Advisor Sites

In today’s business, it’s conceivable that a small wealth management firm and a large financial services firm could be pursuing the same high net worth clients. Our AdvisorFlex™ 2.0 Websites will quickly enhance your industry creditability, online presence, and professional brand. More at http://www.miagd.com/services/advisorflex20websites.html

read more | digg story

The Most Effective Marketing Tool for Financial Advisors

The Dynamic Presentation™ serves as your company's 3-5 minute web commercial. We help you develop your marketing message (or script) using our unique process. Then we bring your products and services to life with professional voiceover, background music, and custom graphic design that is consistent with your brand. Your prospective buyers can sit back and relax while they learn about (a) who you are, (b) what products and services you offer, (c) and what separates you from your competition.

Email A Link To Anyone

Add It To Your Web Site

Laptop / Computer Presentations

Add It To An Email Signature

Trade shows / Events

-----------------------------------------------------------------------

Watch Samples and Find Out More Today: http://www.miagd.com/services/dynamic-presentations.html

Niche Marketing for Financial Advisors

Appealing to niche markets is a great way to separate yourself from the competition. Make It A Great Day, Inc. can help you define what products and services your niche market might be looking for and how you can effectively market to them. So whether you are starting a new brand or revitalizing an old one, give them a call today. (877) MIAGD-4U

E-mail Archiving for Financial Advisors

The Securities and Exchange Commission (SEC), the New York Stock Exchange and NASD all mandate that financial services companies retain records of their communications (including e-mails) for a minimum of six years with "the first two years in an easily accessible place". If electronic storage media is used it must "preserve the records exclusively in a non-rewritable, non-erasable format", "serialize the original, if applicable, duplicate units of storage media, and time-date for the required period of retention". The Sarbanes-Oxley Act imposes fines, imprisonment of not more than 20 years or both for "whoever knowingly alters, destroys, mutilates, conceals, covers up, falsifies or makes a false entry in any record."

Now anyone can automatically and securely archive all incoming and outgoing email at the price they deserve. You’ll be happy to know, it’s completely transparent and searchable and all the AdvisorEmail™ platforms are web based so there is no proprietary software to buy. AdvisorEmail™’s email archiving solution satisfies all regulatory requirements for the proper handling of email as set forth by the SEC, NASD, NYSE, Sarbanes-Oxley Act, Gramm-Leach-Bliley Act and HIPAA. And we guarantee it in writing.



Get AdvisorEmail™ Today: www.AdvisorEmail.com

Financial Advisor Web Sites

In today’s business, it’s conceivable that a small wealth management firm and a large financial services firm could be pursuing the same high net worth clients. If those prospective clients view online functionality as a value added feature, your online billboard or advisor template site might pale in comparison to the competition’s full featured, interactive website. Now, it doesn’t have to!

At MIAGD, we utilize the latest Web 2.0 technology to custom develop your firm's database driven advisory website. Our AdvisorFlex™ 2.0 Websites will quickly enhance your industry creditability, online presence, and professional brand. These full-featured advisor sites aim to offer flexible functionality options to enhance your marketing potential, business operations, and client experience. Our easy to use Content Management System and Interactive Modules will keep your viewers coming back for more. Best of all, you can integrate your portfolio management/accounting/reporting software (or other 3rd party providers) into your Custom Client Portal. Allowing your clients to login and view this information from within your AdvisorFlex™ 2.0 Website (without having to login again, somewhere else).

Get a better web site at AdvisorFlex.com