In presenting financial information for seniors in our Financial Advisor-inTouch E-Newsletter (by ADVICEON / FINANCIUM) we use many creative ways to appeal to this client sector. We use pictures that depict a variety of ethnic groups and ages. We also present couples and singles of both genders. We are sensitive to religious issues and take care not to offend, and we never underestimate our readers’ intelligence. We realize that consumers often know more than the financial advisor does about concepts such as family trusts.

MARKETING LAW: Know all client sectors and how they want to be perceived.

An anxious and timid salesperson sees only an immediate need for commission and wants the quick one-product sale now. A confident professional builds client relationships and waits to get the majority of the business later. A nervous salesperson sells to provide for his or her immediate security; a confident professional places the client’s needs first.

The paradox of a patient professional

A professional solves problems and establishes security for the client. Reciprocal security comes to the financial advisor when he or she multiplies future sales and referrals from each client. When clients sense a Financial Advisor’s integrity, they are less likely to hesitate and will move forward in their planning.

Financial E-Newsletters remind your clients that you are here to serve for the long term. Your patience and careful planning will ensure results. As your credibility rises, clients will confidently bring their money to you. Patience elicits trust. Impatience indicates a controlling spirit and results in forced sales and irrational planning.

When your clients start receiving ADVICEON / FINANCIUM ADVISOR-IN-TOUCH Financial E-Newsletters, you immediately elevate your professional status. They will respect you as a service-driven Financial Advisor who is knowledgeable, confident and practical in all fields of financial planning. This is the first priciple among our marketing laws that ADVICEON / FINANCIUM advocated in the development of the most successful, independent ADVISOR-IN-TOUCH Financial E-Newsletter system in Canada.

We came to the Internet after selling multi-million copies of five hardcopy newsletters among 75,000 financial advisors in North America. We know your business.

Present concepts that create a need in the mind of the consumer.

A good ADVISOR-IN-TOUCH Financial E-Newsletter contains messages and information your client wants to hear. If you sell life insurance, it is important to offer estate-planning concepts. If you sell investments, an article on diversification through asset management may interest and educate your clients. The key is to introduce concepts as a bridge to product selling. Writing only about products in a ADVISOR-IN-TOUCH Financial E-Newsletter can seem self-serving to a client. Savvy consumers, especially those with money, sense this intuitively. The consumer processes information to determine a salesperson’s motive. If you present concepts that teach your clients to be pro-active in their planning, your client may make a connection between one of their own potential problems and your solutions. Products may solve problems, only after awareness is developed. Your clients will perceive that conceptual articles outline innovative ideas designed to meet their needs.

So what about Client Trust?

Need for your product can only be determined when trust has developed. If you are going to advertise a specific product, don’t imbed it in your articles. Rather, present the ad in a separate section of your ADVISOR-IN-TOUCH Financial E-Newsletter with a third person point of view. For example, if you sell a specific fund, you may consider placing an ad for that fund in an area separate from your concept articles ¹. Discuss mutual funds in a generic sense within the body of the ADVISOR-IN-TOUCH Financial E-Newsletter. Then the specific fund will be viewed as one of the many funds you offer your clients. ADVICEON / FINANCIUM has designed a special area in each ADVISOR-IN-TOUCH Financial E-Newsletter for your product ads, keeping them separate from the articles.

Note¹: Currently, some mutual fund companies will do co-op advertising if the ADVISOR-IN-TOUCH Financial E-Newsletter has a compliance-approved percentile or more of general mutual fund information content. Check with your compliance department before proceeding. ADVICEON / FINANCIUM adheres to all compliance rules as they are legislated.

The most successful financial planners in Canada use a client ADVISOR-IN-TOUCH Financial E-Newsletter. ADVICEON / FINANCIUM’s own surveys indicate:

• Clients will call a financial planner for a specific need based on an article read in the Advisor’s ADVISOR-IN-TOUCH Financial E-Newsletter.
• Clients will purchase products from the financial planner to solve revealed needs.
• Quarterly ADVISOR-IN-TOUCH Financial E-Newsletters are the single most effective way of stimulating new business among leading producers.
• Many of ADVICEON / FINANCIUM’s financial planning clients earn over $75,000 annually, some over $250,000.
• ADVICEON / FINANCIUM ADVISOR-IN-TOUCH Financial E-Newsletters are preferred by many of Canada’s financial advisors who are professionally designated.
• Five of ten of your clients will read the entire ADVISOR-IN-TOUCH Financial E-Newsletter or a portion of it.
• One out of three clients will peruse, and some will bookmark, or forward their ADVISOR-IN-TOUCH Financial E-Newsletters to a potential referral.
• Seven out of ten clients say ADVICEON / FINANCIUM ADVISOR-IN-TOUCH Financial E-Newsletters are very informative and attractive.

By picking up the phone and calling us at 1-800-819-8706, you can quickly achieve a consistent client contact program. You will no longer have to worry about writing your own articles or producing a high quality publication. This will save you time and staff wages.

Adviceon.com Has The Edge With Financial Content

Many people are offering to build a quick website today. What is the difference when you hire Adviceon.com?

Adviceon.com offers marketing tools that help create repeat business: by increasing a client’s interest to buy new financial products to protect, create and manage wealth. “You reap what you sow”. By sowing informative seed, that offers creative financial solutions, you will grow your business through online marketing.

We don’t simply build websites; we build client trust through the use of educational materials online. A financial website without content is a hoax offered by many nerds who pose as website specialists; yet have had no experience in the financial world selling. The majority of websites look fancy but sow no intelligent seed.

To top off the deception, they charge rates that are quite high for no copyright data. We think this duplicated template website system is highway robbery. Everyone buying such a site pays for zero content on a monthly basis. We have a better solution!

We build trust as we help you educate your clients.

Here is what a Financial Advisor should look for:

1) Financial content designed to help market financial planning concepts, not products; written by professionals who understand your business.

2) Financial E-News that can be delivered via campaign software and tracked. These E-News should be written and edited by people with a long track record of publishing for Finance with empowerment online.

3) SEO strategies to get your business known on the Internet.

4) Compliant content of educative material, not just approval by a compliance department for a website shell with no content. Many sites simply cherry-pick from home office sites or newspaper articles to create an appearance of having published content of value.

SEO – Watch for blog posts here, indicating how to establish your presence on the Internet.