Financial Advisor Marketing & Technology

Marketing & Technology For Independent Financial Advisors


Archive for March, 2012

Naysayers “Stunned” By Strengthening American Economy, Says Investment Strategist Fritz Meyer

Financial economist Fritz Meyer yesterday showed RIAs evidence that the American economy is showing surprising signs of strength. “The naysayers are stunned,”  Meyer said yesterday in his monthly economic research release.

About 30% of the investment advisors who attended yesterday’s session rated Meyer’s presentation with 4.56 on A4A’s five-star review system.

I’ve produced more than 200 webinars over the past three years. For any speaker month after month to receive such high ratings from our audience of curmudgeons is unprecedented. Below are all of the comments from advisors who attended yesterday’s session.

You can subscribe to Fritz Meyer’s monthly slide presentations for $300 a year. After hearing Fritz deliver the presentation, you can use the slides to create your own webinars, seminars blog posts, newsletters, Slidecasts, and social media content.(If you are an A4A member, you can replay Fritz’s webinar 24/7 and get CFP CE credit for it for free.)

Using Fritz Meyer’s research as the basis for your own content can be crucial to successful search engine optimization and social networking. By writing a blog, posting a webinar or tweeting about Fritz’s slides, you can personalize and put your own unique spin on economic and investment topics, demonstrating your expertise. And you can target the content to your niches—doctors in Jacksonville, Florida, airline pilots, or other clients that would be “ideal” for you.

However, if you’re too busy to create your own content consistently, Advisor Products provides you with a social media content stream.

Articles we write about the highlights of Fritz’s monthly presentation are posted to your website along with two-minute videos of Fritz making a point. Those timely articles and videos are FINRA-reviewed and can be shown to clients and prospects.  We also write three tweets about each article, and you use our Social Media Dashboard to rewrite the tweets, and personalize to your target market, and distribute the tweets to your social networks on LinkedIn, Facebook, and Twitter. You can schedule personalized tweets to go out daily for the next month based on our articles or automate the entire process.

You can add our content to any existing website for $1,337 annually, and that includes the social media content stream. If you want AdvisorVault for secure client portals, eight hours of service from our help desk, website archiving, and additional content, it costs $2,337 annually.

In addition to Fritz Meyer’s research about the economy, we are offering the same content services for advisors who need content about tax and estate planning and IRAs for high-net-worth individuals (HNWIs) and ultra-HNWIs, via a partnership Keebler Tax And Wealth Education.


  • Excellent.  Will attend next month.
  • Good info, but lengthy.
  • Overall it was interesting and very worthwhile.  As a non-economist some of it made my head spin (just a little) but the content was something that we think we can use and adapt for our clients.
  • Some problems with the audio.
  • As usual; great data point checks from Fritz; puts economy in perspective
  • Fritz is incredible. Need to listen to again and again.
  • Good insights.  I like that Fritz shook it up a bit from the past few months. For the first time, I noticed some technical difficulties (besides the other voice on the call early on).  The audio froze for a second or two throughout the presentation, usually accompanied by a slight buzzing sound.  I don’t think there was an issue on my end, so just an FYI.
  • great info as always; sound quality was a little iffy on this one (but may be an issue on my end)
  • Excellent as always.
  • As always: excellent. Very timely, pertinent and useful.
  • Thanks Andy.
  • Very glitchy this time around. Could just be my system, though.
  • Great timely information as usual!
  • Fritz is always on target and relevant. Thank you!
  • Another solid webinar. Paints an improving short term picture while cognizant of long term obstacles.
  • Excellent content for advisors.  I’m not sure that many clients would be interested in sitting through a one-hour presentation of this type, so it would clearly have to be condensed or, perhaps, broken into several 10 – 15 minute presentations.
  • Would like an expanded global orientation
  • Excellent presentation
  • Really great!  Confirms what we have been advising clients.
  • Very good.  Thank you.
  • My memory says I subscribed at a much higher price.  Can I receive a credit for this?  Thanks.  I will look up proof of purchase if needed.
  • Great update!


Add Wealth Management Content And A Social Stream To Any Advisor Website

If you already have a website, you can now add Advisor Products articles and videos for high-net-worth individuals to it and get our stream of social media status updates for $1,337 annually, plus a set-up fee of $300.

Many advisors develop a website on WordPress or some other free or inexpensive content management and hosting service.

They do it figuring they don’t need wealth management content on their website or they are planning to create their own articles and videos. They learn that producing website content is not only important to a financial advisor but difficult to produce.

We provide a great solution.  Advisor Products content addresses issues that will help you 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.

Social. Our $1,337 content-only package includes our social media dashboard, which lets you send, edit, and schedule status updates (tweets) to your social networks. Each tweet links back to the full aticle.

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

Bob Keebler. Bob Keebler is one of the nation’s leading experts on IRA, estate, and income tax strategies and 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.

Automated. 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.) The social media can also automate sending tweets.

FINRA-Reviewed. All of our articles, tweets, 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.)

Setting up your website to include Advisor Products articles and videos is simple. We provide documentation for our application programming interface with example code. A web developer can add our content to any website in two and six hours, depending on your site and developer.

If you want us to host your site, you get AdvisorVault, six hours of service from our help desk, and much more for $2,377 with our AdvisorSites Platinum.

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