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E-Newsletter

Email Newsletters put you in control of an email list server, letting you "push" out newsletters (that we write) to your clients and prospects. Plain English translation: This is the most important Internet marketing tool ever developed for independent financial advisors.
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AdvisorVault

AdvisorVault is easy to use and offers extraordinary security. Not only are files encrypted while being uploaded or downloaded, they are also stored using high encryption-a feature not available from most other online storage vendors. In addition, the system sits behind multiple firewalls. AdvisorVault is available with an Advisor Products website or as a stand-alone product.
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Advisors regularly tell us that sending our Email Newsletter works. Emailing a weekly market update and occasional financial articles keeps you in front of clients and prospects and helps bring in new business. With API’s Email Newsletters, teaser paragraphs of articles on your website are emailed to clients and prospects. Recipients click on a link in the email, which automatically opens a browser displaying the entire article on your website. Topics include:

  • Long-term investing
  • Sophisticated tax strategies
  • Innovative estate planning
  • Breaking financial news

You can also automatically send a weekly recap of the market’s performance. Set it up once and you can touch prospects and referral sources automatically every week with a professional-looking market analysis. Branded with your website banner, it takes less than five minutes to send an email newsletter to hundreds of contacts.

  • Available anytime
  • Use stories we’ve written and posted to your site
  • Write your own e-newsletter
  • Increases visits to your website
  • Newsletter sign-up button for website visitors
  • FINRA-reviewed articles