Advisor Videos For Client Education, Retention And Marketing


This week's video highlights the stock market's reaction in the hours after last week's attack in Munich.

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Build Advisor Websites Tutorials

Build Advisor Websites is our new easy to use platform.

This series of videos tell you about Build Advisor Websites in 11 tutorials, averaging just over a minute in length.

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The Best Advisor Presentations For Clients

Since 2010, Fritz Meyer and I have created a quarterly market summary (QMS) for advisors to share with clients.

It took about 15 or 20 quarters turn it into what it is today.

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Within Hours Of 3.6% Brexit Plunge, Advisor Websites Were Updated And Email Newsletters Sent

In a panic or poltical crisis, the immediacy of your message to clients is as important as the message itself.

By 8:15 p.m. ET, Friday, June 24, after Brexit knocked U.S. stocks for a 3.6% loss for the day, our advisor websites we host were updated with new content.

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Marketing Videos For Financial Professionals

Economist Fritz Meyer, Andy Gluck, and the Advisor Products team created this video about the Federal Reserve Board's press conference last week. Fed chair Janet Yellen's transparency in leading the Fed is highlighted and, with July Fourth coming up, those serving our great nation are saluted.

You can send a new video every week. We post it on your firm's YouTube channel and send it in an email to your contact list. The video is submitted to FINRA and embedded on a page on your website. It's also a "widget" on your website and used in SEO lead-generation.  


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