Free Client Updates On Financial Crisis Daily


When the stock market plunged last week—bottoming with a loss of 40% from the all-time high reached October 9, 2007—we began a free service to help financial advisors manage client communications: a daily market update that you can copy, paste, and email to your clients.



The daily updates contain a summary of thoughtful stories covering the day’s events. These short takes on the financial tumult are intended to be used as a daily reminder to clients that you are in touch with them and on top of the situation.

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Why Do We Charge Less? Because We Can!




We recently found ourselves in a peculiar position. It happened when we launched dynamic online performance reporting for PortfolioCenter and a new online vault. Ironically, offering more features at lower prices than our competitors inspired skepticism. While advisors were thrilled to hear that we can save them money—especially since financial crisis has pummeled asset prices and, thus, advisory fees—their enthusiasm is tempered by suspicion.



Charging low prices raised a question in the minds of some advisors: If their firm for years had been paying twice as much for online reporting, why is Advisor Products charging so much less?

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Why You’ll Want To Read This Blog


Writing The Gluck Report in Financial Advisor Magazine, I get to research topics I’ve been covering in for most of my 25 years as a reporter—wealth management strategies, financial planning software, advisor marketing, and just about anything else involving advisors. But what’s frustrating is that I don’t get to write about my company. And that’s why I’m hoping you’re going to want to read this blog.



Advisor Products, which I founded in 1996, has been pretty damn innovative. In 1996, we offered the first client newsletter that allowed advisors to pick every story. In 2001, we launched the first email-newsletter marketing system targeted to advisors. Last year, we rolled out the first 12-page template brochure ever offered to financial advisors. But not enough advisors ever get to know about most of our innovative work.

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333 Jericho Tpke

Suite 119

Jericho, NY 11753

Phone: (888) 274-5755

Direct: (516) 333-0066

info@advisorproducts.com

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