Financial Advisor Marketing & Technology

Marketing & Technology For Independent Financial Advisors

Flower

Archive for September, 2013

Advisor Website Social Media Dashboard Configuration

Advisor websites become a lead-generation tool when integrated with our Financial Advisor Social Media Content Stream.

Here’s how to configure the social media dashboard for advisor websites with your Linkedin, Facebook, and Twitter accounts.

Advisor Products has been making financial advisor websites since 1997, and our focus on providing  content has always differentiated us from other website vendors targeting RIAs and financial planners.

Since the 2008 financial crisis, we’ve improved our content by collaborating with the best minds in the financial advice profession, and we have cracked the content marketing problem faced by RIAs and financial planners. How?

In October 2008, I started an advisor education effort that has evolved into an online continuing professional education portal called Advisors4Advisors. A4A produces online educational presentations that a CFP, CIMA, and CPWA can view anytime and receive continuing education credit 24/7 for viewing. (We just were recently approved as CPE credit sponsor for CPAs attending our live webinars.)

Point is, A4A gives financial advice professionals 24/7 access to the best minds in the profession, and then Advisor Products converts their ideas into content that educates clients of advisors. Advisor Products creates articles and videos about financial planning for the ultra-wealthy that get posted to advisor websites, and you can choose which articles appear on your website using the AdvisorSites BackOffice content management system (CMS).

That’s where our social media dashboard for advisor websites comes into play. With every article and video we produce for advisor websites, we create social media status updates that can be personalized by you and scheduled for posting on your LinkedIn, Facebook, and Twitter accounts. By editing the 140-character we provide you to include your local- and target-market keywords, you improve your search engine results and — more importantly — target your social connections with intelligent financial planning ideas for wealthy families.

The platform costs $2,337 annually and is called AdvisorSites Platinum. If you only want our content and don’t need our secure client portal, website archiving, and service from our technicians,  then you can add our content to your website for just $1,337 annually.

Now for the clincher, the new piece of this content marketing system, which completes the system: a lead-generation module that turns advisor websites into a content marketing machine. The lead generation module provides your social connections with in-depth special reports that visitors to your website must sign in to view. They must sign in by providing you their email address and, if you want, a phone number, to view your special reports.

You are currently browsing the Financial Advisor Marketing & Technology blog archives for September, 2013.