For your convenience, our most common customer questions are answered right here.
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Absolutely. AdvisorTLC is here to help and while we do have an amazing support staff, anyone can use this system with ease and confidence. AdvisorTLC allows you to communicate with your clients in an individualized, personal way, uniquely branded to you and your business through video, audio tracks, or photos.
Data hacking occurs every day. AdvisorTLC has taken the necessary precautions to maintain and secure your client’s personal information. Additionally, your data is archived on your own section of our cloud based server. AdvisorTLC video platform only holds basic contact information and activities associated with sending campaigns. No financial or personally sensitive client data is hosted on the application.
AdvisorTLC creates a landing page that is dedicated to the client specified in your campaign and it can be delivered without a video. We also offer you the ability to simply add a picture and MP3 voice recording instead. If you just want to write text on the page and add attachments to get through compliance faster, that is also an option.
AdvisorTLC campaigns are created from a customizable template that is easy to edit and add relevant content to. Once you are satisfied with the campaign you’ve created, click “Activate” on the campaign and the system will send it to your compliance department for approval. Compliance has the option to approve, reject or request an edit before the campaign is approved. Once approved, the campaign is locked in the system and ready to be sent out to the specified contact group.
AdvisorTLC has a unique event system that will automatically invite everyone in your database who is within 50 miles of the event, and you can add other contact groups. Go to the events button, create an event, and once saved a new draft campaign will show up in your dashboard. Customize the campaign and hit activate. The event will go to compliance for approval, once approved the event campaign is sent out or scheduled for delivery on the date you specify.
Yes, any service or product based company can use AdvisorTLC. When we set up your account, we are able to disengage the compliance feature.