Webinars With Industry Experts

Art And Collectibles Planning

Wealthy families often are collectors of art, cars, antiques, sports memorabilia, or other valuable items.

Yet advisors frequently overlook these assets, often with disastrous consequences.

Collections accumulated over a lifetime are auctioned off, fought over, sold into weak markets, or otherwise mishandled. Planning for keeping collectibles in the family and disposing of them tax-efficiently is wise.

In this webinar, you'll learn:

  • Why advisors neglect collectibles planning are doing a disservice
  • Unique tax and liquidity risks for clients with sizeable assets in collectibles
  • How to include collectibles as an integral part of wealth management

Guest speaker Randy Fox is a founding principal of InKnowVision, LLC, a national consulting and marketing firm that develops wealth management and preservation strategies for clients of exceptional wealth. He is a director and faculty member of the InKnowVision Institute, which provides professional advisors with the advanced technical and interpersonal tools they need to attract and work successfully with high net worth clients.

This webinar is approved for IMCA® CE credit.

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