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. 

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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.

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

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.  

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

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. 

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

Google and Bing say it's good practice to update your profile and images periodically on their portals.  Uploading new content to your listings on Google and Bing demonstrates your site is current and is easy to do. You want to add pictures of the exterior of your building, the lobby, your office suite, waiting roiom, conference rooms, and individual offices. You can also add photos of advisors on your team and images showing your branding. When someone wants directions to your company, they see the images along with a map showing your firm's location and contact information. Refreshing this content will boost your ranking in search results. 

This past week, I posted new images for Advisor Products to both Advisor' Products' Bing and Google profilesand I posted a new blog entry to AdvisorProducts.com. I had not done this in a while. Last week, I also posted two new videos to Advisor Products YouTube channel, and both of the videos link back to AdvisorProducts.com.  

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. 

Just my luck! I spend 20 years to build a business that winds up attracting professional penny pinchers! Advisor Products is seeing a surge in sign-ups by CPA financial planners.

Of course, I’m kidding — mostly. While CPA planners are frugal, I ‘m proud to serve them because they are real financial professionals. I worked at AICPA from 1983 to 1986, ghost-writing a newspaper column called, Money Management, that was published in a couple thousand newspapers across the country.

I had been a police beat reporter at the Clearwater Sun in Florida before moving to The Trenton Times, where I was fired after three months, shortly after refusing to write a story about the funeral of the father of a 400-pound rapist of a 13-year-old girl, who unsuccessfully had argued his imprisonment would be a death sentence because he was so fat and, thus cruel and unusual punishment. But that’s another story.

Before I left AICPA to cover Wall Street for The New York Daily News, I spent a lot of time around CPAs and was there to see the PFS designation and Personal Financial Planning practice section get started. So I have a long history with CPA planners.

Since we started making websites 20 years ago, Advisor Products has worked with CPA planners. The AICPA has ignored what we are doing.  But I stayed true to my values of working with real financial professionals. So CPA planners are showing up anyway, and these advisors have great practices. They broadly diversify a core portfolio in low-cost product, and offer financial planning to add value.  They love Fritz Meyer’s fundamental economic analysis, Craig Israelsen’s low-cost models, and Bob Keebler, CPA/PFS’s financial and tax planning strategies.    

If you are a CPA financial planner, see our 25-minute demo on YouTube or click on the chat box below and request a free trial.

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. 

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

Happy Thanksgiving!

From Advisor Products Worldwide Team Of Turkeys

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

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.

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

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.

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.    

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.  

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.

Transcripts of Fritz Meyer’s webinars are now downloadable monthly along with the slides of every class, making it easy for advisors to share timely investment wisdom with clients.

Fritz Meyer is an independent economist. The 1,500 independent professionals who receive continuing education on A4A have consistently rated Fritz’s monthly classes with a 4.7 stars on a five-star rating system and call him a “national treasure.”  Publishing the transcripts unlocks the value of Fritz’s monthly one-hour presentations. Advisors can reword and reuse the transcripts from any of the slides to educate clients and prospects.

What price fame? Some pay with their lives; others with integrity. Fortunately, Financial Advisor Marketing Engine (FAME) is relatively affordable. In fact, the cost of FAME is 50% less than buying a la carte.  

If you’re a CFP, CPA, CIMA, ChFC, CLU, EA, CFA or other financial professional, and you want to write a blog every week or produce a quarterly webinar about fundamentals driving your investment advice, independent Fritz Meyer’s monthly slides are just $500 a year; Dr. Craig Israelsen’s monthly lessons asset allocation and diversification are $600 a year.  you’re looking for tax and financial planning presentations, CPA Bob Keebler’s monthly slide presentations are $500 a year. Those are the prices if you buy a la carte.

Investment fiduciaries, by definition, lag the S&P 500 index in a bull market. That’s a problem for independent professionals. Advisor Products solves it.

Mindy, my wife, no longer could bear being at work all day, away from our two- and four-year-old. To leave behind her Wall Street paycheck, I had to earn more than a reporter’s salary. So, in August 1996, I started providing advisor products by writing The Fee-Only Client Newsletter.

This week's video highlights the stock market's reaction in the hours after last week's attack in Munich.

With terrorist attacks now a weekly event, the European Union facing an existential political threat, and the speed of news causing two double-digit stock price plunges in the past 11 months, communicating with your contacts is more important than ever, and more delicate.

Our breaking news coverage enables you to send your contacts a stream of information crafted with help from independent thought leaders, including economist Fritz Meyer, MPT-expert Dr. Craig Israelsen, tax and financial planning guru Robert Keebler, CPA/PFS.

Build Advisor Websites is our new easy to use platform.

This series of videos tell you about Build Advisor Websites in 11 tutorials, averaging just over a minute in length.

