Social Media Content Stream For Financial Advisors Is Launched

Social Media Content Stream For Financial Advisors was launched recently by Advisor Products Inc., enabling thousands of financial advisors to provide a social media content about wealth management.Social_Media_Content_For_Financial_Advisors

Social Media Content Stream For Financial Advisors is for advisors too busy to create all of their own content.

  • We create articles and videos for your website

  • We write tweets about our financial content

  • You send the tweets to your social network

  • The tweets link to your website


Advisor Products produces 12 articles a month that can be posted to your website. Many of the articles are based on ideas from subject matter experts like investment strategist Fritz Meyer and tax and estate planning expert Robert Keebler. The articles are usually reviewed on an expedited basis by FINRA to ensure timeliness, and many articles are accompanied by Meyer or Keebler narrating a two-minute slideshow about investment or tax strategy.

With each article, Advisor Products provides three tweets — 140-character status updates that you can post to Facebook, LinkedIn, and Twitter for distribution to your social network. Each tweet links to the article and video on your website, where information about your services are also displayed.

It's almost effortless but it's an effective content marketing tactic.

Social Media Content Stream For Financial Advisors is written and edited by financial journalists based on ideas and strategies from Advisor Products subject matter experts, recognized authorities in areas of private wealth management.

Social Media Content Stream For Financial Advisors simplifies distribution of social media content for advisors.  The tweets for each story are available in the AdvisorSites BackOffice content management system.

Currently, advisors copy tweets for each story and manually post them to social networks. In 1Q12, Advisor Products expects to launch a dashboard allowing advisors to choose and schedule each tweet or totally automate the social stream to send by sending out one tweet daily.

Social Media Content Stream For Financial Advisors is not meant to replace original content created by a financial advisor. Nothing replaces a personal message expressing your views in your words. But it's sensible to augment content you personally create with Advisor Products articles and videos, which are targeted to high-net-worth and ultra-high-net-worth investors.

Social Media Content Stream for Financial Advisors has been added to AdvisorSites Platinum, which costs $2,337 and includes AdvisorSites Content Management and compliance, AdvisorVault, eight hours of service, compliance tools, and much more.

You can add the Social Media Content Stream to any advisor website for $1,337 a year plus a $300 set-up fee. Call (888) 274-5755 for more information.

 

 

 
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Provide Clients TD Ameritrade Account Balances, Holdings, And Transactions From Your Website Instead Of TDAI’s

The TD Ameritrade-AdvisorVault integration is live. RIAs can now provide clients reports generated in TD Ameritrade Institutional’s (TDAI) Veo platform via their own websites. Using AdvisorVault, the TDAI account look-up becomes an opportunity to communicate with clients when they check balances is good for clients and you. Here's why.

The TDAI reports from VEO, which are updated daily, can be branded by an RIA.

Until now, RIAs using TDAI as a custodian could not brand Veo reports, which feature the TDAI’s branding. The client experience in AdvisorVault is totally different.

Your clients are going to your website — not to TDAI’s — to check their Account Balances, Holdings, and Transactions.

It’s under your brand, of course. More important, however, is that when client check account values, they see all the other posts to their vaults -- financial plans, wills, trusts, medical emergency details, LPOAs, newsletters, correspondence with other professionals, and more -- alongside TDAI account data.

The TDAI account statement is one just piece of the client view in AdvisorVault. The folders and documents show clients what you’ve done for them lately and remind them of their long-term goals. That's a much different presentation than what's currently available.

For example, after a sharp downturn you can post a newsletter article about the history of stock market volatility to all your client vaults. Next time clients log in to AdvisorVault to check their TDAI accounts, the first thing they see is a link to the unread newsletter article about volatility.

You can view a report showing who logged in and what they viewed. When you notice a client is checking his account frequently, you can call to see if all is well.

Clients can access their account balances online now anytime by going directly to TDAI’s website or using TDAI’s advisor-client website, but presenting TDAI account data through AdvisorVault better supports RIAs and, most importantly, their clients.

The fact that you can monitor client log-ins is disclosed to clients in the default user agreement clients must accept to log in to AdvisorVault for the first time. As long as you're helping clients stick to a long-term plan that you genuinely believe is in their best interest, and you make the prop[er disclosures, using log-in report is ethical and professional, and helping clients stick to a long-term plan is easier with AdvisorVault.

