social media content for financial advisors
DESCRIPTION
Social networking for advisors is a requirement for success. Here's a social media tool with investment and wealth management content that private wealth advisors can personalize. This is a practical and intelligent social media marketing solution for investment professionals targeting high-net-worth individuals (HNWIs) and ultra-HNWIs.TRANSCRIPT
Social Media Content Stream For Financial Advisors
Subject Matter Experts (SMEs)
Fritz Meyer Bob Keebler, CPA, MST, AEP (Distinguished)
Knowledge to rise above the din.
Use SME Slides To Make Your Own Content
• Based on Fritz and Bob’s slideshows, create:
Webinars Blog posts
Seminars Slidecasts
Client Meetings Client Newsletters
• Original content is crucial to social media • Aids SEO
Grantor
Gift & sale of highly-appreciating assets
Installment note(s) IDGT
Children, Grandchildren,
Great-Grandchildren & Future Generations
Discretionary distributions of income and principal during the
lifetime of the trust’s beneficiaries
Assets outside of the taxable estates of beneficiaries
©2012 Robert S. Keebler, CPA, MST, AEPKeebler & Associates, LLPAll Rights Reserved
Installment Sale to IDGT
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Wealth Transfer Planning
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1 Estimated 2011, 2012 and 2013 bottom-up S&P 500 earnings per share (left scale) as of February 29, 2012: for 2011, $97.65; for 2012, $105.62; for 2013, $119.03. Sources: Yardeni Research, Inc. and Thomson Financial survey of consensus estimates. Standard and Poor’s for index price data through March 5, 2012; and actual earnings data through December 31, 2011.
Market Data
S&P 500 — earnings estimates hanging high
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Wall Street strategists’ January
2012 average forecast for YE 2012:
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Market declines by 10%– Special edition of webinar– Special edition of slides
• Not FINRA reviewed
More about Panic Protection
Too busy to create content?
Why Advisor Products Content Marketing System Is Different
BackOffice Content Management System Lets Advisors Select FINRA Reviewed Content For Their Website
Edit tweet we wrote
Three tweets for each article
Schedule tweets
More about the Financial Advisors Social Media Content Stream
How can you know which retirement funds to tap first? http://bit.ly/J4XD52
College costs show no signs of abating. http://bit.ly/IktT7Z
Recession seems unlikely as economic data look stronger. http://bit.ly/y05V4P
Concerns that rising oil and gas prices will stymie the recovery are overblown. http://bit.ly/I53dUM
Here’s a picture of my daughter , Ali at high-school graduation http://bit.ly/IktT7Z
Two Plans1. Social Media Content Stream
– Annually: $1,337 to add articles, videos, and social media dashboard to any advisor website
– Setup: $300 setup fee to Advisor Products plus advisor must pay for 2-4 hours of work by his website developer
2. Platinum Website– Annually: $2,337 annually to add articles, videos,
social media content and dashboard, plus AdvisorVault, six hours of help desk support plus much more
– Setup: $1500 (Designer) or $4,000 (Custom) website development fee.
(516) 333-0066 x224