Advisor Blog

Font size: +

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.

The  transcripts are from presentations by economist Fritz Meyer, indexing expert Dr. Craig Israelsen, and tax and financial planning guru Robert Keebler, CPA/PFS. The trio speak for about an hour every month on Advisors4Advisors, our online continuing education system. You can access all their presentations 24/7 for $60 a year, and CFPs, CPAs, CIMAs, and other professionals receive continuing professional education credit as well.  

Fritz Meyer runs down all of the fundamental economic data advisors need to know about to make intelligent investment decisions in about 70 slides monthly. An additional 50 slides on an assortment of issues, including the Federal deficit, cost of entitlement programs, and Wall Street’s forecast record, are updated quarterly or annually.

Dr. Craig Israelsen’s presentations teach lessons that advisors must share with clients. His monthly studies on the survival rate of retirement portfolios provide lucid illustrations of concepts foundational to sustainable portfolios and client relationships.

Robert Keebler, CPA/PFS, has been educating legal and accounting professionals for three decades, and provides financial planning and tax presentations every month. If you need to explain a charitable remainder trust or college savings plan, or almost any other financial planning technique, Keebler’s monthly presentations probably contain an illustration and explanation.   

The transcripts are important in a financial professional’s toolset. Having the words along, with the slides, in a PowerPoint gives you authoritative content you can use in newsletters, blog posts, tweets, and on your website. You can teach a class monthly at the local college or library, present your own webinars, and be ready for client meetings with detailed scripts and slides.

Graphical content is  important on the Web. With advisors dipping a toe into content creation, this is a great resource for online marketing.

The Joy Of Building The Best Advisor Websites
"Fritz Meyer Uncensored" Unlocks The Power Of Shar...

Related Posts

Archive

weekly-signup

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
Please fill the required field.
Please fill the required field.

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.

 

SCHEDULE A DEMO