On June 1, 2012, Philip Benson Financial Services, an investment management and financial planning firm in San Francisco, purchased AdvisorVault’s integrated PortfolioCenter application from Advisor Products. AdvisorVault is a secure client portal system and can batch process PortfolioCenter reports. Within three months, Benson was successfully using the integrated application to deliver quarterly performance reports and [...]
In His Own Words: Financial Advisor Philip Benson On Implementation Of AdvisorVault For PortfolioCenter Reporting And Secure Client Portals
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Is It Realistic For Advisors To Expect To Benefit From Social Media?
Despite all the hubbub about social media for advisors, adoption is slow and its effectiveness remains questionable. Obstacles to success are formidable. Compliance. RIAs must archive social content. Signing up and setup a compliance app to capture your social media content is an expense — albeit a small one — and takes time. Knowledge. Many [...]
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An Easy Social Media Solution For Advisors That Really Works: Revolutionary Social Media Content Tool For Advisors Launched By Advisor Products
Many advisors don’t know how to use social media for marketing or are too busy to use it effectively. Social Media Content Stream For Financial Advisors, which was just released by Advisor Products, enables use of social media successfully with minimal effort by advisors and at a low cost. Social Media Content Stream For Advisors [...]
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SEO For Financial Advisors Works, And Here’s Proof
Here’s what the Debbie Hooge of Vantage Advisors LLC says about SEO For Financial Advisors From Advisor Products: In 2012 our company, after several years of frustration that our website never showed up on searches of the internet until the 2nd and 3rd pages of Google, we decided to hire Advisor Products to give our [...]
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Advisor Products Begins Operating Under Disaster Recovery Plan, As Hurricane Sandy Nears Long Island
With Long Island expecting an extended rainstorm from Hurricane Sandy and the worst coastal flooding in seven decades, Advisor Products has taken every precaution necessary to avoid any service disruption to your website, client vaults, and client portals. With the storm expected to hit Long Island in less than 24 hours, our staff has been [...]
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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 [...]
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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 [...]
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AdvisorVault Enhancements Improve Secure Client Portals For Advisors
Several enhancements were made to AdvisorVault last month in response to user requests. Better Branding. You can now display a full size logo or banner in AdvisorVault that your clients will see. Until now, a size restriction was placed on the size of the graphic. To use a larger graphic in your client vaults, please [...]
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You Know You’re A DIYer Advisor When…
Advisors who are do-it-yourselfers have been around for years. Becoming an independent advisor — joining a new profession — naturally attracts entrepreneurs, DIYers who like things done their way. However, in observing independent advisors over the past 30years, I have seen the focus of DIYers shift dramatically Five or 10 years ago, a DIYer-advisor would [...]
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Advisors Are Getting Ripped Off On Crappy Content Marketing And Social Tools
In preparing for a presentation on financial advisor content marketing yesterday, my worst suspicions about how advisors are getting ripped off were proven true. I began my research by opening up LinkedIn and looking at the stream of news generated by my connections. On LinkedIn, you get a stream of updates about new connections people [...]
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Three Ways To Use Fritz Meyer Economic Research In Content Marketing For Advisors
It’s a well-established fact that content marketing works. But investment advisors are not very good at. RIA content marketing requires content people value. But most of the content RIAs distribute is not information that will be valued by high-net worth individuals. We have great solutions that to help advisors with lead generation and content marketing [...]
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A Comprehensive Content Marketing System For Advisors
Advisor Products has been producing websites since 1997 and we’ve had to be innovative to survive and thrive as the Web has evolved, but it’s not been easy always. Now, I am happy to report, I think we’ve got social media marketing nailed. Here below is a detailed explanation of what we’re doing along with [...]
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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 [...]
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Free WordPress Plugin For The Financial Advisor Content Marketing System
Using our WordPress plugin for financial advisor websites, you can now add The Financial Advisor Content Marketing System to any WordPress website. If you’re using an up-to-date version of WordPress (3.6 or higher), you can add The Advisor Content Marketing System to your WordPress website for free. Once you install the WordPress plugin, all of [...]
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Constant Contact And MailChimp Now Integrated With Financial Advisor Content Marketing System
Financial advisors who use Constant Contact or MailChimp can now easily import Advisor Products content into email newsletters. Our Financial Advisor Content Marketing System is now integrated with Constant Contact And MailChimp. Advisor Products makes educational articles and videos that wealthy investors need to know about. Now, advisors can automatically populate emails newsletters built using [...]
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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 [...]
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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, [...]
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A Measurable Inbound Marketing Program For Financial Advice Professionals
Of course clients need to know about the tectonics of wealth and retirement. Explaining the U.S. Government’s long-term fiscal outlook is part of your job. Though some may not care about your articles and videos, making the effort to educate people is the responsible thing to do, and it will bring desired results. I use [...]
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Advisors Who Argue Against Educating Clients About Wealth Management Are Delusional
While Bill Bachrach is a brilliant speaker and marketer, I was always troubled by his assertion that advisors should not regularly send clients and prospects educational information about managing their wealth. Bachrach, a columnist at one of the financial advisor trade publications, has helped thousands of advisors in many ways I’m sure. You don’t get [...]
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Answers To Three Important Questions From An Investment Advisor
I received a brilliant message via LinkedIn today from a CFP practitioner and investment advisor considering Advisor Products to develop his RIA’s website. Mike’s message was brilliant for more than its brevity: My biggest concern about outsourcing our marketing is that: 1. Everyone seems to use the same material 2. You have to disclose that [...]
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