Fritz Meyer Is Setting A New Standard For Communicating With Your Clients About Investing Hot

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Fritz’ analysis is important because it provides a framework for how an investment professional should approach investing. In a world in which TV talking heads are ever-present in dens, kitchens, and bedrooms, maintaining a focus on helping clients achieve long-term goals is probably the No. 1 challenge faced by private wealth advisors. That’s why Fritz’s ideas are so well-liked by financial advice professionals.  

Because independent financial advice professionals are such a fragmented group of entrepreneurs, they’ve have never had a trusted independent source of investment and economic analysis like Fritz Meyer before. And unlike the investment strategists at big Wall Street firms, Fritz has no hidden agenda. He is totally aligned with individual investors served by independent investment advice professionals. 
And, in addition to giving advisors a way of speaking about investing that supports client retention, Fritz’s monthly webinars are a practical, timely, and cost-effective way to improve your client communication and marketing effort. 
 
Here’s what attendees said about Fritz’s most recent webinar:
 
  • Great info as usual; may want to consider increasing the time slot to 90 minutes
  • Super!!
  • Always love Fritz' presentation. I am bummed when I have to miss it.
  • Fritz dominates!
  • Excellent as always.
  • Because Fritz has so much to share in the quarterly review updates, have you considered expanding the sessions from 1 hour to 90 minutes and applying for 1.5 CEs. This way he can continue providing his insights without having the need to terminate the call before he finishes.
  • Great stuff. Thanks.
  • Very solid information and analysis, with detailed related to the why and wherefore. The level of detail is significant and important. Consideration should be given to getting Fritz out of the box immediately and then using the latter part of the session on the marketing aspects of the information and its potential uses. Also, given the extent of data and the need to work through it, consider expanding the session another 30 minutes to give Fritz his full due on covering all of his points.
  • Excellent as always.
  • I enjoy these, but I DO find the quizzes for the CPA's annoying. How many can there be, compared to CFP's? Couldn't they just take a quiz after the presentation?
  • 60 minutes is too short a time period for the amount of information Fritz presents each month. His perspective is invaluable and provides a good foundation for understanding why markets are behaving even though Washington is fiddling. THe international focus helps avoid thinking the rest of the world has passed us by in the US.
  • Fritz was excellent, as always
  • Always excellent
  • Great per usual!
  • I always learn something that I can take back to clients from Mr. Fritz
  • excellent as usual
  • Fritz was very good, as he reliably is!
  • Comprehensive and full of facts to share w/ clients
  • Mini specific subject webcasts in between these monthly overall webcasts would be helpful
  • Very good.
  • Excellent presentation
  • Very Good
  • Great information as always
  • Loved it!
  • As always Fritz has given us a good amount of current economic data with historic context.
  • Perhaps this webinar could be 2 hours long since Mr Meyer has a wealth of information that is usually cut short on these webinars. thanks.
  • Great info! What do we need to do for CPA credit?
  • The volume was not working for me. How can I assure I will receive CFP CE credit?
  • very good
  • Excellent
  • Great but it should be kept to an hour
  • Excellent!!
  • Fritz has a gift at taking the complex and communicating with clarity. He mentioned asset allocation at the end of his presentation. Given the economic backdrop he presents, most of us would be interested in his views on asset allocation given the economic framework.
  • While I like Fritz's presentations very much, his use of time is disappointing. Maybe the introductory comments and descriptions could become an appendage or attachment sent either before or after the webinar.
  • I think the goals were too aggressive for the timespan
  • Fritz, thank you again for the fantastic presentation and upbeat outlook that has become your trademark. It is greatly appreciated by similarly minded advisors. I've managed to "train" my clients to completely ignore the media, and you've bolstered my confidence in doing so. It's made a big difference in how I approach this topic of the media hype. Thank you.
  • Current and relevant
  • That was great--among the best of presentations ever, for me. I've been in this business since 1982.
  • Great interpretation of economic data
  • The audio volume was not consistent. Was Fritz moving away from his microphone?
  • Fritz Meyer did an excellent job - as always!
  • Fabulous!!!

 

 

 

 

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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.

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