MarketingSmart Webinars

AdvisorVault allows advisors to post documents on your website securely for clients to view. Each client gets a private folder to view, download and upload documents.

AdvisorVault now comes with Desktop Connector, an app on your desktop that lets you drag and drop files to client vaults without opening a browser.

AdvisorVault is integrated with PortfolioCenter, Advent Axys, Albridge, and AseetBook for batch processing of portfolio reports.

At this webinar, you’ll learn about improvements recently made to AdvisorVault, including:

• Desktop Connector features
• Easier access to portfolio reports
• Enhanced reporting on client logins
• Display custom portfolios from Albridge
• Template folder structure

Presenter Steve Gordonson is Vice President of Technology at Advisor Products. He has developed software and IT systems for over 25 years. In 1997, Steve co-founded AdvisorSites, a website development company, with Andrew Gluck. He is the architect of API’s Personal Client Portals and oversees development of interfaces with professional applications used by advisors.

Advisors can now integrate document management with a client portal, improving client service and productivity.

Cabinet NG, a leading document management system (DMS), is now integrated with AdvisorVault, a secure system for sharing documents with clients.

At this webinar, you’ll learn how the integration enables advisors to:

• Sync a client’s DMS folder with the client’s portal
• Automate filing brokerage statements and push them to a client’s portal
• Set up your DMS for the first time
• Use Cabinet NG to go paperless

Web marketing is more important and also more complicated than ever.

At this webinar, you’ll learn about seven secrets website vendors don’t want you to know, including:

• You can’t optimize your site for search engines yourself
• They aren’t integrated with your practice management apps
• You can’t edit your site yourself
• There is no support staff or they won’t call you back
• They don’t offer website compliance tools
• To get videos on your site, you’ll have to create or buy them
• They can’t advise you on social networking and other marketing issues

As the stock prices swoon and oil prices surge on news coming out of the Mideast, what are your talking points with clients?

At this webinar, financial economist Fritz Meyer gives you key facts to focus on to help you address questions from nervous clients and prospects.

You’ll also learn about Meyer’s monthly scripted and editable 45-minute presentations and how you can hire him to speak at your firm’s seminars, webinars, or client appreciation events.

Also at this webinar:

• A demo of a new interface giving clients access to their TD Ameritrade statements from your website
• Visiting our office to create a marketing video at an affordable price
• The new Advisor Products Online Support Center

Meyer, after 15 years as investment strategist at Invesco, recently left his post and launched his own firm to provide advisors with institutional-quality macro analysis at an affordable price, and Advisor Products is distributing Meyer’s research to advisors.

What client information should not be emailed?

How do you create and remember strong passwords?

Is there an app to manage passwords for clients to access your secure systems?

Get answers to these questions and other security-related issues at this webinar.

Andrew Gluck, CEO, and Jim Voss, operations director, offer advisors tips on security measures to take when communicating private client information on the Internet.

Videos can be easily indexed by search engines and help boost your website’s search engine ranking. Plus, they can help you build relationships with clients.

At this webinar, you'll learn how to:

• Create your own videos quickly and easily
• Use text and video to improve SEO
• Create a Video Blog
• Post hours of videos on your Advisor Products website without paying for more storage space

Speaker Andrew Gluck is the founder and CEO of Advisor Products, which makes websites, client newsletters, brochures, and secure client portals for 1,800 advisory firms, Gluck, a columnist at Financial Advisor and editor of Advisors4Advisors.com, has reported on financial advisors, technology, and personal finance since 1983 and recently conducted extensive research on advisor SEO techniques.

Only a handful of advisory firms are typically using search engine optimization (SEO) techniques in most metropolitan areas across the country. While things may change in 2011 as more firms utilize SEO, it’s a great opportunity.

