Advisor Blog

Within Hours Of 3.6% Brexit Plunge, Advisor Websites Were Updated And Email Newsletters Sent


In a panic or poltical crisis, the immediacy of your message to clients is as important as the message itself.

By 8:15 p.m. ET, Friday, June 24, after Brexit knocked U.S. stocks for a 3.6% loss for the day, our advisor websites we host were updated with new content.

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1603 Hits

Marketing Videos For Financial Professionals

Economist Fritz Meyer, Andy Gluck, and the Advisor Products team created this video about the Federal Reserve Board's press conference last week. Fed chair Janet Yellen's transparency in leading the Fed is highlighted and, with July Fourth coming up, those serving our great nation are saluted.

You can send a new video every week. We post it on your firm's YouTube channel and send it in an email to your contact list. The video is submitted to FINRA and embedded on a page on your website. It's also a "widget" on your website and used in SEO lead-generation.  


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4771 Hits

Advisor Website Widgets In A Platform For Frugal Fiduciaries


I’ve been developing advisor websites for 20 years and it’s led me to making widgets for advisors.

Widgets for advisors are web marketing apps for advisors. They’re highlighted in red boxes in this image.

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5082 Hits

Croesus Partners With Advisor Products To Offer A Client Vault With Its Portfolio Management Software


Montreal, Quebec, May 11, 2016 – Croesus, a leading provider of wealth management solutions, has integrated with AdvisorVault from Advisor Products. Investment advisors can now distribute portfolio performance reports to all their clients daily in a fully automated process.

AdvisorVault provides a personalized and graphically rich interactive client portal. Advisors can securely post documents in private folders for clients with high encryption behind multiple firewalls. Integrations with advisor websites and professional apps have made it a leading client portal solution in the industry.

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6828 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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8822 Hits

Highlights Of Our Latest Advisor Videos

After starting the year with an 11% plunge, the Standard & Poor's 500 has gained more than 7.4% in the past month.

Here are highlights from three of the videos we made available in the last few weeks in our adsvisor video library.

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5405 Hits

Advisor Chat Service Eliminates RoboAdvisor Threat


Disarming the threat of roboadvisors to independent financial professionals, Advisor Products is integrating a chat application into advisor websites -- those we host and those we do not.

The Case For Chat On Advisor Websites

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7901 Hits

The Holy Grail Of Advisor Websites And Email Newsletters Is Here

Advisor Products now enables advisors to edit articles we write for advisor websites and email newsletters onscreen. We're giving you financial journalism that you can edit onscreen on the fly whenever major financial news breaks. It's a financial advisor news service you can customize to your needs.

 

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7133 Hits

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.

 

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5630 Hits

Fighting Advisor Marketing Misperceptions, One Advisor At A Time


An advisor last week told me sending a weekly email to clients is a bad idea. “It sends a bad message by focusing on short-term news,” he said.

I understand why he said that, but then showed him why he was wrong.

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6640 Hits

Covering The San Bernardino Terror Attack In Last Week's Client Update


At about 4 p.m. ET last Friday — 48 hours after the attack in San Bernardino — the FBI called the fatal shooting of 14 people an act of terror. Suddenly, performance of the stock market after the attack was a compelling story.

Immediately after the attack, late Wednesday afternoon, stocks prices fell, and they dropped again on Thursday. On Friday, however, by the end of trading, stocks had recouped those losses.

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6317 Hits

Video: Jim Cramer Actually Said That Some Traders Knew In Advance Of Paris Attacks

On the Monday morning following the Friday, November 13, terrorist attacks in Paris, Jim Cramer said on TV that some traders appeared to have had knowledge in advance of the terrorist plots that killed at least 130. Cramer, in spinning his consipracy theory, exposes the true character of his coverage.   

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6454 Hits

New Advisor Video Charts Terrorism Versus S&P 500

This video is the right message at the right time. It went out to tens of thousands of advisor clients tonight in email newsletters. 

Advisor Products is helping the clients of financial professionals.

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5088 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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6904 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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5506 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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5438 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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5724 Hits

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

Click to enlage

 

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5541 Hits

Embed Our Videos On Any Website


Now you can embed our educational videos for clients and prospects on any website, hosted anywhere.

You can record your voice using your telephone and reading the script displayed in your browser, or by recording the script and creating MP3 files that you will upload to the server. And putting your voice on the video is not something you want to bother with, you can choose not to record your voice and use the audio from our professional voiceover talent.

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5292 Hits

Quarterly Economic And Market Coverage Starts Tomorrow

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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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6437 Hits

Archive

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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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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.

 

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