Advisor Products

Five Reasons Why Advisors Should Use Infographics

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Having designed and launched numerous print and Web solutions that have been widely adopted by the financial advice profession since 1996, I can say without reservation that the typical financial advice professional will usually shun new client communication techniques. Private wealth advisors understandly shy away from untried, unproven practices. So why in the world would advisors start using infographics, a popular new communication device? More to the point, why would you send people in their 50s, 60s, and 70s an infographic when they may never have seen one before?

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Economic And Investment Videos For Financial Advisor Clients; Content Marketing That Leverages Fritz Meyer Economic Research

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To generate leads from high net-worth individuals, investment advisors, financial planners and other RIAs need high-quality economic and investment content. The newly released Fritz Meyer Quarterly Update For Financial Advisor Clients features the content you need branded to your firm. Post the quarterly videos to your website, social media pages, or lead generation system.

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The Most Overused Advisor Marketing Phrase Of All Time: “We Give You Peace Of Mind”

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If your website or brochure promises people “financial peace of mind,”  you're actually sending prospects the wrong message.

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Putting The Bull Run In Perspective In Client Communications

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With the stock market breaking new records recently, there is no shortage of opinions about what will happen next. Your clients, as always, are being bombarded with messages that often conflict with your advice and--unless you remind them often about the sensible way to examine the market's behavior--they will inevitably be influenced by the flood of idas streaming from the Internet and mass media, messages that will surely conflict with yours. What's an advisor to do?

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Why Advisor Products Rarely Gets Covered In The Trade Press And Advice For Advisors About Their Client Newsletters

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A post in AdvisorOne today about the “debate” over whether to get a canned or customized newsletter tells advisors what they already know—you can build a canned or customized newsletter—and it then falls short of providing advisors useful money-saving advice. In fairness to the writer, who makes an earnest effort, the subject requires a lot more research than you can expect from a short story in any trade publication. It also highlights a consistent pattern in the trade press, which usually results in giving my company, Advisor Products, short shrift. 

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