For Advisors, Business Success Requires Recognizing An Opportunity, Seizing The Moment, And Taking A Risk; An Introduction Of Lisa Gray To A4A Readers Hot

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The meeting of these two men was serendipitous and extraordinary, but both of these men possessed the characteristic that often makes entrepreneurs successful: they recognized an opportunity, seized on it, and took a calculated risk.
 
In life, moments like these come and go. It is the ability to recognize them, explore them, and go with them that makes entrepreneurs successful.
 
With that in mind, please allow me to introduce you Lisa Gray, a new daily contributor to A4A.
 
Two weeks ago, I received an email from Sydney LeBlanc, a veteran financial writer who ghost-writes books for advisors and is a good and generous soul, introducing me to Lisa Gray, a writer who was looking for work. Lisa and I scheduled a phone call and it did not take long for me to recognize an opportunity, seize the moment, and take a risk on Lisa.     
 
Lisa, a financial advisor in the 1990s who turned to full-time writing a decade ago, is the author of two books, The New Family Office and Generational Wealth Management. She has ties to the world of CFAs and CIMCs, and she coaches advisors on working with ultra-high-net-worth families. She understands the issues confronting private wealth advisors, financial planners, and other readers of A4A.  
 
Lisa today begins writing daily on A4A, covering investing, the economy, practice management and the effort to turn what you do into a real profession. 
 
Lisa visited with me last week and we are kindred spirits, both of trying to be honest and authentic in telling advisors about the world and how to make it better for themselves and their clients.
 
I seized the moment and am taking a calculated risk because I believe that Lisa Gray will help you, me, and the wealth management professionals here on A4A. In joining me and Scott Martin -- who has worked with me for 13 years -- in writing daily about wealth management, Lisa, brings adds a new demension to the news analysis  on A4A. 
 
Please give Lisa feedback -- we don't expect it to always be positive -- and help us help you. Let’s all seize the moment.

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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.

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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
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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.

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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.

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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!

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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. 

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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