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. 

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

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.  

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

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

Happy Thanksgiving!

From Advisor Products Worldwide Team Of Turkeys

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.

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.

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. 

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.

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

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.

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.    

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.

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.  

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.

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.

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

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.

Since 2010, Fritz Meyer and I have created a quarterly market summary (QMS) for advisors to share with clients.

It took about 15 or 20 quarters turn it into what it is today.

In a panic or poltical crisis, the immediacy of your message to clients is as important as the message itself.

By 8:15 p.m. ET, Friday, June 24, after Brexit knocked U.S. stocks for a 3.6% loss for the day, our advisor websites we host were updated with new content.

Economist Fritz Meyer, Andy Gluck, and the Advisor Products team created this video about the Federal Reserve Board's press conference last week. Fed chair Janet Yellen's transparency in leading the Fed is highlighted and, with July Fourth coming up, those serving our great nation are saluted.

You can send a new video every week. We post it on your firm's YouTube channel and send it in an email to your contact list. The video is submitted to FINRA and embedded on a page on your website. It's also a "widget" on your website and used in SEO lead-generation.  

I’ve been developing advisor websites for 20 years and it’s led me to making widgets for advisors.

Widgets for advisors are web marketing apps for advisors. They’re highlighted in red boxes in this image.

Montreal, Quebec, May 11, 2016 – Croesus, a leading provider of wealth management solutions, has integrated with AdvisorVault from Advisor Products. Investment advisors can now distribute portfolio performance reports to all their clients daily in a fully automated process.

AdvisorVault provides a personalized and graphically rich interactive client portal. Advisors can securely post documents in private folders for clients with high encryption behind multiple firewalls. Integrations with advisor websites and professional apps have made it a leading client portal solution in the industry.

Advisor Products now enables advisors to edit articles we write for advisor websites and email newsletters onscreen. We're giving you financial journalism that you can edit onscreen on the fly whenever major financial news breaks. It's a financial advisor news service you can customize to your needs.

New content for your clients about the bear run on Wall Street is available now.

At about 4 p.m. ET last Friday — 48 hours after the attack in San Bernardino — the FBI called the fatal shooting of 14 people an act of terror. Suddenly, performance of the stock market after the attack was a compelling story.

Immediately after the attack, late Wednesday afternoon, stocks prices fell, and they dropped again on Thursday. On Friday, however, by the end of trading, stocks had recouped those losses.

On the Monday morning following the Friday, November 13, terrorist attacks in Paris, Jim Cramer said on TV that some traders appeared to have had knowledge in advance of the terrorist plots that killed at least 130. Cramer, in spinning his consipracy theory, exposes the true character of his coverage.   

This video is the right message at the right time. It went out to tens of thousands of advisor clients tonight in email newsletters. 

Advisor Products is helping the clients of financial professionals.

Our quarterly economic and market perfromance report is now ready for advisors to download. 

This is a PowerPoint 24 slides and each slide is accompanies by a short article.

With Advisor Video Library (AVL), financial advisors can post videos to ANY website.

The Advisor Video Library gives you a library of 15 FINRA-reviewed videos quarterly. You can narrate them using AVL or skip the narration and use the voiceover we provide. The content of these videos is uncommonly intelligent.

I mentioned in a recent blog entry that you can now post these FINRA-reviewed videos to any website and they will be automatically updated once you copy and paste an embed script on your blog or any web page. 

Five new videos are now available for this quarter's edition of Advisor Video Library, including the one below, which explains why cilents should not expect diversified portfolios you provide to perform as well as the S&P 500.

While the video is only a minute and twenty-seconds in length, it communicates a lesson that clients need to be reminded of frequently, a lesson critical to client retention and keeping investors diversfied over the long run.

Advisor Video Library (AVL) is an online video platform built for financial professionals to find new clients and maintain relationships. Here’s how it works.

You Narrate Our Videos. Read a FINRA-reviewed script over the phone and our app synchronizes our videos with your voice.

Now you can embed our educational videos for clients and prospects on any website, hosted anywhere.

You can record your voice using your telephone and reading the script displayed in your browser, or by recording the script and creating MP3 files that you will upload to the server. And putting your voice on the video is not something you want to bother with, you can choose not to record your voice and use the audio from our professional voiceover talent.

While many advisors fear covering markets weekly will train their clients to have a short-term perspective, such fears are misplaced.

Take a look at the update distributed last Friday in email newsletters by hundreds of RIAs to tell their clients what to make of the Fed’s decision to leave rates unchanged last week.

Since the 30-minute, 1000-point plunge in the Dow Jones Industrial Average on Monday morning, August 24, A4A and Advisor Products have produced five continuing professional education webinars for financial professionals, plus: a video advisors can narrate, showing seven other emotional plunges that have roiled markets since the beginning of the global financial crisis in September 2007; subscribers to Financial Advisor Marketing Engine (FAME) were provided with two 500-word FINRA-submitted articles, putting the correction in proper context in email newsletters written after the stock market closed and emailed to clients Friday night and early Saturday. Another Friday update will be written this evening, after the market closes.

The collaboration with Fritz Meyer, Craig Israelsen, and other thought leaders has worked like a dream in this period of turbulence. It's a thrill for me to have these incredibly smart people helping me help you.

BuildAdvisorWebsites.com is a new platform that enables you create your own website in minutes for an advisory business. It's like WIX, GoDaddy, and other DIY apps for building your own website. But what makes BuildAdvisorWebsites different from other do-it-yourself marketing websites is its integrated suite of tools for financial professionals.

Build Advisor Websites integrates a consumer education system with a stream of videos, email newsletters, and calls to action for clients and prospects. The consumer education content is based on accredited continuing professional education programming. BuildAdvisorWebsites also enables a client portal with feeds integrated from CRM, portfolio management software and financial planning systems used by advisors.

Breaking news, like last Monday’s 1000-point Dow drop, challenges financial professionals to meet client expectations. Many advisors did nothing to communicate with clients and contacts. Some might argue that reacting to every dip sends the wrong message to clients. They are deluding themselves.

Your biggest clients, people in their 60s and 70s, are all watching TV. Most get news from a mobile device. The headlines last week could easily have made a nervous retirement investor fearful.

Putting your voice on this video is easy and inexpensive with Advisor Video Library, and it gives financial professionals Panic Protection Coverage.

Panic Protection Coverage is like an insurance policy for an investment advisor. We guarantee that, during market plunges, we will give you coverage from our experts in long-term investment wisdom.

A quarter of advisors say they’ve not had a single question from their clients about the precipitous market plunge, but 45% say 1% to 3% have expressed concern to them about it and 15% of advisors polled say 5% or more of their client base  has expressed concern to them about the plunge.