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.
A new generation of financial professionals – fiduciaries -- with no affiliation to a broker-dealer, insurer, or any products, have grown in number in recent years and their interests diverged from securities sales.
Fiduciaries obliged to do what’s best for clients do not need traditional advisor marketing websites. Doing what’s best for clients means educating people! Not selling! It's totally different from the advisor websites for FINRA registered reps.
Advisor Products platform enables fiduciaries to educate clients and prospects using a dashboard that puts content from Bob Keebler, Craig Israeslen and Fritz Meyer -- trusted thought leaders for decades -- at your fingertips.
A new strategic tax or financial planning article is posted every week in addition to a weekly investment update on Friday nights and a video, which you can narrate, every Tuesday. Every aspect is customizable -- email newsletters, blog posts, animated GIFs, tweets – can be sent automatically or personalized with your own commentary, keywords, and images.
Advisor Products enables professionals to personalize a thought leadership news stream across a range of media and social platforms.