.com.
 

Note: This webinar is not eligible for CFP® CE credit.

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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Seeing is Believing.

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.

 

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