MarketingSmart Webinars

To help advisors maximize the services they pay us for and capitalize on marketing opportunities, Advisor Products conducts a monthly webinar about its services.

At these sessions, you’ll learn how to market your advisory firm on the Web and in print. Each session covers a range of topics—from search engine marketing to email newsletters, writing marketing copy for your brochure to integration of client portals with your CRM and portfolio management systems.

Please join Andrew Gluck, CEO of Advisor Products, on the second Wednesday every month for the MarketingSmart Webinar Series.

Upcoming Webinars

Replay Past Webinars

Date	Title/Description	View Replay	Transcript	Download Slides
08/11/2010	AppCrown: An Advisor Version Of Salesforce CRM AppCrown CRM is an advisor overlay of Salesforce.com, which is the world's largest CRM and has more than 2.5 million users. AppCrown integrates a wide array of advisor applications for portfolio management, financial planning, and document imaging with its powerful version of Salesforce for advisors, enabling you to manage tasks, meetings, emails, phone calls, and activities involving your clients, prospects and staff. At this webinar, you’ll learn about AppCrown’s: integration with Advisor Products' Personal Client Portals™ interfaces with clearing firms and custodians portfolio accounting, financial planning, separate account, and document imaging interfaces dashboard for viewing your entire business in one screen ability to convert your data from other advisor CRMs workflow capabilities Guest speaker Ted Tsung is president of AppCrown and a technology innovator, having served as chief technology advisor at Thomson Financial for eight years. Before his work at Thomson Financial, Tsung founded DigiTrade, the first solution enabling institutional firms to trade stocks online.		No Transcript Available
07/14/2010	First Look: Redtail CRM's New Version More than 5,000 advisory firms and 25,000 of their employees use Redtail Technology’s CRM. A low-cost pricing model and integrations with 80 advisor apps makes Redtail a disruptive force in the advisor CRM space. Growth in users has fueled development of a new version, Leapfrog. At this webinar, Redtail CEO Brian McLaughlin will demonstrate key enhancements in the new version. You’ll learn about: Improvements in calendaring New rights and roles features for your staff Advanced workflow management to embed your processes How Redtail is different from its competitors Advantages of a web-based CRM Redtail integration with Advisor Products’ Client Portals		No Transcript Available
06/09/2010	Practical, Affordable, And Easy-To-Execute Marketing Ideas For Independent Advisors If you’re seeking practical, affordable, and easy to execute marketing ideas, please attend this webinar. You’ll learn how to: get a modernized look for your website on a budget write a blog and that gets you noticed format website pages using Advisor Products BackOffice add an event calendar to your website and leverage it Founded in 1996 by veteran financial writer Andrew Gluck, Advisor Products is a leading marketing vendor to independent advisors. Serving 1,800 advisory firms, Advisor Products produces websites, newsletter, brochures, and other client communication materials.		No Transcript Available
05/12/2010	Search Engine Optimization With Advisor Products BackOffice While it’s unlikely anyone is going to hire you to manage their money just because you have a nice website, you nonetheless want your site to show up high in search rankings. Search Engine Optimization (SEO) is important if you want people to easily find you on the Web, and that’s why the Advisor Products website BackOffice platform for managing your website contains valuable SEO tools. At this webinar, you'll learn the basics about how SEO works and how to use SEO tools in Advisor Products BackOffice to boost your site’s rankings. Most important factors affecting a site’s search ranking How marketing copy affects your search rankings Key SEO settings in Advisor Products BackOffice Tracking search results success in Google Analytics		No Transcript Available
04/14/2010	Assembling & Distributing Custom Performance Report Packages To Clients Online Trumpet Inc’s automated document Assemblage™ software electronically customizes, collates, prints, and files reports outputted from your investment management software and other applications. And now it integrates with Advisor Products’ AdvisorVault Online Reporting so you can quickly and seamlessly disseminate the electronic reports to your clients. At this webinar, you’ll learn: The ins and outs of Trumpet Assemblage How Trumpet Assemblage and Advisor Products’ Online Reporting can cut your reporting time in half Which applications integrate with Assemblage How Assemblage can help you cut labor costs, minimize errors, and clear more time for prospecting and client service Guest speaker Jo Day, co-founder and managing partner of Trumpet Inc., oversees a team of workflow designers who have implemented document management systems at hundreds of advisory firms to increase their productivity.		No Transcript Available
03/10/2010	Advanced CRM Features To Improve Your Firm’s Efficiency and Service How can your CRM enable you to measure client profitability? How can your CRM improve your client on-boarding process, reduce your liability exposure, and organize records for regulators? Advisor Products has asked Ebix CRM (formerly EZ Data) to demo its SmartOffice system at this webinar. While little known among RIAs, SmartOffice is used by more than 120,000 advisors, most of whom are affiliated with insurers and BDs. This web-based CRM contains many advanced features. (For instance, it can identify opportunities for you to deepen relationships with existing clients.) SmartOffice is integrated with many advisor applications, including the Advisor Products Client Portal Platform. Speaker Chris Aitkens is senior director of Sales at Pasadena, CA based Ebix CRM (formerly EZ Data Inc.). Ebix Inc. (NASDAQ: EBIX), which acquired EZ Data in October 2009, administers in excess of $100 billion in insurance premiums on its platforms annually.		No Transcript Available
