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. 

...
Continue reading
2999 Hits

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.

...
Continue reading
3253 Hits

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.  

...
Continue reading
3509 Hits

Manhattan Advisor Marketing Meetup Dinner With Andy Gluck Wednesday

The Metro NYC Society of Investment Specialists is hosting a presentation by me at a midtown restaurant in a prewar townhouse. A private room accommodating up to 20 is reserved, and 1290 Funds is sponsoring the event. A few seats are open.

It's $35 for dinner and drinks at Marchi's at 251 East 31st Street, off 2nd Avenue in Kips Bay, at 6 p.m. Please call 888-274-5755 Option 1 to reserve a seat.    

After a couple of drinks, I'll attempt to demo new technology for quick touches of clients digitally. The quick touches toolbar is part of a practice management system I've built with help from Fritz Meyer, Bob Keebler, Dr. Craig Israelsen and 3,000 users of Advisors4Advisors and Advisor Products. The platform enables investment and financial planning professionals to fulfill the obligations incumbent on an investment fiduciary at the lowest possible cost. It is customized to your personal strengths and specialities. Here's a 2-minute tour of the platform, and here's 2-minutes about quick touches

...
Continue reading
3540 Hits

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.

...
Continue reading
3054 Hits

Cheeseheads Rule! Bob Keebler On Paul Ryan's Tax Reform Preferences

In addition to being one of the one of the nation's top educators of legal, tax and financial professionals for over three decades, Robert Keebler, CPA/PFS, is from Green Bay, Wisconsin. 

Paul Ryan, Speaker of the U.S. House of Representatives, and Reince Priebus, President-elect Donald Trump's chief of staff, are also from Milwaukee, and they are local figures to Mr. Keebler.

Point is, Mr. Keebler, one of the nation's top tax policy wonks, has closely followed Mr. Ryan's tax policy preferences for many years, explaining why his analysis seems particularly insightful in this week's video.

...
Continue reading
3382 Hits

Guaging Client Fear

Guaging Client Fear

A quarter of advisors say they’ve not had a single question from their clients about the precipitous market plunge, but 45% say 1% to 3% have expressed concern to them about it and 15% of advisors polled say 5% or more of their client base  has expressed concern to them about the plunge.

...
Continue reading
3918 Hits

Archive

Company Info

333 Jericho Tpke

Suite 119

Jericho, NY 11753

Phone: (888) 274-5755

Direct: (516) 333-0066

info@advisorproducts.com

Enewsletter Sign Up