Financial Advisor Marketing & Technology

Marketing & Technology For Independent Financial Advisors

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Archive for October, 2012

Advisor Products Begins Operating Under Disaster Recovery Plan, As Hurricane Sandy Nears Long Island

With Long Island expecting an extended rainstorm from Hurricane Sandy and the worst coastal flooding in seven decades, Advisor Products has taken every precaution necessary to avoid any service disruption to your website, client vaults, and client portals. With the storm expected to hit Long Island in less than 24 hours, our staff has been placed on high alert and the company has begun operating under our disaster recovery plan.

Your Website And Client Portals. Our hosting facility has increased 24/7 onsite technical support and ensured the integrity of backup power generators. In the event of a utility failure, redundant generators are prepared to supply the hosting facility’s load for 24-plus hours, and contracts in place with local fuel providers require same-day delivery if needed, ensuring extended continuity of service.

Internal Systems used by the Advisor Products service team are always “virtual.” If Internet service at our Jericho, NY office is uninterrupted, our VOIP phone system should enable you to reach technical staff as you always would. In the event of an extended power outage at the Jericho office, we’ve “reserved” an empty rack in our data center. A year ago, during Hurricane Irene, a tree fell right behind our office and knocked down power lines to our building, which is home to more than 15 other businesses. We moved internal hardware and software to our hosting facility and staff operated remotely for a week. If we need to relocate mission-critical systems again, our phone system may be down for a couple of hours while  moving  and rebooting systems at the data center.

Service. Jason Gucciardo, a 12-year veteran Web developer at Advisor Products, who also fields  customer-service calls, is located in Florida and available at (516) 333-0066 x230. Nipun Manglik (x214), who is in Las Vegas for his bachelor party and probably will be stuck there for a few days, brought a laptop with him. He will be available Tuesday, and he represents what makes America great. Project managers David Lucs, Kevin Chin, and Donna Voss-Costa, will contact you to reschedule appointments and deadlines for website and newsletter projects in the process of being developed.

Advisors In Sandy’s Path. Just before the storm comes through our area, IT Manager Jason Fogelson will power down equipment housed at the Jericho office to prepare for the possibility of a power outage.  Although internal network servers have backup power supplies, they do not last long and a controlled shutdown eliminates the risk of damage to servers from a sudden shutdown. Advisors may want to take the same precaution. If you’re running Microsoft Exchange, a CRM, portfolio management software or other network software in your office, shut them down tonight or early Monday morning and reboot them after the worst has passed.

Updates Throughout The Storm. Jason Fogelson and Steve Gordonson, VP of Technology, will be providing status updates throughout the storm. Please follow Advisor Products on Twitter to stay updated about service and support.

SEO For Financial Advisors Works, And Here’s Proof

Here’s what the Debbie Hooge of  Vantage Advisors LLC says about SEO For Financial Advisors From Advisor Products:

In 2012 our company, after several years of frustration that our website never showed up on searches of the internet until the 2nd and 3rd pages of Google, we decided to hire Advisor Products to give our site a new look.Our previous website had cost us over $10,000 just a few years earlier.

While we were frustrated about incurring more expenses in such a short time, we knew we needed to get serious about SEO. We hired Advisor Products to do our SEO and redesign our site. As the marketing director for the firm, I was facing a lot of skepticism from the other advisors, but I persevered.

Like a lot of creative processes; the website wasn’t created overnight. The Advisor Products team worked closely with us and were very sensitive to blending their ideas with ours.

In the end, we are now on the first page of Google for our area, and our clients can actually find us. In addition, we are getting very positive feedback about the e-newsletter, calculators, and blog now associated with our website.

I could go on and on about things, like the ease of editing, the customer service, etc. But maybe the best thing I can say is that the cost benefit ratio of investing in a new website with Advisors Products is extremely positive and continues to get better.

SEO Copywriting For Financial Advisors from Advisor Products is a low cost way for advisors to improve their search  engine ranking. It is the product of years of experience in website design for advisors.

With so many snake oil salesman and ripoff artists now competing with us to build advisor websites, I am seeing advisors get sold  inexpensive sites that won’t get them noticed and no content marketing features, and I am also seeing instances where advisors pay thousands for razzle-dazzle and nonsense. I am proud of the skilled team here at Advisor Products, the integrity we have maintained as competition has increased, and we remain committed  to make advisors who work with us successful at the lowest prices around.

