Advisor Websites' new free ebook is geared towards assisting advisory firms help Financial Advisors take advantage of a $30 trillion growth opportunity.
Online PR News – 16-October-2015 – Vancouver, Canada – AdvisorWebsites.com (Advisor Websites) is delighted to announce the launch of its new ebook ‘Step Into Digital: How to Position Financial Advisors for Online Success’.
Available as a free download, ‘Step into Digital’ is geared towards assisting broker-dealers and advisory firms as they help advisors manage client acquisition and retention in the digital arena to take advantage of a massive growth opportunity.
“We are at the precipice of a $30 trillion inter-generational transfer of wealth from baby-boomers to Generations X & Y over the next few decades. While this is great for Advisors as they look to increase their AUM, it has to be accomplished in the face of the looming threat of robo-advisor technology” said Loic Jeanjean , Director of Sales & Marketing at Advisor Websites. “Broker-dealers, custodians and advisory firms, in their own pursuit of advisor growth & retention, must therefore spearhead the movement to help their advisors establish a competitive digital presence - and we’re here to arm these institutions with the information they need.”
The actionable content in the ebook is a great resource for all stakeholders invested in the online success of financial advisors; but the following individuals will find it especially valuable while they assist advisors use technology to communicate with growing digital markets in a way that engenders trust:
Marketing, compliance and practice management officers at North American broker-dealer institutions
Marketing and/or coaching consultants who work with financial custodians in North America
Any head office staff invested in the online success of financial advisors on a large scale
About Advisor Websites
Advisor Websites™ is a global software leader providing website and digital marketing solutions for the financial services and insurance industries. With a multi award-winning platform, Advisor Websites partners with its customers to create and maintain an exceptional and compliant digital presence that turns online traffic into new business. Advisor Websites partners with more than 125 financial institutions across North America including Sun Life, Investors Group, LPL Financial, New York Life and major custodians like TD Ameritrade, Fidelity and Charles Schwab. Advisor Websites empowers more than 6,000 financial service professionals to engage new prospects and clients online with a results-focused, mobile responsive website. Advisors receive education and training on digital marketing best practices, have access to a library of pre-approved content and more than one dozen custom integrations including Salesforce, Redtail,Hootsuite, Mailchimp and Riskalyze. With an enterprise platform built at its core, Advisor Websites is designed to meet the legal regulatory compliance and security rules and policies that guide the financial industry.
Advisor Websites is a Strategic Partner of the Financial Planning Association, and participates as a sponsor and speaker at many industry events such as the FPA Business Education conference, and TD Ameritrade Annual. Named a 2015 Best Service Provider by Wealth Pro Magazine, and a 2015 Best Place to Work in British Columbia, the company is headquartered in Vancouver, Canada.