Advisor Blog

PPC Campaigns For Advisors: Asset Valuation Paradigm Shift

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The bond market expects inflation for the next decade to annually average 2.35%, based on the  Breakeven Inflation Rate, a market-based measure of expected inflation derived from subtracting the current yield on 10-Year TIPS from the current 10-Year Treasury's yield

A negative real return on 10 year Treasurys is a tectonic shift for advisor clients, unprecedented in modern history! 

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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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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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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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Covid Hits Private Wealth

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This video shows the power of educational content to advisors to the mass affluent, professionals who aspire to advise a practice of 10 or 20 ultra-high-net-worth families.    

Videos can be narrated by you using a proprietary tool. It's not hard.  Most advisors prefer the professional voiceover. 

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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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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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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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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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Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

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