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

 
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

What’s Included?

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.

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

Contact us at (904) 565-2959 or