If You Offer Tax-Managed Portfolio Advice, Tell People!
- Created: Tuesday, 16 June 2015 11:01
Advisors who optimize investments for low taxes are a special breed. You understand that, over the long-term, managing assets strategically to minimize taxes is a free lunch.
Managing Assets Tax-Efficiently Makes You Special
Re-Balancing Software Users Have An Edge
Advisor Videos You Narrate
A Library Of Advisor Videos
The Advisor Video Library houses a continually updated stream of one-, -two, and three-minute videos, like the one above. Some videos in the Library are “Evergreens,” perfect content to add to a static marketing page on advisor websites. An RIA optimizing for location, a small segment of the market serving mass affluent and UHNWIs, could place any of our videos labeled “Evergreen” on a static marketing page on its website. When a visitor to your website clicks on “Services,” this video narrated by you would be featured content on the page. This video is extremely valuable for any advisor who offers advice on minimizing taxation through asset location and who currently does not prominently advertise this service his or her website.
That is a small audience. But these professionals are also the ones who are most likely to appreciate that the Advisor Video Library also includes ongoing education about investing, retirement, and taxation for clients and prospects. Content in Advisor Video Library includes 15 new videos quarterly based on continuing professional education programming on Advisors4Advisors.
Aligned With Continuing Professional Education
A4A offers CFPs, CPAs, CIMAs, and other financial professionals unlimited continuing education credit for just $60 a year, and Advisor Products turns that content into educational research you present to clients and prospects.
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