Financial Advisor Marketing & Technology

Marketing & Technology For Independent Financial Advisors


Archive for February, 2012

Retain Clients And Market To Prospects Using The Latest Technology And Content Marketing Techniques

Don’t let the low price fool you. Advisor Products technology and content marketing system is cutting-edge and very powerful, and enables advisors to create a stream of status updates about wealth management that can easily be personalized and shared on social networks.

Our system and our content is different from anything else out there and helps wealth managers retain clients and market to prospects. Here’s how:

Panic Protection. After the stock market declines by 10% or more, you receive a special edition of articles and videos. This content reinforces the need to retain a long-term investment perspective in times of market volatility.

Investment News. Financial economist Fritz Meyer gets rave reviews from investment advisors for his analysis of fundamentals driving investment markets. We provide articles monthly explaining the latest trends Meyer is focusing on.

Wealth Management News. Bob Keebler is one of the nation’s leading experts on IRA, estate, and income tax strategies. Based on his research, we write articles monthly to introduce his ideas concisely and simply to clients and prospects.

Videos. Meyer and Keebler provide monthly webinars offering you professional continuing education credit that you can attend for free. We edit their webinars into two-minute highlight clips that accompany our articles.

Easy. Once you are set up to display our content on your website, your website can be automatically updated with new content monthly. (Or you can select your stories monthly.)

FINRA-Reviewed. All of our articles and videos are FINRA-reviewed before they are posted for use on your website. (However, panic protection articles are sent to you via email before review by FINRA for timeliness.)

Social. You get a social stream about wealth management — status updates that we write and you can edit and share with your social networks — that link back to articles and videos on your website.

All of the features described here — plus a lot more — are are part of AdvisorSites Platinum, which costs $2,337 and includes AdvisorVault.

I’m hosting a webinar Thursday, March 8 at 4 p.m. ET to explain how wealth managers can use our innovative system for content marketing and secure client communications.



AdvisorVault Desktop Connector In General Release

AdvisorVault Desktop Connector has moved to general release. Advisors and support staff at the 750 firms using AdvisorVault for secure client communications are invited to download the app.

Download AdvisorVault Desktop ConnectorTo download AdvisorVault Desktop Connector, log in to the AdvisorSitesBackOffice and click on the “Get Desktop Connector” button on the left-side navigation menu.  You’ll find the download link as well as an FAQ and an AVDC manual.

AdvisorVault Desktop Connector puts all of your client vaults on your desktop in a familiar Windows Explorer-style interface.  You no longer need to open a browser, log in to AdvisorVault, and browse to client folders to upload documents to a client’s vault, enhancing usability significantly.

AdvisorVault Desktop Connector is similar to desktop apps from web-based document storage apps like DropBox. The big difference is AdvisorVault is created exclusively for financial advisors. It is integrated with popular portfolio management systems used by advisors and contains communication features and workflows advisors need to support communication with clients and collaboration with accountants and attorneys. Plus, it meets security and compliance requirements of major broker-dealers and custodians.


Advisor Products Partners With Keebler & Associates

Bob Keebler’s explanation and analysis of income and estate tax law and IRA rules is now available to advisors in a monthly slide presentation series for $300 annually.

Advisors can use the slides to create webinars, seminars, blog posts, videos, or other content.

Using the slides as a basis for creating your own content should improve your search engine ranking and social media profile. Plus, you and your team will become more conversant in income and estate tax and IRA rules affecting high-net-worth individuals (HNWIs) and ultra-HNWIs.

In addition, Keebler’s monthly tax presentation series for HNWIs is summarized in articles and videos available on advisor websites with AdvisorSites Platinum, which includes a social media content stream.


You are currently browsing the Financial Advisor Marketing & Technology blog archives for February, 2012.