Advisor Connect Videos
Get their attention with branded, short 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.
Advisor Connect Video Library
Advisor Connect is a series of 24 videos on topics every retirement plan advisor needs to know. Take advantage of our ridiculously attractive subscription offer now and, with the budget you’ll save, we can help you produce expert videos on topics that answer “why you.” Make contact now to learn how we can help.
“Why It Matters” Before “How It Works”
Auto-Enrollment and Auto-Escalation
To Roth or Not to Roth
Help Clients Find the 401(k) That’s Right for Them
Defined Benefit Plans Are Alive and Well
When to Set Sail with Safe Harbor
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
Maximizing an Owner’s Retirement Benefit
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
Helping Participants Understand RMDs
Why Permitted Disparity Matters
Payroll, It’s More Than a Detail
Consider Behavioral Bias in Retirement Plan Design & Communications
You get the entire 24-video library, including:
- A custom-branded title intro, background color, and your logo.
- A custom-branded, downloadable Action Doc that accompanies each video.
- Provided embed codes enable your customized videos to be viewed 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.
- $500 one-time custom-branding fee
- $300 per month subscription fee
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.