Advisor Blog

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.

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

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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.

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4580 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.

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6128 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. 

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6625 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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7334 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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5710 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.

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6167 Hits

TD Ameritrade Account Data Widget In Advisor Client Portals

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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.

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10611 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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6692 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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6582 Hits

Facebook Terms of Service Change Interrupts API’s Interface

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Facebook has yet again changed the way it allows applications post to your profile.

The social network has updated its interface and it changed the permissions that allows apps like ours to post content to your profile. Facebook now also requires a review of apps like ours to ensure it meets their terms of use.

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5296 Hits

Redtail Now Integrated In AdvisorVault Client Portal

Redtail CRM, one of the most popular CRM systems financial advisors, was released recently on advisor websites that use the AdvisorVault Client Portal.

Integration of Redtail into advisor client portals increases an advisor’s efficiency enormously. It opens a new channel of communication from your CRM to your clients where none existed before.

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9743 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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How AdvisorVault RoboIA Improves An Advisor's Business

The vast majority of advisor websites are developed with little forethought and rarely vital to the business of a professional. But advisor websites can and should be the most important app in your practice! It is your interface with the outside world!

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6208 Hits

Embracing Robo IAs -- Investment Advisors Building Businesses

Shrill headlines scream fear for roboadvisors, but independent financial professionals must embrace the Web.

We, the people of Advisor Products Inc., are launching a solution automating ongoing financial planning advice supervised by financial professionals — CFPs, CPAs, CIMAs, CPWAs, CFAs, ChFCs, CLUs, and EAs.

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5700 Hits

Financial Advisor Client Portal System Integrates With Redtail CRM

The Financial Advisor Communication System (FACS), a client portal for advisors, now integrates with Redtail CRM.

The integration of Redtail CRM for advisors with the Advisor Products client portal platform enables advisors to scale their businesses and provide better service to clients. When you assign clients tasks from Redtail, it triggers an email to the client telling him to log into his client portal.

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5868 Hits

New Marketing Campaign For Independent Advisors Takes on Wall Street

Here’s a one-minute clip from our new Video For Independent Advisers Who Are  Fiduciaries. It highlights key factors of your unique value proposition in four innovative ways:

  1. Personal Narration. Using a Web app we’ve developed, you narrate a FINRA-reviewed script we provide. The words are displayed slide by slide and you record using your computer microphone.
  2. Fritz Meyer Research.  The video reports on research independent economist Fritz Meyer, who has documented the track record of Wall Street’s top strategists from 2007 to 2014, as published in Barron’s annually in the venerable weekly’s “Outlook” cover story. According to Meyer, a former investment strategist at one of the world’s largest investment companies, any investor who followed the consensus advice of the Barron’s Wall Street strategists’ industry-sector picks annually would have performed disastrously relative to buying and holding the S&P 500.
  3. Fiduciary. The video explains the benefits of working with a fiduciary.
  4. Powerful Video. Economic research lends its to graphical display, and this video includes graphical cues inserted to make the information easy to understand. While you explain your fiduciary obligations, an aerial view pans New York Harbor at night for a 360s° close-up of the Statue of Liberty. While you narrate a script contrasting your practice with a Wall Street’s broker's, viewers see the skeletal remains of the head of a bull amid the scorched earth of Death Valley, California.

For a fiduciary, this video voices a clear response to people who don’t know how you are different from Wall Street’s herds. This campaign breaks new ground in independent advisor marketing by making a professional video easy to personalize and distributing it utilizing Advisor Products' email marketing integration with Constant Contact. It equalizes TV ads and media influence of Wall Street.

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5653 Hits

FINRA-Reviewed Video News Updates Narrated By You

Advisor Products and Constant Contact are now powering video email newsletter campaigns for advisors with educational FINRA-reviewed scripts and slides derived from economist Fritz Meyer’s research. For $400 a quarter (one-year commitment), API-CTCT will:

  • Provide you a three-minute FINRA-reviewed video script
  • Record you over the phone reading the script
  • Add your narration to graphic investment news update videos
  • Post your video to your YouTube Channel
  • Write a 300 world article about the economy related to the video
  • Layout article, embed your video, and post it to your blog
  • Write, design, and brand an email campaign featuring your video
  • Upload your contact list to Constant Contact
  • Send the email campaign to your contact list
  • Review your analytics with you to improve results every quarter

 

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5445 Hits

Client Portals In AdvisorVault

The main components of a powerful new client portal for financial professionals is now live on production servers. It's integrated with:

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7842 Hits

Update On Constant Contact – Advisor Products Partnership

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Constant Contact (CTCT), a world leader in online marketing tools, shared a booth with Advisor Products at Schwab IMPACT 2014, and we used the occasion to launch a concierge marketing service for financial advisors.

From the left to right: Steve Gordonson, CTO of Advisor Products since 1997; Trevor Moore, a financial advisor marketing consultant at API; Tim McNamara, head of sales for North America and Europe at Constant Contact; and Mindy Cohen, a Constant Contact specialist in financial advisor marketing.

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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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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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