Advisor Products

If You Offer Tax-Managed Portfolio Advice, Tell People!

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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 Investment advisors managing location of assets tax-efficiently for clients who are residents of high-income-tax states routinely capture extra return annually in the form of tax-savings for clients. It compounds tax-free, and that makes you a smart choice for consumers. Herein lies the rub: The very advisors possessing the math skill to manage investments f

A Client Portal For Financial Planners To Build A Business On (55-Second Video)

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For IA reps who offer financial planning services, here’s a client portal to build a practice around. Advisor Products has been providing client portals for a decade and our progress with developing a simple solution has moved doggedly slow. This new version is a breakthrough, however, a giant leap ahead. Putting Performance In Proper Place The new Advisor Products client portal puts performance in its proper place, literally as well as figuratel. You have control of the layout of a client dashboard comprised of widgets that show snapshot reports from  portfolio performance a

Market Volatility The Subject Of A New Email Newsletter Campaign

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  This week’s market highly volatile stock market performance is the subject of a timely new email campaign that can be sent out by advisors.   The new campaign is based on the latest analysis by economist Fritz Meyer, delivered during his monthly update on Advisors4Advisors.com.

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Cause Of AdvisorVault Outage Is Fixed; Plus, A Lesson On Transparency And Marketing

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AdvisorVault, thankfully, rarely experiences a system-wide problem. But we did have one Thursday afternoon between 1 and 6 p.m. ET. We received 11 calls from advisors expressing concern. The problem prevented users from being able to upload files. I apologize to all of our users and thank the 11 users who called in. While tech companies rarely tell you what caused an outage, I want to tell you what happened to make a point using transparency in marketing.  

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Trey Byrnes, CPA-Turned Wealth Manager, Talks About His Five Years Of Experience In Email Marketing

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Here, in his own words, is the story of Trey Byrnes, CPA-turned-wealth manager and the founder of Inverness Financial Group of Newburyport, Mass. Since late 2008, Byrnes has been sending contacts a branded email newsletter created by Advisor Products, and he shares his experience of those five years. Keep in mind, he is yet to benefit from our recently inked strategic partnership with Constant Contact.  I go to my website and sign a couple of people up for my email newsletter every month – referral sources and prospects. About 10 of the approximately 140 people I signed up