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Last-Minute Tax Alerts Indicate Advisor Marketing Is Dead

The final year-end tax alerts for clients of CPA/PFS, CFP, CIMA, CFA, and other financial professionals are ready for Advisor Products subscribers to email. So are related videos, articles, scripts, and animated GIFs to share with clients and everyone you know. Here's a three-minute video about how to do that, if you're a subscriber to FAME 3.0 (Financial Advisor Marketing Engine).

Of all the tax reform Acts I’ve covered since TEFRA 35 years ago, this one was the most fun — not just because of the drama staged in the Capitol but also because of the pioneering work powered by our all-star team.   Here's the story in a nutshell.

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Quick Touches Toolbar Beta Release

A new toolbar for quick touches of clients is open to beta testers.  

Quick Touches is for fast sharing of articles, videos, and animated GIFs about wealth management as well as sharing your camera roll and posting blog entries. It’s designed to draw traffic to your website based on clients’ needs and interests.  Personalize a content stream from Fritz Meyer, Bob Keebler and Craig Israelsen. Put their slides and text in your own words, and add your keywords to improve search engine rankings. Send articles and videos with your spin.

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Quarterly Performance Report For Advisors

The quarterly market summary for advisors was posted two days ago in the advisor marketing dashboard.

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Year-End Tax Planning Content Schedule For Advisors

The Trump tax proposal radically changes year-end tax planning.  Since our user base is heavy on CPA financial planners and real financial professionals, here's what we are doing to assist you in moving clients toward proactive tax planning.

Our continuing education program for professionals, Advisors4Advisors.com, is all over it. Bob Keebler, one of the nation's leading educators of tax and legal professionals, is teaching a class today at 5 ET. Go to advisors4advisors.com to register if you are an A4A member. Otherwise join and replays will be available within hours of the live session. Giving planners the technical information within hours of the announcement by the Trump administration is a real achievement. We're covering breaking news all time now.  

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