BAW - Using Pre-Existing Articles

Introduction

1) Advisor Products creates articles and content that you can use on your website. You can set up your website to display the articles that you want, where you want them.

 

2) You can find article pages in the navigation menu under "Resources".

 

Featured news - publishing articles to your website

1) On the "Featured News" page, it displays the most recent weekly update.

 

2) At the bottom there are links to other articles.

 

3) To select which articles are available on this page, click on "Articles".

 

4) A list of all the articles appears.

 

5) If you click the "Weekly Update" tab, a list of all the updates we create weekly for you appears. It's worth noting that these lists are updated automatically when a new article or update is created.

 

6) To select which articles appear on the page, you need to set the articles you want to display to "Published", and the articles that you don't want to display to "Unpublished".

 

7) The icons down the right indicate whether the article is published or unpublished – the green ones are published, and the red ones are unpublished.

 

8) First, click "Select All".

 

9) Then click "Unpublish".

 

10) All the articles are now unpublished.

 

11) De-select all the articles, and just select the ones you want to display by checking the boxes next to them.

 

 

12) When finished, click "Publish".

 

13) You'll notice that the icons have changed for the articles you chose to publish.

 

14) The same process works for the Weekly Updates.

 

 

15) On the website, it will now display the most recent Weekly Update you selected.

 

16) Other articles you selected are displayed at the bottom.

 

17) If you turn off all the weekly updates, then the most recent article will display on the page.

 

Financial briefs

1) On the "Financial Briefs" page, you'll see short articles written on particular topics.

 

2) You'll find links to other briefs at the bottom of this page.

 

3) To select the financial briefs to display, it's the same process as with Featured News. Click on "Articles".

 

4) Click on "Financial Briefs".

 

5) You'll see a list of all the briefs that are available to you.

 

6) Select all of the briefs and unpublish them.

 

7) Select the ones that you want to display by checking the boxes next to them.

 

8) Click on "Publish".

 

9) You'll see that these are now published – the icons have changed.

 

10) On the webpage, the top brief that was selected has been published and the three other briefs that were selected display as links.

 

Article widgets

1) Links to the articles on your site are also available in different widgets.

 

2) This widget lists the topics of the articles that you've selected for your site. The number indicates the number of available articles for that topic, and clicking a topic displays the articles for that topic.

 

3) This widget is automatically set up for you. To edit it, click "Edit Widget".

 

4) Use the drop down menu to choose to display "Featured News", "Financial Briefs", or both.

 

5) Choose your option and click "Save".

 

6) The widget has changed to only display financial briefs - the option selected.

 

7) This "Weekly Update" module rotates between different weekly updates that you've made available on your site. If you've only selected five, it'll rotate between those five.

 

8) This widget shows the headlines and a few characters of the news articles that are published.

 

9) Click "Edit Widget" to edit this widget.

 

10) It is possible to display a different number of articles and a different number of characters under each headline for those articles.

 

11) Just change the fields to the number of posts and character you want to display. This example shows 3 posts and 30 characters of each post.

 

12) To confirm, click "Save".

 

13) 3 articles now feature in the widget, and there are more characters under each headline.

 

Articles of interest

1) The last link to articles in the navigation menu is "Articles of Interest".

 

2) This page is populated by articles available at external links. These are articles that your clients might find interesting.

 

3) If you don't want to display this page, for example if you want your clients to stay on your website and read the articles and the content that are available on your site, then it is possible to unpublish this page.

 

4) Click on the icon "Edit Name" next to "Articles of Interest".

 

5) Uncheck the box next to "Publish".

 

6) Then click on "Save Info".

 

7) You'll see that the page no longer displays in the navigation menu. If you change your mind, you can turn it back on again.

 

 

Video Tutorial

 

Questions?

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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