Financial Advisor Marketing & Technology

Three Ways To Use Fritz Meyer Economic Research In Content Marketing For Advisors

agluck — Sat, 04 May 2013 17:11:19 +0000

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 [...]

Advisors Are Getting Ripped Off On Crappy Content Marketing And Social Tools

agluck — Fri, 22 Feb 2013 16:31:55 +0000

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 [...]

You Know You’re A DIYer Advisor When…

agluck — Thu, 06 Dec 2012 17:03:15 +0000

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 [...]

AdvisorVault Enhancements Improve Secure Client Portals For Advisors

agluck — Mon, 03 Dec 2012 01:03:15 +0000

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 [...]

When Clients Need You Most, Will You Be There?

agluck — Sun, 11 Nov 2012 01:16:34 +0000

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 [...]

Advisor Websites, Advisor Portals Met The Test Of Hurricane Sandy

agluck — Wed, 07 Nov 2012 00:52:31 +0000

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 [...]

Advisor Products Begins Operating Under Disaster Recovery Plan, As Hurricane Sandy Nears Long Island

agluck — Sun, 28 Oct 2012 17:51:27 +0000

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 [...]

SEO For Financial Advisors Works, And Here’s Proof

agluck — Fri, 19 Oct 2012 22:30:43 +0000

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 [...]

An Easy Social Media Solution For Advisors That Really Works: Revolutionary Social Media Content Tool For Advisors Launched By Advisor Products

agluck — Thu, 11 Oct 2012 16:01:04 +0000

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 [...]

Is It Realistic For Advisors To Expect To Benefit From Social Media?

agluck — Thu, 04 Oct 2012 16:13:23 +0000

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 [...]