fsonline.comFinancial Services Online // Marketing Resources and Websites for Financial Professionals

info@fsonline.com 888-998-6521 Toggle navigation FSOnline HomeProductsContact Us Products Visual Resource Library Virtual AssistantDiscountsTestimonialsHelp Site Help Contact Us BillingVSA Login Free Trial VRL LoginFinancial Services Online done easy. Free Trial Best All-In-One Marketing & Website Solution for Financial Professionals We are committed to offering the best tools and solutions for your practice. Both the VRL and VSA can be customized to fit the needs of any practice or individual office. Contact a solutions specialist to help determine what product is the best fit for your needs. Enterprise Contact Us Individual and Enterprise Free Trial Features The VRL The VSA Client Presentations Concept Pages Corporate Branding Integration Fact Finders Fillable Sales Tools Financial Calculators Lead Generation Processes Life Guides Priority Approaches Tax Information CE Courses Newsletters Personal Website Personalized Sales Tools PowerPoint Presentations Resource Center Tools & Techniques Series Underwriting Insights Take control of the first impression. The VSA and VRL make it easy to create a professional impression that can be trusted by clients. Our financial planning resources are trusted by financial professionals for the tools needed to assist each client on the financial goals and legacies they are building. Be impactful and make a difference in each appointment when you are prepared with personalized presentations, fact finders, financial calculators, newsletters and other valuable resources."Get closer than ever to your customers. So close that you tell them what they need well before they realize it themselves." - Steve Jobs Client Acquisition Let Financial Services Online’s all-in-one client acquisition platform help you with new growth and generate leads for new clients who need your guidance. Our products provide you the tools needed to understand your clients’ needs, boost your online presence, and educate those trusting you with their finances to provide you with a client retention solution specifically designed for financial professionals. Life Guides Our Life Guides are financial road maps through some of life’s biggest changes. Be purposeful when guiding your clients through these changes by using our prepared Life Guides. Find the topic perfect for your audience, including major life changes, tools to help guide clients through these events and workbooks to create opportunities to guide clients to financial solutions that fit their specific need. Find Out More... Personal Website Your Personal Website can be on-line and mobile friendly in no time. Taking advantage of the Personal Website allows you to highlight the focus areas of your practice, promote your social media channels, and generate leads for those who are seeking insurance or financial planning advice. The Personal Website is SEO ready for the best possible placement in search results, loaded with content, custom tools, and can be displayed with your custom domain. Find Out More... Concept Pages Concept Pages simplify the idea of purpose-driven marketing by providing a high-level education on any subject within the financial industry. Start by drilling down to find the perfect Concept Page that fits your client’s needs or those of your target audience; then begin using it to market your services. These concept pages will allow you to develop client trust by educating your clients through providing thought leadership and demonstrating expertise. Find Out More... "If you do build a great experience, customers tell each other about that. Word of mouth is very powerful." - Jeff Bezos Growing Your Practice Nurturing existing customers allows you to uncover growth opportunities while offering exceptional customer service. Our tools help you create a business that continues to grow as your clients’ needs develop and change. Financial Snapshots Financial Snapshots provide a visual picture and calculation to determine just how much is enough. Financial Snapshots take into consideration what has been saved, what is being saved, and how inflation plays a role. These planning strategies are designed specifically for financial professionals and are great tools to use together with prospects and clients alike. Find Out More... Fact Finders Fact Finders make both initial meetings and annual planning reviews go smoothly by helping you learn all the facts. Both newer and more experienced agents enjoy how the Fact Finders help guide the conversation during their client meetings. Have new team members in your office? Have them use Fact Finders to capture their clients’ financial details. Find Out More... Financial Calculators Financial and Needs-Analysis Calculators simplify financial planning for your clients. With over 100 Financial Calculators, it is easier for you to crunch the numbers and assist in a client’s financial planning session. Time to work smarter and faster with our financial and needs-analysis Calculators. Find Out More... Priority Planning Planning meetings with your clients or prospects are a whole lot easier when you have our Annual Reviews and Priority Approaches at your fingertips. These fillable documents help financial planners convert prospects into clients and prioritize the needs of each client while creating more opportunities for you to grow your practice. Find Out More... "Retention is the single most important thing for growth." - Alex Schulz Client Retention Retaining the business you have worked so hard to build is important. We make it easier to stay connected with your client base as you continue to position yourself as their financial expert. Newsletters Monthly Newsletters are generated for you to use for marketing and retention. Our email marketing content for financial advisors are the perfect way to share financial information and add value to your financial and insurance services. Find Out More... Presentations The Client Presentations are a great way to educate clients and prompt them to action. These personalized presentations are effective tools in growing your practice and cover personal needs, estate and charitable planning, business and executive planning. Leave a great impression with these personalized presentations. Find Out More... Other Resources We provide other extensive resources that benefit financial advisors. Feel confident knowing you will have access to the most comprehensive depository of marketing and technical tools and resoures in the industry. Financial Services Online provides products that help you build your business today and continue to grow your business into the future. Find Out More... Virtual Sales Assistant contains everything a new or experienced agent or advisor is likely to need to grow, market and manage their business. From prospecting to newsletters to sales concepts to client reviews, VSA has it all. It is an invaluable resource!James T. Laing, CLU, ChFC Subscriber The VSA has been a tremendous tool to us as an Independent Marketing Organization. It has put all the resources that an agent would typically need right at our finger tips as well as provided us with even greater credibility with the producers who partner with us.Doug M., CLU, ChFC, MSM Subscriber I use the VSA resources in everyday prospecting and education of my agents and clients. This resource makes it easier for me to express my professionalism because I don’t have to worry about the information ever being out of date!Rob Wolford, LUTCF, FSS Subscriber This product lives up to its name. It assists me with educating my clients about virtually any concept. It is a great value and I would recommend it to anyone in the insurance or financial planning industry. Don’t go into the field without it!Arnie P., CFP, LUTCF, LLIF Subscriber The greatest thing about the VSA is the time it saves me. It’s concise, to-the-point and user-friendly. Thanks VSA for being there for me.Raymond H., CLU, ChFC, LUTCF Subscriber I have found VSA to be an...