With Custom Design, two graphic artists compete to design your site, and every graphic element on your site—shadows, backgrounds, photos—is customized to your liking in a four-step creative process.
- Discovery. After reviewing your firm’s logo, brochure, website, and other marketing materials, an Advisor Products project manager interviews you about your firm and design preferences.
- Draft. Based on the design interview, two graphic artists each design two compositions of your home page, which are posted to the Web for you to review.
- Revise. In a second phone meeting, you choose one of the home page compositions and can combine elements of the other compositions in consultation with our experts, and the revisions are decided on.
- Finalize. A link to your revised composition is sent to you. If needed, one more round of final adjustments are made, as your site’s graphical interface emerges.
Other Design Options
In addition to Custom development, we provide two other choices: Designer Websites and Template Websites.
Alternatively, you can use your own design firm to create your site’s graphics. We’ll tell them how to create your graphics to our specifications, and we’ll build your site on our powerful hosting platform.
Hosting
What makes Advisor Products better than other website development companies for advisors are our hosted solutions, including:
- BackOffice content management system
- Compliance review system for registered reps and B/Ds
- Archiving every time you change your site
- Wealth management article database with hundreds of articles
- Integrated email newsletter system
- Automated weekly market update email
- AdvisorVault™ for secure storage of client documents
- Integrations with 16 portfolio reporting, financial planning, and CRM apps used by advisors
- Hosting at a SAS 70 Type II data center
Please call us for details about our web-based content and tools for advisors.
Custom Website design is available only with our Platinum Annual License for content and service.
Top Five Myths Perpetuated By So-Called SEO Experts
You’ve probably received an email from an SEO expert listing the mistakes preventing your website from ranking higher in search engines. Problem is, the “expert” is mostly spewing half truths and distortions. Here are five top myths those snake oil SEO salesmen peddle.
Six Ways Advisor Products Content Can Improve Your Social Media And Online Presence
Advisors are often stumped about what to post to increase their social media and online presence. So here are some ideas about how you can use Advisor Products articles for status updates and tweets.
Free Videos Teach Private Wealth Managers & Financial Advisors About Search Engine Optimization
Financial advisors who want to learn about search engine optimization (SEO) can visit Advisor Products Learning Center, which features 18 videos about SEO techniques for private wealth managers, financial planners, and other independent financial advisors.
Niche Marketing, Search Engines And Financial Advisors
If you’re a financial advisor, here’s how to use a marketing funnel on the Web to create a path connecting you with your target clients or niches.
Geier Financial Group: An Advisor Products Client Profile
I look at all of the websites my company builds. Geier Financial Group drew me in and I called Tom Geier.
Advisor Products Websites Now Come With Videos About Wealth Management
A library of FINRA-reviewed videos for advisor websites is now packaged with every Advisor Products Platinum website. When you buy a website from Advisor Products, a library of videos can be personalized to your branding and posted to your website explaining the online tools you provide clients.
Use Video To Improve Search Rankings
Financial advisors can build their own video studio for $750 or less. We did it and it was easy. By producing videos for your clients and optimizing them for search engines, you can greatly improve your search engine presence and attract new prospects to your site.
The $27,000 Advisor Package: A True Tale
Instances of price-gouging and sales hype are becoming more common in the sale of advisor websites. The rise in unsavory sales of advisor websites accompanies a shift in the industry in favor of local independent design shops. Advisors are using local designers and consultants more often, getting sold “branding packages.”
Using Your Apps As A Marketing Tool
Having a great client portal or online document vault doesn’t only make your firm more efficient, it also helps you acquire new clients. When financial advisors buy a platinum Website from Advisor Products, they can post videos to their website that demonstrate the benefits portals and vault to clients and prospects.
SEO For Financial Advisors Without The Hype
To financial advisors, search engine optimization (SEO) is arcane. We're working to make social media and SEO more understandable and accessible to advisors through educational webinars that we've produced over the last few years. And now, after months of planning, we're offering a comprehensive suite of practical SEO and social media services geared specifically to financial advisors.
The Semantic Web And Financial Advisors
The Semantic Web automates activities that now require human intervention by structuring information on the Internet. For advisors, understanding the Semantic Web is important because it enables creating a site that is easy to be indexed by search engines. The easier it is for search engines to index your website and understand the information it contains, the better your search engine results will be.
