The main components of a powerful new client portal for financial professionals is now live on production servers. It's integrated with:...
Constant Contact (CTCT), a world leader in online marketing tools, shared a booth with Advisor Products at Schwab IMPACT 2014, and we used the occasion to launch a concierge marketing service for financial advisors.
Advisor Products and Constant Contact have teamed up to provide financial professionals a concierge marketing service.
- Outsource all your marketing to pros
- High-touch, high-tech service
- Timely educational campaigns monthly
- Analytics to measure return on every marketing dollar you spend
- A marketing coach dedicated to your success
- Executed by a Constant Contact Master Certified Solutions Provider
- A marketing plan, calendar, and metrics to determine your success
- Uploading, segmenting, and completely managing your contact list
- A monthly professionally crafted email to engage your audience
- List growth tools designed to reach your audience via multiple channels
- Sharing through your social media networks
With TV, social media, and financial news portals relentlessly undermining advisor relationships and bombarding investors with a confusing cacophony of wealth management tips, regularly reinforcing good investor behavior is the right thing to do for your clients, and it also happens to be the smart thing to do for yourself.
So we’ve literally made it effortless for advisors to reinforce good behavior once a week. We’ve added a new feature to the weekly update email that allows advisors to send their contacts a message every Friday at 6 p.m. ET that gently reinforces best practices that are aligned with a financial professional's perspective. The new version of the weekly update includes two links to leading financial news sites, as always, but now the third link in the update is an email campaign integrated with advisor websites....
Since January, we have been developing a new client portal for advisors.
The new client portal is built into AdvisorVault, which is used by hundreds of RIAs. AdvisorVault is a highly customized version of Microsoft SharePoint explicitly designed to meet the needs of financial advice professionals....
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....
In mid-February 2014, Tim McNamara, who heads sales at Constant Contact, the world leader in online marketing, called Steve Gordonson, a partner in Advisor Products. Since then, we’ve worked intensely with the leadership team at Constant Contact, including Alec Stern, the sole co-founder of Constant Contact still working at the company. The partnership establishes a way for advisors to get email campaign open rates nearly 100% higher than the average financial advisor using Constant Contact. [caption id="attachment_1861" align="aligncenter" width="483"]Advisor Products turns professional education content from Advisors4Advisors into email newsletters, enabling optimal use of Constant Contact for list management and analytics.[/caption]
Tim had spent five years in business development and operations at Schwab and then 10 years as an advisor at UBS, Morgan Stanley and Wachovia. He's been an internet entrepreneur, having built the nation's first online divorce platform. A year ago, Tim became the head of business development for North America and Latin America at Constant Contact....
Email marketing is the most effective marketing tool available to financial advisors but not all email marketing platforms perform the same. Fortunately, performance measurement of the efficacy of email marketing platforms comes down to a few well-defined key performance indicators—email open-rates, click-throughs, delivery rates, and adoption of campaign-tracking technology.
Email newsletters are enjoying a renaissance and remain the most effective marketing tool available to financial advisors.
“Email newsletters, an old-school artifact of the web that was supposed to die along with dial-up connections, are not only still around, but very much on the march,” says media columnist David Carr in The New York Times. “Bloomberg, Fast Company, The New York Times, Politico and many other news organizations are finding that they can grab attention — and readers — in the inbox.”...
The entire Advisor Products team is working hard to achieve an ambitious set of goals that will transform the way financial advisors communicate.
Here’s an update on our work at Advisor Products in launching the Financial Advisor Communications System:...