Webinars With Industry Experts

Revenge Of The Nerds V: Strategies For CPA Financial Planners

Yes, there were three sequels to Revenge Of The Nerds, and it is because nerds are loveable, competent and trustworthy.

As an accounting and financial planning professional, CPA-financial planners have a competitive advantage because of the rigorous requirements to earn your credentials. Leveraging your natural abilities can be extremely effective in marketing, but CPAs generally struggle to market themselves, especially as CPA financial planners.

Looking beyond compliance and audit work can be a challenge, especially on the eve of your busiest time of the year, but the opportunity for you to help clients with financial planning opportunities that otherwise will be lost is in front of you right now.

At this webinar, Robert Keebler, CPA/PFS, who has been educating legal and accounting professionals for over three decades, will cover:
 

• The marketable advantages of CPA financial planners
• Where the CPA financial planner can make the biggest impact
• Specific strategies to market during compliance season



Extend the wisdom of Bob Keebler, independent economist Fritz Meyer, and MPT expert Dr. Craig Israelsen in our marketing platform for real financial professionals. Advisor Products is entrusted with distributing and editing Fritz, Bob, and Craig’s intellectual property. This 18-minute series of videos tells you about our breakthrough marketing platform, which recently has surged in popularity with CPA financial planning RIAs.

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, is a partner at Keebler & Associates. Bob has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. His three-decades as an educator of tax professionals makes him a once-in-a generation figure in the leadership of the accounting profession.

This webinar is eligible for IRS EA CE, IMCA® CE and PACE credit toward CLU® and ChFC® designations.

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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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.

 

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