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Better Exposure

Our web site are designed for the best-in-class industry exposure. That simply means our sites offer the best search engine ranking in the industry. We also take the extra step to submit your site to all the major search engine. Keywords & descriptions can be added to every article with your website (not just the homepage). Web syndication (RSS) and news releases keep your site fresh within your target market of choice. Dynamic Presentations quickly "tell" viewers about your firm. And more.

 

3rd Party Integration

Investing your money and placing your retirement income distribution in the hands for a Financial Advisor is an important decision. Potential client’s measure and compare Advisor’s by what they see. Being able to view their plans, accounts, and reports inside of their Advisor’s Client Portal might just be the feature that separates you from your competition. We work with any vendor that is willing to work with us to provide a Single Sign On (SSO) capability so your clients can see the information you want them to see from external sources, inside your AdvisorFlex™ 2.0 Website.

 

Innovative Technology

We’ve designed cutting-edge technology to help save you time and impress your clients. Our Advisor-Podcasts™ utilize our proprietary “Speak2Web Technology” so you can record your podcast over the phone. Then we magically convert it to a podcast on your AdvsiorFlex 2.0 Website. Great for market commentaries. Clients can listen over the web or download it to their MP3 player.

Don’t like sitting in front of the computer to develop or update your website content or blog posts? No problem. This same “Speak2Web Technology” can also be used to covert your spoken message or dictation (via phone) to your AdvisorFlex 2.0 Website content or Advisor-Blog post.

 

Effective Marketing

Development is only half the battle. Getting people (especially your target market) to your AdvisorFlex™ 2.0 Website or Dynamic Presentation is just as important. While our AdvisorFlex™ 2.0 Websites offer the best Search Engine Optimization (SEO) tactics in the industry, more can be done. Search Engine Marketing (SEM), Web Syndication for Blogs and RRS Feeds (aimed directly to your target market), Email Campaigns, Client Referral Tactics, Blogs, and Newsletters, are just some of the other services we can help you setup, implement, and track. Most other major industry providers won’t stick around for the marketing of their products, but we do. Consider us your marketing department.

 

Stand Out from the Crowd

It’s conceivable that a small wealth management firm and a large financial services firm could both be pursuing the same high net worth prospects. It’s our job to help you win these new clients. As a client of MIAGD, we are passionate about how your firm is perceived in the industry. Our professional design and attention to detail is what makes us an elite financial design firm. Each one of our products is custom designed with your firm’s image and target market in mind. Whether, we’re building a brand from scratch or helping you extend one, by keeping a consistent design or theme, we’ll help you get those new prospects to grow your referral base.

 

Small Enough to Know You / Large Enough to Serve You

This means you and your staff will know us on a first name bases (and we’ll return the favor). Think of us as your marketing and technology department. You’ll work with the same person throughout development and support. Feel confident that we will take care of your needs in a timely manner. No more administrate headaches by having to contact one company (like GoDaddy) to manage your domain, another to manage your company email accounts, and yet another to manage your website. We’ll manage all of them for you. And best of all, it’s included in our standard hosting package.

 

Working with Compliance

We’ve developed our processes and products with compliance in mind. Our AdvisorEmail™ Auto-Compliance feature directs messages that contain specific keywords to your compliance officer(s). Our AdvisorFlex™ 2.0 Websites are built to allow officers to review and edit content prior to going public. Articles can also be archived instead of deleted, so they can easily be retrieved from the database.  Our Dynamic Presentations™ and Advisor-Podcast™ scripts can be reviewed prior to voice over development. Our private labeled Advisor (template) Presentations contain the original voice over script and screenshots for compliance to review prior to purchase.

 

Streamline your Productivity

We’ve developed our processes and products you’re your operations in mind. Our website development process makes it easy for you to review and submit content. You can also add on interactive functionality to your AdvisorFlex™ 2.0 Website so clients can view secure documents or third party reporting directly from your website. That’s right, they’ll only have to login into your website one time. This transparency helps you compete with larger BDs and Custodians.

Our custom Dynamic Presentations™ are the most effective marketing tool on the web. This new sales process allows you to quickly qualify hundreds of prospects within 3-5 minutes. They will simply sit back and watch to learn about your firm and what separates you from your competition, instead of searching your website for content.

 

Call Today

Due to our attention to development detail and support for each client, we only have the capacity to take on a handful of new clients each calendar year. So, if you have interest in becoming a client of MIAGD, please give us a call, request a quote, or schedule a discovery meeting today.

 

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