Advisor Blog

A Crucial Investment Lesson Advisors Must Teach Clients

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The commemoration of 9/11 and pullout of U.S. troops from Afghanistan marked the passing of 20 difficult years.  Historians will debate the lessons to be drawn from this tumultuous time for decades to come. For investors, however, a crucial investment lesson to be drawn is clear:  In the past 20 years, amid the tumult and difficulties, broadly diversifying paid off, and quite convincingly at that!

 

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257 Hits

RIA Marketing Using A Long Lens Of History

lens-mose_20210128-005400_1 It takes a professional viewpoint to present today's news from an historical perspective.

Consumers are shown why it is crucially important to view financial news through a long lens of history in this 90-second video.

It not only tells investors about the value of a professional who knows history, but it also demonstrates it.

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265 Hits

Lifeboat Drill As A Titanic Metaphor For UHNWIs


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2043 Hits

Improving On Rule No. 1 Of Advisor Marketing: Fed Case Study


 

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2219 Hits

3Q2019 Ended Well; Did You Tell Anyone?


A day after third quarter 2019 ended on Tuesday, October 1, the video below was posted to advisor YouTube channels that we create and embed in advisor websites, advisor newsletters, and tweets for advisors. It's automatically posted with branding on advisor websites. 

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2265 Hits

Tectonic Shift


Negative interest rates in Europe are a new and unprecedented financial economic condition advisors must suddenly navigate. 

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2689 Hits

Fritz Meyer Was Right About Earnings


Two months ago, economist Fritz Meyer began using the phrase, "upward revisions to accelerating earnings," to describe the outlook for profits. The new tax law, he said, would gradually add eight percentage points to 2018 earnings growth on the S&P 500. 

Since Fritz first made this observation in late December, earnings forecasts tracked by Thomson Reuters I/B/E/S have been ratcheting higher fairly steadily. For weeks, advisors subscribing to our website platform have benefited from a weekly financial news stream with updaties on the unfolding earnings surge. Clients and contacts saw it in emails, videos, articles, tweets, scripts and animated GIFs, all of which are customized personally. 

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7739 Hits

2017 Year-End Tax Planning Videos For Advisor Clients


Details of a proposed $1.5 trillion tax cut package are expected Wednesday, according to the White House.

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6738 Hits

The Best Advisor Websites To Automate Client Engagement


Eighty-percent of advisors want to spend no time updating their website, but they still want a dynamic, engaging and cool presence online.

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6907 Hits

Yes, Canned Content For Advisors Can Be Uncanned


 

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7128 Hits

Illustrating A Client's Risk Of Outliving Their Money

Dr. Craig Israelsen, one of the nation's foremost experts on implementing low-cost potfolios based on Modern Portfolio Theory, has begun contributng his research to advisors through the Advisor Products video library.

The first video uses a new data visulaization method to illustrate the risk of running out of money in retirement. 

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9129 Hits

Start 2016 With A Free Advisor Video To Grow Your Practice

 

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7043 Hits

Explaining Modern Portfolio Theory To Advisor Clients In Pictures, Words, And Music

If you manage assets in diversified portfolios, your clients’ portfolios are probably trailing the S&P 500. Since the financial press reports on performance of the S&P 500, clients usually expect your advice to keep pace with the S&P 500, and you may not be meeting their expectations. Prudent financial professionals who rely on Modern Portfolio Theory are vulnerable to advisors peddling far less prudent advice.  

This video is what Advisor Products is doing to help professionals who doing the right thing to communicate about this issue effectively and inexpensively using modern Internet tools.

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7238 Hits

How To Embed A Stream Of Advisor Videos In Any Advisor Website

With Advisor Video Library (AVL), financial advisors can post videos to ANY website.

The Advisor Video Library gives you a library of 15 FINRA-reviewed videos quarterly. You can narrate them using AVL or skip the narration and use the voiceover we provide. The content of these videos is uncommonly intelligent.

I mentioned in a recent blog entry that you can now post these FINRA-reviewed videos to any website and they will be automatically updated once you copy and paste an embed script on your blog or any web page. 

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5837 Hits

New Advisor Video Explains Why Prudent Investors Trail S&P 500

Five new videos are now available for this quarter's edition of Advisor Video Library, including the one below, which explains why cilents should not expect diversified portfolios you provide to perform as well as the S&P 500.

While the video is only a minute and twenty-seconds in length, it communicates a lesson that clients need to be reminded of frequently, a lesson critical to client retention and keeping investors diversfied over the long run.

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5727 Hits

Automated Distribution Of Advisor-Narrated Videos


Advisor Video Library (AVL) is an online video platform built for financial professionals to find new clients and maintain relationships. Here’s how it works.

You Narrate Our Videos. Read a FINRA-reviewed script over the phone and our app synchronizes our videos with your voice.

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6014 Hits

Panic Protection For Financial Professionals

Putting your voice on this video is easy and inexpensive with Advisor Video Library, and it gives financial professionals Panic Protection Coverage.

Panic Protection Coverage is like an insurance policy for an investment advisor. We guarantee that, during market plunges, we will give you coverage from our experts in long-term investment wisdom.

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7323 Hits

The Best Advisor Videos In The Financial Services Industry

Advisor videos we're offering are totally different from anything else in the industry. Look at the 35-second video below, which is one of the 15 new FINRA-reviewed videos made available recently.

Making a video is hard, time-consuming and can be expensive. I've seen advisors more than once who are smart, articulate, and animated get in front of a camera and freeze.

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8037 Hits

Advisor Marketing Video Addresses Bubble Fears

A new batch of about 15 videos are available in the Advisor Video Library and this one addresses fears of another stock market bubble.

 

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6154 Hits

Do You Manage Location Of Assets? Tell People!

If you optimize the location of client assets, you are different from the vast majority of advisors. Here's a way to explain that, literally, in your own voice.

The video illustrates complex ideas differentiating advisors who optimize portfolios for taxation. Posting this video in your own voice on YouTube and embedding it in a blog post on your website, or on a static marketing page on your website, concisely shows the value of your advice 24/7 in three minutes.

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7144 Hits

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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.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
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