Advisor websites with coronavirus tax planning alerts are our niche in marketing.

Educating investors with financial news for consumers makes the best marketing campaigns for RIAs, but is hard to do because advisors need real financial news writers and not marketing fluff.

A mantra of independent economist Fritz Meyer in continuing education classes on Advisors4Advisors is that, "Ultimately, earnings drive stocks. 

Here's a three-minute investment advisor video explaining the earnings outlook amid the pandemic. 

Our content is easily plugged into any WordPress website by your webmaster or our tech staff.

(Wednesday, May 6, 2020, 12 p.m. EST)  Last Thursday, Fritz Meyer gave me a seven-minute update on the new inflation data, and it blossomed into the video below about the Paycheck Protection Program for business owners. 

This video addresses business owners who have not applied for PPP. These are entrepreneurs who probably never applied for government aid before and may be reluctant to do so now, even though they  legitimately qualify and need it.

It’s unlikely you’ll see this 2019 year-end tax tip in the financial press, and it has not in the trade press currently. However, as a CFP^®, CPA, CFA, CIMA^® or retirement-income professional, this is probably the best 2019 year-end strategy for building your reputation as a thought leader. It's a substantive way to engage clients and prospects who are thought leaders in their chosen fields. 

A deluge of new federal tax breaks is about to pour forth and flood Americans again. Only 15 months ago, SECURE Act massively changed rules for retirees, and only one year before that, TCJA rewrote the tax code entirely. This is the third major tax reform in three years!
 

On April 2, at 4 p.m. EST, Bob Keebler’s class focuses on the tax breaks advisors need to know about under the $2 trillion stimulus plan and the avalanche of tax rules about to hit.

2020 started with SECURE Act’s idiosyncratic impact. Then Covid-19 hit, which has caused a sharp correction in stocks. It’s certainly shaping up to be one of the most turbulent times in the history of tax and financial planning.

At a two-hour, two-credit continuing professional education webinar three weeks ago about key fundamentals driving portfolios now, Advisor Products' resident economist, Fritz Meyer, received a 9.7 rating on a 10-point scale. 

This 32-minute video also contains links to additional information on key topics discussed.

The best marketing content for financial advisors draws UHNWIs and the mass affluent by offering tax and investment tips that actually save thousands of dollars.

The signing of the SECURE Act on December 20, 2019 leaves only a few days to act on implementing major tax savings.  A call to action targeting four tax-saving pre-retiree and retiree situations is available to subscribers to our weekly feed for consumers. It shows how to attract wealthy pre-retirees and retirees by offering smarter tax and investment planning techniques in a news feed.

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A day after third quarter 2019 ended on Tuesday, October 1, the video below was posted to advisor YouTube channels that we create and embed in advisor websites, advisor newsletters, and tweets for advisors. It's automatically posted with branding on advisor websites. 

The big news from economist Fritz Meyer's CE webinar on Advisors4Advisors on September 10, was his analysis of how negative rates in Germany are driving down bond yields in the U.S. 

Negative interest rates in Europe are a new and unprecedented financial economic condition advisors must suddenly navigate. 

Stocks plunged 3% today, Monday, Aug. 5, 2019. What did your website vendor do for you? 

If retail sales climb skyward and no one sees, it still causes a boom. Like the proverbial tree no one sees falling in a forest, the growth in retail sales has a real impact -- after inflation.

Fritz Meyer had a hunch that something did not add up. Retail sales releases month after month have been okay, but based on decades of experience, Fritz knows that inflation often masks real activity. So he built a spreadsheet adjusting for inflation the Census Bureau's retail sales data releases. It revealed a story that the financial press month after month have been missing. Fritz stepped me through his analysis last Friday. As always, he summarized it in a chart.  

Every week, a new script illustrated with charts, tables, and graphics is posted in our dashboard.

Record your own MP3s and upload the slides to give you own version. Use just one slide slide, edit the text and make your own videos or newsletters.

Advisor email newsletters often never make it to the intended consumer's Inbox. They go to junk, spam, or clutter folder. What can you do to fight back?  Here's the answer.

