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Last Chance To Upgrade At Huge Savings

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We recently released Financial Advisor Marketing Dashboard, our new content management platform for advisor websites, and we are extending a $1,600 discount on upgrading your Advisor Products website through May 31. Financial Advisor Marketing Dashboard (FAMD) integrates your social networks, email newsletter, blog, and client portal with your website and is a major upgrade over [...]

Wake Up! And Upgrade Your Advisor Products Website By May 31 To Save $1,600

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Please take advantage of this limited-time offer to upgrade your Advisor Products website by May 31. You’ll get a $1,000 discount on developing your website on Financial Advisor Marketing Dashboard, which is Advisor Products’ next-generation version of BackOffice. FAMD integrates with Constant Contact and MaiChimp.

Sensible Social Marketing For Advisors

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You don’t need a lot of content. You just need great content. Crappy content abounds. No one needs more of it. Just make what you say meaningful! I’ve been focused on doing the “heavy lifting” by creating the content about tax, investing, and technical aspects of wealth management that advisors can provide to UHNWIs. I [...]

Generating Leads From Advisor Websites

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Credibility-building financial content integrated with an inbound marketing module — that’s what advisors need to generate leads, highly-targeted social networking and content marketing campaigns. We do that. We have a scalable content marketing system based on the proposition that people do care about content. Here’s the story behind the story (like you really care): In [...]

New Financial Advisor Marketing Campaign: Potential Threats To The Bull Market

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Advisor Products is about to launch a new email campaign on our financial advisor communication system (FACS). The campaign implements a reliable Internet marketing technique to provide financial advisors with a marketing funnel. Anecdotally, we know it will increase RIA AUM. The goal of every campaign is to get people to sign up for your [...]

An Update On The Financial Advisor Communications System

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The entire Advisor Products team is working hard to achieve an ambitious set of goals that will transform the way financial advisors communicate. Here’s an update on our work at Advisor Products in launching the Financial Advisor Communications System: Clients First. We’ve launched a campaign to upgrade subscribers to the new Advisor Products platform for [...]

How To Increase RIA AUM Using Email Newsletters

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Email newsletters are enjoying a renaissance and remain the most effective marketing tool available to financial advisors. “Email newsletters, an old-school artifact of the web that was supposed to die along with dial-up connections, are not only still around, but very much on the march,” says media columnist David Carr in  The New York Times. [...]

Email Marketing KPIs For Financial Adivisors

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Email marketing is the most effective marketing tool available to financial advisors but not all email marketing platforms perform the same. Fortunately, performance measurement of the efficacy of email marketing platforms comes down to a few well-defined key performance indicators—email open-rates, click-throughs, delivery rates, and adoption of campaign-tracking technology. Aberdeen Group, an independent research firm, [...]

After Working Together For Months, Constant Contact And Advisor Products Announce Strategic Partnership

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In mid-February 2014, Tim McNamara, who heads sales at Constant Contact, the world leader in online marketing, called Steve Gordonson, a partner in Advisor Products. Since then, we’ve worked intensely with the leadership team at Constant Contact, including Alec Stern, the sole co-founder of Constant Contact still working at the company.  The partnership establishes a [...]

We’re Boosting Advisor Email Campaign Open Rates By 100%

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The integration of Advisor Products content with Constant Contact is boosting advisor email campaign open rates by nearly 100% over the average advisor’s open rate, according to data from users. Advisor Products integrates Constant Contact’s email marketing tools and analytics into financial advisor websites, and the first users of the integrated app provided their email [...]

Our New Client Dashboard Is An Advisor’s Client Portal

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Since January, we have been developing a new client portal for advisors. The new client portal is built into AdvisorVault, which is used by hundreds of RIAs. AdvisorVault is a highly customized version of Microsoft SharePoint explicitly designed to meet the needs of financial advice professionals. We are replacing traditional Windows Explorer folders used to navigate [...]

How To Reinforce Good Investor Behavior Regularly

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With TV, social media, and financial news portals relentlessly undermining advisor relationships and bombarding investors with a confusing cacophony of wealth management tips, regularly reinforcing good investor behavior is the right thing to do for your clients, and it also happens to be the smart thing to do for yourself. So we’ve literally made it [...]

Concierge Marketing For Financial Professionals

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Advisor Products and Constant Contact have teamed up to provide financial professionals a concierge marketing service. Outsource all your marketing to pros High-touch, high-tech service Timely educational campaigns monthly Analytics to measure return on every marketing dollar you spend A marketing coach dedicated to your success Executed by a Constant Contact Master Certified Solutions Provider [...]

Update On Constant Contact – Advisor Products Partnership

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Constant Contact (CTCT), a world leader in online marketing tools, shared a booth with Advisor Products at Schwab IMPACT 2014, and we used the occasion to launch a concierge marketing service for financial advisors. From the left to right: Steve Gordonson, CTO of Advisor Products since 1997; Trevor Moore, a financial advisor marketing consultant at [...]

Client Portals In AdvisorVault

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The main components of a powerful new client portal for financial professionals is now live on production servers. It’s integrated with: MoneyGuide Pro Advent Axys Advent APX AssetBook Schwab PortfolioCenter We’ve added interfaces to performance reporting and financial planning apps to AdvisorVault 3, a secure client vault for RIAs. A Redtail CRM widget goes live [...]

FINRA-Reviewed Video News Updates Narrated By You

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Advisor Products and Constant Contact are now powering video email newsletter campaigns for advisors with educational FINRA-reviewed scripts and slides derived from economist Fritz Meyer’s research. For $400 a quarter (one-year commitment), API-CTCT will: Provide you a three-minute FINRA-reviewed video script Record you over the phone reading the script Add your narration to graphic investment news [...]

New Marketing Campaign For Independent Advisors Takes on Wall Street

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Here’s a one-minute clip from our new Video For Independent Advisers Who Are  Fiduciaries. It highlights key factors of your unique value proposition in four innovative ways: Personal Narration. Using a Web app we’ve developed, you narrate a FINRA-reviewed script we provide. The words are displayed slide by slide and you record using your computer [...]

Financial Advisor Client Portal System Integrates With Redtail CRM

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The Financial Advisor Communication System (FACS), a client portal for advisors, now integrates with Redtail CRM. The integration of Redtail CRM for advisors with the Advisor Products client portal platform enables advisors to scale their businesses and provide better service to clients. When you assign clients tasks from Redtail, it triggers an email to the [...]

Embracing Robo IAs — Investment Advisors Building Businesses

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Shrill headlines scream fear for roboadvisors, but independent financial professionals must embrace the Web. We, the people of Advisor Products Inc., are launching a solution automating ongoing financial planning advice supervised by financial professionals — CFPs, CPAs, CIMAs, CPWAs, CFAs, ChFCs, CLUs, and EAs.

How AdvisorVault RoboIA Improves An Advisor’s Business

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The vast majority of advisor websites are developed with little forethought and rarely vital to the business of a professional. But advisor websites can and should be the most important app in your practice! It is your interface with the outside world! Your website should be a place where your clients can see their financial [...]
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