Advisor Blog

Font size: +

Using Your Apps As A Marketing Tool

Having a great client portal doesn’t only make your firm more efficient, it also helps you acquire new clients. When financial advisors buy Client Portals from Advisor Products, they can post two videos to their websites that demonstrate the benefits of these advisor technology platforms to clients and prospects. The videos are free for any financial advisor that purchases an Advisor Products website with AdvisorVault or Client Portals. Having a great client portal doesn’t only make your firm more efficient, it also helps you acquire new clients.

When financial advisors buy Client Portals from Advisor Products, they can post two videos to their websites, "Utilizing Our Firm's Online Vault" and "Benefits Of Our Advisory Firm's Client Portal System."

The videos demonstrate the benefits of these advisor technology platforms to clients and prospects.

The videos are free for any financial advisor that purchases an Advisor Products website with AdvisorVault or Client Portals. Each video is branded with your firm's logo and can be posted to any page of your website.

So prospects visiting your site see that your firm is using this advanced technology. In addition, clients are introduced to these systems in the videos, promoting their adoption.

Financial advisors utilizing AdvisorVault and Client Portals from Advisors Products are also provided with articles that explain the benefits of these systems. Advisors can publish the articles in an email or print newsletter, or on a website, helping your firm stand out from the competition.

AdvisorVault securely stores key client documents like wills, financial plans, insurance policies, tax returns, trust documents, and account statements using 256-bit encryption. Instead of emailing clients documents or storing paper copies in a filing cabinet—inherently insecure practices—advisors can provide clients with on-demand access 24/7 via a secure system.

Advisor Products Client Portals provide a secure personal website for each of your clients, serving as a central hub for managing client relationships. Portals integrate with almost all major financial advisor technology systems—portfolio management, financial planning, and CRM—and include AdvisorVault, a Calendar, a To-Do Manager for assigning clients tasks, and more.

For more information, see these two brief videos on Personal Client Portals and AdvisorVault.
The $27,000 Advisor Website Package: A True Tale
SEO For Financial Advisors Without The Hype

Archive

weekly-signup

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
Please fill the required field.
Please fill the required field.

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.

 

SCHEDULE A DEMO