MarketingSmart Webinars

To help advisors maximize the services they pay us for and capitalize on marketing opportunities, Advisor Products conducts a monthly webinar about its services.

At these sessions, you’ll learn how to market your advisory firm on the Web and in print. Each session covers a range of topics—from search engine marketing to email newsletters, writing marketing copy for your brochure to integration of client portals with your CRM and portfolio management systems.

Please join Andrew Gluck, CEO of Advisor Products, on the second Wednesday every month for the MarketingSmart Webinar Series.

Upcoming Webinars

03/10/2010 - Advanced CRM Features To Improve Your Firm’s Efficiency and Service

EZ Data SmartOffice from Ebix CRM, while immensely popular in the insurance world, is a little-known among financial advisors. In this session of the MarketingSmart Webinar Series, we'll show you why Smartoffice should be on your radar.

You learn about:

What is EZ Data SmartOffice and who is Ebix?
Why SmartOffice is so popular in the insurance industry/li>
Advanced features that aren't available in other CRM systems for advisors

Speaker Chris Aitkens is director of Sales at the Pasadena, CA based Ebix.

Replay Past Webinars

Date	Title/Description	View Replay	Transcript	Download Slides
02/10/2010	Five Great Ways To Leverage The Web In this session of the MarketingSmart Webinar Series, you learn about: How FINRA’s new social media guidelines affect you Adding a compliant blog to your website/li> Embedding a Twitter widget in your website Integrating your CRM with client portals Obtaining CFP CE credit on webinar replays Five attendees at this webinar will win a free one-year license to LoJack for Laptops. LoJack for Laptops allows you to remotely disable your computer if it’s ever stolen and lets authorities track your stolen laptop’s whereabouts. Download Presentation Slides		No Transcript Available
01/13/2010	Five Time-Saving Practice Management Solutions In this session of the MarketingSmart Webinar Series, you learn about five time-saving solutions: AdvisorSites Compliance Engine facilitates online marketing and client communication AdvisorVault™ streamlines delivery of paperless quarterly performance reports Online newsletters automatically personalized to each of your clients’ wealth profile Quarterly Market Summary—a professionally written eight-page Word document that you can edit and send to clients with their statements A service that aggregates industry websites to deliver you the most important news about investing, the industry, and technology daily Download Presentation Slides		No Transcript Available
12/09/2009	The Next Level In Wealth Management Marketing In this session, we highlighted ways that advisors can take their marketing efforts to the next level. Brand template emails to notify clients when you post new documents to their secure online document vaults Quickly customize financial videos with your logo and photo to post on any page of your website Leverage our library of hundreds of educational wealth management articles that you can use for e-newsletters, printed newsletters, and your website. Explain complicated planning topics to your clients in easy-to-understand language.		Transcript
11/11/2009	Exchanging Website Links, Creating Brochures, And Integrating Client Communications With CRM Advisor Products highlights services that will help you manage and grow your business, including: Exchanging Website Links – (Jim Voss, Operations Director) Reciprocal links with partners and other advisory firms to improve search engine visibility Managing and promoting link exchanges using the Advisor Products Website Backoffice Creating Custom Brochures – (Barry Weinstein, VP Marketing) How to get marketing copy without hiring a writer How to get customized graphics without hiring a graphic designer How to avoid printing hundreds of brochures you'll never need Integrating Client Communications With Your CRM – (Steve Gordonson, VP Technology) Tasks you track in your CRM are automatically sent to each client's portal Display your value proposition to each client Demo of E-Z Data SmartOffice Integration with Advisor Products Client Portals		Transcript
10/14/2009	Compliance, Operations, And Marketing For Advisors Going Independent An introduction to the key practice management issues you must face when setting up your practice as an independent advisor. required books and records rules the easiest ways to meet compliance responsibilities key strategic operational decisions when starting a firm initial operational processes you must establish selecting practice management software and custodians communication systems for transitioning clients marketing solutions to find new client		Transcript
09/09/2009	A Revolution In Practice Management A new practice management model is emerging that makes advisory firms more scalable and efficient. In this webinar, learn how integration of your firm’s CRM, financial planning, and performance reporting system with a dedicated client portal system can streamline workflows and improve the client experience at your firm. Also learn about how advisorsforadvisors.com, a practice management website and online community for financial advisors can help you improve your business.		Transcript
08/12/2009	Streamline Reporting With PortfolioCenter® And An Update From Advisor Products Back Office Support Service, an industry pioneer in outsourcing of portfolio reporting services, integrates with Advisor Products' AdvisorVault platform. Personal Client Portals is gaining widespread adoption among advisors. Search engine services are expanding with a higher-end package for firms that want to greatly expand their online presence. AdvisorsforAdvisors: a new practice management online community to help you run your business and connect with other advisors		Transcript
07/08/2009	Email Archiving, Instant Messaging, and Advanced Online Marketing Email Hosting, Instant Messaging, and Email and IM Archiving Email Newsletters E-Z Data Integration with Personal Client Portals		Transcript
06/10/2009	Integrating Your Website, CRM & Financial Planning Systems Personal Client Portals Redtail Technology Finance Logix		Transcript
05/13/2009	Nine Ways To Cut Costs Now Advertise and host webinars for prospects Use your website to generate referrals from clients Automate performance reporting online Assign clients To Dos and track their progress online Save thousands on marketing with pre-written copy Meet online with clients and referral sources Securely share documents online Automate compliance review of your firm’s blog Build your brand with API's marketing packages		Transcript
04/15/2009	Smart Marketing For Tough Times Search Engine Optimization And Marketing Advisor Products Automatic Email Newsletters Marketing Videos On Your Website Adding Content To Your Website Using The BackOffice		Transcript