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:
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.
- Andrew Gluck, CEO, Advisor Products Inc.
- Editor At Large, Financial Advisor Magazine