Since 2010, Fritz Meyer and I have created a quarterly market summary (QMS) for advisors to share with clients.

It took about 15 or 20 quarters turn it into what it is today.

In a panic or poltical crisis, the immediacy of your message to clients is as important as the message itself.

By 8:15 p.m. ET, Friday, June 24, after Brexit knocked U.S. stocks for a 3.6% loss for the day, our advisor websites we host were updated with new content.

Economist Fritz Meyer, Andy Gluck, and the Advisor Products team created this video about the Federal Reserve Board's press conference last week. Fed chair Janet Yellen's transparency in leading the Fed is highlighted and, with July Fourth coming up, those serving our great nation are saluted.

You can send a new video every week. We post it on your firm's YouTube channel and send it in an email to your contact list. The video is submitted to FINRA and embedded on a page on your website. It's also a "widget" on your website and used in SEO lead-generation.  

I’ve been developing advisor websites for 20 years and it’s led me to making widgets for advisors.

Widgets for advisors are web marketing apps for advisors. They’re highlighted in red boxes in this image.

Montreal, Quebec, May 11, 2016 – Croesus, a leading provider of wealth management solutions, has integrated with AdvisorVault from Advisor Products. Investment advisors can now distribute portfolio performance reports to all their clients daily in a fully automated process.

AdvisorVault provides a personalized and graphically rich interactive client portal. Advisors can securely post documents in private folders for clients with high encryption behind multiple firewalls. Integrations with advisor websites and professional apps have made it a leading client portal solution in the industry.

Dr. Craig Israelsen, one of the nation's foremost experts on implementing low-cost potfolios based on Modern Portfolio Theory, has begun contributng his research to advisors through the Advisor Products video library.

The first video uses a new data visulaization method to illustrate the risk of running out of money in retirement. 

After starting the year with an 11% plunge, the Standard & Poor's 500 has gained more than 7.4% in the past month.

Here are highlights from three of the videos we made available in the last few weeks in our adsvisor video library.

Disarming the threat of roboadvisors to independent financial professionals, Advisor Products is integrating a chat application into advisor websites -- those we host and those we do not.

The Case For Chat On Advisor Websites

Advisor Products now enables advisors to edit articles we write for advisor websites and email newsletters onscreen. We're giving you financial journalism that you can edit onscreen on the fly whenever major financial news breaks. It's a financial advisor news service you can customize to your needs.

New content for your clients about the bear run on Wall Street is available now.

An advisor last week told me sending a weekly email to clients is a bad idea. “It sends a bad message by focusing on short-term news,” he said.

I understand why he said that, but then showed him why he was wrong.

At about 4 p.m. ET last Friday — 48 hours after the attack in San Bernardino — the FBI called the fatal shooting of 14 people an act of terror. Suddenly, performance of the stock market after the attack was a compelling story.

Immediately after the attack, late Wednesday afternoon, stocks prices fell, and they dropped again on Thursday. On Friday, however, by the end of trading, stocks had recouped those losses.

On the Monday morning following the Friday, November 13, terrorist attacks in Paris, Jim Cramer said on TV that some traders appeared to have had knowledge in advance of the terrorist plots that killed at least 130. Cramer, in spinning his consipracy theory, exposes the true character of his coverage.   

This video is the right message at the right time. It went out to tens of thousands of advisor clients tonight in email newsletters. 

Advisor Products is helping the clients of financial professionals.

If you manage assets in diversified portfolios, your clients’ portfolios are probably trailing the S&P 500. Since the financial press reports on performance of the S&P 500, clients usually expect your advice to keep pace with the S&P 500, and you may not be meeting their expectations. Prudent financial professionals who rely on Modern Portfolio Theory are vulnerable to advisors peddling far less prudent advice.  

This video is what Advisor Products is doing to help professionals who doing the right thing to communicate about this issue effectively and inexpensively using modern Internet tools.

With Advisor Video Library (AVL), financial advisors can post videos to ANY website.

The Advisor Video Library gives you a library of 15 FINRA-reviewed videos quarterly. You can narrate them using AVL or skip the narration and use the voiceover we provide. The content of these videos is uncommonly intelligent.

I mentioned in a recent blog entry that you can now post these FINRA-reviewed videos to any website and they will be automatically updated once you copy and paste an embed script on your blog or any web page. 

Five new videos are now available for this quarter's edition of Advisor Video Library, including the one below, which explains why cilents should not expect diversified portfolios you provide to perform as well as the S&P 500.

While the video is only a minute and twenty-seconds in length, it communicates a lesson that clients need to be reminded of frequently, a lesson critical to client retention and keeping investors diversfied over the long run.

Advisor Video Library (AVL) is an online video platform built for financial professionals to find new clients and maintain relationships. Here’s how it works.

You Narrate Our Videos. Read a FINRA-reviewed script over the phone and our app synchronizes our videos with your voice.