Systematic client communications for advisors is like multi-level chess. Content must be thought leadership, concise, and in the medium each individual client prefers. We do all that, while also enabling advisors to personalize everything by editing tweets, emails, and articles and narrating videos.

Advisor Products no longer publishes articles, videos and other content on websites for consumers to view unless they provide an email address. Why?  

We post articles on advisor websites twice weekly in addition to a weekly video, all of it based on monthly continuing professional education webinars by Fritz Meyer, Bob Keebler, and Craig Israelsen on Advisors4Advisors.com. Advisor Products content valuable to any investor, but it's extremely valuable to UHNWIs, HNWIs and mass affluent individuals.

This email newsletter is unique. It's based on continuing professional education webinars taught every month by Robert Keebler, CPA/PFS, who has educated legal and accounting professionals about individual taxation for over three decades. 

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Please contact 516 333 0066 for information about Advisor Products. 

Having built a very successful practice for three decades, the advisor on the phone was sure he would not use a dashboard for communicating with clients and influencers. He delegated creating newsletters and client communications to his staff.

Seemingly oblivious to the revolution in building trusting relationships on the web, this mindset is common among older advisors, and it makes them increasingly susceptible to competitors who understand financial advisor technology. A 30-something  or 40-ish CFP, CIMA, CPA/PFS, CFA, who grew up texting and understands social is able to target your clients with campaigns about tax and financial planning, dripping on them weekly with inarguable facts and analysis that you are not providing to  them.  

Two months ago, economist Fritz Meyer began using the phrase, "upward revisions to accelerating earnings," to describe the outlook for profits. The new tax law, he said, would gradually add eight percentage points to 2018 earnings growth on the S&P 500. 

Since Fritz first made this observation in late December, earnings forecasts tracked by Thomson Reuters I/B/E/S have been ratcheting higher fairly steadily. For weeks, advisors subscribing to our website platform have benefited from a weekly financial news stream with updaties on the unfolding earnings surge. Clients and contacts saw it in emails, videos, articles, tweets, scripts and animated GIFs, all of which are customized personally. 

The final year-end tax alerts for clients of CPA/PFS, CFP, CIMA, CFA, and other financial professionals are ready for Advisor Products subscribers to email. So are related videos, articles, scripts, and animated GIFs to share with clients and everyone you know. Here's a three-minute video about how to do that, if you're a subscriber to FAME 3.0 (Financial Advisor Marketing Engine).

Of all the tax reform Acts I’ve covered since TEFRA 35 years ago, this one was the most fun — not just because of the drama staged in the Capitol but also because of the pioneering work powered by our all-star team.   Here's the story in a nutshell.

A new toolbar for quick touches of clients is open to beta testers.  

Quick Touches is for fast sharing of articles, videos, and animated GIFs about wealth management as well as sharing your camera roll and posting blog entries. It’s designed to draw traffic to your website based on clients’ needs and interests.  Personalize a content stream from Fritz Meyer, Bob Keebler and Craig Israelsen. Put their slides and text in your own words, and add your keywords to improve search engine rankings. Send articles and videos with your spin.

Multi-professional firms are giving rave reviews to Financial Advisor Marketing Engine 3.0. (FAME).

Advisors can preview email newsletters using the  Build Advisor Websites (BAW) content managament system (CMS). For advisors, this allows you to send out email newsletters about breaking news we cover for you and to change anything you do not like.

BAW builds a workflow into weekly email newsletters for advisors. Every week, when a new video or investment updateis ready to be emailed, your email newsletter with your branding is emailed to you. So you can pre-review emails before they are sent to clients. If you don't like a headline, image or text, you can change it yourself. In addition,  the changes to the article in your email newsletter will also be posted to the article on your website. 

Eighty-percent of advisors want to spend no time updating their website, but they still want a dynamic, engaging and cool presence online.

It's $35 for dinner and drinks at Marchi's at 251 East 31st Street, off 2nd Avenue in Kips Bay, at 6 p.m. Please call 888-274-5755 Option 1 to reserve a seat.    