An Easy Social Media Solution For Advisors That Really Works: Revolutionary Social Media Content Tool For Advisors Launched By Advisor Products

Many advisors don’t know how to use social media for marketing or are too busy to use it effectively. Social Media Content Stream For Financial Advisors, which was just released by Advisor Products, enables use of social media successfully with minimal effort by advisors and at a low cost.

Social Media Content Stream For Advisors automatically posts status updates (also called “tweets”) to you or your company’s social network pages on LinkedIn, Facebook, and Twitter.

The 140-character status updates contain links to wealth management articles and videos created by Advisor Products and posted to an advisor’s website. Articles and videos by Advisor Products cover financial news for high-net worth individuals. The tweets, articles and videos are FINRA-reviewed.

When your social network connections see a status update from you in which they’re interested, they click on a link in the tweet, which takes them to your website to read the article or view the video.

Feedback from the 10 advisors participating in a three-month beta test has been outstanding. One firm provided Google Analytics data showing as much as a 500% increase in traffic to its website.

The key is that this solution is incredibly easy to use and provides clients and prospects with valuable wealth management ideas.

If you’re trying figure out how to benefit from social media marketing, this is the perfect solution.

Social Media Content Stream For Advisors is administered using a social media dashboard. The dashboard lets you schedule your updates. Once a week or once a month, you can schedule all your updates.

In addition, you can rewrite tweets and target them to your local market or niches, which will help boost your search engine rankings. If that’s too much work, simply set the stream to go out automatically.

Social Media Content Stream For Advisors is free for Platinum licensees and has already been enabled on your website. Simply log in to the Advisor Products BackOffice and hit the

You can add archiving of all your social media content for $348 annually by taking advantage of our partnership with Erado.

 

 

Is It Realistic For Advisors To Expect To Benefit From Social Media?

Despite all the hubbub about social media for advisors, adoption is slow and its effectiveness remains questionable. Obstacles to success are formidable.

Compliance. RIAs must archive social content. Signing up and setup a compliance app to capture your social media content is an expense — albeit a small one — and takes time.

Knowledge. Many advisors do not know what a status update is. They have no experience with building a network of connections and followers.

Content. Advisors don’t know what to say. It’s like putting a microphone in front of someone in a crowded room and telling them to say something smart.

Discipline. Social media is not an activity you can do once a month and expect results. It’s like drip marketing and you need to drip on people daily or every other day.

Strategy. Most advisors don’t have a well-defined target market, so they wind up posting about content not aligned with any particular strategy.

Snake Oil. Since advisors are naïve about using social media, they are getting sold solutions that sound good but don’t deliver.

I’m happy to report that Advisor Products has a solution. It’s easy, low-cost, and effective.

We’ve added a social media dashboard to our platform. In seconds, you can send a “tweet” (status update) to all your friends and connections on LinkedIn, Twitter and Facebook.

For years, we’ve been producing content for advisors, articles about wealth management, and it’s pretty widely known that our content is the best coverage of issues for high-net-worth individuals available to advisors. In the last couple of years, we’ve partnered with tax expert Bob Keebler and economist Fritz Meyer to make our content even more substantive and authoritative. With the social media dashboard, we’ve made it incredibly easy for advisors to provide status updates that link to their websites.

You can personalize each tweet with keywords aimed at your target audience, which will help you with search engine optimization. In about 10 minutes, you can schedule a tweet a day for the next week.

One advisor who has been a beta tester showed us Google Analytics statistics showing visits to his website shoot up between 100% and 500% when tweeting our content.

By placing a special “free” report about wealth management on your website, you can convert visitors to your site into prospects and some will become real clients. Plus, tweeting to your clients about wealth management keeps you in touch with them. We’ve partnered with Erado Message Control to enable you to archive your social media accounts inexpensively.

The social media dashboard is a realistic way for advisors to benefit from social media. The social media content stream for financial advisors is a realistic and effective way to get started with social media.

The social media dashboard is going live on all Platinum sites in the next couple of days. Call 888-274-5755 if you would like a demo.

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