Advisor Blog

Advisor Marketing Is An Oxymoron To Fiduciaries

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Financial advisor marketing is oxymoronic. Like jumbo shrimp, mini-strokes, and private clubs, it is not the way a fiduciary should approach external communications using modern tools. For private wealth advisors, a better way is to educate clients continually.

Financial consumers are bombarded constantly by ideas diverting them from the personal tax and financial planning strategy carefully crafted by you, the professional advice you authored to build a sustainable low-expense core portfolio and keep them in front of opportunities and pitfalls amid the first reversal in federal tax policy since the election of Ronald Reagan in 1980.  

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222 Hits

Advisor Marketing Dashboard Adds A Downloadable Content Option

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Whether you need a comprehensive content marketing dashboard to manage a private wealth advisory's external communications or just a monthly subscription to a thought leadership article you can download into Word weekly, Advisor Products Inc. (API) has a solution. 

Integrated Marketing Solutions. API's marketing dashboard is a comprehensive content management system for private wealth advisors. Websites, newsletters, and social network posts are integrated with API content, automating marketing tasks for professional financial services firms.        

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163 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

Last-Minute Tax Alerts Indicate Advisor Marketing Is Dead

The final year-end tax alerts for clients of CPA/PFS, CFP, CIMA, CFA, and other financial professionals are ready for Advisor Products subscribers to email. So are related videos, articles, scripts, and animated GIFs to share with clients and everyone you know. Here's a three-minute video about how to do that, if you're a subscriber to FAME 3.0 (Financial Advisor Marketing Engine).

Of all the tax reform Acts I’ve covered since TEFRA 35 years ago, this one was the most fun — not just because of the drama staged in the Capitol but also because of the pioneering work powered by our all-star team.   Here's the story in a nutshell.

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7093 Hits

Build Advisor Websites Tutorials

Build Advisor Websites is our new easy to use platform.

This series of videos tell you about Build Advisor Websites in 11 tutorials, averaging just over a minute in length.

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5962 Hits

Breaking News Coverage Is Crucial To Advisors

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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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6427 Hits

BuildAdvisorWebsites: Easy, Inexpensive And Comprehensive

BuildAdvisorWebsites.com is a new platform that enables you create your own website in minutes for an advisory business. It's like WIX, GoDaddy, and other DIY apps for building your own website. But what makes BuildAdvisorWebsites different from other do-it-yourself marketing websites is its integrated suite of tools for financial professionals.

Build Advisor Websites integrates a consumer education system with a stream of videos, email newsletters, and calls to action for clients and prospects. The consumer education content is based on accredited continuing professional education programming. BuildAdvisorWebsites also enables a client portal with feeds integrated from CRM, portfolio management software and financial planning systems used by advisors.

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7090 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

Advisor Video Library Free Trial

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Advisor Video Library gives you a library of timely videos that you narrate. You read a FINRA-reviewed script we’ve written and record your voice reading using your telephone with our simple online app. Your voiceover is inserted in an educational video.

Using proprietary technology, your voice personalizes videos, and it’s really easy to do.

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7040 Hits

Seeking Beta Testers For Advisor Video Library

Advisor Products has released a beta version of Advisor Video Library, an online app that makes it easy for any advisor to provide FINRA-reviewed videos personalized with their voice and branding.

The 15 timely videos we've added to the Advisor Video Library feature graphics and scripts created by Advisor Products. You record a voiceover using our proprietary app. It's automatically embedded in the video, along with your logo, contact information and a map of your local area.  You can post the videos on your YouTube channel (or we can do that for you).

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6828 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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