Real Financial Professionals Blog

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Monthly classes are taught by independent thought leaders who have helped establish best practices for investment management and financial planning fiduciaries for over three decades: economist Fritz Meyer, portfolio design expert Dr Craig Israelsen, and tax and financial planning educator Robert Keebler, CPA/PFS.

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Marketing

Illustrating A Client's Risk Of Outliving Their Money

Tuesday, 29 March 2016

Super User

Marketing

Dr. Craig Israelsen, one of the nation's foremost experts on implementing low-cost potfolios based on Modern Portfolio Theory, has begun contributng his research to advisors through the Advisor Products video library.

The first video uses a new data visulaization method to illustrate the risk of running out of money in retirement.

The video is pending review by FINRA and is available to be narrated by advisors using Advisor Video Library for $75.

Advisors who subscribe to Financial Advisor Marketing Engine or Advisor Video Lirbary can distribute the video using email newslettters and have it automatically to their websites.

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