Embrace transparency and view the times that clients check their balances as opportunities to educate, communicate, and build client relationships.

For now, you can add the TDAI interface to any existing AdvisorVault for free by emailing service@advisorproducts.com. Use subject line: "Add TDAI To My AdvisorVault."


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Price of Investment Advisor Research By Fritz Meyer Slashed By 50%

Fritz Meyer’s research is already very popular with investment advisors, but it’s about to become even more popular: We’ve slashed the price from $50 to $25 a month if you sign up for a one-year subscription.

Meyer’s research is updated monthly in a 70-slide PowerPoint. The content is well suited to investment advisors utilizing strategic asset allocation and broad diversification and who would benefit from continually educating, assuring, and reminding clients taking a long-term perspective on investing.

Every month, Meyer produces a presentation examining fundamentals driving investment markets. Hundreds of independent financial advisors view his monthly webinars and give Meyer rave reviews. The webinar is free.

If you purchase the slides makes after attending Meyer’s webinar and hearing his latest comments on the economy, it’s easy for you to create your own content using Fritz’s slides.

You can use any of Meyer’s slides in your client meetings, webinars, seminars, blog posts, or newsletters.

Leveraging Fritz Meyer’s research makes it far easier for financial advisors to generate a personal social media content stream that is based on economic facts and analysis and framed by a long-term perspective.

In addition to distributing Fritz Meyer’s slide shows, Advisor Products embeds Meyer’s research in websites and newsletters. Every month, the highlights of Meyer’s webinar are edited into one-minute videos and articles are written to accompany them and they are sold with Platinum advisor websites.
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New Advanced Configuration Settings In AdvisorVault’s Client View Aid Broker-Dealers And RIAs

As strange as it may seem to investment advisors, B/Ds are concerned about possible liability exposure arising when clients are able to upload documents to their advisor’s online vault. While the issue could be dealt with contractually, it is worth mentioning the concern of one B-D and the improved configuration settings recently added to AdvisorVault to address the issue.

 

AdvisorVault is a secure system for advisors to share documents with clients. It integrates client communications into your work flow and engages clients. It also enables advisors to collaborate online with a client’s attorney and accountant, thus helping advisors build a team approach to wealth management and building a referral network of allied professionals.

 

 

One large B-D that claims to be planning  implementation of AdvisorVault with hundreds of its affiliated advisors raised a concern about clients uploading documents to AdvisorVault. The B-D is worried that a client might upload information about his financial situation that the advisor is unaware of and that conflicts with the advice proffered by the advisor. For instance, what if the client posts a document declaring he is a conservative investor when the advisor has determined the client is a growth investor?

The advisor could add a sentence or two to the AdvisorVault user agreement, which must be approved by his clients before they enter their vault for the first time. Such language would help protect the advisor by saying that the advisor is not responsible for knowing about all the information clients upload to their vault. But we went a step further.

For B-Ds and RIAs concerned about client uploads, advanced configuration settings recently added to AdvisorVault now allow you to disable upload privileges by clients. You can also disable the upload privilege on attorneys, accountants, and other outside professionals.

Another new configuration setting added to AdvisorVault allows advisors to disable a client’s ability to request their advisor grant vault access to an outside professional.

The default configuration of AdvisorVault allows clients to request that you provide access to a lawyer or accountant. Transparency is the operative idea behind all of our default settings, in alignment with fiduciaries.

A small percentage of advisors did not want clients to be able to request that their advisor grant access to an accountant, attorney, or other professional. So we've made that doable  in a  few clicks.  The video shows you how it's done.

Released in 2007, AdvisorVault is used by 700 RIAs to share information with clients securely. Advanced features replete throughout AdvisorVault make it highly configurable, and a free desktop app puts your client vaults on your desktop, which makes it really easy to use. For $1,000 a year, AdvisorVault can be added to any advisor website. For $2,337 a year, a Platinum license provides financial news articles and videos reviewed by FINRA, automated website archiving, eight hours of service, and a content management system.

