Social networking for advisors is a requirement for success. Here's a social media tool with investment and wealth management content that private wealth advisors can personalize.
This is a practical and intelligent social media marketing solution for investment professionals targeting high-net-worth individuals (HNWIs) and ultra-HNWIs.
Hi, I’m Andrew Gluck, the founder and CEO of Advisor Products. Over next five minutes, I’m going to tell you about an innovative new tool for marketing and client communications, the Social Media Content Stream For Financial Advisors.The Content Stream is actually one component in an integrated technology platform using social media to connect you with your clients, prospects, and centers of influence.The platform enables you to provide ongoing news and analysis about income- and estate-tax strategies and insightful ideas about the economy and financial markets. The system is geared to financial advisors who believe ongoing education, communication, and transparency are key elements in establishing and strengthening client relationships.
At the heart of our system is intelligent content. The content is rooted in ideas from thought leaders who have partnered with us. These subject matter experts include Fritz Meyer, a veteran financial economist, and Robert Keebler, a leading educator of tax and estate planning professionals. Every month, Fritz and Bob conduct webinars that you can attend for free.CFPs and CIMAs (“seemas”) can receive free CE credit for watching these webinars.At these monthly sessions, you’ll hear uncommonly sensible wealth management ideas. Fritz Meyer and Bob Keebler are world-class presenters. Listening to their presentations will sharpen your talking points with clients and prospects.
You can purchase Bob and Fritz’s PowerPoint slides and deliver their presentations yourself.The slides for Fritz or Bob’s monthly presentations are available online for $300 annually.You can brand and repurpose the slides.Use a slide in your blog or client newsletter. Produce your own webinars. Hold you own seminars. And, of course, you can also use the slides in meetings with clients. To use social media marketing effectively, you really do want to create your own content and communicate your own ideas. Repurposing Fritz or Bob’s presentations makes doing that much easier. The schedule for all of Fritz and Bob’s upcoming webinars is at AdvisorProducts.com, and you can sign up for free right now.You can also download samples of Bob and Fritz’s slides from our website.
Bob Keebler’s slides provide you with wealth management strategies, examples of how your clients might apply different planning techniques based on current rules. Graphical illustrations make complicated ideas easy to understand. When you need to explain a CRT, it’s here. When you need a slide to explain the latest news on gift taxes or Roth IRA conversion, you’ve got it. It’s authoritative information and it is constantly updated to reflect the latest rules.
With your $300 subscription to Fritz Meyer’s monthly slides, you also get Advisor Products Panic Protection.Panic Protection is a unique type of client communication service never before offered to financial advice professionals.When the Standard & Poor’s 500 stock index declines by 10% or more, Fritz provides an update -- a free webinar about the latest news rocking the markets and a set of slides to go with it.With Panic Protection, you know that when the markets are undergoing extreme stress, Fritz will be there with a reasoned analysis. We offered this service in August 2011 and advisors told us it was extremely valuable.
Everything I’ve told you so far will make it much easier for you to create your own content based on Fritz Meyer and Bob Keebler’s ideas.But – and this is a big but -- it still requires that you create content – you must write an article, produce a video, or lead a presentation. Now, we know that you may not have the time or inclination to do that. And that’s why we repurpose Bob and Frtiz’s ideas for you.We turn their monthly presentations into a social media content stream you can personalize. Here’s how it works.
Based on Bob and Fritz’ s monthly presentations, Advisor Products creates about 15 FINRA-reviewed educational articles and videos about wealth management every month. We’re utilizing the valuable ideas from leading subject matter experts in the profession to create news your clients can use.That content is what you get with our social media stream. Using an Application Programming Interface that we provide you with, this content can be added to any website. It takes two to four hours for your web developer to add the content to a website, or we can do it for you if we host your website.
Using our content management system, you choose articles you want to appear on your website. An icon next to the title of each article indicates a video comes with that article.Along with each article, we write three 140-character status updates about each article and that’s where the social media component comes into play: When you click on the Twitter icon next to the title of an article, it opens the social media dashboard.
The Social Media Dashboard displays the three pre-written status updates that we’ve written. Those status updates, incidentally, are also FINRA reviewed.Clicking on one of the three tweets instantly places the tweet in this box with a shortened link. Once in the box, you can send out the pre-written tweet as is, but you can also edit it. Simply check off the social networks you want to see the status update and hit send. Using the social media dashboard is so simple you won’t need any instructions.
Rewriting a 140-character tweet requires almost no effort by you but it has significant benefit on social networks. Sharing authoritative content about income- and estate-tax andinvestment strategy implicitly communicates your expertise and value proposition. Plus – and this is important -- each tweet links back to your website to read the articles. While you can and should provide your social network with links to authoritative articles about wealth management, linking to The New York Times or Wall Street Journal is the same as bringing people to your website -- your marketing hub. Once you have people at your website, offering them a free report or consultation is easy.More importantly, the content stream we provide takes the pressure off of you to constantly produce technical content.You can augment the technical content we’re producing for you with news about people at your firm and your family.Each tweet is part of an ongoing conversation with clients, prospects, and other professionals. And unlike the noise in the twittersphere, your tweets are based on authoritative news your ideal clients can use.
We provide you with two plans for accessing our content stream.You can add our content to any existing website for $1,337 annually plus a support fee of $300. We’ll provide your web developer with easy to follow instructions and answer any of your developer’s questions. It takes about two to four hours for a web developer to set up our content engine on your website. Or, for $2337, Advisor Products will host your website with the social media content stream. Plus, you’ll get AdvisorVault, a secure client portal for advisors, six hours of services from our help desk, website archiving and much more.
Call us now to add the social media content stream to your website.
Social Media Content For Financial Advisors
Social Media Content Stream For Financial Advisors Andy Gluck (516) 333-0066 x222 email@example.com
Market declines by 10% – Special edition of webinar – Special edition of slides • Not FINRA reviewed More about Panic Protection
Use SME Slides To Make Your Own Content • Attend or replay webinar and do it yourself • Based on Fritz and Bob’s slideshows, create: Webinars Blog posts Seminars Slidecasts Client Meetings Client Newsletters • Original content is crucial to social media • Aids SEO
Why Advisor Products Content Marketing System Is Different
BackOffice Content Management System Lets Advisors Select FINRA Reviewed Content For Their Website
Schedule and automate tweets Three tweets we wrote with each article Edit tweet we wrote List of the articles on your site More about the Financial Advisors Social Media Content Stream
Cost: 3 Options1. Content-Only – Annually: $1,337 to add articles, videos, and social media dashboard to any advisor website – Setup: $300 setup fee to Advisor Products plus advisor must pay for 2-4 hours of work by his website developer2. Platinum Website – Annually: $2,337 annually to add articles, videos, social media content and dashboard, plus AdvisorVault, six hours of help desk support plus much more – Setup: $1500 (designer) or $4,000 (custom) website development fee.