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.
Mobile Assistant - Mobile dictation - accurate and cost effective.
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.
Caliper Corp - Predicts and improves workplace performance.
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
Advisor's Assistant - manage insurance, planning, investment accounts, holdings, and record fees - in this all in one advisor CRM.
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.
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.
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:
Emerald Newsletters - FINRA reviewed
Morningstar Newsletter Builder - FINRA reviewed morningstar articles
Forefield -FINRA reviewed
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.
Pension Planet - PensionPlanet offers the industry’s most comprehensive, timely database of qualified retirement and group benefit plans.
401k Exchange - source of qualified plan information, research and tools.