Marketing Tips

Search Engine Optimization

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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.
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Email Marketing Tips

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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.
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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.
 
Sponsors are charged with discussing the fees with plan participants to make sure those clients understand the fees. The level of the fees may cause many employers to be uncomfortable since the disclosure will tell employees how much it is costing them to participate in the plans. In some cases, that amount may be off putting—even to the point of outweighing the benefits of participating.
 
The disclosure rule was passed in 2010 and the original disclosure date was July 16, 2011. That date has been pushed back twice, yet some plan advisors and broker-dealers still have not gathered the necessary data.
 
Clients are already making inquiries about the fee disclosures and those advisors and broker-dealers who continue to procrastinate will place themselves at a competitive disadvantage.
 
There will be a window of opportunity where the plan sponsors who have not received the information they need may be willing to work with other advisors and/or broker-dealers. If there are plan sponsors you wish to work with, you can help clarify a reasonable level of fees and also help sponsors know how to use the data they receive from their providers.
 
You can cite the fulfillment of fiduciary duty as a distinguishing point if you’ve already provided the information to your sponsor clients.

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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