Advisor Blog

The Price of FAME (Versus Buying A La Carte)


What price fame? Some pay with their lives; others with integrity. Fortunately, Financial Advisor Marketing Engine (FAME) is relatively affordable. In fact, the cost of FAME is 50% less than buying a la carte.  

If you’re a CFP, CPA, CIMA, ChFC, CLU, EA, CFA or other financial professional, and you want to write a blog every week or produce a quarterly webinar about fundamentals driving your investment advice, independent Fritz Meyer’s monthly slides are just $500 a year; Dr. Craig Israelsen’s monthly lessons asset allocation and diversification are $600 a year.  you’re looking for tax and financial planning presentations, CPA Bob Keebler’s monthly slide presentations are $500 a year. Those are the prices if you buy a la carte.

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5747 Hits

How To Increase RIA AUM Using Email Newsletters


Email newsletters are enjoying a renaissance and remain the most effective marketing tool available to financial advisors.

“Email newsletters, an old-school artifact of the web that was supposed to die along with dial-up connections, are not only still around, but very much on the march,” says media columnist David Carr in  The New York Times. “Bloomberg, Fast Company, The New York Times, Politico and many other news organizations are finding that they can grab attention — and readers — in the inbox.”

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6380 Hits

Email Marketing KPIs For Financial Advisors


Email marketing is the most effective marketing tool available to financial advisors but not all email marketing platforms perform the same. Fortunately, performance measurement of the efficacy of email marketing platforms comes down to a few well-defined key performance indicators—email open-rates, click-throughs, delivery rates, and adoption of campaign-tracking technology.

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  5620 Hits
5620 Hits

How To Reinforce Good Investor Behavior Regularly

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With TV, social media, and financial news portals relentlessly undermining advisor relationships and bombarding investors with a confusing cacophony of wealth management tips, regularly reinforcing good investor behavior is the right thing to do for your clients, and it also happens to be the smart thing to do for yourself.

So we’ve literally made it effortless for advisors to reinforce good behavior once a week. We’ve added a new feature to the weekly update email that allows advisors  to send their contacts a message every Friday at 6 p.m. ET that gently reinforces best practices that are aligned with a financial professional's perspective. The new version of the weekly update includes two links to leading financial news sites, as always, but now the third link in the update is an email campaign integrated with advisor websites.

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  5158 Hits
5158 Hits

Concierge Marketing For Financial Professionals

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Advisor Products and Constant Contact have teamed up to provide financial professionals a concierge marketing service.

  • Outsource all your marketing to pros
  • High-touch, high-tech service
  • Timely educational campaigns monthly
  • Analytics to measure return on every marketing dollar you spend
  • A marketing coach dedicated to your success
  • Executed by a Constant Contact Master Certified Solutions Provider
 
 
Concierge Marketing For Advisors is for you if you can't ever find the time to send an email newsletter. You and your Constant Contact coach design a strategic marketing plan based on your unique strengths. Then, a Constant Contact Master Certified Solutions Provider implements your plan using our integrated content marketing platform. You and your coach refine your list and tag your contacts' based on their "financial focus areas" to craft strategical email campaigns month after month for a year. With Concierge Marketing For Financial Advisors, you get:
  • A marketing plan, calendar, and metrics to determine your success
  • Uploading, segmenting, and completely managing your contact list
  • A monthly professionally crafted email to engage your audience
  • List growth tools designed to reach your audience via multiple channels
  • Sharing through your social media networks
   
  5523 Hits
5523 Hits

Update On Constant Contact – Advisor Products Partnership

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Constant Contact (CTCT), a world leader in online marketing tools, shared a booth with Advisor Products at Schwab IMPACT 2014, and we used the occasion to launch a concierge marketing service for financial advisors.

From the left to right: Steve Gordonson, CTO of Advisor Products since 1997; Trevor Moore, a financial advisor marketing consultant at API; Tim McNamara, head of sales for North America and Europe at Constant Contact; and Mindy Cohen, a Constant Contact specialist in financial advisor marketing.

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  5368 Hits
5368 Hits

FINRA-Reviewed Video News Updates Narrated By You

Advisor Products and Constant Contact are now powering video email newsletter campaigns for advisors with educational FINRA-reviewed scripts and slides derived from economist Fritz Meyer’s research. For $400 a quarter (one-year commitment), API-CTCT will:

  • Provide you a three-minute FINRA-reviewed video script
  • Record you over the phone reading the script
  • Add your narration to graphic investment news update videos
  • Post your video to your YouTube Channel
  • Write a 300 world article about the economy related to the video
  • Layout article, embed your video, and post it to your blog
  • Write, design, and brand an email campaign featuring your video
  • Upload your contact list to Constant Contact
  • Send the email campaign to your contact list
  • Review your analytics with you to improve results every quarter

 

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  5538 Hits
5538 Hits

Financial Advisor Client Portal System Integrates With Redtail CRM

The Financial Advisor Communication System (FACS), a client portal for advisors, now integrates with Redtail CRM.

The integration of Redtail CRM for advisors with the Advisor Products client portal platform enables advisors to scale their businesses and provide better service to clients. When you assign clients tasks from Redtail, it triggers an email to the client telling him to log into his client portal.

