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:
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.
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.
June 24, 2019. San Diego, CA and Boston, MA - Shareholders Service Group (SSG) and Blueleaf announce a new strategic partnership that will provide Blueleaf’s proprietary product access, special pricing and exclusive practice management consulting to the 1,600 Independent RIAs that use the brokerage ...
February 12, 2019. San Diego, CA and Chicago, IL - Shareholders Service Group (SSG) and Portfolio Pathway announce a new partnership that will provide advisors that use the brokerage and custodial services of SSG access to a robust wealth management technology platform and support. As part of this a...