Advisor Blog

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.

Continue reading
  5533 Hits
5533 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.

Continue reading
  5828 Hits
5828 Hits

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

Click to enlage

 

Continue reading
  5656 Hits
5656 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.

Continue reading
  5408 Hits
5408 Hits

Quarterly Economic And Market Coverage Starts Tomorrow

b2ap3_thumbnail_Yellen-Story-In-Content-Rotator.png

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.

 

Continue reading
  6547 Hits
6547 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.

Continue reading
  6243 Hits
6243 Hits

Breaking News Coverage Is Crucial To Advisors

b2ap3_thumbnail_email-newsletter-table.png

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.

Continue reading
  6215 Hits
6215 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.

Continue reading
  6876 Hits
6876 Hits

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

b2ap3_thumbnail_PanicProtectionExample-MajorDips.png

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.

Continue reading
  5907 Hits
5907 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.

Continue reading
  7088 Hits
7088 Hits

Guaging Client Fear

Guaging Client Fear

A quarter of advisors say they’ve not had a single question from their clients about the precipitous market plunge, but 45% say 1% to 3% have expressed concern to them about it and 15% of advisors polled say 5% or more of their client base  has expressed concern to them about the plunge.

Continue reading
  6351 Hits
6351 Hits

Fritz Meyer On Market Turmoil Today; Dr. Craig Israelsen Tomorrow

b2ap3_thumbnail_Meyer-Israelsen.png

For the latest news on the stock market plunge from Fritz Meyer’s point of view and a reminder of what’s important to tell clients now, please join us today for this special session today at 530 E.T. Fritz Meyer will share his wisdom and experience having been through a few days like this before.


And please also join us tomorrow at 4 p.m. ET when Dr. Craig Israelsen will tell you why this correction was about as surprising as a hurricane hitting North Carolina. Craig Israelsen is one of the most published academics on index investing and asset allocation. His research on Modern Portfolio Theory provides the backbone for a professional practice for fiduciaries.

Continue reading
  4805 Hits
4805 Hits

Shareholders Service Group, RIA Custodian For New And Small RIAs, Partners With Advisor Products

Shareholders Service Group, a custodian to newly-formed and small RIAs, has partnered with Advisor Products, providing  SSG’s 1,500 RIAs with a source of advisor websites and client portals for external communications.

SSG’s high proportion of “emerging RIAs” and younger advisors, are a good fit for Advisors Products. While any advisor who wants to use the most modern tools and techniques could easily use our solutions, Advisor Products tools are well-suited to a tech-savvy advisors, who often are younger than the average advisor.

Continue reading
  6432 Hits
6432 Hits

AdvisorVault Client Portal Content Widget

AdvisorVault Client Portal's content widget is live! It enables advisors to stream financial planning content and their latest blog post alongside reports from seven portfolio performance systems, MoneyGuide Pro and Redtail CRM.

Advisors can personalize the content stream to each individual client. Retirees, pre-retirees, and business owners can see content focused on their personal financial issues.  We aim to change investor behavior by providing education content supporting fiduciaries at crucial moments. 

Continue reading
  6909 Hits
6909 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.

Continue reading
  7728 Hits
7728 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.

 

Continue reading
  5953 Hits
5953 Hits

Interactive Brokers Names Advisor Products To Preferred Providers List


Interactive Brokers LLC, which provides trade execution and clearing services to advisors, recently named Advisor Products to its list of preferred providers for advisors. Interactive is known for its low its prices on trading.

  6380 Hits
6380 Hits

TD Ameritrade Account Data Widget In Advisor Client Portals

b2ap3_thumbnail_TDAI-Interface_20150617-013106_1.png

A widget displaying account data from TD Ameritrade Institutional’s VeoOne Platform is now available in the AdvisorVault Client Portal.

Using TD Ameritrade Data Intelligently

Instead of providing a link on your website where clients log into TD Ameritrade Institutional’s advisor-client website to see account values, clients log in to your website’s client dashboard. It’s a client portal designed expressly to help advisors collaborate with clients.

Continue reading
  11471 Hits
11471 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.

Continue reading
  6938 Hits
6938 Hits

Advisor Video Library Free Trial

b2ap3_thumbnail_infoatadvisorproducts.png

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.

Continue reading
  6825 Hits
6825 Hits

Archive

weekly-signup

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
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.

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.

 

SCHEDULE A DEMO