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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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

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Three tweets for each article

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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.

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