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Advisors4Advisors To Require That You Are A Member To Attend Its Live Webinars |
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Tuesday, September 25, 2012 01:23
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Advisors4Advisors will require you to be a member to attend live webinars starting Friday, September 28. Please join A4A now to avoid missing out.
I started the Financial Advisor Webinar Series four years ago and it’s a labor of love, a privilege. But producing the sessions week after week is a lot of work and I need to defray the cost of doing it.
Here’s what you get by joining A4A:
This Website Is For Financial Professionals Only
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Please Join Advisor4Advisors |
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Thursday, March 29, 2012 00:08
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Tags: Offbeat | practice management | Social Media
If you are not paying A4A’s $60 a year fee, please do. I’ve been slowly going about the droll business of getting sponsors. This is not how I want to spend my time. But we do need your support.
This Website Is For Financial Professionals Only
The vast majority of A4A members were given free access to the site after attending one of our weekly webinars and have continued to enjoy A4A member benefit.
For free, you’ve been getting our online platform for CFP and IMCA CE credit 24/7, access to software reviews and commentary by members as well as hundreds of webinars on professional issues, and the ability to search the site’s vast database of original and aggregated content covering all major practice issues affecting professional wealth management.
With 9,000 monthly unique visitors and 4,500 members, I’m thrilled that thousands of advisors use A4A. It’s truly fulfilling. But I need to pay the bills.
Please also ask vendors whose brands are tied to building professionalism among advisors to sponsor A4A. Contact fund companies and others vendors and ask them them to support A4A because it will get their message out to the country’s leading investment advice professionals.
This is a labor of love and I am getting sponsors by asking people I know. But I don't like doing that and would like those of you who value the A4A to pay something for it. Please help.
Read more...
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For Advisors, Business Success Requires Recognizing An Opportunity, Seizing The Moment, And Taking A Risk; An Introduction Of Lisa Gray To A4A Readers |
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Monday, March 05, 2012 19:08
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Tags: advisor industry people | business owners | family offices | leadership | managing | practice management | RIAs | Wealth Management At dinner last night here at the FPA Business Solutions in San Francisco, an advisor who manages a successful practice told a story about how he came to buy his practice from its former owner. It’s instructive and inspirational.
The original owner, who was in his mid-60s, wanted to wind down his career and met his much younger successor at an industry gathering. The owner took an instant liking to the serious young advisor who was just getting started with his business. Within minutes of meeting, the owner asked the much younger advisor if he would be interested in moving from the Midwest to the west coast. The young advisor hesitated but instinctively recognized the opportunity, explored it, and then seized the moment. Fifteen years later, the young advisor now owns a lucrative RIA and is beginning to implement his own succession plan. This Website Is For Financial Professionals Only
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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Talk To Me, Readers: Do You Value Aggregated News About Financial Advising Or Would You Prefer More Original Analysis And Opinion? |
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Thursday, March 01, 2012 23:43
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Scott Martin just posted a little ditty about a story in Financial Advisor magazine featuring a couple of advisors who have built successful firms in these challenging times. It's a great story. It occurs to me, however, that I have not asked lately if you value our advisor-news aggregation. We have a couple of reporters scouring the Web daily for stories worthy of your attention. How are we doing?
This Website Is For Financial Professionals Only
A4A's audience is great. About half our 4,500 members have filled in profiles showing 95% our members are owners, partners, or professionals at RIAs. t's a great group.
I want to provide you with what you want. So please let me know if you value the aggregation of news from other sites?
We look at other sites targeted to financial planners, investment advisors, wealth managaers, and money managers. Plus, we're aggregating content from blogs by economists, industry thought leaders, academia, and technology websites, and we're also looking at big media -- The New York Times, Wall Street Journal and others.
Would you prefer original content on wealth management? If so, what kind?
Your feedback would be appreciated greatly.
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The Most Popular Professional Applications Used By RIAs; Advisors4Advisors Technology Survey |
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Friday, February 24, 2012 17:56
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Tags: CRM | Financial Planning Apps | Portfolio Management Software | practice management | RIAs
Advisors4Advisors, a practice management website for investment advisors, recently released a series of reports on the most popular portfolio management, financial planning, and CRM applications used by financial advice professionals.
A4A has about 4,500 members and nearly half of them have told us which apps they use to run their firms. Seventy percent of A4A’s members are not affiliated with a broker/dealer, while 14% are registered reps and 16% are dually-registered. Ninety-five percent of A4A members are owners, partners, or financial advice professionals, while 5% are support staff.
This Website Is For Financial Professionals Only
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