Advisor Products Implements Managed Intrusion Detection And Prevention
Advisor Products has implemented a unified threat management system to detect and prevent malicious activities on all of its web servers. Adoption of the Intrusion Detection and Prevention System (IDPS) by Advisor Products had been requested by a large financial institution seeking to use AdvisorVault, a secure system that allows financial advisors to share documents with clients and allied professionals and that is integrated with several portfolio management software applications.
6 Ways To Make The Most Of Your Web Site
Whether your web site is an online brochure to attract prospects or tool to enhance client communication, small changes can generate big returns.
Website Compliance System Upgraded For Broker/Dealers And Advisors
Advisor Products this week upgraded AdvisorSites Compliance Engine (ACE) to streamline advertising compliance for independent advisors and broker/dealers. The upgrade eases the workflow and organizes information between the advisory firm and its compliance officer when changes are needed to the advisory firm's website.
Personal Client Portals Highlighted In Orion Advisor Services Newsletter
In the Operations Insight column of the November 2009 "Coordinates" newsletter by Orion Advisor Services, readers learn how Advisor Products' Personal Client Portals can integrate with a firm's marketing website, CRM, and financial planning system to create a more "sticky" client experience.
Alliance Builder Increases Referrals And Link Popularity On Advisor Websites
Using the Advisor Products BackOffice, financial advisors can now add a new type of page to their sites that’s preconfigured for exchanging links with allied professionals. Alliance Builder is a great way for a financial advisor to build referral relationships with other professionals and also increases an advisory firm website’s “link popularity,” an important factor in boosting search engine rankings.
Organizing Marketing Copy On Financial Advisor Websites
In talking with recently with David Lucs, a project manager here at Advisor Produts, he told me that one of the most difficult areas advisors struggle with is organizing the marketing content on their sites. So David and I wrote this post together about how advisors can organize their website marketing copy.
Advisor Products Responds To The Need For Speed
If we host your firm’s website and use our BackOffice content management system, you may have noticed a boost in speed. That’s because we replaced the main server that powers Advisor Products’ websites and BackOffice last week. Your website is loading faster for prospects and clients now.
Boost Your Blog's Search Engine Ranking
On AdvisorsforAdvisors, the new practice management website, advisor blogs are being aggregated, which makes it easy for advisors to see what other advisors are blogging about. This can give you ideas for your own posts or inspire you to start writing your own blog. More importantly, being listed on the blogroll can help boost your blog's search engine rankings.
Link Exchanges And Advisor Websites
We’re now programming a new feature in our content management system, BackOffice, to enable your firm to add a “Link Exchange” page to its website. This will allow you to quickly add links to other firms that will be displayed on your marketing website. The page on your site will be pre-formatted to look attractive and easy to read.
Building Client-Centered Websites
Journal of Financial Planning discusses the growth of client-centered websites for financial advisors—and how Advisor Products is helping to lead this trend.
New Blog Service Launched
Blogs are an excellent way to market to clients. You cement relationships by reinforcing views that you are both accessible and informed. You can also use blogs as a way to add valuable content to your website, benefiting both current and prospective clients. Whether or not you have the time and ability to write your own blogs, this opportunity to reach your contacts should not be missed. That's why Advisor Products is now offering a blog writing service to help you take advantage of this key marketing tool.
Advisor Products May Start An Advisor Blogging Revolution
Wealthfly, a blog for independent advisors and planners, explains the importance of financial advisors using blogs to communicate with clients, and credits Advisor Products with innovations that will help bring blogs to the forefront of the financial advisory profession.
AdvisorSites Email Archiving Recommended as an Effective Email Compliance Tool for Small Businesses
FPA Journal recommends AdvisorSites' Email Archive System as an easy and efficient way for advisory firms to archive their emails.
Morningstar Rates AdvisorSites No. 1
Morningstar says that Advisor Products' Web sites (AdvisorSites) are the gold standard among firms providing Web services to independent financial planning firms and that API is "head and shoulders above the competition, offering a combination of products, technology, and service unmatched by its rivals."
Email Management Dashboard To Save Time For Financial Advisors
Advisor Products Inc. announced today that it has launched a new email account dashboard that makes it easier for financial advisory firms to manage their email accounts. The new email administration tool allows advisory firms to set up new email accounts, change passwords, delete email accounts no longer in use, forward emails to different addresses, and set up automatic replies when you go on vacation.
Comply With Regs On Archiving Your Site
Your website is advertising and you must keep a record of all versions for regulators. With our website archiving system, simply make one click to save a copy of your site or turn on automatic archiving to create a copy of your site whenever you make a change.