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Sponsored Content
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For Advisors Targeting Doctors, Here’s The Missing Link In Your Social Media Marketing Effort |
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Friday, May 24, 2013 22:28
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For financial advisors, social media, search engines and content marketing is an effective way to market to doctors. While no doctor is likely to hire you solely on the basis of an article or blog post, content that shows you specialize in working with doctors positions you as a resource to call upon when a physician needs financial advice.
Below are four pages from a 15-page special report targeted to doctors, entitled “13 Tax Tips For Doctors For 2013.” This 15-page FINRA-reviewed PDF is branded with your logo. If you are trying to attract more doctors as clients, this type of special report is a key element in your online marketing effort. It can be posted to any website and any webmaster should be able to require that visitors to your site submit their contact information in order to view the report.
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Five Reasons Why Advisors Should Use Infographics |
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Friday, May 17, 2013 17:49
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Tags: marketing Having designed and launched numerous print and Web solutions that have been widely adopted by the financial advice profession since 1996, I can say without reservation that the typical financial advice professional will usually shun new client communication techniques. Private wealth advisors understandly shy away from untried, unproven practices. So why in the world would advisors start using infographics, a popular new communication device? More to the point, why would you send people in their 50s, 60s, and 70s an infographic when they may never have seen one before?
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Why Pay For Rebalancing Software When You Can Get It For Free? Because There No Such Thing As A Free Lunch |
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Wednesday, May 08, 2013 01:17
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Tags: advisor technology | Portfolio Management Software | rebalancing | technology Custodians are giving away lots of great stuff for free! And, isn’t free better than shelling out money? It would be nice to say yes, and I’m sure many of you would like the answer to be yes. However, the old adage remains true: There is no such thing as a free lunch.
I am bringing up this issue because custodians have begun to offer RIAs rebalancing software for free, and they are trying to compete with independent vendors like my company, which makes Total Rebalance Expert.
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Economic And Investment Videos For Financial Advisor Clients; Content Marketing That Leverages Fritz Meyer Economic Research |
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Friday, May 03, 2013 22:28
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To generate leads from high net-worth individuals, investment advisors, financial planners and other RIAs need high-quality economic and investment content. The newly released Fritz Meyer Quarterly Update For Financial Advisor Clients features the content you need branded to your firm.
Post the quarterly videos to your website, social media pages, or lead generation system.
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SEI Survey: Increased Focus On Taxes Creates Opportunity For Advisors |
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Tuesday, April 16, 2013 17:48
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Tags: Advisor businesses | client education | client retention | client satisfaction | client service | Tax Changes | Tax Management | tax planning | Taxes SEI Identifies Tips for Advisors to Add Value through Tax-Managed Strategies Throughout the Year...
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This content is intended for use by financial professionals only.
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