 
AdvisorVault's Client View
View more presentations from Advisor Products


 
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PortfolioCenter And Advent Reporting Integration With AdvisorVault Is Improved

AdvisorVault Desktop Connector makes it much easier for RIAs to post documents to client vaults and streamlines batch uploading of performance reports from Schwab PortfolioCenter or Advent Axys.

With AdvisorVault Desktop Connector, sharing documents securely with clients has never been so easy. There’s no need to open a browser, log in to a vault application, browse to a client’s vault, and browse to the file you want to upload. The drag and drop capability means advisors can routinely share documents with clients and outside professionals throughout the business day as part of their routine workflow.

In addition to enabling drag and drop, Desktop Connector makes it much easier to upload a batch of client performance reports generated in Schwab PortfolioCenter or Advent Axys.

Till now, now advisory firms using AdvisorVault’s integration of Schwab PortfolioCenter and Advent Axys could use an FTP process to upload a batch of client reports. Now, advisors can simply drag and drop the batch of reports and they will automatically be placed in the correct client folders.

Desktop connector is a desktop application that displays all of your client vaults on your desktop, and it is similar to accessing folders on your computer using Windows Explorer. Desktop Explorer comes free with AdvisorVault.

This two-minute video shows you how it works.



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Albridge Custom Portfolio Performance Reports Now Integrated Into AdvisorVault

Custom portfolio reports in Abridge Solutions, the performance reporting system used by most independent broker/dealers and advisors, are now integrated into AdvisorVault.

Albridge custom reports are used by advisors for “householding” client accounts. Several individuals can be grouped and all their accounts displayed in a single report.

For example, an advisor managing the assets of parents as well as their three children and 10 grandchildren can create a custom report in Albridge to consolidate reporting on the family’s holdings, asset allocation, and portfolio performance into one statement.

AdvisorVault now enables 24/7 Albridge custom reports to clients of advisors.

Until now, AdvisorVault was able to pull in Albridge reports on individual clients but custom reports were unavailable.

AdvisorVault’s integration enables advisors to send clients to their firm’s website to view performance reports. That’s better for an advisor than sending clients to Albridge’s website because AdvisorVault brands the reports to your firm.

More important, however, is that in addition to Albridge portfolio reports, advisor clients can view their financial plans, tax returns, insurance policies, and other documents in AdvisorVault. Clients get a holistic view of their financial situation, reminding them that investment management is just one aspect of the services they receive from their advisor.

AdvisorVault gets rave reviews for its collaboration features. Advisors can easily share client folders with accountants and lawyers, which helps an advisor quarterback a team of professionals for a client and builds a financial advisor’s professional network.

 


AdvisorVault is used by about 700 private wealth RIAs. A growing number of independent broker/dealers, including American Portfolios, Cambridge Investment Research, and Raymond James Financial allow advisors they supervise to use AdvisorVault and it is becoming popular with top-tier of advisors at independent broker/dealers.

AdvisorVault comes as a standalone application that can be added to any advisor website for $1000 a year, or it comes free with a Platinum advisor website, which also content, service, and compliance tools for $2,337 annually.

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Content Based On Fritz Meyer’s Research Now Comes With Advisor Websites

Articles and videos based on research from financial economist Fritz Meyer will soon come with an Advisor Products Platinum website.

Meyer’s monthly analysis of the economy and investment markets is popular with advisors using strategic asset allocation and broad diversification.  Every month, Meyer produces a 70-slide PowerPoint presentation that examines key fundamental economic factors driving investment markets. Hundreds of independent financial advisors view his monthly webinars and give Fritz rave reviews.

Now, Advisor Products, a leading website platform for investment advisors, is using Meyer’s research to create content for advisor clients.

Advisor Products is integrating Meyer’s ideas into websites we host for investment advisors. We’ll create articles and videos monthly that can be posted to an advisor website automatically. The additional content will be available on all “Platinum” advisor websites hosted by Advisor Products. (See a sample of a video for clients below.)

