Advisor Blog

Fake News Puts Advisors In The Driver Seat


The uproar over fakenews signals a new era that puts advisors who are trusted for authoritative financial news in the driver’s seat.

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4651 Hits

Happy Thanksgiving!


Happy Thanksgiving!

From Advisor Products Worldwide Team Of Turkeys

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4756 Hits

Cheeseheads Rule! Bob Keebler On Paul Ryan's Tax Reform Preferences


In addition to being one of the one of the nation's top educators of legal, tax and financial professionals for over three decades, Robert Keebler, CPA/PFS, is from Green Bay, Wisconsin. 

Paul Ryan, Speaker of the U.S. House of Representatives, and Reince Priebus, President-elect Donald Trump's chief of staff, are also from Milwaukee, and they are local figures to Mr. Keebler.

Point is, Mr. Keebler, one of the nation's top tax policy wonks, has closely followed Mr. Ryan's tax policy preferences for many years, explaining why his analysis seems particularly insightful in this week's video.

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6039 Hits

Client Calls To Ask Advisor If Janet Yellen Is Really Steering The Ship

This week’s video featured news about Janet Yellen at the helm of the U.S. economy. The update explains why Yellen has room to run a high-pressure economy without risking running aground. Check out the shot of Ms. Yellen in this video, which caused a client to call his advisor to ask of that was really the Fed chair steering the ship.

 

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3741 Hits

Denial Of Service Attack "Mitigated," Says Dyn

Dyn, a provider of domain name server services supporting much of the Internet, including many advisor websites hosted by Advisor Products, reported the denial of service attack that disrupted the Internet in the U.S. today, has been "mitigated."     

This was the second time today Dyn said its engineers had mitigated a  distributed denial of service attack. An earlier attack that was reported by Dyn as mitigated was followed a couple of hours later with another attack. 

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3991 Hits

Denial Of Service Attack Disrupts Half The WWW -- And Our Servers


Advisor webites, AdvisorVault and other Web services are experiencing disruption related to an attack on Dyn, a vendor we use for name-server (DNS) resolution. We're not alone.About half the Internet is reportedly affected.

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4019 Hits

Cartoons, Mascots And Financial Advisors


Academic research confirms the efficacy of using cartoons to teach complex topics, like economics.

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5361 Hits

Three New One-Hour Presentations For Advisors Monthly


The Financial Advisor Marketing Engine (FAME) has been improved yet again with the addition of three one-hour slide presentations for advisors every month. Transcripts of two presentations about investing and one about financial planning are available in the Advisor Products Marketing Dashboard.

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6096 Hits

Social Advisor Solutions


We've been doing such advanced work with our content management system, I've given short-shrift to our Social Media Dashboard (SMD) for advisors.

SMD was initially developed and put into production on advisor website in 2013. It's simple.    

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5394 Hits

A Watershed In Building The Best Damn Email Newsletters For Advisors


In the 20-year race to develop software for managing advisor websites and secure communications, Advisor Products has neither been a turtle nor a hare but a beaver, unceasingly building the best damn websites ever offered to advisors.

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6877 Hits

The Joy Of Building The Best Advisor Websites


Advisors are calling me every day now and talking to me like we’ve known each other for years. A CPA financial planner, who manages $600 million in New York City, told me just yesterday that he’s been meaning to hire Advisor Products to build his website since he met me at a conference nearly 20 years ago.

He’s been reading my columns for nearly two decades and likes my ideas. Now, finally, he wants a website, email newsletter and everything else my company provides. It’s been a joy here lately! Admittedly, two decades is a long sales cycle, but I’m making the best advisor websites available anywhere for brilliant entrepreneurs who actually understand and appreciate my work and the Advisor Products team.  

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5357 Hits

"Fritz Meyer Uncensored" Unlocks The Power Of Sharing Investment Wisdom For Advisors


Transcripts of Fritz Meyer’s webinars are now downloadable monthly along with the slides of every class, making it easy for advisors to share timely investment wisdom with clients.

Fritz Meyer is an independent economist. The 1,500 independent professionals who receive continuing education on A4A have consistently rated Fritz’s monthly classes with a 4.7 stars on a five-star rating system and call him a “national treasure.”  Publishing the transcripts unlocks the value of Fritz’s monthly one-hour presentations. Advisors can reword and reuse the transcripts from any of the slides to educate clients and prospects.

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4881 Hits

Advisor Products Turns 21


Mindy, my wife, no longer could bear being at work all day, away from our two- and four-year-old. To leave behind her Wall Street paycheck, I had to earn more than a reporter’s salary. So, in August 1996, I started providing advisor products by writing The Fee-Only Client Newsletter.

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5042 Hits

Advisor Videos For Client Education, Retention And Marketing


This week's video highlights the stock market's reaction in the hours after last week's attack in Munich.

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4575 Hits

Build Advisor Websites Tutorials

Build Advisor Websites is our new easy to use platform.

This series of videos tell you about Build Advisor Websites in 11 tutorials, averaging just over a minute in length.

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5480 Hits

The Best Advisor Presentations For Clients

Since 2010, Fritz Meyer and I have created a quarterly market summary (QMS) for advisors to share with clients.

It took about 15 or 20 quarters turn it into what it is today.

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4452 Hits

Within Hours Of 3.6% Brexit Plunge, Advisor Websites Were Updated And Email Newsletters Sent


In a panic or poltical crisis, the immediacy of your message to clients is as important as the message itself.

By 8:15 p.m. ET, Friday, June 24, after Brexit knocked U.S. stocks for a 3.6% loss for the day, our advisor websites we host were updated with new content.

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1529 Hits

Marketing Videos For Financial Professionals

Economist Fritz Meyer, Andy Gluck, and the Advisor Products team created this video about the Federal Reserve Board's press conference last week. Fed chair Janet Yellen's transparency in leading the Fed is highlighted and, with July Fourth coming up, those serving our great nation are saluted.

You can send a new video every week. We post it on your firm's YouTube channel and send it in an email to your contact list. The video is submitted to FINRA and embedded on a page on your website. It's also a "widget" on your website and used in SEO lead-generation.  


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4710 Hits

Advisor Website Widgets In A Platform For Frugal Fiduciaries


I’ve been developing advisor websites for 20 years and it’s led me to making widgets for advisors.

Widgets for advisors are web marketing apps for advisors. They’re highlighted in red boxes in this image.

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5008 Hits

Croesus Partners With Advisor Products To Offer A Client Vault With Its Portfolio Management Software


Montreal, Quebec, May 11, 2016 – Croesus, a leading provider of wealth management solutions, has integrated with AdvisorVault from Advisor Products. Investment advisors can now distribute portfolio performance reports to all their clients daily in a fully automated process.

AdvisorVault provides a personalized and graphically rich interactive client portal. Advisors can securely post documents in private folders for clients with high encryption behind multiple firewalls. Integrations with advisor websites and professional apps have made it a leading client portal solution in the industry.

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6755 Hits

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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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