Financial Advisor Marketing & Technology

Marketing & Technology For Independent Financial Advisors

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Archive for March, 2011

How Can A Financial Advisor’s Website Generate Referrals From Attorneys, Accountants And Allied Professionals?

For advisors wise enough to be concerned about security of client data secure and privacy rules, AdvisorVault provides an excellent solution for sharing files with clients. But it enables you and your clients to share files with accountants and attorneys, and that’s really important.

AdvisorVault is a highly specialized file-sharing application created specifically for financial planners, wealth managers, investment consultants, and other financial advisors.

It’s not a document management system (DMS). Those systems lack features advisors needed to share documents with clients. For instance, AdvisorVault is integrated with a messaging system that automatically emails clients when you post a new document, and you can also post documents in batch for all your clients or a group or them and automatically notify them.

AdvisorVault is loaded with features and integrations that make client communications easier, providing a crucial component to an advisor’s online advice platform for clients.

In addition, AdvisorVault enables collaboration with attorneys, accountants, consultants, and other allied professionals. You can share a client’s entire vault with an attorney or accountant, or you can limit access to a single folder or a single file.

Your clients have a “Manage Professionals” feature in their vaults. When clients fill in the name and email address of their lawyer or accountant, it triggers an email to you requesting that you grant access to that professional to the client’s vault.  

AdvisorVault’s collaboration features thus make your website the hub for clients to manage all of their advice professionals.

Meanwhile, in the course of sharing information via AdvisorVault, you communicate build a new network of attorneys, accountants, consultants, and other professionals that can result in referrals.

Most advisors are jury-rigging systems for sharing documents with clients and allied professionals, or just ignoring privacy rules. However, security and privacy is likely to be an issue of interest to regulators in the months ahead, however.

For just $2,100, you can get AdvisorVault with a website—along with access to a database of hundreds of FINRA-reviewed articles, eight hours of service, automated website archiving. Or, for just $1,000 a year, you can add AdvisorVault to a website Advisor Products doesn’t host it.

Adopt this comprehensive client communication system with so many compelling benefits is sensible.

Advisor Products Websites Now Come With Videos About Wealth Management

A library of FINRA-reviewed videos for advisor websites is now packaged with every Advisor Products Platinum website.

When you buy a website from Advisor Products, a library of videos can be personalized to your branding and posted to your website explaining the online tools you provide clients.

Crucial information about trusts, Roth IRAs, and wealth strategies is communicated to clients and prospects in the videos. How clients use AdvisorVault to access their portfolio reports and retirement plans is explained along with information about they can view their insurance and estate planning documents.

In addition to showing clients how to use your online advice platform, the videos market your services to prospects.

In showcasing features of the online platform that you make available to clients, the videos about AdvisorVault and Client Portals help you market your services to prospects.

The videos are part of our Video Library Dashboard.  With VLD, you get a selection of videos to choose from that can be posetd on ay page of your website, and your logo is automatically embedded in any video you post. VLD comes with a AdvisorSites Platinum, which costs $2,100 annually and comes with eight hours of service from our staff, automated website archiving, a databse of hundreds of financial articles, and AdvisorVault.    

 To see samples of the videos, you must be registered with Advisor Products. If you are already registered, log in here.

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