Thumbnail for Welcome to Advisor Intel Welcome to Advisor Intel The leader in customized content, client newsletters for financial advisors. Measure your marketing effectiveness, REDUCE your costs and … ADVISORINTEL Thumbnail for Litman Gregory’s Research, Portfolios, Communications Litman Gregory’s Research, Portfolios, Communications http://www.advisorintelligence.com/home.aspx#comm ADVISORINTELLIGENCE Thumbnail for The Client Newsletter: Canned or Customized? The Client Newsletter: Canned or Customized? The client newsletter is a staple of the financial advisor’s business. It costs money and time to produce, and advisors surely worry that… GIL WEINREICH, ADVISORONE Here’s another resource, with thanks to Suzanne Bergin for suggesting it. Thumbnail for Branded Advisor Marketing | eMoney Advisor Branded Advisor Marketing | eMoney Advisor eMoney’s Advisor Marketing service equips advisors with the tools to better market and sell their services. These marketing tools include… EMONEYADVISOR Aside from resources that any advisor can tap, I’ve seen some nice ready-to-use content from fund companies such as Dimensional Fund Advisors. I believe coaching firms like CEG Worldwide also offer content that you can use “as is” or customize. Here are more resources that I learned about via LinkedIn and other resources. Thumbnail for Thoughtful Investor Newsletters for registered investment advisers and money managers Thoughtful Investor Newsletters for registered investment advisers and money managers A quarterly client and prospecting newsletter for investment managers who use active approaches to their portfolio management. The Though… ACTIVEMANAGERSRESOURCE Thumbnail for Custom Content Email Marketing: Financial Services Email Marketing Custom Content Email Marketing: Financial Services Email Marketing Touch your clients with personalized email marketing through our custom content delivery system and custom content sites ACCENT-TECHNOLOGIES Thumbnail for Video Marketing that Converts | Video Marketing that Converts | Don’t let stock photos, calculators and market tickers keep you from engaging your visitors and generating new clients from your website…. FOGLIFTERFILMS Thumbnail for Financial Advisor Content Marketing Financial Advisor Content Marketing With every update that Google makes, effective Content Marketing becomes more important to your business. Unique content is the key to being found and developing authority on the web! Content Marketing is the process of marketing to prospective customers through the production of unique and valuable content. ADVISOR WEB MARKETING Content Management and Marketing for Financial Planners Content Creation Services XYPN Member Pricing Non Member Pricing Deluxe Package 4 Blog Posts Per Month Sourced Images for Each Post SEO Suggestions for Each Post Editorial Calendar Creation Assistance with Monthly Newsletter: Pre-written excerpts from blog posts Curated content $600 Per Month $800 Per Month Social Media Management XYPN XY PLANNING NETWORK Thumbnail for Financial Newsletter & Advisors Marketing Resource: OneBlueWindow Financial Newsletter & Advisors Marketing Resource: OneBlueWindow We provides financial newsletters content for marketing advisor that need professional newsletter content that can be distributed to clients. Call us at (877) 775-774. ONEBLUEWINDOW Advisor Briefcase® With the Advisor Briefcase® marketing communications tool, advisors can meet all of their clients’ needs without overextending themselves. Spend more time in front of current and prospective clients by letting Advisor Briefcase’s distribution calendar take care of manual processes like sending regular emails. ADVICENTSOLUTIONS Marie Swift suggests that you “Check out Digital Fortress, brought to you by Peak Advisor Alliance and FMG Suite, who have teamed up to bring financial advisors a turnkey solution for quality compliance-reviewed content.” I found her suggestion in her “Tips for Generating Client Leads Online.” Thumbnail for Peak Advisor Alliance | Digital Fortress Peak Advisor Alliance | Digital Fortress Digital Fortress™ is an interactive platform that enables advisors to learn and implement Peak Advisor Alliance’s best practice managemen… PEAKADVISORALLIANCE I just discovered a content library offered by New Zealand-based Tony Vidler. financial adviser library and resources and help Strictly Business Ltd (Strictly Business) and Tony Vidler., CFP, CLU, ChFC The adviser to the advice industry. Financial services profess… STRICTLYBIZ Here’s a link to one of my blog post about quarterly letters, in case you decide to write your own content or customize the content from one of the providers listed above. Thumbnail for How to make one quarterly letter fit clients at different levels of sophistication – Susan Weiner’s Blog on Investment Writing How to make one quarterly letter fit clients at different levels of sophistication – Susan Weiner’s Blog on Investment Writing You have clients with different levels of financial sophistication. But you probably don’t have the time to write separate letters tailor… INVESTMENTWRITING

Financial advisors with tight budgets and limited time sometimes buy ready-to-use content from publishers who offer a library of resources. If you’re in this situation, you’ll find resources below. I’m providing links to providers, but not endorsing them. Please check them carefully.

  1. The marketing professionals who suggested resources for the list below also have a good tip for you. If you buy this standardized content, do something to customize it, to make it yours, assuming this is allowed by the terms of your agreement with the provider.
  2. I’m listing the resources in reverse alphabetical order. Sorry if this confuses you, but with a last name starting with W, I’ve been at the wrong end of too many alphabetical lists. Also, this gives me the chance to start with the quarterly content offering from my friend Wendy Cook. Her quarterly and intra-quarterly letters are tailored for the needs of passive advisors’ clients.
  3. I discovered Morningstar Newsletter Builder, Advisor Intel, and Litman Gregory’s AdvisorIntelligence in an article on AdvisorOne.
  1. Here’s another resource, with thanks to Suzanne Bergin for suggesting it.
  2. Aside from resources that any advisor can tap, I’ve seen some nice ready-to-use content from fund companies such as Dimensional Fund Advisors. I believe coaching firms like CEG Worldwide also offer content that you can use “as is” or customize.
  3. Here are more resources that I learned about via LinkedIn and other resources.
  4. Marie Swift suggests that you “Check out Digital Fortress, brought to you byPeak Advisor Alliance and FMG Suite, who have teamed up to bring financial advisors a turnkey solution for quality compliance-reviewed content. I found her suggestion in her “Tips for Generating Client Leads Online.”
  5. I just discovered a content library offered by New Zealand-based Tony Vidler.
  6. Here’s a link to one of my blog post about quarterly letters, in case you decide to write your own content or customize the content from one of the providers listed above.
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