Advisor Blog

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

Fake News Puts Advisors In The Driver Seat


The uproar over fakenews signals a new era that puts advisors who are trusted for authoritative financial news in the driver’s seat.

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4626 Hits

Happy Thanksgiving!


Happy Thanksgiving!

From Advisor Products Worldwide Team Of Turkeys

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4735 Hits

Cheeseheads Rule! Bob Keebler On Paul Ryan's Tax Reform Preferences


In addition to being one of the one of the nation's top educators of legal, tax and financial professionals for over three decades, Robert Keebler, CPA/PFS, is from Green Bay, Wisconsin. 

Paul Ryan, Speaker of the U.S. House of Representatives, and Reince Priebus, President-elect Donald Trump's chief of staff, are also from Milwaukee, and they are local figures to Mr. Keebler.

Point is, Mr. Keebler, one of the nation's top tax policy wonks, has closely followed Mr. Ryan's tax policy preferences for many years, explaining why his analysis seems particularly insightful in this week's video.

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5997 Hits

Client Calls To Ask Advisor If Janet Yellen Is Really Steering The Ship

This week’s video featured news about Janet Yellen at the helm of the U.S. economy. The update explains why Yellen has room to run a high-pressure economy without risking running aground. Check out the shot of Ms. Yellen in this video, which caused a client to call his advisor to ask of that was really the Fed chair steering the ship.

 

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3724 Hits

Denial Of Service Attack "Mitigated," Says Dyn

Dyn, a provider of domain name server services supporting much of the Internet, including many advisor websites hosted by Advisor Products, reported the denial of service attack that disrupted the Internet in the U.S. today, has been "mitigated."     

This was the second time today Dyn said its engineers had mitigated a  distributed denial of service attack. An earlier attack that was reported by Dyn as mitigated was followed a couple of hours later with another attack. 

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3970 Hits

Denial Of Service Attack Disrupts Half The WWW -- And Our Servers


Advisor webites, AdvisorVault and other Web services are experiencing disruption related to an attack on Dyn, a vendor we use for name-server (DNS) resolution. We're not alone.About half the Internet is reportedly affected.

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4004 Hits

Cartoons, Mascots And Financial Advisors


Academic research confirms the efficacy of using cartoons to teach complex topics, like economics.

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5340 Hits

Three New One-Hour Presentations For Advisors Monthly


The Financial Advisor Marketing Engine (FAME) has been improved yet again with the addition of three one-hour slide presentations for advisors every month. Transcripts of two presentations about investing and one about financial planning are available in the Advisor Products Marketing Dashboard.

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6071 Hits

Social Advisor Solutions


We've been doing such advanced work with our content management system, I've given short-shrift to our Social Media Dashboard (SMD) for advisors.

SMD was initially developed and put into production on advisor website in 2013. It's simple.    

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5366 Hits

A Watershed In Building The Best Damn Email Newsletters For Advisors


In the 20-year race to develop software for managing advisor websites and secure communications, Advisor Products has neither been a turtle nor a hare but a beaver, unceasingly building the best damn websites ever offered to advisors.

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6850 Hits

The Joy Of Building The Best Advisor Websites


Advisors are calling me every day now and talking to me like we’ve known each other for years. A CPA financial planner, who manages $600 million in New York City, told me just yesterday that he’s been meaning to hire Advisor Products to build his website since he met me at a conference nearly 20 years ago.

He’s been reading my columns for nearly two decades and likes my ideas. Now, finally, he wants a website, email newsletter and everything else my company provides. It’s been a joy here lately! Admittedly, two decades is a long sales cycle, but I’m making the best advisor websites available anywhere for brilliant entrepreneurs who actually understand and appreciate my work and the Advisor Products team.  

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5338 Hits

"Fritz Meyer Uncensored" Unlocks The Power Of Sharing Investment Wisdom For Advisors


Transcripts of Fritz Meyer’s webinars are now downloadable monthly along with the slides of every class, making it easy for advisors to share timely investment wisdom with clients.

Fritz Meyer is an independent economist. The 1,500 independent professionals who receive continuing education on A4A have consistently rated Fritz’s monthly classes with a 4.7 stars on a five-star rating system and call him a “national treasure.”  Publishing the transcripts unlocks the value of Fritz’s monthly one-hour presentations. Advisors can reword and reuse the transcripts from any of the slides to educate clients and prospects.

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4862 Hits

Advisor Products Turns 21


Mindy, my wife, no longer could bear being at work all day, away from our two- and four-year-old. To leave behind her Wall Street paycheck, I had to earn more than a reporter’s salary. So, in August 1996, I started providing advisor products by writing The Fee-Only Client Newsletter.

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5017 Hits

Advisor Videos For Client Education, Retention And Marketing


This week's video highlights the stock market's reaction in the hours after last week's attack in Munich.

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4557 Hits

Build Advisor Websites Tutorials

Build Advisor Websites is our new easy to use platform.

This series of videos tell you about Build Advisor Websites in 11 tutorials, averaging just over a minute in length.

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5460 Hits

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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.

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