Advisor Blog

FINRA-Reviewed Videos For Financial Planners

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FINRA-reviewed videos from Advisor Products are timely and intelligent. Check out the one below, which shows you exactly what we do every week.

For RIAs advising business owners, professionals, corporate managers, and other individuals likely to value learning how to manage their money better, this is a highly customizable solution. You can actually narrate over our videos, if you have the attention span.

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81 Hits

Advisor Website With Tax Planning Alerts

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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.

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  216 Hits
216 Hits

Advisor Commentary On Earnings Outlook Amid Coronavirus

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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.

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  154 Hits
154 Hits

Coronavirus Content For Financial Advisors

May-6-2020

(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.

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  523 Hits
523 Hits

Coronavirus Crisis Financial, Tax And Investment Planning Tips

Coronavirus Crisis Financial, Tax And Investment Planning Tips

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.

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  377 Hits
377 Hits

FINRA-Reviewed Investment, Tax And Financial Planning Articles

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.

 

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  552 Hits
552 Hits

Key Fundamentals Driving Portfolios Now

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.

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  724 Hits
724 Hits

FINRA-Reviewed Tax Planning Content

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.

 

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  784 Hits
784 Hits

Exploiting SECURE Act Before 2019 Ends


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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  1582 Hits
1582 Hits

Compliant Content For RIAs


 

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1113 Hits

Lifeboat Drill As A Titanic Metaphor For UHNWIs


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1352 Hits

The No. 1 Year-End Tax Tip For Financial Advisors


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. 

 

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  1857 Hits
1857 Hits

Improving On Rule No. 1 Of Advisor Marketing: Fed Case Study


 

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1654 Hits

3Q2019 Ended Well; Did You Tell Anyone?


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. 

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  1720 Hits
1720 Hits

Negative Rates May Expand Market’s Multiple


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. 

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  1804 Hits
1804 Hits

Tectonic Shift


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

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  1987 Hits
1987 Hits

Fritz Meyer Special Report On Global Demographics


 

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2240 Hits

Stocks Plunged 3% Today; Here's What We Did

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

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  1579 Hits
1579 Hits

If retail sales grow and no one sees it, it still causes a boom!


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.  

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  2067 Hits
2067 Hits

A First For Advisor Websites: Advisor Reviews


 

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2211 Hits

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