Advisor Products Overview

Editor's Notes

1. Hi, this is Andy Gluck and I’m the founder of Advisor Products.
2. I started Advisor Products in 1996 after working as a reporter at The New York Daily news and Worth.The company was different from the start because it was run by reporter. I covered personal finance since 1983. So our approach to marketing has always emphasized substance, education, and transparency.At the same time that I started Advisor Products, I began reporting on practice management at advisor trade publications, and I’ve written the Gluck Report for about 15 years. My research on practice management has led Advisor Products to develop modern systems streamlining secure client communications. Those are my kids, by the way, helping me get out very our first marketing campaign in late 1996.
3. I started Advisor Products in 1996 after working as a reporter at The New York Daily news and Worth.The company was different from the start because it was run by reporter. I covered personal finance since 1983. So our approach to marketing has always emphasized substance, education, and transparency.At the same time that I started Advisor Products, I began reporting on practice management at advisor trade publications, and I’ve written the Gluck Report for about 15 years. My research on practice management has led Advisor Products to develop modern systems streamlining secure client communications. Those are my kids, by the way, helping me get out very our first marketing campaign in late 1996.
4. Initially, we made client newsletters. But by early 1997, we started making websites, then email newsletters, and then brochures. For the last few years, we’ve focused on automating client communications. We’ve led the way in developing client portals for financial professionals. We offer all of our solutions a la carte because advisors usually like things done their own way—they want total control and choice. So you’ll find our solutions are very specific. You know exactly what you’re going to get and we know exactly what we need to deliver. Advisor Products modular approach makes it easy to put together the solutions you need for your practice, but this also means you need to make some choices about which of our services will help you most. So here’s some help on where to start with us.
5. Initially, we made client newsletters. But by early 1997, we started making websites, then email newsletters, and then brochures. For the last few years, we’ve focused on automating client communications. We’ve led the way in developing client portals for financial professionals. We offer all of our solutions a la carte because advisors usually like things done their own way—they want total control and choice. So you’ll find our solutions are very specific. You know exactly what you’re going to get and we know exactly what we need to deliver. Advisor Products modular approach makes it easy to put together the solutions you need for your practice, but this also means you need to make some choices about which of our services will help you most. So here’s some help on where to start with us.
6. Here are some suggestions on the essentials to help you get started with professionalizing your marketing and client communications.You can click on the slides to see more information about any particular solution. If you need a website, consider a Designer Website. While we also template and custom websites, a Designer site is our best value, at about $1250, and gets you clean design and flexibility. It’s also crucial that you map out exactly what you want to say. You’ll need to organize the information on your website and optimize it for search engines.This is the biggest weak spot for advisors developing a website.To help you, we offer a range of different writing engagements, from writing your social media profiles to maintaining your social media presence by blog writing and tweeting. SEO Copywriting For Advisor Websites is a good starter package that will provide you with marketing copy to begin your effort at search engine optimization.Finally, take a look at our Financial Advisor Marketing Videos. With this service, I interview you about your business and you speak the answers into a camera. The camera does not lie. Your integrity, good intentions, and competence come through in these videos. You can make an appointment come to our New York studio or meet up with us at a conference where we often set up a studio.Our solutions go a lot deeper than these three ideas. But this is a good start at using our marketing solutions.If you’re also interested in using your website as a client portal, here are some ideas.
7. Here are some suggestions on the essentials to help you get started with professionalizing your marketing and client communications.You can click on the slides to see more information about any particular solution. If you need a website, consider a Designer Website. While we also template and custom websites, a Designer site is our best value, at about $1250, and gets you clean design and flexibility. It’s also crucial that you map out exactly what you want to say. You’ll need to organize the information on your website and optimize it for search engines.This is the biggest weak spot for advisors developing a website.To help you, we offer a range of different writing engagements, from writing your social media profiles to maintaining your social media presence by blog writing and tweeting. SEO Copywriting For Advisor Websites is a good starter package that will provide you with marketing copy to begin your effort at search engine optimization.Finally, take a look at our Financial Advisor Marketing Videos. With this service, I interview you about your business and you speak the answers into a camera. The camera does not lie. Your integrity, good intentions, and competence come through in these videos. You can make an appointment come to our New York studio or meet up with us at a conference where we often set up a studio.Our solutions go a lot deeper than these three ideas. But this is a good start at using our marketing solutions.If you’re also interested in using your website as a client portal, here are some ideas.
8. Our Platinum annual fee of $2100 gets you AdvisorVault. That’s a secure application for sharing documents with clients. It also provides you with lots of financial content, including our full library of hundreds of financial articles targeted wealthy individuals.Also take a look at our Client Portal Platform, which is integrated with about 20 performance reporting , CRM and financial planning apps.
9. Finally, I want to assure you that when you choose Advisor Products, you’re getting a team. While it’s taken a long time, we’ve got great people here to help you. Our employees are diligent and understand that our success depends on pleasing you. Take a look at some recent comments from advisors using our solutions.Thanks for watching and give us call.