Fritz Meyer’s valuable research is the latest improvement to be offered as part of the $2,100 annual Platinum license from Advisor Products. Additional Platinum website benefits include:

  • 256-bit encrypted AdvisorVault for secure document-sharing with clients and COIs

  • content management system for editing your website

  • automated website archiving

  • FINRA-reviewed personal finance article database

  • FINRA-reviewed video library branded to you

  • eight hours of support

  • 10 email accounts

  • stock market data streamed throughout the day

  • redundant infrastructure

  • SAS 70 Type II hosting facility

  • Social media content stream

  • Fritz Meyer content


Beginning January 1, 2012, the annual fee for Advisor Products Platinum will increase from $2,100 to $2,337. In the seven years since our last price increase, Advisor Products added the following to Platinum advisor websites:

  • AdvisorVault 2.0 secure document sharing

  • AdvisorVault Desktop Connector

  • Branded videos

  • Monthly Fritz Meyer content

  • Automated website archiving

  • Social media content stream

  • Event calendar

  • Five additional email accounts


For advisors who want to create their own blogs, articles, and slide shows, the full monthly PowerPoint Fritz Meyer Slide Show continues to be available monthly for $50.

 
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For BDs, Compliance Is Only A Start In Advisor Use Of Social Media

Erado, makers of social media compliance platform for independent BDs and investment advisors, today announced it has been tapped by Investacorp, Inc., an independent broker-dealer subsidiary of Ladenburg Thalmann Financial Services Inc.

Erado looks like it's a fine compliance app and I hope to get to work with Erado, but compliance apps do not get an advisor to change his behavior and suddenly become active on social media.

Maybe 1% of an independent broker/dealer’s advisors will actually figure out how to parlay a new social media compliance platform into client acquisition.

To it credit, Investacorp has now made it possible for its affiliated advisors to communicate and engage in business development using LinkedIn, Facebook, and Twitter. Erado’s platform allows Investacorp to track and archive its advisors' social media activity. It's a good thing for sure.

FINRA regulatory notice 11-39 requires diligent record-keeping and supervision of social media content from mobile and other devices, and I’m sure Erado has a solution addressing that.

However, working with an app that ensures compliance when an advisor uses social media is totally different from getting an advisor to create his own engaging social media content that is consistent with a strategic marketing plan.

My guess is that the vast majority of advisors—probably 80%—will not in the next 12 months change their behavior enough to benefit from social media marketing. Maybe 20% of advisors will put in enough effort to benefit from social media in 2012, with an emphasis on “maybe.”

Advisor Products, which has been focused on helping advisors use social media for several years, is  launching an automated and integrated social media content stream for financial advisors in 2012. Details will be announced shortly. (If you’re responsible for helping groups of successful advisors market their services, give me a call to talk about this.)

Point is, for BDs, social media compliance is only part of the equation in helping advisors use social media for business development. I’m not sure BDs appreciate what’s needed beyond compliance.
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Advisors Can Share Any Document Securely With Clients With AdvisorVault Desktop Connector

Financial advisors can now drag and drop any file on their desktop to a client’s vault.

With the launch this week of AdvisorVault Desktop Connector, Sharing documents securely with clients has never been so easy.


There’s no need to open a browser, log in to a vault application, browse to a client's vault, and browse to the file you want to upload.


The drag and drop capability means advisors can routinely share documents with clients and outside professionals throughout the business day as part of their routine workflow.

DesktopConnector is the latest enhancement to AdvisorVault, which is a fully encrypted web-based system enabling secure sharing of personal financial documents with clients, estate planning attorneys, and accountants.

AdvisorVault Desktop Connector lets advisors view all of their clients’ vaults and drill down in each vault’s folders right on their desktop without opening a browser.

Compatible with Windows operating systems, is available at no additional charge to AdvisorVault users.

AdvisorVault integrations with Schwab PortfolioCenter, Advent Axys, Albridge Solutions, AssetBook, CabinetNG, MoneyGuide Pro, and other leading professional applications imports client reports in batches.

AdvisorVault is used by more than 400 advisory firms and offers features and workflows that make advisory firms more efficient and better able to communicate personal information to clients.

For more information, please contact us.
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Intermittent, Random Bug Affecting Some Sites; Testing And Maintenance Overnight

A recent upgrade of hardware and software is causing a random intermittent problem with websites.

We will be doing maintenance and testing overnight and your site may experience some down time.

Please email service@advisorproducts.com if your site's loading slowly tomorrow.

We apologize for the inconvenience and are working hard to fix the problem.



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