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Advisors Who Argue Against Educating Clients About Wealth Management Are Delusional
Thursday, March 06, 2014 16:30

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
Tuesday, February 11, 2014 15:22

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.


Every few months, Fritz Meyer, and independent economist, updates advisors on the performance of sector picks by Wall Street's "top" investment strategists -- strategists for 10 of the largest buy-side and sell-side Wall Street brokerages.


Fritz looks at the picks made by the strategists in the December issue of Barron's every year. The strategists are asked by Barron's to pick the best and worst performing sectors for the calendar year ahead. Barron's started publishing its annual "Outlook" cover story in 2005 and Fritz has meticulously tracked the results every year. I've turned Fritz's summary into content you can give your clients. Below is a 15 second snippet.






Wall Street’s Poor Forecasting Record Is The Focus Of A New Advisor Content Marketing Campaign
Saturday, February 08, 2014 12:47

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 Street’s top strategists cannot consistently pick the next winning or losing stock sectors.  It is rare effort to hold Wall Street’s largest firms accountable – along with other talking heads regularly paraded on financial TV shows — for their investment forecasts.



The FINRA-reviewed content marketing campaign is designed to for an advisors to use in social media and email newsletters to draw traffic to his website and then generate leads using a "video white paper," which can be viewed only after visitors to connect with the advisor on social media or submit their email address. The campaign is comprised of two articles that are made available on advisor websites, two 30-second videos accompanying the articles, six status updates for use on social media, and a six-minute white-paper featuring Fritz Meyer explaining his nine-year study of Wall Street’s sector calls. The campaign can be automated using the Financial Advisor Marketing Dashboard, a comprehensive content marketing system for advisors.



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

How Financial Advisors Using Constant Contact Or MailChimp Can Automatically Feed Great Financial Content Into Their Email Newsletters
Tuesday, December 31, 2013 14:54

Tags: advisor websites | client communications | content marketing | email marketing | marketing | prospect | prospecting

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. Read more...
Ideas Are Integrated Into Financial Advisor Content Stream
Wednesday, October 30, 2013 17:15

The content stream Advisor Products provides financial advisors is, of course, an integrated technology platform.

We give you apps that talk to each other to totally automate or, at the very least, expedite marketing processes with easy to use technology tools. That’s available elsewhere. What’s truly unique is that the ideas in the content stream are also integrated. Read more...
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This content is intended for use by financial professionals only.