Advisor Blog

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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6636 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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6556 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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6434 Hits

Malware Alerts For Advisors


 

 

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8760 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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6722 Hits

Yes, Canned Content For Advisors Can Be Uncanned


 

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6961 Hits

Ethical SEO For Advisors


Google and Bing say it's good practice to update your profile and images periodically on their portals.  Uploading new content to your listings on Google and Bing demonstrates your site is current and is easy to do. You want to add pictures of the exterior of your building, the lobby, your office suite, waiting roiom, conference rooms, and individual offices. You can also add photos of advisors on your team and images showing your branding. When someone wants directions to your company, they see the images along with a map showing your firm's location and contact information. Refreshing this content will boost your ranking in search results. 

This past week, I posted new images for Advisor Products to both Advisor' Products' Bing and Google profilesand I posted a new blog entry to AdvisorProducts.com. I had not done this in a while. Last week, I also posted two new videos to Advisor Products YouTube channel, and both of the videos link back to AdvisorProducts.com.  

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7429 Hits

Advisor Websites For Growing RIAs

To grow your practice, it’s smart to allow clients and prospects to book a meeting with you from your email newsletter.

Integrating advisor calendars with advisor websites and email newsletters is an important business building feature of Build Advisor Websites (BAW), our content management system for financial planners and RIAs. 

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6940 Hits

Just Our Luck, CPA Planners Love Us!


Just my luck! I spend 20 years to build a business that winds up attracting professional penny pinchers! Advisor Products is seeing a surge in sign-ups by CPA financial planners.

Of course, I’m kidding — mostly. While CPA planners are frugal, I ‘m proud to serve them because they are real financial professionals. I worked at AICPA from 1983 to 1986, ghost-writing a newspaper column called, Money Management, that was published in a couple thousand newspapers across the country.

I had been a police beat reporter at the Clearwater Sun in Florida before moving to The Trenton Times, where I was fired after three months, shortly after refusing to write a story about the funeral of the father of a 400-pound rapist of a 13-year-old girl, who unsuccessfully had argued his imprisonment would be a death sentence because he was so fat and, thus cruel and unusual punishment. But that’s another story.

Before I left AICPA to cover Wall Street for The New York Daily News, I spent a lot of time around CPAs and was there to see the PFS designation and Personal Financial Planning practice section get started. So I have a long history with CPA planners.

Since we started making websites 20 years ago, Advisor Products has worked with CPA planners. The AICPA has ignored what we are doing.  But I stayed true to my values of working with real financial professionals. So CPA planners are showing up anyway, and these advisors have great practices. They broadly diversify a core portfolio in low-cost product, and offer financial planning to add value.  They love Fritz Meyer’s fundamental economic analysis, Craig Israelsen’s low-cost models, and Bob Keebler, CPA/PFS’s financial and tax planning strategies.    

If you are a CPA financial planner, see our 25-minute demo on YouTube or click on the chat box below and request a free trial.

 

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5672 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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5458 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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5122 Hits

Happy Thanksgiving!


Happy Thanksgiving!

From Advisor Products Worldwide Team Of Turkeys

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4966 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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4846 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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6347 Hits

Cartoons, Mascots And Financial Advisors


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

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5584 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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7134 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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5623 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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5580 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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6324 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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5121 Hits

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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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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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