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Marketing & Technology For Independent Financial Advisors

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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 [...]

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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.

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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 [...]

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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 [...]

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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 [...]

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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 [...]

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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. [...]

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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, [...]

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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 [...]

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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 [...]

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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 [...]

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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 [...]

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