Advisor Products Partners With Keebler & Associates To Provide Estate And Income Tax Content Advisors Can Repurpose For Blogs, Social Media, And Webinars

Thursday, February 09, 2012 12:46
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Advisor Products Partners With Keebler & Associates To Provide Estate And Income Tax Content Advisors Can Repurpose For Blogs, Social Media, And Webinars

Tags: advisor industry people | client communications | estate planning | fiduciaries | financial planning | high net worth | prospecting | tax efficient investing | tax planning | Wealth Management

 

Bob Keebler’s explanation and analysis of income and estate tax law and IRA rules is now available to advisors in a monthly slide presentation series for $300 annually.

This Website Is For Financial Professionals Only


Advisors can use the slides to create webinars, seminars, blog posts, videos, or other content.

Using the slides as a basis for creating your own content should improve your search engine ranking and social media profile. Plus, you and your team will become more conversant in income and estate tax and IRA rules affecting high-net-worth individuals (HNWIs) and ultra-HNWIs.

In addition, Keebler’s monthly tax presentation series for HNWIs is summarized in articles and videos available on advisor websites with AdvisorSites Platinum, which includes a social media content stream.

 

Comments (3)

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Dan Lohmar
Andrew, Bob always has great presentations. Will the presentations be the same as those he will give on Friday webinars, and the $300 will allow downloading of those slides? Or will these specific presentations not be Friday Webinars and can be viewed only by buying them?
Thank you.
Dan Lohmar , February 10, 2012
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agluck
Dan: Yes, Bob's presentations will be the same as on Friday webinars. However, I am not positive all of Bob's presentations will be Friday at 4.

The beauty of the A4A Friday webinars is that they are on such a broad range of topics. I don't want to be too heavy on estate and income taxes.

So I am playing that by ear. I have so many topics to cover that can help advisors and want to provide ideas for advisors about marketing, technology, sales, HR, and other issues beyond wealth management.

Most important here is that we're making Bob Keebler's advice for high-net-worth individuals accessible to advisors and enabling them to guide HNWIs through complex estate, income tax, and IRA issues.

It is totally disruptive, incidentally. Thought leaders like Bob Keebler and Fritz Meyer once had to rely on trade groups and large institutions to disseminate their ideas to advisors.

Advisor Products and A4A makes it possible for thought leaders to distribute their ideas to advisors and make more money than they ever could before while providing it at a lower cost to advisors. Everyone wins, including your clients!

Now that makes me happy.
agluck , February 10, 2012
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Dan Lohmar
Andrew, I agree. This is good stuff you are bringing us and the convenience is second to none.

Thanks. Dan
Dan Lohmar , February 10, 2012

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