Our Mission

Our Mission

Advisor Products Inc. has set the standard in marketing for CFP®, CIMA® and CPA/PFS and other professionals since 1996. A world-wide team of writers, web developers, graphic artists, and programmers have worked together for years is led by financial journalist Andrew Gluck. Serving over 1,600 of the nation's leading independent financial advisors, API offers original financial content and automated marketing solutions for web sites, email marketing, social media and public relations.

API content and tools can help clients achieve the following important goals:

  • Expose clients and prospects to your brand message more frequently
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Position you as a market leader by providing helpful content
  • Encourage existing clients to visit the site more frequently
  • Increase number of pages indexed in Google
  • Improve SEO rankings for key terms

Custom Websites

Unlike many other ‘cookie cutter’ financial advisor systems, we build unique, custom-designed websites that differentiate you from your competition. You’ll work with an experienced marketing professional to help you clarify your brand’s strategy, then develop a site that communicates your message clearly and simply. Our team of professional writers will work with you to sharpen your website’s existing content, or even create all new copy for your site, optimizing it for SEO along the way. Powerful call-to-action features help convert visitors into leads, and drip marketing tools help convert leads into clients.

High quality financial news, automatically updated to your site

Our content library provides financial advisors with fresh, high-quality financial news articles that are updated regularly. This content not only provides helpful information for end user clients, it helps assist with ongoing search engine marketing.

Customizable financial videos

Our library features weekly financial videos designed to appeal to a wide variety of clients. Based on news about market trends, these short, informative videos are posted on your website each week via a customized YouTube brand channel that we create for you.

Easy-to-Use blog – easily add original content to your site

Our blog system makes it easy to add original content to your website. Let you clients hear your thoughts on market trends, investment strategies and financial planning tactics. And, if you are stuck for a topic, use one of our thought leader presentations to inspire you.

Email marketing

Email marketing is a great way to reach out to your clients on a regular basis. Build and maintain top-of-mind awareness of your firm by providing them with helpful information in the form of financial news, original blog content and videos. Our easy-to-use system makes it easy to send messages automatically or manually. And, with links back to your website, these emails also assist with search engine optimization.

Social media marketing

Google loves brands with active social media. Our social media marketing tools connect our content and yours to your LinkedIn, Facebook and Twitter pages to easily feed your social media pages with regular posts.



Webinars rank as one of the best tools for modern day marketing. They give financial advisors the chance to demonstrate their knowledge to a live audience, and to additional prospects via ‘replays’ on websites, email and social media. Put our deep experience in creating webinars to work for you. We can work with you to script your presentation, create custom slides, publicize your webinar, send invitations, and help you follow up with attendees.

Digital Advertising

Online advertising has proven to be extremely profitable both for small and large financial advisor practices. Google Ads get you in front of customers when they’re searching for businesses like yours on Google Search and Maps. Facebook Advertising helps you find new customers with powerful local targeting. Boost event registrations, drive conversions, or promote content with personalized messages delivered to prospects with LinkedIn advertising.

Public Relations

One of the best ways to introduce your business to new potential customers is via public relations. We can help build your exposure and credibility with your target market via a targeted digital PR campaign. Whether you need simple press releases, feature stories, or interviews, our experienced marketing professionals can help.


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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Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.