Advisor Blog

A Crucial Investment Lesson Advisors Must Teach Clients

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The commemoration of 9/11 and pullout of U.S. troops from Afghanistan marked the passing of 20 difficult years.  Historians will debate the lessons to be drawn from this tumultuous time for decades to come. For investors, however, a crucial investment lesson to be drawn is clear:  In the past 20 years, amid the tumult and difficulties, broadly diversifying paid off, and quite convincingly at that!

 

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An Exceptional Time For CFP® Professionals

crucialclientconversations U.S. troops boarding an airplane. American military pulled out from Afghanistan.

 

A rubric of advisor marketing is never market based on past performance, but this is an exceptional time.  

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Exceptions To The 10-Year Rule On Inherited Qualified Plan Assets

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The Secure Act’s 10-year distribution rule on federally qualified inherited retirement accounts exempts widows, children, chronically ill and disabled individuals. They’re specified as “eligible designated beneficiaries” in the Secure Act.     

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Financial Education For Financial Planning Clients

Roth-Conversion2021 With tax rates expected to be going up, and the stock market breaking records for 11 months, retirement savers should proactively investigate converting to a Roth IRA in 2021.

With tax rates expected to be going up, and the stock market breaking records for 11 months, retirement savers should proactively investigate converting to a Roth IRA in 2021.

Are you alerting your clients and prospects that this to this tax-smart retirement investor move must get done by the end of 2021?  

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Set the News Narrative

 

When you market to your clients, you have an opportunity to set a narrative and educate them on news events that can impact their financial well-being.

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The Medium is the Message

Making your message available the way clients want it.

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Quality Content Builds Trust


Not all financial advisor content builds trust. Consistently demonstrating a track record of being out in front of financial news and trends is the best way to demonstrate value to clients and prospects. This week’s video, about the threat of inflation, helps financial advisors communicate the challenges of inflation in a concise, easy-to-understand format. Consistent use of financial videos is a great way to build trust, improve brand recognition, and attract, engage, and inspire clients.


Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.

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The Value of Video

Video is a great medium for advisors to communicate complicated financial messages. Because it's like watching TV. You don't need to be a brain surgeon to watch a video about, brain surgery. You probably won't be able to do brain surgery after watching one video. You won't become a brain surgeon. But you will know a bit more about brain surgery. Same is true with financial planning.


This week we have a 2 1/2 minute video is about what's happening in the economy right now. It's news. It's also like brain surgery to some people who have no mind for finance. But they can watch it and get something out of it. It engages them. It gives them a common language to talk about with you, Mr. Advisor.
News that's happening now is needed. You can’t engage people by writing about financial products or solutions. You want to educate them about top of the mind economic news stories such as what is happening in the housing market.

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Why content is king when it comes to financial advisor marketing.

 

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Why Professionals Should Break The Rules Of Financial Advisor Marketing

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This week’s video breaks traditional rules of financial advisor marketing.  It is long (four minutes). It’s also detailed, and it delivers bad news for wealthy people ,who are going to face much higher taxes in 2021. 

Why are we breaking the rules? Because traditional financial services marketing is not what a an investment, tax, financial planning professional needs in this pivotal moment in financial history.

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Two Observations That May Make Higher Taxes Easier To Bear

For the first time since the administration of President Ronald Reagan, federal tax policy is changing. You need to warn clients and friends, but how can you do it?

With Congress debating President Biden’s proposal for a massive increase in federal infrastructure spending, two observations by independent economist, Fritz Meyer, may make higher taxes easier to bear for your clients. Presenting facts and historical perspective is the right approach for financial professionals.

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Advisor Marketing Is An Oxymoron To Fiduciaries

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Financial advisor marketing is oxymoronic. Like jumbo shrimp, mini-strokes, and private clubs, it is not the way a fiduciary should approach external communications using modern tools. For private wealth advisors, a better way is to educate clients continually.

