Independent Marketing Organization

Finances are complicated.  Taxes are complicated.  Trying to put them together on my own is impossible.  A financial company that doesn’t provide tax advice to clients doesn’t make any sense.  I can’t trust a company’s business recommendations if they can’t even explain to me how these decisions will affect my taxes.  The days of “See your CPA or tax consultant; we don’t render tax advice” are over.  Advisors Match is an independent marketing organization that can connect your business with the Gilman & Ciocia tax firm.  There should be no reason why your financial firm has no insight on how taxes will affect your clients’ finances.  Instead of making clients question the quality of your financial firm, use the independent marketing organization to team up with Gilman & Ciocia today.

Simply put, a well-established tax firm does the taxes for you.  This will completely transform the level of trust your company builds with its clients.  After they do the work for you, you can review the taxes with your clients in order to give them more accurate and trustworthy financial advice.  This tax and finance combination done by an independent marketing organization would eliminate the completion you face now.  Why would anyone trust the financial services of a rival company when they can receive both financial advice and tax preparation from you?

Advisors Match is an independent marketing organization very familiar with how to team up financial firms with tax preparation.  That’s because they created the idea.  The idea of combining tax services with any business that deals with finances should have been implemented a long time ago.  Now that it’s an option, no potential client would rather handle their finances and taxes separately when an independent marketing organization can bring them together.

The lack of tax advice your company can provide to clients leaves them unsure about the overall financial advice you give.  An independent marketing organization gives your clients one less thing to worry about.  It gives your company one more thing that makes it better than competitors.  Be the first in your area to provide this tax service to your clients with no extra effort from your company.

2013
06/05
CATEGORY
Advisors Match
Independent Marketing Organization
Taxes
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Retirement Projector

retirementprojectoradvisorsmatchWith the drastic change in the economy since 2008, planning for your retirement has become increasingly difficult. Given the unstable job market we’re currently in, attempting to plan your financial security decades down the road can leave you feeling a bit uneasy and overwhelmed. Studies show over 80% of people ranging from ages 30-54, aren’t confident they’ll be able to afford retirement by the time they reach their early 60s. This makes the idea of developing and implementing a retirement projector and planning for your future more important than ever before.

 

Advisors Match is an independent marketing organization that has been serving as tax, legal and financial planners and advisors since 1982. With over 35 established offices in the Northeast and Florida, Advisors Match are the leading founders in creating a new platform that combines both tax and financial planning all in one. After recognizing the problems people are facing with their savings as a result of the recession, they’ve expanded to create a retirement projector service called, “The Advisors Match Retirement Report” which, in just 5 simple steps, aims to create a solution to common retirement concerns that the client can visually see and adjust.

 

These essential steps include:

  • The Clarity Booster Conversation
  • The Data Gathering Experience
  • The Retirement Deficit Identifier
  • The Red Line Eliminator Process
  • The Annual Review Updater

 

By working with Advisors Match, you can ask yourself these common questions:

  • Can I continue my present standard of living into my retirement years?
  • When can I retire without running out of money?
  • How could my situation change during turbulent economic times?
  • What are the possible solutions if my situation changes?

 

The “Advisor Match Retirement Report,” enables you to forecast various “what if” situations at the click of a button. Their retirement projector process will also be able to identify at what stage you may experience a yellow (caution) or red line (out of money) situation, and given their prestigious background in the financial planning and accounting environment, they’ll easily be able to eliminate the red line situation by constructing straight forward and accessible goals you can meet along the way. Advisors Match number one goal is to bring clarity and objectivity to the clients needs, and ensure your future is a financial safe one.

 

 

 

2013
06/04
CATEGORY
Advisors Match
Retirement Planning
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Marketing to Women

Did you know women control over 85% of the purchasing done in America? As a woman, this statistic doesn’t surprise me. When I read this, I thought of all of the men I know who dread going to the mall or grocery shopping. Think about those times at the mall when you’ve seen a husband sluggishly walking behind his wife, looking miserable, while carrying all of the bags. So what does this mean for you and your business when you are marketing? At Advisor’s Match, we understand that marketing to women is essential for staying current in the marketplace.

Women have especially become prominent in the world of blogs and social media. On Facebook alone, females are 55% more engaged than men. And over 50% of them purchase brands that they interact with on social media. Think about how many “mom” blogs you have come across when roaming the Internet. Don’t believe me? Head over to Pinterest and take a look for yourself. Many of the pins come from those exact “mom” blogs. When marketing to women, there is not a “one size fits all” for the entire demographic. At Advisor’s Match we have taken the time to understand women’s purchasing power and trends. marketing to women

While you may think that marketing to women will be an easy task, it is, like women, actually very complex. We guide all of our clients through these women based campaigns. By utilizing print, TV, social media, and other outlets in our marketing strategies, we are able to engage a range of women. Our information is also priceless when narrowing down your campaign and targeting the appropriate demographics. So the next time a man looking miserable when shopping, think of Advisor’s Match and remember how important it is to diversify your marketing campaigns. Call us today at (800) 599-2788.

