Advisors4Advisors Is Getting 10,000 Unique Visitors Monthly, And I Just Returned From The TDAI Conference Where Some Of You Were Really Nice To Me Hot

agluckagluck  
 
 
0.0 (0)
Write Review

 
I had not given a second’s thought about what I was going to say at an 11 a.m. speaking session, and I shared the podium with three other writers covering technology and practice management, Joel Bruckenstein, Davis Janowski, and Bill Winterberg. Jon Patullo, a senior tech executive at TDAI was the moderator.  I was unprepared and would be humiliated. Why do I always get myself into these disastrous deadline situations?
 
I woke up at seven, showered, packed, checked out, and had settled in with a cup of coffee at the social media lab at by 8:10. The six or eight tables comprising the lab were empty because attendees were heading to the ballroom to see former Vice-President Richard B. Cheney speak at 8:30. I remained undisturbed for 15 productive minutes when Glenn Young, a TDAI relationship manager, passes by and doesn’t say hello. I guess he could tell I was thinking and didn’t want to disturb me, but I had to give him a hard time for not saying hello.
 
Glenn moved on quickly, but not 10 feet behind me, he starts talking with an advisor who, after Cheney was done, would be speaking at the social media lab about search engine optimization. I knew the advisor’s firm name (a customer of Advisor Products) and had to say hello to him. Of course, then I could not stop talking to him because he’s really sharp and we share an interest in SEO and financial advisors.
 
The advisor sits down at my table and we’re talking for a few minutes, when another advisor storms out of the ballroom and, clearly agitated, sits down at the table and declares: “Cheney is so full of crap.” He rails on the ailing former Vice-President for a moment and then the three of us get to talking.
 
I need to prepare for my session and threaten to go back to my room if they don’t stop speaking to me.
 
Then the guy who dislikes Cheney tells me, “A4A is great. I love it.”
 
I tell the pair about how I stink at getting advertisers for A4A and they were so supportive.
 
Point is, A4A readers are really nice to me. Thanks.

 

User reviews

There are no user reviews for this listing.
Already have an account? or Create an account

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.

fredericMayersen-phd-cfp
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. 

KevinBrosious-CFP-CPA-PFS

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