Advisor Blog

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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5470 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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5248 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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4911 Hits

Happy Thanksgiving!


Happy Thanksgiving!

From Advisor Products Worldwide Team Of Turkeys

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4756 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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4651 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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6036 Hits

Cartoons, Mascots And Financial Advisors


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

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5361 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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6876 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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5394 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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5357 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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6095 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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4881 Hits

The Price of FAME (Versus Buying A La Carte)


What price fame? Some pay with their lives; others with integrity. Fortunately, Financial Advisor Marketing Engine (FAME) is relatively affordable. In fact, the cost of FAME is 50% less than buying a la carte.  

If you’re a CFP, CPA, CIMA, ChFC, CLU, EA, CFA or other financial professional, and you want to write a blog every week or produce a quarterly webinar about fundamentals driving your investment advice, independent Fritz Meyer’s monthly slides are just $500 a year; Dr. Craig Israelsen’s monthly lessons asset allocation and diversification are $600 a year.  you’re looking for tax and financial planning presentations, CPA Bob Keebler’s monthly slide presentations are $500 a year. Those are the prices if you buy a la carte.

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5716 Hits

Fiduciaries: Stop Getting Fired For Lagging The S&P 500


Investment fiduciaries, by definition, lag the S&P 500 index in a bull market. That’s a problem for independent professionals. Advisor Products solves it.

 

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5681 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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5041 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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4575 Hits

Clients And Prospects Want Thought Leadership From You, Not Marketing

With terrorist attacks now a weekly event, the European Union facing an existential political threat, and the speed of news causing two double-digit stock price plunges in the past 11 months, communicating with your contacts is more important than ever, and more delicate.

Our breaking news coverage enables you to send your contacts a stream of information crafted with help from independent thought leaders, including economist Fritz Meyer, MPT-expert Dr. Craig Israelsen, tax and financial planning guru Robert Keebler, CPA/PFS.

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  5766 Hits
5766 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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5480 Hits

The Best Advisor Presentations For Clients

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.

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4451 Hits

Within Hours Of 3.6% Brexit Plunge, Advisor Websites Were Updated And Email Newsletters Sent


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.

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1528 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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