At this webinar, you'll learn about:

• How to optimize your website marketing copy
• How to make it more likely to be listed in Google Maps
• On-page SEO techniques, like URL-rewriting
• How to leverage social media for SEO
• Why keywords are crucial
• Why it’s necessary to teach your staff SEO techniques
• How to raise your search rankings by targeting a niche market
• SEO markup techniques

Speaker Andrew Gluck is the founder and CEO of Advisor Products, which makes websites, client newsletters, brochures, and secure client portals for 1,800 advisory firms, Gluck, a columnist at Financial Advisor and editor of Advisors4Advisors.com, has reported on financial advisors, technology, and personal finance since 1983 and recently conducted extensive research on advisor SEO techniques.

AppCrown CRM is an advisor overlay of Salesforce.com, which is the world's largest CRM and has more than 2.5 million users.

AppCrown integrates a wide array of advisor applications for portfolio management, financial planning, and document imaging with its powerful version of Salesforce for advisors, enabling you to manage tasks, meetings, emails, phone calls, and activities involving your clients, prospects and staff.

At this webinar, you’ll learn about AppCrown’s:

• integration with Advisor Products' Personal Client Portals™
• interfaces with clearing firms and custodians
• portfolio accounting, financial planning, separate account, and document imaging interfaces
• dashboard for viewing your entire business in one screen
• ability to convert your data from other advisor CRMs
• workflow capabilities

Guest speaker Ted Tsung is president of AppCrown and a technology innovator, having served as chief technology advisor at Thomson Financial for eight years. Before his work at Thomson Financial, Tsung founded DigiTrade, the first solution enabling institutional firms to trade stocks online.

More than 5,000 advisory firms and 25,000 of their employees use Redtail Technology’s CRM. A low-cost pricing model and integrations with 80 advisor apps makes Redtail a disruptive force in the advisor CRM space. Growth in users has fueled development of a new version, Leapfrog.

At this webinar, Redtail CEO Brian McLaughlin will demonstrate key enhancements in the new version. You’ll learn about:

• Improvements in calendaring
• New rights and roles features for your staff
• Advanced workflow management to embed your processes
• How Redtail is different from its competitors
• Advantages of a web-based CRM
• Redtail integration with Advisor Products’ Client Portals

If you’re seeking practical, affordable, and easy to execute marketing ideas, please attend this webinar.

You’ll learn how to:

• get a modernized look for your website on a budget
• write a blog and that gets you noticed
• format website pages using Advisor Products BackOffice
• add an event calendar to your website and leverage it

Founded in 1996 by veteran financial writer Andrew Gluck, Advisor Products is a leading marketing vendor to independent advisors. Serving 1,800 advisory firms, Advisor Products produces websites, newsletter, brochures, and other client communication materials.

While it’s unlikely anyone is going to hire you to manage their money just because you have a nice website, you nonetheless want your site to show up high in search rankings.

Search Engine Optimization (SEO) is important if you want people to easily find you on the Web, and that’s why the Advisor Products website BackOffice platform for managing your website contains valuable SEO tools.

At this webinar, you'll learn the basics about how SEO works and how to use SEO tools in Advisor Products BackOffice to boost your site’s rankings.

• Most important factors affecting a site’s search ranking
• How marketing copy affects your search rankings
• Key SEO settings in Advisor Products BackOffice
• Tracking search results success in Google Analytics

Trumpet Inc’s automated document Assemblage™ software electronically customizes, collates, prints, and files reports outputted from your investment management software and other applications. And now it integrates with Advisor Products’ AdvisorVault Online Reporting so you can quickly and seamlessly disseminate the electronic reports to your clients.

At this webinar, you’ll learn:

• The ins and outs of Trumpet Assemblage
• How Trumpet Assemblage and Advisor Products’ Online Reporting can cut your reporting time in half
• Which applications integrate with Assemblage
• How Assemblage can help you cut labor costs, minimize errors, and clear more time for prospecting and client service

Guest speaker Jo Day, co-founder and managing partner of Trumpet Inc., oversees a team of workflow designers who have implemented document management systems at hundreds of advisory firms to increase their productivity.

How can your CRM enable you to measure client profitability? How can your CRM improve your client on-boarding process, reduce your liability exposure, and organize records for regulators?