02/10/2010	Five Great Ways To Leverage The Web In this session of the MarketingSmart Webinar Series, you learn about: How FINRA’s new social media guidelines affect you Adding a compliant blog to your website Embedding a Twitter widget in your website Integrating your CRM with client portals Obtaining CFP CE credit on webinar replays		No Transcript Available
01/13/2010	Five Time-Saving Practice Management Solutions In this session of the MarketingSmart Webinar Series, you learn about five time-saving solutions: AdvisorSites Compliance Engine facilitates online marketing and client communication AdvisorVault™ streamlines delivery of paperless quarterly performance reports Online newsletters automatically personalized to each of your clients’ wealth profile Quarterly Market Summary—a professionally written eight-page Word document that you can edit and send to clients with their statements A service that aggregates industry websites to deliver you the most important news about investing, the industry, and technology daily		No Transcript Available
12/09/2009	The Next Level In Wealth Management Marketing In this session, we highlighted ways that advisors can take their marketing efforts to the next level. Brand template emails to notify clients when you post new documents to their secure online document vaults Quickly customize financial videos with your logo and photo to post on any page of your website Leverage our library of hundreds of educational wealth management articles that you can use for e-newsletters, printed newsletters, and your website. Explain complicated planning topics to your clients in easy-to-understand language.		Transcript
11/11/2009	Exchanging Website Links, Creating Brochures, And Integrating Client Communications With CRM Advisor Products highlights services that will help you manage and grow your business, including: Exchanging Website Links – (Jim Voss, Operations Director) Reciprocal links with partners and other advisory firms to improve search engine visibility Managing and promoting link exchanges using the Advisor Products Website Backoffice Creating Custom Brochures – (Barry Weinstein, VP Marketing) How to get marketing copy without hiring a writer How to get customized graphics without hiring a graphic designer How to avoid printing hundreds of brochures you'll never need Integrating Client Communications With Your CRM – (Steve Gordonson, VP Technology) Tasks you track in your CRM are automatically sent to each client's portal Display your value proposition to each client Demo of E-Z Data SmartOffice Integration with Advisor Products Client Portals		Transcript
10/14/2009	Compliance, Operations, And Marketing For Advisors Going Independent An introduction to the key practice management issues you must face when setting up your practice as an independent advisor. required books and records rules the easiest ways to meet compliance responsibilities key strategic operational decisions when starting a firm initial operational processes you must establish selecting practice management software and custodians communication systems for transitioning clients marketing solutions to find new client		Transcript
09/09/2009	A Revolution In Practice Management A new practice management model is emerging that makes advisory firms more scalable and efficient. In this webinar, learn how integration of your firm’s CRM, financial planning, and performance reporting system with a dedicated client portal system can streamline workflows and improve the client experience at your firm. Also learn about how advisorsforadvisors.com, a practice management website and online community for financial advisors can help you improve your business.		Transcript
08/12/2009	Streamline Reporting With PortfolioCenter® And An Update From Advisor Products Back Office Support Service, an industry pioneer in outsourcing of portfolio reporting services, integrates with Advisor Products' AdvisorVault platform. Personal Client Portals is gaining widespread adoption among advisors. Search engine services are expanding with a higher-end package for firms that want to greatly expand their online presence. AdvisorsforAdvisors: a new practice management online community to help you run your business and connect with other advisors		Transcript
07/08/2009	Email Archiving, Instant Messaging, and Advanced Online Marketing Email Hosting, Instant Messaging, and Email and IM Archiving Email Newsletters E-Z Data Integration with Personal Client Portals		Transcript
06/10/2009	Integrating Your Website, CRM & Financial Planning Systems Personal Client Portals Redtail Technology Finance Logix		Transcript
05/13/2009	Nine Ways To Cut Costs Now Advertise and host webinars for prospects Use your website to generate referrals from clients Automate performance reporting online Assign clients To Dos and track their progress online Save thousands on marketing with pre-written copy Meet online with clients and referral sources Securely share documents online Automate compliance review of your firm’s blog Build your brand with API's marketing packages		Transcript
04/15/2009	Smart Marketing For Tough Times Search Engine Optimization And Marketing Advisor Products Automatic Email Newsletters Marketing Videos On Your Website Adding Content To Your Website Using The BackOffice		Transcript