Advisor Blog

A First For Advisor Websites: Advisor Reviews


 

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2123 Hits

When Advisor Email Newsletters Go To Junk, Spam, Or Clutter


Advisor email newsletters often never make it to the intended consumer's Inbox. They go to junk, spam, or clutter folder. What can you do to fight back?  Here's the answer.

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2211 Hits

Financial Planning Newsletters For Professionals In 3-D


Systematic client communications for advisors is like multi-level chess. Content must be thought leadership, concise, and in the medium each individual client prefers. We do all that, while also enabling advisors to personalize everything by editing tweets, emails, and articles and narrating videos.

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3038 Hits

Our Policy On Publishing Content On Advisor Websites


Advisor Products no longer publishes articles, videos and other content on websites for consumers to view unless they provide an email address. Why?  

We post articles on advisor websites twice weekly in addition to a weekly video, all of it based on monthly continuing professional education webinars by Fritz Meyer, Bob Keebler, and Craig Israelsen on Advisors4Advisors.com. Advisor Products content valuable to any investor, but it's extremely valuable to UHNWIs, HNWIs and mass affluent individuals.

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3387 Hits

Financial Planning Email Newsletters For Advisors


This email newsletter is unique. It's based on continuing professional education webinars taught every month by Robert Keebler, CPA/PFS, who has educated legal and accounting professionals about individual taxation for over three decades. 

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3673 Hits

Introducing Harvey Rand

We're sorry. A problem was encountered. 

Please contact 516 333 0066 for information about Advisor Products. 

  7426 Hits
7426 Hits

FinTech Will Eat Older Advisors' Lunch


Having built a very successful practice for three decades, the advisor on the phone was sure he would not use a dashboard for communicating with clients and influencers. He delegated creating newsletters and client communications to his staff.

Seemingly oblivious to the revolution in building trusting relationships on the web, this mindset is common among older advisors, and it makes them increasingly susceptible to competitors who understand financial advisor technology. A 30-something  or 40-ish CFP, CIMA, CPA/PFS, CFA, who grew up texting and understands social is able to target your clients with campaigns about tax and financial planning, dripping on them weekly with inarguable facts and analysis that you are not providing to  them.  

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5476 Hits

Fritz Meyer Was Right About Earnings


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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7232 Hits

Amid Economic Growth and Record High Stock Prices, A Warning


 

The S&P 500 has broken record highs repeatedly for months, and profits expectations are smashing for 2017, 2018, and 2019, but William C. Dudley, vice-chair of the Federal Open Market Committee at the U.S. Federal Reserve and CEO of the New York District, in a speech in New York City last week, said the country's current fiscal course is unsustainable.  

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7161 Hits

Last-Minute Tax Alerts Indicate Advisor Marketing Is Dead

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.

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6711 Hits

Quick Touches Toolbar Beta Release

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.

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6991 Hits

Unlocking The Strength Of Ensemble RIAs


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

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4884 Hits

Pre-Review Added To Weekly Email Newsletters

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. 

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5220 Hits

Yes, Canned Content For Advisors Can Be Uncanned


 

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6696 Hits

The Best Advisor Websites To Automate Client Engagement


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

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  6375 Hits
6375 Hits

Malware Alerts For Advisors


 

 

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8102 Hits

Manhattan Advisor Marketing Meetup Dinner With Andy Gluck Wednesday


The Metro NYC Society of Investment Specialists is hosting a presentation by me at a midtown restaurant in a prewar townhouse. A private room accommodating up to 20 is reserved, and 1290 Funds is sponsoring the event. A few seats are open.

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

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6185 Hits

2017 Year-End Tax Planning Videos For Advisor Clients


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

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6299 Hits

Year-End Tax Planning Content Schedule For Advisors

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.  

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6403 Hits

Quarterly Performance Report For Advisors


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

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6230 Hits

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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