Financial Advisor Marketing & Technology

Marketing & Technology For Independent Financial Advisors


Archive for February, 2014

Platinum Subscribers: Upgrade Now And Save Up To $1600 On Our New Advisor Website System

Advisor Products recently released a new open-source content management system for advisor websites. It’s a big improvement over AdvisorSites BackOffice and we are offering a huge discount if you upgrade by March 31.

The new system, the Financial Advisor Marketing Dashboard (FAMD), does a lot more than manage a website. FAMD integrates your social networks, email newsletter, client portal, and content marketing strategy with your website.

FAMD enables you to develop a website leveraging the newest open-source technology.

Platinum subscribers who upgrade to FAMD by the end of February will save up to $1600 on the upgrade. A “Designer” Website with our content rotator, a template that normally costs $2,000 to develop, will cost you just $1000. Plus, you’ll save $600 on the cost of setting up our new email newsletter and lead generation modules. This is a one-time offer to upgrade your website to the latest technology at a low price.

Upgrading to FAMD gives you everything you now get in your Platinum subscription: AdvisorVault, monthly educational wealth management content, “panic-protection” content, website archiving, up to an hour each quarter of help-desk support, secure professional collaboration, and more. Plus, you get two new marketing modules,  one for managing email campaigns and another for  integrated marketing campaigns using classic social, email, and inbound marketing techniques.

Email Newsletter. FAMD lets you push summaries of monthly educational articles from our library (and graphics) into MailChimp and Constant Contact email newsletters, bringing clients and prospects to your website to read the articles. Every Friday evening, an email newsletter can be sent automatically, updating clients on investment and economic news. MailChimp or Constant Contact analytics and auto-responder tools can be used in campaigns, so you can see who is opening your newsletters and measure campaign results.

Lead-Generation Module. Included in FAMD is a newly-developed module for inbound marketing campaigns. Each quarter, two new video white papers can be placed on your site, which visitors can see by providing their email address, signing up for your email newsletter, or following your company on LinkedIn, Twitter, or Facebook.

FAMD  is the most powerful content marketing system offered to financial professionals, and I wanted to offer our loyal Platinum customers an opportunity get the new platform before widely marketing the system to others. You are getting the best development deal we’ve ever offered by buying now. See a sample of what your upgraded website can look like and call us at 516-333-0066 x224 to learn more.

Wall Street’s Poor Forecasting Record Is The Focus Of A New Advisor Content Marketing Campaign

Wall Street’s poor track record for forecasting the best and worst industry sectors is the subject of a new content marketing campaign created by Advisor Products for independent financial professionals.

The campaign is based on a study spanning nine years by economist Fritz Meyer, who has meticulously documented the investment results of sector forecasts made annually by 10 top Wall Street strategists in a Barron’s cover story since 2005. Meyer’s research shows how Wall Street’s sector bets have been a dismal failure.

Meyer’s findings convincingly show that even Wall Street’s top strategists cannot consistently pick the next winning or losing stock sectors.  It is an authoritative study that holds Wall Street’s largest firms accountable – along with other talking heads regularly paraded on financial TV shows — for their investment forecasts.

The FINRA reviewed content marketing campaign is comprised of two articles on advisor websites, 30-second videos accompanying the articles, three tweets about each article, and a six-minute white-paper featuring Fritz Meyer explaining his nine-year study of Wall Street’s sector calls. Users must submit their email address or follow an advisor on social media to view your video papers.

The content marketing campaign is part of the Financial Advisor Marketing Dashboard from Advisor Products. For more information, call us at 888-274-5755.

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