2013
05/29
CATEGORY
Advisors Match
Independent Marketing Organization
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Media Solutions for Agents

There are an unlimited number of ways you can advertise now-a-days, but the trick is finding a platform that is appropriate for your market & specific niche in that particular industry. Being an independent marketing organization, it is important to make sure that as an agent you are being effectively promoted to the right target audiences. How do you make sure this is the case? With Advisors Match media solutions.

At Advisor’s Match they offer agents high media marketing solutions that cost sometimes as much as 50% less than if they were to purchase the advertisements themselves, directly. With the right kind of media advertising, you have the ability to simplify and intensify your message, while also making sure it reaches multiple audiences across various channels & platforms.

Some of the media solutions Advisors Match include are:

  • Radio
  • Cable TV
  • Local Newspaper & Magazine Advertising
  • Outdoor & Billboard Marketing
  • and More

To learn more information, contact Advisors Match today to see what your best available options are.

2013
05/29
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Tax Preparation Services

Have you always wondered whether you have received the all of the benefits from your prior tax returns? Advisors Match offers full-time advisors to give tax, legal, and financial advice to help you with all of your tax needs. You will be individually assigned a team of accountants and CPAs to re-file your taxes up to 3 years. Some tax preparation services that they offer are:

  • error within an existing tax return
  • audit by the IRS
  • amendment or change in your information
  • or an unfavorable outcome after you have already filed your tax return

This Independent Marketing Organization is a tax preparation service that will navigate through your personal financial information, W2’s, and other documents. Advisor’s Match ensures that your information will stay private within their full security websites.

Advisors Match offer strategic partners like CPAdirectory.com (www.cpadirectory.com) or PTINdirectory.com (www.PTINdirectory.com) and Pro 2 Pro Network (www.pro2pronetwork.com) to help you handle your stressful tax return needs. These tax preparation services provide competitive analysis and have accumulated about 30 years of experience.

Advisors Match has 35 established offices in the Northeast and Florida, and their mission is to expand their model nationally into a ‘franchise style’ business opportunity and attract the country’s best-of-the-best agents to partner with in each state. Their team of accountants and CPAs are licensed to prepare returns in all states. They are experienced with the standard requirements by the IRS.

Other benefits they provide are projective laddering annuity graphs, a living benefit calculator to map out your current finances, a retirement projector that will help you plan your finances other than your social security, and an Amanda Portal which provides you with videos and emails to teach you how to plan for financial prospects.

To get professional consultations to fit all your financial needs, contact Advisors Match through their website, advisorsmatch.com or call 800-599-2788.

2013
05/07
CATEGORY
Advisors Match
Independent Marketing Organization
Taxes
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Media Solutions

Advisors Match has media solutions that are going to cut your costs in half and increase your clientele. Promoting your business and new products and/or services is extremely important. However, it can be quite expensive when you go through an agency. Advisors Match has a media division that can run your entire campaign for 50% less than the agencies. Yes, they mean 50% less! Their goal is to make sure that your sales are increasing and your overhead is decreasing. The last thing you want is your business to not be turning a profit because you’re too busy paying off the people who are marketing for you. That’s not good business.

 

The media solutions Advisors Match offers includes television, radio, newspaper, magazines, digital banners, and billboards. They will help you set up a complete campaign that will reach the masses. Can you imagine saving money on the marketing aspect of your company and gaining profit because of it? Advisors Match can make that happen. All you have to do is share your vision with them and they will take care of the whole campaign. Start saving money without having to subtract an essential part of your business. Use the marketing tools offered by Advisors Match and watch as your sales increase. Call (800) 599-2788 today.

2013
04/23
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Advisors Match
Financial Services
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Power of a Tax Team Behind You

The power of a tax team behind you is remarkable. Advisors Match has come up with a brilliant plan for businesses who are interested in growing. You have a business where you sell either products or a service. Either way, your goal is to get people to invest in you. But how can you persuade clients to invest in your business without letting them know how it’s going to affect them in the long run? It just doesn’t seem like good business when you don’t tell them the complete truth. So, Advisors Match as come up with a plan where businesses can let their clients know how their investment will affect their finances. Now, this may seem like a bad business move, but trust them, it really works.

You see, they prepare your clients taxes while you share the information Advisors Match has come up with. You’ll be able to sit your client down and tell them that by investing in your company their return will look like whatever you have in writing. The biggest benefit of doing this is having your client’s complete trust. Once you have trust, you can sell anything! That’s the power of a tax team behind you! Don’t be intimidated when it comes to working with taxes. Advisors Match will take care of the heavy lifting. Call them today to get more information at (800) 599-2788.

2013
04/23
CATEGORY
Financial Services
Personal Tax Team
Taxes
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What are Indexed Annuities?

