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.
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| 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.
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| 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/li>
- Embedding a Twitter widget in your website
- Integrating your CRM with client portals
- Obtaining CFP CE credit on webinar replays
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| 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
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| 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.
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| 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)
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
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| 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
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| 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.
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| 08/12/2009 |
Streamline Reporting With PortfolioCenter® And An Update From Advisor Products
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| 07/08/2009 |
Email Archiving, Instant Messaging, and Advanced Online Marketing
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| 06/10/2009 |
Integrating Your Website, CRM & Financial Planning Systems
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| 05/13/2009 |
Nine Ways To Cut Costs Now
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| 04/15/2009 |
Smart Marketing For Tough Times
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