Brandable Presentations

Presentations from leading experts

Quarterly Market Summary

The Quarterly Market Summary (QMS) reviews market and economic news of the past quarter, 12 months, and five years. QMS gives you a script and multiple short presentations. Originally created as a companion to quarterly performance statements, advisors use QMS in client meetings as well as webinars and seminars. You can also use QMS to create blog posts and newsletter articles.

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Fritz Meyer's Monthly Slide Shows

Fritz Meyer teamed up with Advisor Products and Advisors4Advisors to provide institutionalquality economic research to independent financial advisors.

The editable presentations contain dozens of tables and charts. Slides guide advisors through illustrated analysis of key economic data and their effects on investment strategy.

Fritz Meyer content is also used as the basis for articles and videos that can be posted to your website every month automatically.

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Bob Keebler’s Monthly Tax Analysis And Explanation

Backed by a team of tax professionals at Keebler & Tax & Wealth Education, Inc., Bob Keebler explains income and estate tax strategies as well as IRA rules in a monthly slide presentation. Keebler’s monthly webinars about tax minimization strategies are more important than ever because tax rates have risen.

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. Creating valuable content for high-net-worth individuals (HNWIs) that you target is crucial to success in search engine optimization and social media marketing. Keebler's slides makes it much easier to create content for clients and prospects that is valuable and timely.

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Craig Israelsen's Presentations

Craig L. Israelsen, Ph.D., is one of the nation’s foremost academics in the field of indexes and passive investing. His monthly slide presentations help financial advisors communicate about timely topics in strategic asset allocation and can be used in blog posts, newsletters, webinars, and client meetings.

Financial advisors adhering to Modern Portfolio Theory and designing broadly diversified portfolios based on strategic asset allocation use Prof. Israelsen’s monthly slide presentations to explain timely investment topics to clients.

Israelsen has devised a multi-asset balanced portfolio, the 7Twelve Portfolio. The 7 represents the suggested number of asset classes to include in a portfolio, while 12 represents specific mutual funds or exchange-traded funds used to invest across all seven asset classes. Unlike a traditional two-asset, 60/40 balanced fund, the 7Twelve balanced strategy utilizes multiple asset classes to enhance performance and reduce risk. Approximately 65% of the portfolio is invested in equity and diversifying assets while about 35% is invested in bonds and cash.

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
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