What are indexed annuities? I hear this question a lot. It is not just people who are looking to invest their money, it is sometimes asked by people within financial advising industry but not familiar with the securities and insurance side. You may have heard of them before of even been solicited by an agent looking to sell you a policy and decided that you do not understand how they could help you. They can be complex retirement vehicle solutions; however, they are also good performing safeguards against market risk when it comes to earned income. Many people are coming to a point in their careers where this is exactly what they need to protect them until retirement without losing the ability to earn more.

Most people do understand that an annuity is a sort of conservative option that insures them against outliving their income. Many may even be familiar with the difference between a fixed and a variable. Fixed will have a guaranteed return (usually low) for the investment where as variable will fluctuate and losses can occur. When it comes to explaining what are indexed annuities, the problem lies in the fact that they are smack dab in the middle of the two previous options. Because of this, there are so many types with so many varying particulars. Some use spreads, some use caps, each may have different returns based off a certain equity numbers in relation to a participation percentage. When an agent focuses on these particulars, the message about how they help you gets lost in the translation.

What you need to know is not only what are indexed annuities but, most importantly, what do they do for you. Sorry to use such a worn cliche but they are truly the best of both worlds. With these options you get the safeguard against market risk by being guaranteed you will not lose principal due to a bad downturn in the equity it is tied to (most often the S&P 500) like the fixed options. However, unlike fixed options, there is greater potential to make more like a variable option. In fact, some have no ceiling in the policy. You are given a percentage of the growth the policy is tie to.

If you are between 10 and 15 years from retiring, you need to look at more retirement vehicles that safeguard what you have earned. However, that does not mean you shouldn’t consider trying to make more. If you find yourself in this situation, then call Advisor’s Match at 800-599-2788 so they can connect you to a professional that can further explain what are indexed annuities and, more importantly, what they will do for you.

2013
03/22
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Advisors Match
Indexed Annuities
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Indexed Annuities

Are you uncertain about your financial future? Do you worry about outliving your income? If so, you are not alone. Polls, such as one conducted by the National Institute on Retirement Security (NIRS), indicate that, despite the gradual improvements to the U.S. economy, many people remain confused or worried about their prospects for retirement. In fact, 55% have voiced their concern about current economic conditions that may affect their ability to secure their retirement funds. How can you blame them when the markets still exhibit volatile and erratic behaviors? While the investment arena can look chaotic, there are still options that allow you to safeguard your income and guarantee it is there for you in retirement. Indexed annuities still remain a viable option to take advantage of the upswings in the market while protecting against the downswing.

The NIRS states that people, 75% of them, believe the changes in the stock market make it impossible for the average American to make any sort of accurate prediction to how much money they will have in a nest egg when retirement comes around. Nearly two-thirds of the same people claim that living longer is also playing a large role in the uncertainty of financial security during retirement. There is a real fear today that most Americans will outlive their own income and be worse off, financially, than their parents were. Many of these same people are not aware of products like indexed annuities that can help them become better prepared and give back the ability to provide a secured financial future. So many people use investment brokers that are trained or influenced by Wall Street and are not aware they need people licensed in securities and insurance of they are 10-15 years from retiring.

There is no better solution to protect your money against the volatility of the market while still having a potential to earn more along your journey to the finish line. Indexed annuities will give you the protection of a fixed option with the potential of a variable option. Often these retirement vehicles are tied to the Standard and Poor’s (S&P 500) index and you share a percentage of the increases. However, you do not share in the losses so your risk of losing principal is fully mitigated. These are very strong performing retirement solution that offer guaranteed income after you retire.

If you are like most Americans and are experiencing more anxiety as you get closer to what you feel should be your retirement years, then you need to consult with a professional that can give you the proper income protection. Contact Advisor’s Match at 800-599-2788 to be connected to an individual with experience in securities and insurance.

2013
03/22
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Advisors Match
Indexed Annuities
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What is an Independent Marketing Organization?

What is an independent marketing organization? According to the definition, it is a non-company affiliated organization that contracts with an insurance company to perform distribution and other marketing functions for one or more of the company’s products or product lines. Advisors Match is a company that falls directly into this definition. However, this company takes their organization one step further by adding tax preparation into their strategy. The benefits of having this service is 1) having an advantage over other independent marketing organizations and 2) you, the agent, gets to help your client reach their end goal efficiently.

So you’re still asking the same question: what is an independent marketing organization? Think about it this way: Advisors Match is the company that helps you reach your clients while you are the agent that sells your services. This type of strategy goes beyond regular marketing as you are not only selling your goods and services, but you are also acting as a financial advisor for your clients. By joining forces with Advisors Match, you can be the first agent in your local business to expand yourself into being your community’s tax advisory center. If you’d still like more information on this strategy, call Advisors Match at (800) 599-2788.

2013
03/19
CATEGORY
Advisors Match
Financial Services
Independent Marketing Organization
Indexed Annuities
Personal Tax Team
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