After a couple of drinks, I'll attempt to demo new technology for quick touches of clients digitally. The quick touches toolbar is part of a practice management system I've built with help from Fritz Meyer, Bob Keebler, Dr. Craig Israelsen and 3,000 users of Advisors4Advisors and Advisor Products. The platform enables investment and financial planning professionals to fulfill the obligations incumbent on an investment fiduciary at the lowest possible cost. It is customized to your personal strengths and specialities. Here's a 2-minute tour of the platform, and here's 2-minutes about quick touches. 

Details of a proposed $1.5 trillion tax cut package are expected Wednesday, according to the White House.

The Trump tax proposal radically changes year-end tax planning.  Since our user base is heavy on CPA financial planners and real financial professionals, here's what we are doing to assist you in moving clients toward proactive tax planning.

Our continuing education program for professionals, Advisors4Advisors.com, is all over it. Bob Keebler, one of the nation's leading educators of tax and legal professionals, is teaching a class today at 5 ET. Go to advisors4advisors.com to register if you are an A4A member. Otherwise join and replays will be available within hours of the live session. Giving planners the technical information within hours of the announcement by the Trump administration is a real achievement. We're covering breaking news all time now.  

The quarterly market summary for advisors was posted two days ago in the advisor marketing dashboard.

The uproar over fakenews signals a new era that puts advisors who are trusted for authoritative financial news in the driver’s seat.

Happy Thanksgiving!

From Advisor Products Worldwide Team Of Turkeys

In addition to being one of the one of the nation's top educators of legal, tax and financial professionals for over three decades, Robert Keebler, CPA/PFS, is from Green Bay, Wisconsin. 

Paul Ryan, Speaker of the U.S. House of Representatives, and Reince Priebus, President-elect Donald Trump's chief of staff, are also from Milwaukee, and they are local figures to Mr. Keebler.

Point is, Mr. Keebler, one of the nation's top tax policy wonks, has closely followed Mr. Ryan's tax policy preferences for many years, explaining why his analysis seems particularly insightful in this week's video.

This week’s video featured news about Janet Yellen at the helm of the U.S. economy. The update explains why Yellen has room to run a high-pressure economy without risking running aground. Check out the shot of Ms. Yellen in this video, which caused a client to call his advisor to ask of that was really the Fed chair steering the ship.

Dyn, a provider of domain name server services supporting much of the Internet, including many advisor websites hosted by Advisor Products, reported the denial of service attack that disrupted the Internet in the U.S. today, has been "mitigated."     

This was the second time today Dyn said its engineers had mitigated a  distributed denial of service attack. An earlier attack that was reported by Dyn as mitigated was followed a couple of hours later with another attack. 

Advisor webites, AdvisorVault and other Web services are experiencing disruption related to an attack on Dyn, a vendor we use for name-server (DNS) resolution. We're not alone.About half the Internet is reportedly affected.

Academic research confirms the efficacy of using cartoons to teach complex topics, like economics.

The Financial Advisor Marketing Engine (FAME) has been improved yet again with the addition of three one-hour slide presentations for advisors every month. Transcripts of two presentations about investing and one about financial planning are available in the Advisor Products Marketing Dashboard.

We've been doing such advanced work with our content management system, I've given short-shrift to our Social Media Dashboard (SMD) for advisors.

SMD was initially developed and put into production on advisor website in 2013. It's simple.    

In the 20-year race to develop software for managing advisor websites and secure communications, Advisor Products has neither been a turtle nor a hare but a beaver, unceasingly building the best damn websites ever offered to advisors.

Advisors are calling me every day now and talking to me like we’ve known each other for years. A CPA financial planner, who manages $600 million in New York City, told me just yesterday that he’s been meaning to hire Advisor Products to build his website since he met me at a conference nearly 20 years ago.

He’s been reading my columns for nearly two decades and likes my ideas. Now, finally, he wants a website, email newsletter and everything else my company provides. It’s been a joy here lately! Admittedly, two decades is a long sales cycle, but I’m making the best advisor websites available anywhere for brilliant entrepreneurs who actually understand and appreciate my work and the Advisor Products team.