Thought Leadership

Expert Intelligence Working For You

Our dashboard tool gives you access to monthly presentations and webinars from financial industry experts Fritz Meyer, Bob Keebler and Craig Israelsen. Use this info to keep ahead of the learning curve, or as inspiration for communicating with your clients. Also get continuing education credit for CFP, CPA/PFS, CIMA, ChFC, CLU, and EA requirements

"TWO WORDS THAT DESCRIBE ADVISOR PRODUCTS: DEPENDABLE & ADEPT."

-Coral Gables Trust Company
Image

Fritz Meyer

Independent Economist and Market Analyst Former Senior Market Strategist, Invesco Aim Management Group, Inc.

As an independent economist and market analyst, as well as former Invesco primary economic and markets analyst, Fritz Meyer provides weekly and monthly updates for investment professionals and their clients. He has been a frequent guest on CNBC, Bloomberg TV and Fox Business Network and has often been quoted in business publications. He specializes in speaking, in-person, to financial advisors and their clients. Mr. Meyer most recently spent 15 years with Invesco and his investment career spans the last 35 years. He has managed large-cap equity mutual funds and multi-cap equity and fixed-income client portfolios.

Meyer's analysis is published monthly in 70 PowerPoint slides that can advisors re-purpose and brand for use in client meetings, webinars, newsletters, and blog posts. Learn more here.

Image

Bob Keebler

Partner, Keebler & Asscociates, LLP 2007 Accredited Estate Planners recipient

Bob Keebler is a partner with Keebler Associates and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as of the the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA's: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.

Bob Keebler explains income and estate tax strategies as well as IRA rules in a monthly slide presentation. You can use the slides from the monthly presentations as the basis for your own webinars seminars, newsletters, blog posts, and social media content as well as in client meetings.

Image

Craig Israelsen

Principal, Target Data Anaytics LLC Developer of 7Twelve Portfolio Group, Inc.

Craig L. Israelsen, Ph.D, is an Executive-inResidence in the Financial Planning Program at Utah Valley University (UVU) in Orem, Utah. He holds a Ph.D. in Family Resource Management from Brigham Young University (BYU). He received a B.S. in Agribusiness and a M.S. in Agricultural Economics from Utah State University. Primary among his research interests is the analysis of mutual funds and the design of investment portfolios. He writes monthly for Financial Planning magazine and is a regular contributor to the Journal of Indexes and Horsesmouth.com. Dr. Israelsen is the developer of 7Twelve Portfolio and the author of three books. He is also a principal at Target Date Analytics LLC, a firm that has developed indexes for the benchmarking and evaluation of target date/lifecycle funds.

Financial advisors adhering to Modern Portfolio Theory and designing broadly diversified portfolios based on strategic asset allocation use Prof. Israelsen’s quarterly slide presentations to explain timely investment topics to clients. Each presentation is branded to your firm.

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
Please fill the required field.
Please fill the required field.

Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

SCHEDULE A DEMO