Financial Advisor Marketing & Technology

Marketing & Technology For Independent Financial Advisors

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Archive for November, 2012

When Clients Need You Most, Will You Be There?

Supporting clients during life’s most difficult moments is not just the right thing for a financial advisor to do, it’s a good thing to do. It builds lasting relationships and makes you invaluable.

Advisors who stored clients’ homeowners policies in AdvisorVault were heroes after Hurricane Sandy.

AdvisorVault is not just a client vault, it’s a client communications system created expressly for advisors. AdvisorVault works well with any portfolio reporting and financial planning app, and most CRMs.

Moreover, AdvisorVault comes embedded with business processes that help advisors fulfill their obligations to clients. For instance, AdvisorVault can prompt your clients to upload their homeowners policies, wills, deeds, insurance, and emergency medical information to a secure cloud-based platform on your website. With AdvisorVault, it is easy to send all your clients an email listing all the documents you want them to upload in case of an emergency and a URL where they can log in to upload those documents securely.

When a hurricane or some other disaster occurs in your clients’ lives, be prepared to support them. Be there for clients when they need you most by using AdvisorVault.

Call us at (888) 274 5755.


Advisor Websites, Advisor Portals Met The Test Of Hurricane Sandy

Thank you for your patience and understanding in the aftermath of Hurricane Sandy.

Nassau County in Long Island, NY, where we are headquartered, was severely impacted. Our office was without power all last week. We worked from a hotel banquet room in Queens.

Fortunately, power was restored over the weekend to our office. Many of our employees, friends, and neighbors are still without power, heat, or hot water, while others have lost their homes or businesses due to flooding by the shores.

In my community, about one of every 15 homes was damaged by a falling tree. Almost every backyard has a fallen tree, and perhaps half of those knocked down power lines or are leaning on them.

It is comforting that our backup and failover facilities worked without any hiccup. Every advisor website, along with 50,000 client vaults, stayed up and available 24 x 7.

The Advisor Products staff prepared for and recovered well from the Sandy disaster, showing dedication and professionalism.

We have been tested by the worst hurricane to hit Long Island since 1938, and we have met the test. We are working hard to continue to provide the highest quality, always-available service.

If we missed your call due to our phone lines being impacted sporadically, please do not hesitate to email us.

We are grateful to the many of you who have expressed concern about the staff and our families.

Regards and we look forward to communicating again about better news soon.

 

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