Clients And Prospects Want Thought Leadership From You, Not Marketing

With terrorist attacks now a weekly event, the European Union facing an existential political threat, and the speed of news causing two double-digit stock price plunges in the past 11 months, communicating with your contacts is more important than ever, and more delicate.

Our breaking news coverage enables you to send your contacts a stream of information crafted with help from independent thought leaders, including economist Fritz Meyer, MPT-expert Dr. Craig Israelsen, tax and financial planning guru Robert Keebler, CPA/PFS.

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Highlights Of Our Latest Advisor Videos

After starting the year with an 11% plunge, the Standard & Poor's 500 has gained more than 7.4% in the past month.

Here are highlights from three of the videos we made available in the last few weeks in our adsvisor video library.

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New Marketing Campaign For Independent Advisors Takes on Wall Street

Here’s a one-minute clip from our new Video For Independent Advisers Who Are  Fiduciaries. It highlights key factors of your unique value proposition in four innovative ways:

  1. Personal Narration. Using a Web app we’ve developed, you narrate a FINRA-reviewed script we provide. The words are displayed slide by slide and you record using your computer microphone.
  2. Fritz Meyer Research.  The video reports on research independent economist Fritz Meyer, who has documented the track record of Wall Street’s top strategists from 2007 to 2014, as published in Barron’s annually in the venerable weekly’s “Outlook” cover story. According to Meyer, a former investment strategist at one of the world’s largest investment companies, any investor who followed the consensus advice of the Barron’s Wall Street strategists’ industry-sector picks annually would have performed disastrously relative to buying and holding the S&P 500.
  3. Fiduciary. The video explains the benefits of working with a fiduciary.
  4. Powerful Video. Economic research lends its to graphical display, and this video includes graphical cues inserted to make the information easy to understand. While you explain your fiduciary obligations, an aerial view pans New York Harbor at night for a 360s° close-up of the Statue of Liberty. While you narrate a script contrasting your practice with a Wall Street’s broker's, viewers see the skeletal remains of the head of a bull amid the scorched earth of Death Valley, California.

For a fiduciary, this video voices a clear response to people who don’t know how you are different from Wall Street’s herds. This campaign breaks new ground in independent advisor marketing by making a professional video easy to personalize and distributing it utilizing Advisor Products' email marketing integration with Constant Contact. It equalizes TV ads and media influence of Wall Street.

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We're Boosting Advisor Email Campaign Open Rates By 100%

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 “key performance indicators,” which are tracked in Constant Contact.

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Our Commitment To Do What's Best For You


Some advisory firms feel they must work face-to-face with a local designer to build their website instead of working over the phone with an Advisor Products project manager. They feel that their branding is too important to be managed by Advisor Products.



I don't agree. Our designers do a great job. But who am I to argue?



So we price our services so you can use a local graphic designer and still use Advisor Products for hosting. Hosting is where we add the most value.



When we host your site, you get our content management system, BackOffice. That’s built specifically for advisory firms and has oodles of features just for advisors. Compliance review workflow, website archiving, pre-formatted pages created specifically for advisors that you can easily add to your site, a secure client vault system, and integration with 16 apps used in advisor practices that convert data in your internal systems into client communications. Plus, we provide 10 or 15 wealth management articles monthly to aupdate your site and now we’ve started offering videos on personal finance topics.



Candidly, many advisors don’t value publishing wealth management content on their website. But your clients are getting bombarded with financial information from so many sources. Why forfeit the opportunity to be their trusted source of financial ideas?



Providing clients with authoritative educational information on a broad range of personal finance topics—even if you don’t agree with every word in every article we write—promotes meaningful conversation with clients. Moreover, with technology enabling you to select every article and video that appears on your website or e-newsletter, you control the content that your firm distributes. You can even customize the content for each individual cleint's personal interests!

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