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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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Malware Alerts For Advisors

 

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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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Yes, Canned Content For Advisors Can Be Uncanned

 

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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. 

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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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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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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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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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Happy Thanksgiving!

Happy Thanksgiving!

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Company Info

333 Jericho Tpke

Suite 119

Jericho, NY 11753

Phone: (888) 274-5755

Direct: (516) 333-0066

info@advisorproducts.com

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