FAQs

Websites

Can I buy a marketing website without a client vault?

How do I redesign my Advisor Products current site?

Can I use your advisor marketing system without your content?

Do I have a choice of hosting and content subscriptions?

Where should I start?

How is your advisor website development process different?

Who will build my website?

What make your ongoing content stream different from other advisor website vendors?

How long does it take to develop my website using BuildAdvisorWebsites?

How do I measure results of my website?

Can I replicate my website onto Advisor Products' platform?

What kind of financial tools do Advisor Products' websites come with?

How much control over my site will I have?

Do you have any compliance tools available?

Will my website look great on a tablet or mobile phone?

What will it entail to add the AdvisorVault into my website?

Content

Client Portal

Email Newsletters

Advisor Video Library

Print Newsletters

Print Brochure

Pre-Sales FAQ

Yes, the marketing website and client vault are sold as standalone products.

You can copy over your content into a modern template using our DIY advisor website tool. Or, Advisor Products can do it for you for an additional cost.

Yes, a standalone email newsletter product is available for those who do not want Advisor Products content on their website.

You can buy our website content management system with no content.

You can also buy a standalone email newsletter with no website.

But the most effective way to use our content is to have it on your webiste and we price that to be the best value.

Contact our Sales department at (516) 333-0066.

We have a DIY website process available for those who wish to save money and easily create their own website. Each DIY website can come with the complete marketing system ready to be activated.

There are two options available. You can build your website yourself using our DIY tool, or one of our marketing consultants can build it for you. Five hours of building from our consultants is an additional $1,000, and should cover the entire build process for a typical website. If additional work is needed, you may need to pay an additional $100 an hour for the work.

Our content comes from Advisors4Advisors, an ongoing educational webinar series especially designed to educate advisors and their clients. Industry thought leaders are the providers of this education.

Pick a template, create the sitemap, and begin to copy and paste your content over! Creating a website using our DIY tool is quick and easy. Or, have us do it for you!

Each website comes with a Constant Contact email marketing account, which enables you to track open, click and delivery rates of all your email marketing efforts. Google Analytics will help you measure site visitors.

Our content comes from Advisors4Advisors, an ongoing educational webinar series especially designed to educate advisors and their clients. Industry thought leaders are the providers of this education.

Each month we are producing 12 - 15 new articles

After 15 years as investment strategist at Invesco, Fritz Meyer in 2010 left his post teamed up with Advisor Products and Advisors4 Advisors to provide institutional-quality economic research to independent advisors.

Robert Keebler is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession.

Craig is an Executive-in-Residence in the Financial Planning Program at Utah Valley University (UVU) in Orem, Utah.Dr. Israelsen is the developer of the 7Twelve Portfolio and the author of three books. He is also a principal at Target Date Analytics LLC, a firm that has developed indexes for the benchmarking and evaluation of target date/lifecycle funds.

Each website comes with a Constant Contact email marketing account, which enables you to track open, click and delivery rates of all your email marketing efforts. Google Analytics will help you measure site visitors.

We offer different methods; Social Media, Email Newsletter, Blog posting, etc.

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With AdvisorVault 3.0, you can securely post documents and files of any type in a private folder for each client on your website. It is easy to use and offers extraordinary security. Files are encrypted while uploaded, downloaded and stored using 256-bit—a feature not available from most other online vaults. The system is protected by multiple firewalls. AdvisorVault 3.0 allows each client to create his own folders and passwords, and clients can also upload documents to their private folders. E-mail notifications are sent to you and the client whenever new files are posted. AdvisorVault 3.0 supports collaboration with additional professionals, such as attorneys and tax professionals and can be used for secure storage of portfolio reporting data from the most popular desktop portfolio management applications.

AdvisorVault Client Portal is a dedicated client portal. While portfolio management software, financial planning and CRM software companies offer "client portals," they are not client communication companies. They don't have 20 years of experience in creating FINRA-reviewed content, educating clients, and website design. Plus, if you change your financial planning, portfolio or CRM software you will lose your client portal and clients will have to learn a new system.

Choose up to 5 articles from our database of news pieces. Write a custom introduction and add a disclaimer if desired. Select the list(s) of contacts you'd like to receive the newsletter, and click "send." Each article in the email will link back to your own website, where the articles live.

Each Friday afternoon and Weekly Update email is automatically sent to your clients and prospects. Each email contains a summary of the markets that week, and three news articles. Two of these articles will link back to your website, and a third is hand-picked by Advisor Products from an outside source.

The Weekly Update can be added as a standalone product, and it comes as a part of the complete advisor marketing system.

Each email newsletter has a space for an introduction from you, which is where you can add in your own content or write a personal message.

A blank email is available that is designed specifically for an advisor to add in only his or her own content.

Each website comes with a Constant Contact email marketing account, which enables you to track open, click and delivery rates of all your email marketing efforts. Google Analytics will help you measure site visitors.

Yes.

An online app that makes it easy for any advisor to provide FINRA-reviewed videos personalized with their voice and branding.

The 15 timely videos we've added to the Advisor Video Library feature graphics and scripts created by Advisor Products. You record a voiceover using our proprietary app. It's automatically embedded in the video, along with your logo, contact information and a map of your local area.

You can use the sample video's audio if you'd like. The script and video is the same, it's just somebody else's voice.

The app can automatically send the video out in an email newsletter, and post it to your YouTube account for sharing on social media.

Because the email newsletters containing your video are sent out through Constant Contact, you can login to your Constant Contact account to view data on your emails. These KPIs include open rates, click through rates, and more.

Quarterly.

We have hundred of articles available for you to select from.

Yes, we designate a personal column on the front of the newsletter for your content.

Yes, we also have the letter available for you.

Template - 100/quarter
Custom - 200/quarter

Yes, we can provide you a pdf file.

There are 9 different motifs available.

Yes, everything is customizable.

Yes.

The minimum quantity for print is 200.

Yes, we can reprint your brochures as well.

Company Info

333 Jericho Tpke

Suite 119

Jericho, NY 11753

Phone: (888) 274-5755

Direct: (516) 333-0066

info@advisorproducts.com

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