These videos capture key benefits to promote Advisor360 as a differentiator for prospective advisor candidates.
For easy reference, the vignettes are bucketed into three benefits themes: "Evolution of Technology”, “Growing your Business” and “Manage your Business" as well as which ones can be targeted to new advisors vs. experienced advisors base on our recruiting research.
The following table can assist in determining which videos to share with new and experienced advisors. Use the links within the table to share one video at a time.
|Video||Theme||For Experienced Advisors||For New Advisors|
|Future of Fintech, How A360
Brings Technologies Together
|Evolution of Technology in Financial Services||✔|
|Proven Productivity||Evolution of Technology in Financial Services||✔||✔|
|4 Stages of True Integration||Evolution of Technology in Financial Services||✔||✔|
|CRM System||Growing your business while Partnering with A360||✔||✔|
|Client 360 Customizable Dashboard||Growing your business while Partnering with A360||✔||✔|
|Value of Financial Planning||Growing your business while Partnering with A360||✔||✔|
|MSA Master Service Agreement||Growing your business while Partnering with A360||✔|
|Reporting One Click Annual Review||Growing your business while Partnering with A360||✔|
|Practice 360 Customizable Dashboard||Manage Your Business with A360||✔||✔|
|Benefits of Improved Workflow||Manage Your Business with A360||✔|
|Insurance Dashboard View||Manage Your Business with A360||✔||✔|
|Storage, Books and Records||Manage Your Business with A360||✔||✔|
|Global Update||Manage Your Business with A360||✔||✔|
Evolution of Technology in Financial Services
Growing your business while Partnering with A360
Manage Your Business with A360
The new 7 Hearsay digital media posts (Tag Advisor360), are geared to help differentiate your firm and attract prospective advisor candidates. The messages highlight themes of interest to new advisors such as Innovation/Technology, Making an Impact and a Strong Career Path as well as to experienced advisor such as Productivity, Innovation and Holistic Planning for their Clients. Once you click on the post, each one has a note identifying who, a new or experienced advisor, is the best audience.