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The Quarterly Market Summary (QMS) that Fritz Meyer and Andrew Gluck create collaboratively reviews market and economic news of the past quarter, 12 months, and five years. The difference between this and the $600 a year version of Fritz’s slides is that QMS gives you a script and multiple short presentations. Originally created as a companion to quarterly performance statements, advisors use QMS in client meetings as well as webinars and seminars. You can also use QMS to create blog posts and newsletter articles.  Click for more info.

Requires one year commitment.
$200 per quarter.


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.