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.
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.
To grow your practice, it’s smart to allow clients and prospects to book a meeting with you from your email newsletter.
Integrating advisor calendars with advisor websites and email newsletters is an important business building feature of Build Advisor Websites (BAW), our content management system for financial planners and RIAs.
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.
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.