Financial consumers are bombarded constantly by ideas diverting them from the personal tax and financial planning strategy carefully crafted by you, the professional advice you authored to build a sustainable low-expense core portfolio and keep them in front of opportunities and pitfalls amid the first reversal in federal tax policy since the election of Ronald Reagan in 1980.  

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Advisor Marketing Dashboard Adds A Downloadable Content Option

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Whether you need a comprehensive content marketing dashboard to manage a private wealth advisory's external communications or just a monthly subscription to a thought leadership article you can download into Word weekly, Advisor Products Inc. (API) has a solution. 

Integrated Marketing Solutions. API's marketing dashboard is a comprehensive content management system for private wealth advisors. Websites, newsletters, and social network posts are integrated with API content, automating marketing tasks for professional financial services firms.        

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Generating The Right Leads

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One of this week’s financial planning articles is the subject of this 2½-minute video about our platform for advisors; it shows advisors how to generate the right leads.

Leads that are attracted to your firm for the right reasons are the right kind of leads. They are a small percentage of contacts who value your news stream about tax and financial planning.

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190 Hits

RIA Marketing Using A Long Lens Of History

lens-mose_20210128-005400_1 It takes a professional viewpoint to present today's news from an historical perspective.

Consumers are shown why it is crucially important to view financial news through a long lens of history in this 90-second video.

It not only tells investors about the value of a professional who knows history, but it also demonstrates it.

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Fritz Meyer’s Scorecard Of S&P 500 Sector Predictions By Wall Street Strategists

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Following the advice of Wall Street’s best minds resulted in huge losses at key inflection points, and Wall Street's ability to forecast the S&P 500 is too unreliable to be helpful and not even close to accurate. 

That's the conclusion of an independent economist who has tracked the predictions of Wall Street top strategists’ in Barron’s every year since 2007. 

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New RIA Marketing Rules Not A Problem With The Right Tech Platform

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 For the third time in 80 years, the Investment Advisers Act of 1940, advertising and sales rules were amended  on Dec 22. 2020. RIAs are not required to comply with the new rules for 18 months. However, the new rules enable RIAs to use of testimonials and investment performance in marketing, provided you meet a more-explicit disclosure requirement.  Growth-minded RIAs, within a couple of weeks, can start using the new rules to market using testimonials, third-party rating services, and performance.    

Adopted by the Securities and Exchange Commission on Dec. 22, 2020, the new rules have practical implications for how advisors use LinkedIn, Yelp, and other social media.  Books and recordkeeping rules also have been modernized.

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When Advisors Report Breaking News To Clients

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The $325 billion in aid to business owners enacted into law is a good example of how Advisor Products is different from other marketing vendors. Our platform is built for delivering urgent important news to your clients, prospects and referral sources.

The platform is built to enable financial advisors to be better sources of financial news than mainstream media outlets. For example, by the time President Trump signed the $900 billion stimulus and relief bill on Dec. 27, 2020, a 50-minute presentation by Bob Keebler, CPA/PFS, was posted in our marketing dashboard for advisors to download. The transcribed presentation by one of the nation’s leading tax educators includes 60 slides. Bob Keebler’s slide cost just $600 a year and is one small part of the Advisor Products content marketing dashboard.

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Advisor Content In A Post-Truth World

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Yes, facts still do matter! In its Q3 2020 financials, The New York Times reported surpassing seven-million paid subscribers in October. 

Even in this difficult stage of the information explosion --  a post-truth world -- people value good journalism. They'll even pay for it! 

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Private Wealth Communications

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In advising business owners, professionals, and intergenerational family wealth, CFA®, CFP®, CIMA®, CPA, and other professionals have an obligation to educate their clients about tax and investment strategies. It’s just the right thing to do, if you're a fiduciary doing what's in your clients' best interest.

This approach is very different from traditional advisor marketing. It is what we do. Advisor Products provides communications for private wealth managers. It's totally different from other advisor website companies.   

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Archive

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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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