Financial Advisor Marketing & Technology

Marketing & Technology For Independent Financial Advisors


Social Media Content Stream For Financial Advisors Is Launched

Social Media Content Stream For Financial Advisors was launched recently by Advisor Products Inc., enabling thousands of financial advisors to provide a social media content about wealth management.Social_Media_Content_For_Financial_Advisors

Social Media Content Stream For Financial Advisors is for advisors too busy to create all of their own content.

  • We create articles and videos for your website
  • We write tweets about our financial content
  • You send the tweets to your social network
  • The tweets link to your website

Advisor Products produces 12 articles a month that can be posted to your website. Many of the articles are based on ideas from subject matter experts like investment strategist Fritz Meyer and tax and estate planning expert Robert Keebler. The articles are usually reviewed on an expedited basis by FINRA to ensure timeliness, and many articles are accompanied by Meyer or Keebler narrating a two-minute slideshow about investment or tax strategy.

With each article, Advisor Products provides three tweets — 140-character status updates that you can post to Facebook, LinkedIn, and Twitter for distribution to your social network. Each tweet links to the article and video on your website, where information about your services are also displayed.

It’s almost effortless but it’s an effective content marketing tactic.

Social Media Content Stream For Financial Advisors is written and edited by financial journalists based on ideas and strategies from Advisor Products subject matter experts, recognized authorities in areas of private wealth management.

Social Media Content Stream For Financial Advisors simplifies distribution of social media content for advisors.  The tweets for each story are available in the AdvisorSites BackOffice content management system.

Currently, advisors copy tweets for each story and manually post them to social networks. In 1Q12, Advisor Products expects to launch a dashboard allowing advisors to choose and schedule each tweet or totally automate the social stream to send by sending out one tweet daily.

Social Media Content Stream For Financial Advisors is not meant to replace original content created by a financial advisor. Nothing replaces a personal message expressing your views in your words. But it’s sensible to augment content you personally create with Advisor Products articles and videos, which are targeted to high-net-worth and ultra-high-net-worth investors.

Social Media Content Stream for Financial Advisors has been added to AdvisorSites Platinum, which costs $2,337 and includes AdvisorSites Content Management and compliance, AdvisorVault, eight hours of service, compliance tools, and much more.

You can add the Social Media Content Stream to any advisor website for $1,337 a year plus a $300 set-up fee. Call (888) 274-5755 for more information.




5 Responses to “Social Media Content Stream For Financial Advisors Is Launched”

  1. January 25th, 2012 at 4:01 pm

    John Glowacz says:

    Please send me info on hosting and social media content

  2. January 25th, 2012 at 11:26 pm

    Charles Farrell says:

    I’m ready when you are.

  3. January 28th, 2012 at 8:50 pm

    agluck says:


    This is live and running! It’s been here a few weeks.

    If you log into the AdvisorSites BackOffice, and look at the “featured News” articles, you’ll see little twitter icons next to the articles.

    When you click on those icons, you’ll see three tweets for every article. Many of the articles now contain videos, incidentally.

    You can copy any of those tweets into Twitter, Facebook, or LinkedIn. Just place a link in the tweet back to your website where your network can read the full article.

    By quarter’s end, we will be launching a social media dashboard in BackOffice. You’ll be able to send and schedule tweets we’ve written right from the BackOffice.

  4. February 6th, 2012 at 5:19 pm

    David says:

    I am an advisor, I work with Northwestern Mutual, but exploring the RIA route. I guess I’m not well versed on the benefits of being on LinkedIN, twitter, etc. I fail to see how tweeting articles to clients and prospects will help my business. I tried putting together a compliance approved (of course) email newsletter, and some of my clients sent me e-mails telling me that I should focus more on increasing their portfolios and less on sending out newsletters.

    I supposed if I go towards the RIA route, I will consult your firm, Andrew because you are doing a lot of good things that i haven’t seen a need for, as a nm rep.

  5. February 8th, 2012 at 10:06 pm

    agluck says:

    Thanks for your feedback. Almost all of the social media marketing work I write about on this blog is approved by large broker-dealers on the leading edge of the social media marketing movement in financial services.

    For BDs to adopt it requires compliance processes and some decision-making by BD marketing executives. If you have a compliance department interested in facilitating better marketing and client communications, these social media systems can be launched with integration of content management and a compliance vendor.

    With regard to the efficacy of social media content marketing, yes it is effective. The fact that you commented on my blog demonstrates the value of social media.

    Social media rewards knowledge, truth, and authenticity.

    It’s difficult to be so honest and out there, but necessary to gain rewards.

    That’s power. And you can only get it if you’re good

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