Advisor Blog

Generating The Right Leads

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One of this week’s financial planning articles is the subject of this 2½-minute video about our platform for advisors; it shows advisors how to generate the right leads.

Leads that are attracted to your firm for the right reasons are the right kind of leads. They are a small percentage of contacts who value your news stream about tax and financial planning.

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37 Hits

RIA Marketing Using A Long Lens Of History

lens-mose_20210128-005400_1 It takes a professional viewpoint to present today's news from an historical perspective.

Consumers are shown why it is crucially important to view financial news through a long lens of history in this 90-second video.

It not only tells investors about the value of a professional who knows history, but it also demonstrates it.

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97 Hits

Fritz Meyer’s Scorecard Of S&P 500 Sector Predictions By Wall Street Strategists

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Following the advice of Wall Street’s best minds resulted in huge losses at key inflection points, and Wall Street's ability to forecast the S&P 500 is too unreliable to be helpful and not even close to accurate. 

That's the conclusion of an independent economist who has tracked the predictions of Wall Street top strategists’ in Barron’s every year since 2007. 

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270 Hits

New RIA Marketing Rules Not A Problem With The Right Tech Platform

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 For the third time in 80 years, the Investment Advisers Act of 1940, advertising and sales rules were amended  on Dec 22. 2020. RIAs are not required to comply with the new rules for 18 months. However, the new rules enable RIAs to use of testimonials and investment performance in marketing, provided you meet a more-explicit disclosure requirement.  Growth-minded RIAs, within a couple of weeks, can start using the new rules to market using testimonials, third-party rating services, and performance.    

Adopted by the Securities and Exchange Commission on Dec. 22, 2020, the new rules have practical implications for how advisors use LinkedIn, Yelp, and other social media.  Books and recordkeeping rules also have been modernized.

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76 Hits

When Advisors Report Breaking News To Clients

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The $325 billion in aid to business owners enacted into law is a good example of how Advisor Products is different from other marketing vendors. Our platform is built for delivering urgent important news to your clients, prospects and referral sources.

The platform is built to enable financial advisors to be better sources of financial news than mainstream media outlets. For example, by the time President Trump signed the $900 billion stimulus and relief bill on Dec. 27, 2020, a 50-minute presentation by Bob Keebler, CPA/PFS, was posted in our marketing dashboard for advisors to download. The transcribed presentation by one of the nation’s leading tax educators includes 60 slides. Bob Keebler’s slide cost just $600 a year and is one small part of the Advisor Products content marketing dashboard.

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222 Hits

Advisor Content In A Post-Truth World

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Yes, facts still do matter! In its Q3 2020 financials, The New York Times reported surpassing seven-million paid subscribers in October. 

Even in this difficult stage of the information explosion --  a post-truth world -- people value good journalism. They'll even pay for it! 

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221 Hits

Private Wealth Communications

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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.   

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185 Hits

Covid Hits Private Wealth

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This video shows the power of educational content to advisors to the mass affluent, professionals who aspire to advise a practice of 10 or 20 ultra-high-net-worth families.    

Videos can be narrated by you using a proprietary tool. It's not hard.  Most advisors prefer the professional voiceover. 

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  184 Hits
184 Hits

FINRA-Reviewed Videos For Financial Planners

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FINRA-reviewed videos from Advisor Products are timely and intelligent. Check out the one below, which shows you exactly what we do every week.

For RIAs advising business owners, professionals, corporate managers, and other individuals likely to value learning how to manage their money better, this is a highly customizable solution. You can actually narrate over our videos, if you have the attention span.

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  283 Hits
283 Hits

Advisor Website With Tax Planning Alerts

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Advisor websites with coronavirus tax planning alerts are our niche in marketing.

Educating investors with financial news for consumers makes the best marketing campaigns for RIAs, but is hard to do because advisors need real financial news writers and not marketing fluff.

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  552 Hits
552 Hits

Advisor Commentary On Earnings Outlook Amid Coronavirus

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A mantra of independent economist Fritz Meyer in continuing education classes on Advisors4Advisors is that, "Ultimately, earnings drive stocks. 

Here's a three-minute investment advisor video explaining the earnings outlook amid the pandemic. 

Our content is easily plugged into any WordPress website by your webmaster or our tech staff.

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  439 Hits
439 Hits

Coronavirus Content For Financial Advisors

May-6-2020

(Wednesday, May 6, 2020, 12 p.m. EST)  Last Thursday, Fritz Meyer gave me a seven-minute update on the new inflation data, and it blossomed into the video below about the Paycheck Protection Program for business owners. 

This video addresses business owners who have not applied for PPP. These are entrepreneurs who probably never applied for government aid before and may be reluctant to do so now, even though they  legitimately qualify and need it.

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  739 Hits
739 Hits

Coronavirus Crisis Financial, Tax And Investment Planning Tips

Coronavirus Crisis Financial, Tax And Investment Planning Tips

A deluge of new federal tax breaks is about to pour forth and flood Americans again. Only 15 months ago, SECURE Act massively changed rules for retirees, and only one year before that, TCJA rewrote the tax code entirely. This is the third major tax reform in three years!
 

On April 2, at 4 p.m. EST, Bob Keebler’s class focuses on the tax breaks advisors need to know about under the $2 trillion stimulus plan and the avalanche of tax rules about to hit.

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  598 Hits
598 Hits

FINRA-Reviewed Investment, Tax And Financial Planning Articles

2020 started with SECURE Act’s idiosyncratic impact. Then Covid-19 hit, which has caused a sharp correction in stocks. It’s certainly shaping up to be one of the most turbulent times in the history of tax and financial planning.

 

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  769 Hits
769 Hits

Key Fundamentals Driving Portfolios Now

At a two-hour, two-credit continuing professional education webinar three weeks ago about key fundamentals driving portfolios now, Advisor Products' resident economist, Fritz Meyer, received a 9.7 rating on a 10-point scale. 

This 32-minute video also contains links to additional information on key topics discussed.

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951 Hits

FINRA-Reviewed Tax Planning Content

The best marketing content for financial advisors draws UHNWIs and the mass affluent by offering tax and investment tips that actually save thousands of dollars.

 

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1016 Hits

Exploiting SECURE Act Before 2019 Ends


The signing of the SECURE Act on December 20, 2019 leaves only a few days to act on implementing major tax savings.  A call to action targeting four tax-saving pre-retiree and retiree situations is available to subscribers to our weekly feed for consumers. It shows how to attract wealthy pre-retirees and retirees by offering smarter tax and investment planning techniques in a news feed.

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1893 Hits

Compliant Content For RIAs


 

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1464 Hits

Lifeboat Drill As A Titanic Metaphor For UHNWIs


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  1761 Hits
1761 Hits

The No. 1 Year-End Tax Tip For Financial Advisors


It’s unlikely you’ll see this 2019 year-end tax tip in the financial press, and it has not in the trade press currently. However, as a CFP®, CPA, CFA, CIMA® or retirement-income professional, this is probably the best 2019 year-end strategy for building your reputation as a thought leader. It's a substantive way to engage clients and prospects who are thought leaders in their chosen fields. 

 

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  2087 Hits
2087 Hits

Archive

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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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