Advisor Blog

Advisor Marketing Is An Oxymoron To Fiduciaries

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Financial advisor marketing is oxymoronic. Like jumbo shrimp, mini-strokes, and private clubs, it is not the way a fiduciary should approach external communications using modern tools. For private wealth advisors, a better way is to educate clients continually.

Financial consumers are bombarded constantly by ideas diverting them from the personal tax and financial planning strategy carefully crafted by you, the professional advice you authored to build a sustainable low-expense core portfolio and keep them in front of opportunities and pitfalls amid the first reversal in federal tax policy since the election of Ronald Reagan in 1980.  

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677 Hits

FINRA-Reviewed Tax Planning Content

The best marketing content for financial advisors draws UHNWIs and the mass affluent by offering tax and investment tips that actually save thousands of dollars.

 

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1693 Hits

2017 Year-End Tax Planning Videos For Advisor Clients

Details of a proposed $1.5 trillion tax cut package are expected Wednesday, according to the White House.

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7151 Hits

A Watershed In Building The Best Damn Email Newsletters For Advisors

In the 20-year race to develop software for managing advisor websites and secure communications, Advisor Products has neither been a turtle nor a hare but a beaver, unceasingly building the best damn websites ever offered to advisors.

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7790 Hits

Social Advisor Solutions

We've been doing such advanced work with our content management system, I've given short-shrift to our Social Media Dashboard (SMD) for advisors.

SMD was initially developed and put into production on advisor website in 2013. It's simple.    

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6144 Hits

Clients And Prospects Want Thought Leadership From You, Not Marketing

With terrorist attacks now a weekly event, the European Union facing an existential political threat, and the speed of news causing two double-digit stock price plunges in the past 11 months, communicating with your contacts is more important than ever, and more delicate.

Our breaking news coverage enables you to send your contacts a stream of information crafted with help from independent thought leaders, including economist Fritz Meyer, MPT-expert Dr. Craig Israelsen, tax and financial planning guru Robert Keebler, CPA/PFS.

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6636 Hits

Video: Jim Cramer Actually Said That Some Traders Knew In Advance Of Paris Attacks

On the Monday morning following the Friday, November 13, terrorist attacks in Paris, Jim Cramer said on TV that some traders appeared to have had knowledge in advance of the terrorist plots that killed at least 130. Cramer, in spinning his consipracy theory, exposes the true character of his coverage.   

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7197 Hits

Covering Investments From A Long-Term Perspective Weekly

While many advisors fear covering markets weekly will train their clients to have a short-term perspective, such fears are misplaced.

Take a look at the update distributed last Friday in email newsletters by hundreds of RIAs to tell their clients what to make of the Fed’s decision to leave rates unchanged last week.

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6836 Hits

Breaking News Coverage Is Crucial To Advisors

Since the 30-minute, 1000-point plunge in the Dow Jones Industrial Average on Monday morning, August 24, A4A and Advisor Products have produced five continuing professional education webinars for financial professionals, plus: a video advisors can narrate, showing seven other emotional plunges that have roiled markets since the beginning of the global financial crisis in September 2007; subscribers to Financial Advisor Marketing Engine (FAME) were provided with two 500-word FINRA-submitted articles, putting the correction in proper context in email newsletters written after the stock market closed and emailed to clients Friday night and early Saturday. Another Friday update will be written this evening, after the market closes.

The collaboration with Fritz Meyer, Craig Israelsen, and other thought leaders has worked like a dream in this period of turbulence. It's a thrill for me to have these incredibly smart people helping me help you.

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6826 Hits

Breaking News, Like Last Week's Market Meltdown, Challenges Advisors

Breaking news, like last Monday’s 1000-point Dow drop, challenges financial professionals to meet client expectations. Many advisors did nothing to communicate with clients and contacts. Some might argue that reacting to every dip sends the wrong message to clients. They are deluding themselves.

Your biggest clients, people in their 60s and 70s, are all watching TV. Most get news from a mobile device. The headlines last week could easily have made a nervous retirement investor fearful.

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6482 Hits

Panic Protection For Financial Professionals

Putting your voice on this video is easy and inexpensive with Advisor Video Library, and it gives financial professionals Panic Protection Coverage.

Panic Protection Coverage is like an insurance policy for an investment advisor. We guarantee that, during market plunges, we will give you coverage from our experts in long-term investment wisdom.

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7729 Hits

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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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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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