Financial Advisor Links and Resources 

Disclaimer: Resources provided here are for educational purposes only. You should do your own due diligence with regards to each link provided.

*Please see steps to have your site listed below.

Branding and Website Development
Brand Strategist | Web Developer | Art Guy Creative Design - Suzanne highly recommends the Art Guy. Dana's team uses 25+ years of design & illustration experience to create a Class A brand and website AND Search Engine Optimization (SEO) techniques so that your site ranks high in the search engines. The best part is that once your site goes live, you own it. No more monthly fees like other advisor website designers.

Necessary Tools and Professionals
Bill Winterburg’s Articles on Morningstar. Get expert technology consulting to make your practice run effeciently with less cost and more productivity.
Morningstar Office - advisor practice management software -portfolio management system for independent financial advisors. Performance reporting, advanced research capabilities, sophisticated investment planning, and intuitive customer relationship management (CRM) tools.
Copy Talk - Cost effective mobile documentation, digital dictation, and transcription services for the professional on the go.
Pension Planet - PensionPlanet offers the industry’s most comprehensive, timely database of qualified retirement and group benefit plans.
KOLBE A Index - Use the Kolbe A Index to hire successfully by finding out what people will naturally do, not what they say they'll do.
FI Guide - Guide to financial advisors based in the U.S.
Social Ware Compass - Social Media Policy Management: Compass allows you to manage access to social networking sites by automating your social media policy company wide.
Arkovi delivers archiving, compliance and market intelligence tools you can access from anywhere there is a web browser
ACT for Advisors - Act4Advisors is a customized Sage ACT! database template and program designed specifically for Financial Planners, Investment Advisors and Insurance Agents.
Mikogo - Online meetings and web conferencing
Excellence in Academics Tutoring - provides editing and tutoring services for writers and those who want to present a more professional written image.
Search Engine Optimization - SEO and PPC services
ForexEASystems develops high end trading systems and provides at the same time lots of free information about foreign exchange trading and currency trading strategies.
TD Ameritrade - Online stock trading and online stock investing.
Smart About Money - Help with life's financial decisions
GetLinkedInNow Donna Schilder, PCC Leadership Coach has developed a program to help you build a more effective LinkedIn profile and network so that potential clients can find you with “Get LinkedIn Now! Video Training Program"
Response Mail - a complete suite of solutions built to drive response. From fully customizable printing services, to the industries most effective designs, RME has a wide array of proven lead generation products and services.

Marketing Tools
The Birthday Company - The Birthday Company provides automated birthday card and gift mailings which include your signature, return address, & logo. Visit the website to request a free sample.
Lets Go Banners - Exhibiting or Trade Show Marketing Banners
Seminar Crowds - Seminar Crowds Inc. provides customized seminar invitations for your direct mail campaign needs -postcard mailings, invitations, and marketing
Slide Rocket - a new approach to business communications designed to help you make great presentations that engage your audience.
Platinum Advisors - Platinum is a complete practice management and marketing solution that helps independent financial advisors attract and retain high net-worth clients. Its tools and resources are directly derived from a thriving practice that consistently acquires over $40 million per year in new assets.

E-Newsletters
Mail Chimp - Easy email newsletters - MailChimp helps you design email newsletters, share them on social networks, integrate with services you already use, and track your results. It's like your own personal publishing platform.
Constant Contact - Email newsletters with custom templates. Email marketing, event marketing, surveys.
1Shopping Cart – Shopping cart, autoresponders, newsletters. For businesses who want to sell products online.
E-Newsletters for the financial services industry:
S&P Newsletters on demand
Morningstar Newsletter Builder - FINRA reviewed morningstar articles
Platinum Advisors - Weekly Market Update newsletter for a flat monthly fee. You can add your own custom content. Must have a Constant Contact account. Approval goes through your broker/dealer.
Forefield -FINRA reviewed newsletter - can brand to match your practice brand. Ability to add your own custom message and your own custom articles.

Retirement Plan Marketing:
PT Marketing - PT Marketing is a business-to-business appointment-setting service that works primarily with the financial & insurance services industry.
Retirement Plan Advisory Group - Professional alliance of accomplished advisors that demands and delivers a higher-level of strategies, systems and services for qualified and nonqualified plan sponsor clients.

 

 

 

 

 

Steps to get listed:

Do you have a Web site with good financial content or content useful for financial advisors?
Please consider linking to us - only sites related to Financial information and resources will be featured. Spammy sites will not be listed.

Steps to get listed on our site:
1. Create a link to our site first. Please do not email your link request until this step is completed!!!
Title: Financial Advisor Marketing Course - Get More Ideal Clients Now
Description: A 10 week marketing course designed to give financial advisors strategies to grow and prosper. Includes many sample business plans and marketing plans and many bonuses. Created by Business Coach Suzanne Muusers.
URL: Financial Advisor Marketing Plan
OR http://www.FinancialAdvisorMarketing.biz
2. Create the link and Email us: Suzanne@prosperitycoaching.biz with the location of the link.
3. Also include a 20 word or less description of your site and your URL that you want listed on our site.

 

 

 

 

Suzanne Muusers ICF-Credentialed Business Coach Prosperity Coaching LLC

 

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Contact Us: Call 480-922-1723

 

 

 

 

 

 

 

 

 

 

 

 

 

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