Financial Advisor Marketing & Technology

Marketing & Technology For Independent Financial Advisors

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Panic Protection For Investment Advisors

Remember the week of August 8, 2011? It was the week after Standard & Poor’s downgraded the U.S. Government. Worries about European sovereign debt added to uncertainty. Stock prices convulsed, and the Dow Jones Industrial Average swung up and down 400-points four days in a row.

Advisor Products during that wild week in August 2011 provided 12 articles to help advisors calm clients. Now we’ve formalized that service.

Panic Protection combines Advisor Products content with AdvisorVault.

When your clients log in to AdvisorVault, the first page they always see is a list of unread documents, those posted since they last logged in.

During the next market panic, we’ll again post panic-protection content. On a day when the market plunges, it will take a few minutes to pick a Panic Protection article and post it to a “Shared” folder. That will go into all of your client vaults. When nervous clients log in to view their accounts, they’ll see the unread article first.

Panic Protection is educational content — articles and videos — about economic news and trends. Produced by Advisor Products, three articles a month are based on research from financial economist Fritz Meyer.

The content and delivery system ensure your clients are reminded that economic fundamentals drive investments. This educational content will be your ballast amid turbulence.

When the S&P 500 declines by 10%, Advisor Products provides a special edition of articles and videos.

In addition, when stocks  plunge, you can check a log-in report in AdvisorVault to see which clients viewed accounts in TD Ameritrade, PortfolioCenter, Advent Axys, Orion Advisor Services, or AssetBook. You can identity nervous clients and call them.

Panic Protection comes with Advisor Products Platinum, which costs $2,337 annually and includes AdvisorVault, wealth management content, a social media content stream, website archiving and eight hours of service from our website technicians. Call 516 333 0066  x224 for more information.

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