Advisor Blog

Explain To Clients Why Their Portfolios Trail The S&P 500

 

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6276 Hits

Quarterly Economic & Investment Report Now Available

Our quarterly economic and market perfromance report is now ready for advisors to download. 

This is a PowerPoint 24 slides and each slide is accompanies by a short article.

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5571 Hits

Quarterly Economic And Market Coverage Starts Tomorrow

With 3Q2015 ending yesterday, subscribers to Advisor Products FA marketing engine (FAME) should look for a flurry of new content release in the next two weeks.

 

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7177 Hits

Covering Investments From A Long-Term Perspective Weekly

While many advisors fear covering markets weekly will train their clients to have a short-term perspective, such fears are misplaced.

Take a look at the update distributed last Friday in email newsletters by hundreds of RIAs to tell their clients what to make of the Fed’s decision to leave rates unchanged last week.

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6838 Hits

Breaking News Coverage Is Crucial To Advisors

Since the 30-minute, 1000-point plunge in the Dow Jones Industrial Average on Monday morning, August 24, A4A and Advisor Products have produced five continuing professional education webinars for financial professionals, plus: a video advisors can narrate, showing seven other emotional plunges that have roiled markets since the beginning of the global financial crisis in September 2007; subscribers to Financial Advisor Marketing Engine (FAME) were provided with two 500-word FINRA-submitted articles, putting the correction in proper context in email newsletters written after the stock market closed and emailed to clients Friday night and early Saturday. Another Friday update will be written this evening, after the market closes.

The collaboration with Fritz Meyer, Craig Israelsen, and other thought leaders has worked like a dream in this period of turbulence. It's a thrill for me to have these incredibly smart people helping me help you.

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6828 Hits

Breaking News, Like Last Week's Market Meltdown, Challenges Advisors

Breaking news, like last Monday’s 1000-point Dow drop, challenges financial professionals to meet client expectations. Many advisors did nothing to communicate with clients and contacts. Some might argue that reacting to every dip sends the wrong message to clients. They are deluding themselves.

Your biggest clients, people in their 60s and 70s, are all watching TV. Most get news from a mobile device. The headlines last week could easily have made a nervous retirement investor fearful.

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6484 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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8473 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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7568 Hits

We're Boosting Advisor Email Campaign Open Rates By 100%

The integration of Advisor Products content with Constant Contact is boosting advisor email campaign open rates by nearly 100% over the average advisor's open rate, according to data from users.

Advisor Products integrates Constant Contact’s email marketing tools and analytics into financial advisor websites, and the first users of the integrated app provided their email “key performance indicators,” which are tracked in Constant Contact.

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7711 Hits

After Working Together For Months, Constant Contact And Advisor Products Announce Strategic Partnership

In mid-February 2014, Tim McNamara, who heads sales at Constant Contact, the world leader in online marketing, called Steve Gordonson, a partner in Advisor Products. Since then, we’ve worked intensely with the leadership team at Constant Contact, including Alec Stern, the sole co-founder of Constant Contact still working at the company.  The partnership establishes a way for advisors to get email campaign open rates nearly 100% higher than the average financial advisor using Constant Contact. [caption id="attachment_1861" align="aligncenter" width="483"]Advisor Products turns professional education content from Advisors4Advisors into email newsletters, enabling optimal use of Constant Contact for list management and analytics.[/caption]

Tim had spent five years in business development and operations at  Schwab and then 10 years as an advisor at UBS, Morgan Stanley and Wachovia.  He's been an internet entrepreneur, having built the nation's first online divorce platform. A year ago, Tim became the head of business development for North America and Latin America at Constant Contact.

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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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  • Expose clients and prospects to your brand message more frequently
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