Be sure to read Dan Skiles latest column in the September Issue of Investment Advisor Magazine. You can access the column by clicking on the link below:
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Be sure to read Dan Skiles latest column in the September Issue of Investment Advisor Magazine. You can access the column by clicking on the link below:
Introducing Wealthminder, a cost-effective practice management and client communication tool. Wealthminder helps you create plans, deliver advice and track progress more effectively and efficiently. Core capabilities include financial planning, automated portfolio review technology and the ability to deliver and monitor progress on non-investment advice. As part of SSG's Advisors Advantage Program, Wealthminder offers a 15% discount off the standard client price.
Attend the webinar on Tuesday, 9/22 at 1:15 pm PDT with Rich Ellinger, CEO & Founder of Wealthminder and Dan Skiles, President of SSG. Registration:
https://attendee.gotowebinar.com/register/507426084994226689
Shareholders Service Group has partnered with Advisor Products, and SSG-affiliated advisors can get significant discounts on websites and client portals. We’re excited about this partnership.
Advisor Products was founded by Andy Gluck in 1996. I first met Andy in 1994, when he was working at Worth as a financial write and I was at Jack White & Company. Since then, we’ve had the opportunity to do a lot together — websites, articles and panels at conferences, and other work for advisors.
There is a long history between Advisor Products and Andy Gluck with Dan Skiles, Peter Mangan and Barry Boyte of Shareholders Service Group. Andy’s company, Advisor Products, is one I bet you know something about, whether you use their newsletters or websites, or the content they produce. But I also bet that you don’t realize all of the things they do and how much they bring to the table for advisors with all their expertise. Andy and his firm’s connection to the advisor community is simply phenomenal.
Even though I’ve known Andy for over two decades, SSG never before partnered with Advisor Products. What changed that? Well, the simple truth is that, in February, Andy called me and told me he was retooling his company’s website development platform and he showed me the new platform. I have to say I was impressed.
SSG’s new website was built on that new platform over the last four weeks. I personally saw how fast our website was built. SSG’s website was long overdue for an update, but we just never found the time to get the project done. A few hours after asking Andy to rebuild our website, the first version of the new site was on the Web, and the look of the site and its framework were in place. Most of the site was built within a week. I edited the copy and with help from a consultant on Andy’s staff, and Andy also chipped in. Despite the fact that SSG’s content had to be totally customized because SSG is not the typical firm the tool is meant for, the site went live in three weeks.
The new tool Advisor Products created for building advisor websites is similar to WIX or GoDaddy, and every aspect of every page of an advisor’s marketing website can be customized fairly easily. Advisors get editable content widgets that we changed to communicate SSG’s marketing message. It’s easy to see how SSG advisors could customize their marketing message to their local target markets using this browser-based application for making advisor websites.
Advisor Products content for marketing advisor services can be integrated into your website and lead generation campaigns on your site are refreshed with new images, text and videos on a regular basis To produce content, Gluck taps his network of contacts, who include thought leaders in the advisor community, like Fritz Meyer, Bob Keebler, and Dr. Craig Israelsen. But I must say that high-quality marketing content was only one of the reasons we thought Advisor Products would be a good fit for SSG advisors.
Another reason is that SSG is dedicated to giving independent advisors freedom of choice. We want to support an advisors no matter which tech vendors they choose, and Advisor Products client portal gives SSG-affiliated RIAs freedom of choice. Advisor Products’ client portal is integrated with Advent Axys, Advisors Assistant, Albridge, AssetBook, MoneyGuide Pro, PortfolioCenter, and Redtail. (Two new portfolio systems are in the works.) A vault for securely sharing documents with clients is also provided in the client portal.
Advisor Products is offering special pricing a program designed to help new RIAs grow using online marketing. Through the end of September, SSG advisors with less than $25 million of AUM will get a 50% discount on the annual fee for Advisors Products Financial Advisor Communication Suite. Veterans of the Armed Forces who started an RIA within the previous three years receive 66% off.
To see a video about the Advisor Products-SSG partnership, please sign in:
For the 2016 conference, SSG will offer a tremendous line-up of well-known and highly regarded speakers, covering topics that are timely, educational and practical. SSG wants to be able to take what advisors hear and learn back to their office so they can apply these tools and ideas to help them better serve their clients. Advisors will also have plenty of time to converse and share thoughts with other like-minded independent RIAs.
The SSG Conference is FREE to attend! It is located in San Diego, CA.
April 20-22, 2016
Sheraton San Diego Hotel Marina
Shareholders Service Group (SSG) registered investment advisors have discounted access to Vestorly's digital marketing software suite. This provides RIAs with new tools for the email, website and social media marketing strategies.
"Effectively growing their businesses is a top concern for RIAs," said Dan Skiles, president of SSG. "However, as small business owners, advisors often don't have the time, specific expertise or resources to execute consistently on a marketing strategy. " Justin Wisz, CEO of Vestorly, said in a statement that Vestorly saves advisors more than six hours per week and $40,000 annually compared to hiring a consultant or marketing professional.
RALEIGH, N.C., April 21, 2015 – Junxure, an industry-leading CRM solutions firm for financial advisors, today announced its strategic alliance with Shareholders Service Group (SSG), which provides high-quality, dedicated services for independent registered investment advisors.
Both Junxure and SSG focus on providing the best in services and support for RIAs, combining Junxure's 15-year history providing CRM technology to advisors with SSG's proven track record of building and managing brokerage and custodial platforms renowned for their customer service. As part of this partnership, SSG advisors will receive affiliation benefits and discounts on Junxure Cloud CRM.
"Dan Skiles and I have collaborated for many years, sharing ideas and solutions to help advisors succeed and advance in the industry," said Greg Friedman, President of Junxure. "Junxure's strategic partnership with SSG is the next step in honoring our ongoing commitment to supporting RIAs."
