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New Articles, Videos, And Tweets For Advisors To Send Clients Cover The January Swoon

New content for your clients about the bear run on Wall Street is available now.


The Quarterly Market Summary (QMS), which economist Fritz Meyer and I write collaboratively, reviews the market and economic news of the past quarter, 12 months, and five years, is now available. The content can be purchased by advisors in PowerPoint presentations with scripts, email newsletters without websites, email newsletters integrated advisor websites or in a continually updated advisor video library, here are the details:  


Slide Presentations For Advisors.

It’s a record-breaking 56-slide presentation for advisors. QMS has always been just 20 slides, but our ability to produce content at Advisor Products has expanded. I’m kind of mystified myself at how much more text, graphics and videos Advisor Products is cranking out.

Advisor Marketing Team

We now have a team of video editors and voice talent working for us. I have an amazing team that helps me manage them our team of video editors. It allows me to focus on creative, fun stuff and not do the drudge work. Explaining Modern Portfolio Theory by showing a cyclist in the mountains versus flat path and putting bulls and bears on Wall Street — that’s work I love to do. And I now have a team of video editors to do the tedious job of synching video with the audio and producing the finished videos once I script them out and illustrate them. I am free to make more content, and that’s why we tripled the number of slides in QMS.

Graphics For Advisors

More of the content Advisor Products produces is graphical. For example, QMS used to be just Fritz’s slides and a script. Now, we’ve added additional graphics to make the content better for presentations as well as more versatile for use on the Web.


Quality Advisor-Client Content

Advisors tell me that they use QMS in client meetings as well as webinars and seminars. You can also use QMS to create blog posts and newsletter articles. You don’t need to use all of the graphics. Just pick the ones you like. Don’t forget to give a disclosure saying the content was researched by independent economist Fritz Meyer and veteran financial reporter. People don’t care of you don’t write it yourself. They just want good information. If you have the good sense to send content of substance instead of the usual library articles or vague news coverage with no economic viewpoint or investment philosophy. Yeah, that’s right, we share your values if you are a fiduciary, aiming to provide a low-cost core portfolio based on Modern Portfolio Theory and economic fundamentals. If you like the brand of financial planning Robert Keebler talks about every month on A4A, then your marketing content can be aligned with your business values and training. Our target market are professionals: CFPs, CFAs, CPAs, CIMAs, CPWAs, ChFCs, CLUs, EAs, and financial advice professionals.


SEO For Advisors

If you use QMS text in blog posts, we strongly suggest you edit it and change the words to include your local keywords. If a few QMS users publish the same identical text, Google will know it and could penalize you with a lower ranking. Adding your local keywords and changing the wording to make the text sound like you should take no more than 15 or 20 minutes. It will improve your search engine ranking dramatically. Not doing this makes publishing content virtually worthless. Yet I see advisors doing just that all the time. It’s crazy how naïve advisors are at Web marketing. The stories I could tell.

Advisor Marketing Videos

You can also use the text and graphics in QMS to make videos by recording your screen in any number of ways. However, a better and less expensive solution is Advisor Video Library (AVL). 


Static images, like the one of the earth, are actually video clips. The still image in the PowerPoint (PPTX) file is actually a single frame from a video clip. It starts with the earth zoomed in and zooms out to reveal the entire galaxy. You narrate the script as the earth grows smaller, saying: “After the worst start to the year in stocks ever, the stock market plunged a couple of days again this week. We’re here to help you put the volatility in proper perspective.”


Advisors Need Content Fast

AVL is also less expensive and will make it easier to respond faster to market news and events. Rather than producing a recording and posting it to YouTube, you are better off with AVL, which automatically syncs your voiceover recorded over the phone or in MP3s with a video, and then automatically posts new videos to your YouTube channel and auto-posts it to an email newsletter subscription to Constant Contact allowing you to send emails to up to 1,000 contacts and run analytics on them. You can see what people click on and this email newsletter is designed to measure clicks advisors care about.

Financial Advisor Marketing Engine

If you want to really do things right, the best advisor marketing solution we offer is Financial Advisor Marketing Engine. FAME includes the Advisor Video Library and a weekly email update newsletter automatically giving you all of our updates. When the market declines 10%, that same week content is sent to your contacts analyzing events from a perspective that only can be provided by thought-leaders, like Fritz Meyer, Dr. Craig Israelsen, Shehriyar Antia, and Robert Keebler, CPA/PFS, when history-making event are unfolding. FAME integrates everything discussed above with a website and extraordinary content management tools for advisors. Our content rotator slideshow on your home page dynamically displays new articles and images from your blog and our content, changing the look of your home page two or three times a week. It uses widgets advisors can configure and place on every page of your site.

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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.

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