Newsletters


 
Subscribe to an email newsletter integrated with an Advisor Products website to get our most powerful email marketing solution for financial professionals, including:
  • Automated touch once- a-week by email
  • A news stream from a fiduciary’s perspective
  • For clients and prospects
  • Support system for retaining clients
  • Weekly emails about long-term planning
  • Content based on analysis by:
    • Fritz Meyer
    • Dr. Craig Israelsen
    • Robert Keebler, CPA/PFS
  • Editorial direction from veteran financial reporter, Andrew Gluck
  • Integration with a continuing education for CFPs, CPAs, CIMAs, CLUs, ChFCs, EAS
  • Panic Protection content when S&P 500 drops 10%
  • Integration with your calendar
  • Invitations for clients and prospects to fill in data for a retirement income plan
  • Measurements of client fear
  • Indicators of an individual’s financial planning needs
  • Option to poll your clients weekly
  • Optional link to log into AdvisorVault Client Portal
  • Send emails requesting clients upload wills, deeds, etc., to AdvisorVault

What’s the difference between email newsletters?
The following features are not included the standalone email newsletter:
  • Integration with your calendar
  • Invitations for clients and prospects to fill in data for a retirement income plan
  • Measurements of client fear
  • Indicators of an individual’s financial planning needs
  • Option to poll your clients weekly
  • Optional link to log into AdvisorVault Client Portal
  • Send emails requesting clients upload wills, deeds, etc., to AdvisorVault

Printed newsletters cost much more than email newsletters and measuring their effectiveness is difficult, but the print medium remains important for reaching clients and prospects.

If a significant number of your cllients are in their 70s and 80s, then many will only hear from you if you mail them a newslettter or hand them it in-person. 

In addition, print newsletters have a shelf-life. They can sit in soneone's kitchen for weeks, keeping you in front of people.   

In 1996, Advisor Products got its start by digitally printing custom newsletters for fee-only advisors on desktop software, We still provide financial professionals with FINRA-reviewed articles about financial planning and investing, and we provide customization other vendors don't, including desktop publishing and editing service, printing with a "full bleed," and space for your own personal column.

Company Info

333 Jericho Tpke

Suite 119

Jericho, NY 11753

Phone: (888) 274-5755

Direct: (516) 333-0066

info@advisorproducts.com

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