Advisor Products

How To Leverage Your Social Network To Get Important Work Done Fast, Easy And Cheap

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Two weeks ago, David Lucs, who has worked as a project manager at Advisor Products for over six years, called me into a conference room and resigned. It was totally unexpected. Replacing a person with David’s integrity and loyalty would not be easy. And Dave managed dozens of projects carefully at one time.     This is a personal story that illustrates the power of social networking in business, and how organically social media enables people you to work with people who can help you succeed. 

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Advisors Who Argue Against Educating Clients About Wealth Management Are Delusional

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The growing importance of content marketing on the Web and in social media has dispelled any legitimacy to the notion that advisors educating clients and prospects are doing something bad, unwanted, or unneeded. The global financial crisis laid bare the danger in not educating people about financial management and was shown to be a terrible idea for advisors. In my latest post about marketing solutions for financial professionals offered by Advisor Products, I address a small group of advisors who are in denial. (Please see the accompanying photo of people in denial.)  

Fritz Meyer's Nine Year Study Of Wall Street Forecasters Is The Subject Of New Content Marketing Campaign For RIAs

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As someone who wrote about predictions by Wall Street gurus  as a reporter at large daily newspapers and national magazines, one of my greatest frustrations was never following up on the results of the seers' picks. It was just too difficult. There were too many other stories. It was laborious work. It is extremely rare for newspapers or magazines to hold to account these gurus.   Having always wanted to focus on this blind spot, I am pleased to have recently completed a six-minute video that advisors can place on their websites that follows up on Wall Street's predictions. &n

Wall Street’s Poor Forecasting Record Is The Focus Of A New Advisor Content Marketing Campaign

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Wall Street’s poor forecasting track record is the subject of a new content marketing campaign created by Advisor Products for independent financial professionals.   The campaign is based on a study spanning nine years by economist Fritz Meyer, who has meticulously documented the investment results of sector forecasts made annually by 10 top Wall Street strategists in a Barron’s cover story since 2005. Meyer’s research shows how Wall Street’s sector bets have been a dismal failure.     Meyer’s findings definitively show that even Wall Str

How Financial Advisors Using Constant Contact Or MailChimp Can Automatically Feed Great Financial Content Into Their Email Newsletters

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Constant Contact and MailChimp are two of the most popular email newsletter campaign systems available to businesses. So we've integrated with it.   As a result, financial advisors who use Constant Contact or MailChimp can now easily import Advisor Products content for use in their email newsletters.

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