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  5979 Hits
5979 Hits

New Financial Advisor Marketing Campaign: Potential Threats To The Bull Market

Advisor Products is about to launch a new email campaign on our financial advisor communication system (FACS).

The campaign implements a reliable Internet marketing technique to provide financial advisors with a marketing funnel. Anecdotally, we know it will increase RIA AUM.

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4733 Hits

Wake Up! And Upgrade Your Advisor Products Website By May 31 To Save $1,600

Please take advantage of this limited-time offer to upgrade your Advisor Products website by May 31. You’ll get a $1,000 discount on developing your website on Financial Advisor Marketing Dashboard, which is Advisor Products’ next-generation version of BackOffice. FAMD integrates with Constant Contact and MaiChimp.


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  5101 Hits
5101 Hits

Last Chance To Upgrade At Huge Savings

We recently released Financial Advisor Marketing Dashboard, our new content management platform for advisor websites, and we are extending a $1,600 discount on upgrading your Advisor Products website through May 31.

Financial Advisor Marketing Dashboard (FAMD) integrates your social networks, email newsletter, blog, and client portal with your website and is a major upgrade over the AdvisorSites BackOffice.

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  5430 Hits
5430 Hits

Answers To Three Important Questions From An Investment Advisor

I received a brilliant message via LinkedIn today from a CFP practitioner and investment advisor considering Advisor Products to develop his RIA’s website. Mike’s message was brilliant for more than its brevity:

My biggest concern about outsourcing our marketing is that:

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6313 Hits

Advisors Who Argue Against Educating Clients About Wealth Management Are Delusional

While Bill Bachrach is a brilliant speaker and marketer, I was always troubled by his assertion that advisors should not regularly send clients and prospects educational information about managing their wealth.

Bachrach, a  columnist at one of the financial advisor trade publications, has helped thousands of advisors in many ways I’m sure. You don’t get to be as popular as he is for no reason. But I’ve always disagreed with this one idea of his. I’ve always believed educational marketing — today called “content marketing” — is a great opportunity for advisors, in addition to being the right thing to do.

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7182 Hits

A Measurable Inbound Marketing Program For Financial Advice Professionals


Of course clients need to know about the tectonics of wealth and retirement. Explaining the U.S. Government’s long-term fiscal outlook is part of your job.

Though some may not care about your articles and videos, making the effort to educate people is the responsible thing to do, and it will bring desired results. I use these techniques myself and that’s why you’re reading this! It’s also why I’ve developed the Financial Advisor Marketing Dashboard

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5591 Hits

Constant Contact And MailChimp Now Integrated With Financial Advisor Content Marketing System


Financial advisors who use Constant Contact or MailChimp can now easily import Advisor Products content into email newsletters. Our Financial Advisor Content Marketing System is now integrated with Constant Contact And MailChimp.

 

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  5373 Hits
5373 Hits

Sensible Social Marketing For Advisors

You don’t need a lot of content. You just need great content.
Crappy content abounds. No one needs more of it. Just make what you say meaningful!
I’ve been focused on doing the “heavy lifting” by creating the content about tax, investing, and technical aspects of wealth management that advisors can provide to UHNWIs. I do the heavy lifting, and you do the easier work —— tweeting pictures of your kids’ graduation or your grandson’s birthday party.
We’ve got it pretty well nailed now. Finally.


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  5220 Hits
5220 Hits

Generating Leads From Advisor Websites

Credibility-building financial content integrated with an inbound marketing module — that’s what advisors need to generate leads, highly-targeted social networking and content marketing campaigns. We do that.


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  5285 Hits
5285 Hits

Free WordPress Plugin For The Financial Advisor Content Marketing System


Using our WordPress plugin for financial advisor websites, you can now add The Financial Advisor Content Marketing System to any WordPress website.

If you’re using an up-to-date version of WordPress (3.6 or higher), you can add The Advisor Content Marketing System to your WordPress website for free.

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  5175 Hits
5175 Hits

Constant Contact And MailChimp Now Integrated With Financial Advisor Content Marketing System


Financial advisors who use Constant Contact or MailChimp can now easily import Advisor Products content into email newsletters. Our Financial Advisor Content Marketing System is now integrated with Constant Contact And MailChimp.

Advisor Products makes educational articles and videos that wealthy investors need to know about. Now, advisors can automatically populate emails newsletters built using Constant Contact or MailChimp with FINRA-reviewed content from Advisor Products.

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  7987 Hits
7987 Hits

Wall Street’s Poor Forecasting Record Is The Focus Of A New Advisor Content Marketing Campaign

Wall Street’s poor track record for forecasting the best and worst industry sectors is the subject of a new content marketing campaign created by Advisor Products for independent financial professionals.

The campaign is based on a study spanning nine years by economist Fritz Meyer, who has meticulously documented the investment results of sector forecasts made annually by 10 top Wall Street strategists in a Barron’s cover story since 2005. Meyer’s research shows how Wall Street’s sector bets have been a dismal failure.

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  5040 Hits
5040 Hits

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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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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.

 

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