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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FINRA-Reviewed Video News Updates Narrated By You

Advisor Products and Constant Contact are now powering video email newsletter campaigns for advisors with educational FINRA-reviewed scripts and slides derived from economist Fritz Meyer’s research. For $400 a quarter (one-year commitment), API-CTCT will:

  • Provide you a three-minute FINRA-reviewed video script
  • Record you over the phone reading the script
  • Add your narration to graphic investment news update videos
  • Post your video to your YouTube Channel
  • Write a 300 world article about the economy related to the video
  • Layout article, embed your video, and post it to your blog
  • Write, design, and brand an email campaign featuring your video
  • Upload your contact list to Constant Contact
  • Send the email campaign to your contact list
  • Review your analytics with you to improve results every quarter

 

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Client Portals In AdvisorVault

The main components of a powerful new client portal for financial professionals is now live on production servers. It's integrated with:

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Update On Constant Contact – Advisor Products Partnership

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.

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Concierge Marketing For Financial Professionals

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
 
 
b2ap3_thumbnail_Concirege-Marketing-300x199.jpgConcierge Marketing For Advisors is for you if you can't ever find the time to send an email newsletter. You and your Constant Contact coach design a strategic marketing plan based on your unique strengths. Then, a Constant Contact Master Certified Solutions Provider implements your plan using our integrated content marketing platform. You and your coach refine your list and tag your contacts' based on their "financial focus areas" to craft strategical email campaigns month after month for a year. With Concierge Marketing For Financial Advisors, you get:
  • 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
   
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How To Reinforce Good Investor Behavior Regularly

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.

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Our New Client Dashboard Is An Advisor’s Client Portal

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.

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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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After Working Together For Months, Constant Contact And Advisor Products Announce Strategic Partnership

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.

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Email Marketing KPIs For Financial Advisors

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.

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