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Marketing Solutions For Financial Professionals™

Video Library Dashboard

Video is the medium preferred by many people for consuming content. While posting videos you produce is best, adding our professionally produced videos adds to your credibility with prospects visiting your site to learn about your firm and teaches your clients about financial strategies.
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Fritz Meyer Slide Shows

Financial economist Fritz Meyer's monthly PowerPoint slides for advisors to use for seminars, webinars, and client meetings.

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  • Overview
  • Info

The Video Library Dashboard (VLD) provides you with a growing collection of videos to post to your website about wealth management.

VLD comes with a Platinum website license. One special feature is that it each video is personalized automatically to your firm. You set up your logo one time and it is embedded in all your videos.

The library includes videos covering a range wealth management issues, including investing, estate planning, risk management, and taxes.

Videos also are devoted to AdvisorVault, online performance reporting, and client portals. These marketing videos show prospects and clients the advanced tools you utilize for client commnications.

  • Select videos to use anywhere on your site—even over multiple pages.
  • Easily embed your firm name and logo
  • FINRA review letters for each videos
  • Fully integrated with the B/D compliance engine
  • New videos always being added
The titles of some videos in VLD include:

Benefits Of Our Advisory Firm's Client Portal System
Why You Want An Advisor Who's A Fiduciary
(With NAPFA Fiduciary Oath)
Utilizing Our Firm's Online Vault
Planning For A Child With Special Needs
Using Intentionally Defective Grantor Trusts
Roth IRA Conversions
What To Spend First In Retirement

Use Your Apps As A Marketing Tool With Videos From Advisor Products
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 Personal Client Portals or AdvisorVault from Advisor Products, they can post videos to their websites that demonstrate the benefits of the two services to clients and prospects.

Videos About Wealth Management On Any Page Of Your Website
Communicate in the medium people prefer and capitalize on the popularity of Internet video.