Talking To Clients About Terrorism Hot

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Amid the despair over the recent attacks in Paris and Mali, investors need guidance more than ever. If you are their trusted financial advisor, or aspire to be, then you should be telling your clients and other contacts what terrorism means to their money. That’s a tall order. What do you do?

Silence Is Not Golden. You could send contacts links to articles in the press. That's easy and free, but it sends your contacts to a website other than yours. Plus, the article or video you link to may not reflect exactly what you would like to say. You could produce an article yourself, but it will take hours to write. And, based on your track record, it may never get done. So, you will probably do nothing but make a few phone calls. To the vast majority of your clients and contacts, however, you'll be silent.

 
Filling The Void. You should be sending contacts authoriitative, sensible, factual analysis, but that’s hard. You can’t react to breaking news fast enough. That's not what you do.
 
It is what I do! Here's the solution.

 
 
A Financial Advisor Marketing Engine.  With support from independent economist Fritz Meyer, MPT expert Dr. Craig Israelsen, and tax-whiz Bob Keebler, I’ve developed the content and tools an advisor needs to deliver timely intelligent ideas to help retain clients and build new relationships. It’s a big machine called Financial Advisor Marketing Engine. FAME lets you combine our factual analysis, charts, and scripts while also giving you the freedom to add your own personal views. This is not a search-engine strategy; it's an information play, a play on educating your clients with ideas conisstent with the way you practice. 
 

Not For All Advisors.  Our content is suited to advisors who build diversified core portfolios based on Modern Portfolio Theory and objective economic fundamentals. We have these values in common. So our content can help you explain recent performance from the standpoint of a long-term investor. It constantly reinforces the most important lessons for success as a long-term investor. Plus, the content we provide can be customized to target your local contacts, based on your personal interests and strengths. It's inbound marketing using modern tools developed around a fiduciary's needs.

FAME gives you the power to provide your contacts with sensible, educational financial ideas. It's a stream of news coverage to reinforce good behavior and retain clients. It is drip marketing targeting your social network, referral sources, friends, and colleagues locally, and it is wrapped in easy to use software devleoped expressly to suit an advisor's needs. 
 
With FAME, you get:
  • a content stream updated weekly on Fridays with an article about investing for the long run. Here’s an email update sent to advisor clients Friday night.
  • Advisor Video Library gives you 12 new videos throughout the quarter, and increases coverage if  metired by world events or financial turmoil. These are not just canned videos like other vendors provide. You can narrate these videos!
  • a highly personal way of communicating. If you don't agree with a video script, you can substitute your own words. You can substitute your own words in place of the script, if you disagree with anything we say. Just substitute our words with about the same amount in your own words, and the video will automatically adjust. No other communication vehicle for advisors offers such personalization while allowing you to rely on authoritative facts to support your views.   
  • videos automatically uploaded to your website, YouTube channel, and your email newsletter. AVL-driven campaigns draws your contacts to your website. That's your hub spot. It contains calls to action geared to your lcoal target clients.
  • a library of financial planning articles is posted to your website, updated with 10 new planning articles month. They are tweeted out and can be used in custom email newsletters. 
  • a slideshow content rotator across the home page of your site displaying images and headlines. You can add your own headlines and images to the slideshow, and combine it with headlines and images from the news stream we produce. Your home page slideshow is updated with new content from us at least monthly.  
  • If you write a blog, it can be sent using email newsletters and your latest blog entry’s headline will automatically feed your home page slideshow.
 
Request a free consultation from Advisor  Products.. 
 

 

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A Strategically Focused CE Curriculum

With classes approved for over a decade by the CFP Board, IWI, and NASBA, Advisors4Advisors CE classes are an optimal knowledge stream for CFP®, CIMA®, CPA, CPA/PFS®, CFA®, and other practitioners. It's not a grab bag of speakers willing to sponsor CE content. Nor is it a one-man CE course. It's a group of subject matter experts with amazing communication skills and a history of thought leadership that, together, give advisors a well-rounded knowledge system for running a professional practice ethically and intelligently.

CE Since October 2008

A4A CE classes for financial professionals began in October 2008, the week Lehman Bros. collapsed. Initially billed as “The Financial Crisis Webinar Series,” A4A connects advisors with authoritative sources on investing, tax, and financial planning, chosen by A4A Editor Andrew Gluck, a veteran financial reporter. A4A members get a stream of CE classes for an advisor who: 

  • holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually 
  • values monthly CE classes by Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha, or Andrew Gluck
  • diversifies a core of client portfolios in low-expense funds
  • invests based on MPT and economic fundamentals
  • advises on tax and financial planning as well as investing
  • needs financial counseling skills
  • wants the Certified Financial Counselor™ designation 
  • is building a brand as a thought leader locally or in a niche
  • wants the facts when bad news breaks
  • wants CE aligned with a content marketing system
  • wants 24/7 access to CE on-demand
  • insists on objective evidenced-based tax and investment planning analysis
MEMBER REVIEWS 
William Desormeau, Jr.  
It is not possible for me to overstate the cumulative value that Craig, Bob and Fritz have added for over 10 years to my investment advisory practice, as well as for personal and family financial planning. A4A gets my highest recommendation
Lynn Najman, CFP®
I’ve subscribed to A4A since its inception, and always find it intellectually stimulating and on point. It’s one of the few CE solutions out there that doesn’t waste my time by pushing product or talking down to me.

PeteDeacon-CPA-CFP

Pete Deacon, CPA, CFP®
A4A has had a profound effect on my business. Since 2009, I’ve relied on the consistent messaging and updates to run my business successfully. Being able to present the information from Bob, Fritz, and Craig's ongoing CE webinars has been a significant benefit.

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Fredric Mayerson, MBA, PhD, CFP®
I've been a financial professional and professor of finance for 35 years and find Fritz Meyer and Robert Keebler to be among the most engaging, incredibly knowledgeable, and experienced presenters I’ve encountered. They deliver an extraordinary amount of information in an extremely interesting way — sequentially and developmentally, utilizing pedagogical tools and techniques that few possess.  A4A to is the most consistently excellent CE program available.  
Ron Roge, MS, CFP®
I’ve been attending A4A many years because the CE classes are outstanding, and my time is valuable. Though I have over 35 years of experience, I’m always learning something new on A4A. I attend fewer conferences now because the CE is generally not advanced. If you want to learn from the best, in a faster, easier, and less expensive way, I highly recommend A4A.

John R. Day, CPA/PFS®

I’ve been a member since 2011 and never miss the monthly webinars with Fritz Meyer. I appreciate Fritz’s independent views on the economy and markets and Bob Keebler keeps me updated on excellent tax planning ideas. A4A is a great value!

NormanPolitzinerCFP

Norman Politziner, CFP

I wouldn't miss a Fritz Meyer webinar unless my pants were on fire. I've relied on Andrew Gluck's knowledge systems --client communications and CE -- for two decades. It's simply the best solution for tax, financial, investment, and risk-management professionals.®   

Dan Hawley, CFP® 

A4A, for over a decade, has been a great resource for useful and accurate information and CE. A4A and Advisor Products are bargains for an advisory practice. 

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Kevin Brosious, MBA, CFP®, CPA/PFS®

I get CPA CE credit and CFP credit for the webinars.  But not only that, the A4A content is terrific