"Junxure has long been a champion and innovator for financial advisors, which speaks directly to SSG's focus of helping advisors select the right technology solutions for their firms," said Dan Skiles, President of SSG. "We are excited about this new partnership with Junxure and the opportunities it presents to Advisors in better serving their clients and efficiently growing their practice."
When you work with SSG, you gain access to a team of operational and client service professionals who only work with independent RIAs. Our teams know the ins and outs of what it takes to provide world-class, customized service to RIAs so that you can stay focused on the growth of your firm.
Our dedicated service teams pride themselves on delivering responsive, excellent service and are known for going the extra mile to ensure your needs are met.
Whether you are an established advisory firm or are just getting started, our Business Transition Unit will prepare signature-ready client documents for you, so that you can keep track of account transfers from beginning to end using our online systems, making the transition to SSG a smooth and easy process.
Shareholders Service Group (SSG) specializes in meeting the unique investment and technology needs of independent investment advisors and their clients. Formed in 2002, SSG offers brokerage services with extensive account insurance, a wide variety of investment options, competitive technology and an experienced team committed to providing excellent personal service.
Accounts SIPC Insured
As a member of SIPC, SSG provides account protection up to $500,000, including $250,000 for claims of cash. Additional insurance is included through Lloyd's of London. This provides excess account protection up to an aggregate limit of $1 billion, of which $1.9 million may cover cash awaiting reinvestment at the individual account level. This amount in excess account protection is the highest level of brokerage account insurance coverage available in the industry today.
Clearing and Custody
SSG has chosen Pershing LLC, a subsidiary of The Bank of New York Mellon, for securities clearing and custody. BNY Mellon is the world's largest custodian with over $27 trillion in assets under custody. Shareholders Service Group holds client accounts and processes securities transactions under a fully-disclosed clearing agreement at Pershing. That means your assets are safeguarded by one of the oldest custodians in the world. Since 1939, Pershing has provided brokerage execution, trade clearance, securities data processing and investment access to registered broker/dealers. Pershing is a member of the NYSE, FINRA and SIPC, and its international affiliates are members of the Frankfurt, Irish and London stock exchanges. With over six million accounts and more than $1 trillion in client assets, Pershing is the largest securities clearing firm in North America and has extensive financial resources.
Conducted by Andy Gluck of Advisor Products and Dan Skiles of SSG, this webinar will help you increase productivity and grow your practice. SSG has partnered with Advisor Products, a premier provider of client communications, to provide marketing websites and client portals.
Advisors using the services of SSG receive special pricing on a marketing website. Every aspect of every page can be customized by you easily, and it comes with content from thought leaders, like economist Fritz Meyer and tax expert Robert Keebler.
Your client portal can be integrated with Advent Axys, Advisors Assistant, Albrdge, AssetBook, MoneyGuide Pro, PortfolioCenter, Redtail, and other software used by advisors. A vault for securely sharing documents with clients is also provided. Promotional pricing on marketing videos you can narrate and a weekly email newsletter has also been arranged by SSG for RIAs.
Please join us for a webinar about SSG's new partnership with Advisor Products and the limited-time pricing available on these valuable practice management tools.
For more about Advisor Products, go to www.advisorproducts.com
About the Presenter:
Andrew Gluck, CEO, Advisor Products Inc.
Editor At Large, Financial Advisor Magazine
Since mid-1996, Gluck has been writing about practice management and the financial advice profession monthly in The Gluck Report, which is now published in Financial Advisor. In 2009, Gluck launched Advisors4Advisors, a practice management website for advisors.
New strategic partnership enables advisors to compete with automated investment solutions. Advisor Partners, a turnkey asset management program, today announced an agreement with Shareholders Service Group (SSG), a brokerage and custodial firm for independent registered investment advisors, to provide advisors working with SSG a comprehensive, institutional-caliber global asset allocation product lineup to cater to the full spectrum of risk tolerances. “In today’s investment environment, advisors are always looking for ways to efficiently serve the needs of all types of clients,” said Daniel S. Kern, CFA, president and chief investment officer of Advisor Partners. “This solution will enable them to do just that, and will position them to effectively compete with the increasing number of automated services available to investors.”
Read more here. Release_SSG_agreement_Advisor-Partners_4-17-15.pdf
Junxure Announces SSG Alliance
Shareholder Service Group and Junxure partner to offer enhanced benefits to independent advisors. Read more here.
2015 articles in the press about Shareholders Service Group as well as press releases about the firm and articles written by SSG's Dan Skiles in Financial Planning are displayed below. Contact 800-380-7370 with any questions or info@ssginstitutional.com
Press Releases:
- SSG Partners With Andy Gluck's Advisor Products <new>
- Junxure Announces SSG Alliance <new>
- Shareholders Service Group Partners With Total Rebalance Expert
- SSG Promotes Dan Skiles to President
- Laser App Software Expands Relationship with Shareholders Service Group to Automate Forms Processes for Advisors
- SSG to Offer Envestnet’s Integrated Wealth Advisory Platform
- Black Diamond Inks Deal with Shareholders Service Group
Columns by Dan Skiles in Investment Advisor/ ThinkAdvisor:
- How Secure is your Wireless Connection?
- Perfecting Your Tech Image
- Summer School: 4 Tips to Protect your Tech
- Who Are Your Technology Players? Don't Overlook your Employees
- Spend Wisely on Technology
- Use Technology to Protect Clients' Personal Information
- How to Measure Your Firm's Overall Efficiency
All press and media inquiries may be sent to Barry Boyte, EVP, Marketing at bboyte@ssginstitutional.com
Be sure to read Dan Skiles latest column in the September Issue of Investment Advisor Magazine. You can access the column by clicking on the link below:
