Financial Planning Email Newsletters For Advisors

This email newsletter is unique. It's based on continuing professional education webinars taught every month by Robert Keebler, CPA/PFS, who has educated legal and accounting professionals about individual taxation for over three decades. 

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Scripts For CFPs®

Every week, a new script illustrated with charts, tables, and graphics is posted in our dashboard.

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FinTech Will Eat Older Advisors' Lunch

Having built a very successful practice for three decades, the advisor on the phone was sure he would not use a dashboard for communicating with clients and influencers. He delegated creating newsletters and client communications to his staff.

Seemingly oblivious to the revolution in building trusting relationships on the web, this mindset is common among older advisors, and it makes them increasingly susceptible to competitors who understand financial advisor technology. A 30-something  or 40-ish CFP, CIMA, CPA/PFS, CFA, who grew up texting and understands social is able to target your clients with campaigns about tax and financial planning, dripping on them weekly with inarguable facts and analysis that you are not providing to  them.  

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Fritz Meyer Was Right About Earnings

Two months ago, economist Fritz Meyer began using the phrase, "upward revisions to accelerating earnings," to describe the outlook for profits. The new tax law, he said, would gradually add eight percentage points to 2018 earnings growth on the S&P 500. 

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Amid Economic Growth and Record High Stock Prices, A Warning

 

The S&P 500 has broken record highs repeatedly for months, and profits expectations are smashing for 2017, 2018, and 2019, but William C. Dudley, vice-chair of the Federal Open Market Committee at the U.S. Federal Reserve and CEO of the New York District, in a speech in New York City last week, said the country's current fiscal course is unsustainable.  

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