Financial Advisor Marketing & Technology

Marketing & Technology For Independent Financial Advisors

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Archive for May, 2013

Four Ways To Use Fritz Meyer Economic Research In Content Marketing For Advisors

RIA content marketing requires content that long-term investors and financial planning clients value.

The content Advisor Products produces in collaboration with economist Fritz Meyer helps investment advice professionals retain clients by reinforcing a long-term perspective on investing in content updated monthly. By applying a long-term perspective to news affecting the markets currently, we help you do what’s best for clients and your practice. In addition, the content can be used for marketing. We have sophisticated tools for using our content on your website, social networks, and email newsletters, which enables you to generate leads.

Advisor Products now offers four ways for advisors to leverage content from economist Fritz Meyer:


– PowerPoint Slides For DIYers.
You get all of Fritz Meyer’s PPT slides every month–more than 100 slides a month plus a “highlights” version with just 15 slides. You can post some of the slides to your website or use them in client meetings, newsletters, and social media. No voiceover is included. This is for DIYers leveraging Fritz’s research to make their own content. $300 annually.

– Content Marketing System. AdvisorSites Platinum gives you get a turnkey content marketing system for advisor websites that is updated monthly with investment news based on Fritz Meyer’s analysis. Articles, videos and social status updates based Fritz Meyer’s investment ideas are provided for your website along with and Bob Keebler’s financial planning and tax research. Platinum also includes a Social Media Dashboard, website archiving, and much more.

Quarterly Market Summary. Fritz writes a comprehensive 1500- to 2000-word summary about the markets and the economy that is edited by Andrew Gluck and provided as a 10-page Word document and a PowerPoint slide presentation. 

Investment Perspectives Quarterly Videos. A quarterly 15-minute video presentation in which Fritz walks clients through economic events and explains investment performance.

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