Advisor Products has asked Ebix CRM (formerly EZ Data) to demo its SmartOffice system at this webinar. While little known among RIAs, SmartOffice is used by more than 120,000 advisors, most of whom are affiliated with insurers and BDs. This web-based CRM contains many advanced features. (For instance, it can identify opportunities for you to deepen relationships with existing clients.)

SmartOffice is integrated with many advisor applications, including the Advisor Products Client Portal Platform. Speaker Chris Aitkens is senior director of Sales at Pasadena, CA based Ebix CRM (formerly EZ Data Inc.). Ebix Inc. (NASDAQ: EBIX), which acquired EZ Data in October 2009, administers in excess of $100 billion in insurance premiums on its platforms annually.

In this session of the MarketingSmart Webinar Series, you learn about:

• How FINRA’s new social media guidelines affect you
• Adding a compliant blog to your website
• Embedding a Twitter widget in your website
• Integrating your CRM with client portals
• Obtaining CFP CE credit on webinar replays

In this session of the MarketingSmart Webinar Series, you learn about five time-saving solutions:

• AdvisorSites Compliance Engine facilitates online marketing and client communication
• AdvisorVault™ streamlines delivery of paperless quarterly performance reports
• Online newsletters automatically personalized to each of your clients’ wealth profile
• Quarterly Market Summary—a professionally written eight-page Word document that you can edit and send to clients with their statements
• A service that aggregates industry websites to deliver you the most important news about investing, the industry, and technology daily

In this session, we highlighted ways that advisors can take their marketing efforts to the next level.

• Brand template emails to notify clients when you post new documents to their secure online document vaults
• Quickly customize financial videos with your logo and photo to post on any page of your website
• Leverage our library of hundreds of educational wealth management articles that you can use for e-newsletters, printed newsletters, and your website. Explain complicated planning topics to your clients in easy-to-understand language.

Advisor Products highlights services that will help you manage and grow your business, including:

Exchanging Website Links – (Jim Voss, Operations Director)

• Reciprocal links with partners and other advisory firms to improve search engine visibility
• Managing and promoting link exchanges using the Advisor Products Website Backoffice

Creating Custom Brochures – (Barry Weinstein, VP Marketing)

• How to get marketing copy without hiring a writer
• How to get customized graphics without hiring a graphic designer
• How to avoid printing hundreds of brochures you'll never need

Integrating Client Communications With Your CRM – (Steve Gordonson, VP Technology)

• Tasks you track in your CRM are automatically sent to each client's portal
• Display your value proposition to each client
• Demo of E-Z Data SmartOffice Integration with Advisor Products Client Portals

An introduction to the key practice management issues you must face when setting up your practice as an independent advisor.

• required books and records rules
• the easiest ways to meet compliance responsibilities
• key strategic operational decisions when starting a firm
• initial operational processes you must establish
• selecting practice management software and custodians
• communication systems for transitioning clients
• marketing solutions to find new client

• Back Office Support Service, an industry pioneer in outsourcing of portfolio reporting services, integrates with Advisor Products' AdvisorVault platform.
• Personal Client Portals is gaining widespread adoption among advisors.
• Search engine services are expanding with a higher-end package for firms that want to greatly expand their online presence.
• AdvisorsforAdvisors: a new practice management online community to help you run your business and connect with other advisors

• Email Hosting, Instant Messaging, and Email and IM Archiving
• Email Newsletters
• E-Z Data Integration with Personal Client Portals

• Personal Client Portals
• Redtail Technology
• Finance Logix

• Advertise and host webinars for prospects
• Use your website to generate referrals from clients
• Automate performance reporting online
• Assign clients To Dos and track their progress online
• Save thousands on marketing with pre-written copy
• Meet online with clients and referral sources
• Securely share documents online
• Automate compliance review of your firm’s blog
• Build your brand with API's marketing packages

• Search Engine Optimization And Marketing
• Advisor Products Automatic Email Newsletters
• Marketing Videos On Your Website
• Adding Content To Your Website Using The BackOffice