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New Marketing Campaign For Independent Advisors Takes on Wall Street

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Here’s a one-minute clip from our new Video For Independent Advisers Who Are  Fiduciaries. It highlights key factors of your unique value proposition in four innovative ways:

  1. Personal Narration. Using a Web app we’ve developed, you narrate a FINRA-reviewed script we provide. The words are displayed slide by slide and you record using your computer microphone.
  2. Fritz Meyer Research.  The video reports on research independent economist Fritz Meyer, who has documented the track record of Wall Street’s top strategists from 2007 to 2014, as published in Barron’s annually in the venerable weekly’s “Outlook” cover story. According to Meyer, a former investment strategist at one of the world’s largest investment companies, any investor who followed the consensus advice of the Barron’s Wall Street strategists’ industry-sector picks annually would have performed disastrously relative to buying and holding the S&P 500.
  3. Fiduciary. The video explains the benefits of working with a fiduciary.
  4. Powerful Video. Economic research lends its to graphical display, and this video includes graphical cues inserted to make the information easy to understand. While you explain your fiduciary obligations, an aerial view pans New York Harbor at night for a 360s° close-up of the Statue of Liberty. While you narrate a script contrasting your practice with a Wall Street’s broker's, viewers see the skeletal remains of the head of a bull amid the scorched earth of Death Valley, California.

For a fiduciary, this video voices a clear response to people who don’t know how you are different from Wall Street’s herds. This campaign breaks new ground in independent advisor marketing by making a professional video easy to personalize and distributing it utilizing Advisor Products' email marketing integration with Constant Contact. It equalizes TV ads and media influence of Wall Street.

We're accepting beta testers through March 11 at 12 noon ET. The cost is $400. To beta test it, please email us at This email address is being protected from spambots. You need JavaScript enabled to view it..

Financial Advisor Client Portal System Integrates ...
FINRA-Reviewed Video News Updates Narrated By You

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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.

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