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Why Advisors Need To Manage Tax Efficiently
Tuesday, May 28, 2013 02:28

Tags: advisor technology | client communications | client education | client loyalty | client referrals | client retention | client satisfaction | client service | new tax rules | tax efficient investing | Tax-efficient investing | Taxes

A recent SEI advisor survey (see the article in Advisors4Advisors) reported a trend of increasing awareness of tax impacts on investments.  Of more than 170 advisors,

                69% say clients are asking more tax-related questions.

                81% say they take tax management into consideration when managing investments for clients.

                62% say they harvest tax losses at the end of the year.

 

These numbers can lead to the following conclusions: 1) Clients are more concerned about taxes and 2) As a result, advisors are becoming more concerned about taxes.

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For Advisors Targeting Doctors, Here’s The Missing Link In Your Social Media Marketing Effort
Friday, May 24, 2013 17:28

For financial advisors, social media, search engines and content marketing is an effective way to market to doctors. While no doctor is likely to hire you solely on the basis of an article or blog post, content that shows you specialize in working with doctors positions you as a resource to call upon when a physician needs financial advice.

 
Below are four pages from a 15-page special report targeted to doctors, entitled “13 Tax Tips For Doctors For 2013.” This 15-page FINRA-reviewed PDF is branded with your logo. If you are trying to attract more doctors as clients, this type of special report is a key element in your online marketing effort. It can be posted to any website and any webmaster should be able to require that visitors to your site submit their contact information in order to view the report.
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Five Reasons Why Advisors Should Use Infographics
Friday, May 17, 2013 12:49

Tags: marketing

Having designed and launched numerous print and Web solutions that have been widely adopted by the financial advice profession since 1996, I can say without reservation that the typical financial advice professional will usually shun new client communication techniques. Private wealth advisors understandly shy away from untried, unproven practices. So why in the world would advisors start using infographics, a popular new communication device? More to the point, why would you send people in their 50s, 60s, and 70s an infographic when they may never have seen one before?

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Why Pay For Rebalancing Software When You Can Get It For Free? Because There No Such Thing As A Free Lunch
Tuesday, May 07, 2013 20:17

Tags: advisor technology | Portfolio Management Software | rebalancing | technology

Custodians are giving away lots of great stuff for free! And, isn’t free better than shelling out money? It would be nice to say yes, and I’m sure many of you would like the answer to be yes. However, the old adage remains true: There is no such thing as a free lunch.

 

I am bringing up this issue because custodians have begun to offer RIAs rebalancing software for free, and they are trying to compete with independent vendors like my company, which makes Total Rebalance Expert.

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Economic And Investment Videos For Financial Advisor Clients; Content Marketing That Leverages Fritz Meyer Economic Research
Friday, May 03, 2013 17:28

To generate leads from high net-worth individuals, investment advisors, financial planners and other RIAs need high-quality economic and investment content. The newly released Fritz Meyer Quarterly Update For Financial Advisor Clients features the content you need branded to your firm.

Post the quarterly videos to your website, social media pages, or lead generation system.

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