Advisor Connect

Get advisors’ attention with short, branded video messages that start conversations.

Advisor Connect is a custom-branded video library that you can use to elevate your web presence while informing existing and prospective advisor partners about topics that reinforce the value of your expert partnership.

Every short episode introduces an important idea and suggests a chat with you to learn more. And we make them seamless assets for your website, email and social campaigns by customizing each one to reflect your brand colors and logo.

Elevate your web presence.

Advisor Connect Video Library

Advisor Connect is a series of over 30 videos on topics every retirement plan advisor needs to know. Take advantage of our ridiculously attractive subscription offer now!


“Why It Matters” Before “How It Works”


Auto-Enrollment and Auto-Escalation

Cash Balance

To Roth or Not to Roth


Help Clients Find the 401(k) That’s Right for Them


Financial Wellness


Defined Benefit Plans Are Alive and Well


When to Set Sail with Safe Harbor

Of Course Your Clients Are Fiduciaries

The Loan They Never Take May Make All the Difference


Help Clients Understand Why a QDIA Matters


It’s All About Relationships


3(16) Services and Why You Should Care


Understanding Forfeitures


Maximizing an Owner’s Retirement Benefit


Plan Audits


Advantages of an Unbundled Platform


Your TPA Partner Can Help You Win Business


Aligning Plan Design with Client Goals


Four Things to Know About ERISA Fidelity Bonds and Fiduciary Liability Insurance


Mergers and Acquisitions

Use Benchmarking to Your Advantage
Compliance Essentials

Helping Participants Understand RMDs


Why Permitted Disparity Matters


Payroll, It’s More Than a Detail


Consider Behavioral Bias in Retirement Plan Design & Communications


The Power of Re-Enrollment




How the CARES Act Applies to Your Retirement Plan


New Plan Tax Credits

What’s Included?

You get the entire 30+ video library, including:

  • A custom-branded title intro, background color, and your logo.
  • A custom-branded, downloadable Action Doc that accompanies each video.
  • Embed codes to display your customized videos on your website.
  • HTML script for each video allows you to add a text version on your website to enhance SEO.
  • Video hosting and streaming service so you don’t have to sweat the details.
  • Email message templates to drop into your own campaign.

What Does It Cost?

An Advisor Connect Subscription is a very cost-effective way to deliver outstanding, custom-branded content.

  • $895 one-time custom-branding fee
  • $395 per month subscription fee (up to 1,000 plans)
    – Serving more than 1,000 plans? Contact us for pricing.

We Make It Actionable

Glossaries tell you what things mean. Advisor Connect Videos tell advisors why these topics matter and how they can introduce them to your mutual clients. And we’ve made it easy to incorporate them as essential components of your educational and brand outreach.

  • Place the videos on your website as a resource.
  • Promote the videos on LinkedIn and Facebook.
  • Use the videos as content in a (monthly) email campaign where emails link to featured video on your website.

View Live Website Examples

Do you have questions, or wish to learn more about Advisor Connect?

Contact us at (904) 565-2959 or