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Five New Year End Planning Stories Now Available
Monday, October 21, 2013 13:26

Advisor Products has posted five new articles for advisors to send to clients and prospects about this year’s unusual year-end tax planning opportunities.

 

This comes on top of last month’s batch. If you are an Advisor Products subscriber, these stories can be sent using social media dashboard, email newsletter, or print newsletters. 

  • Seven Tax Moves To Make Before 2013 Ends
  • Don’t Be Shocked If Your Tax Deductions Are Slashed
  • Harvesting Capital Gains Reaps New Rewards In 2013
  • Managing Your Tax Bracket Now Crucial
  • ‘Tis The Season To Receive RMDs

 

 

 

Setting The Record Straight: We’ve Never Intended To Kill AssetBook Classic
Tuesday, October 01, 2013 13:40

Tags: Portfolio Management Software

In a review recently published here on A4A, an advisor using our portfolio management application and services said something that needs to be corrected. And that's why I have written this post.

 
For the record: We’ve never intended to kill AssetBook Classic.
 
I can’t imagine who gave you the incorrect information, why published it in your review. It’s untrue. Read more...
How To Configure Social Media Dashboard For Advisor Websites
Monday, September 30, 2013 14:04

Advisor Products has focused on producing useful content to UHNWIs more than any website vendor targeting RIAs and financial planners since the company was founded in 1996.

 
Since the 2008 financial crisis, we’ve improved our content by collaborating with the best minds in the financial advice profession, including Bob Keebler and Fritz Meyer.
 
 
Research and ideas from A4A webinars are converted into articles, videos, and research reports for UHNWIs by Advisor Products.  
 
Now,  Advisor Products has integrated its application for posting articles and videos to advisor websites with a social media content stream and lead generation system.
 

The 4-1/2 minute video below shows how easy it is to configure the advisor's social media dashboard, which links your social media profiles on LinkedIn, Facebook, and Twitter to your website content for UHNWIs and the lead generation module.

 

Learn more here or by calling (888) 274-5755.

Read more...
How Should Financial Planners Explain Quarterly Results To Clients? Does Providing Quarterly Performance Reports Undermine Your Clients’ Ability To Keep A Long-Term Investment Perspective?
Monday, September 23, 2013 12:36

Financial planners want long-term relationships with clients. However, clients expect quarterly reports from investment advisors. Doesn’t that undermine a long-term perspective? How should financial planners approach quarterly performance reporting? Here are some suggestions from someone who has produced quarterly market-updates since 1993—the past 80 quarters.  

Read more...
Capturing A Wealth Management’s Firm’s Value Proposition In Video
Monday, September 09, 2013 17:34

If a picture is worth a thousand words, then a video is worth a few thousand words.

 

So this post focuses on how a wealth management firm can capture its core value proposition in a two-minute video. Read more...
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