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How To Use Advisors4Advisors
Friday, November 08, 2013 10:38

Tags: practice management

Advisors4Advisors (A4A) is different from other websites for advisors because my idea of practice management is showing you how to do stuff.

 

What's different is that if you search A4A's article archive for touchscreen monitors, TVs, videos, passwords, operating systems, security, and other topics that come up in your business day-to-day dealings, you'll find answers targeted to financial advice professionals. A4A is all about "how to" articles about search egnine optimization, strong passwords, Windows 8.1, and Android.

 

For example, the day after Google released Helpouts earlier this week, you had an article about what it means to advisors. The day after Android released a new lock screen a few weeks ago, A4A had screen shots showing advisors how to set it up on their phones. And those two examples are just in the past few weeks! 

This Website Is For Financial Professionals Only


  

Please do not for a moment think I planned this. I am not half that clever. I just pursued my interests guided by the challeneges I face every day in running my own business of hosting  advisor websites or advisory firms and providing them newsletters and brochures.

 

When you do the right thing, good stuff happens. I'm blessed to be able to run my life that way and earn a good living at it, and I strongly recommend you act that way, too. It's always worked well for me.

 

Point is, A4A provides a searchable knowledge base focused on practical practice management tips for financial advice professionals about computers, search engine optimization, organizing your bookmarks, and using the latest technology. The information in A4A's knowledge is framed by the perspective of CFPs, CFAs, CPAs, CIMCs, CIMAs, ChFCs, CLUs, and CPWAs--financial advisors who, in a significant demonstration of good intent, pursued a professoinal certification and education program. You are my peeps. 

 

When you search A4A, you'll get answers to stuff that comes up day to day. To use the search feature, costs $60 a year, which also gives you free unlimited continuing education credit on A4A's live weekly webinars or 24/7 replays of the sessions

 

Thanks for your enabling me to do this. It's a blast!


  

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Fritz Meyer Is Setting A New Standard For Communicating With Your Clients About Investing
Thursday, October 17, 2013 16:35

Last week, was the 29th monthly webinar in which Fritz Meyer has shared his economic and investment views with advisors, and Fritz seems to become more popular with every session. After last Wednesday’s session, which ran 15 minutes beyond the scheduled one-hour time slot, Fritz received a rating of 4.8 out of 5 stars. The comments from attendees are shown below. 

This Website Is For Financial Professionals Only


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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CPA Continuing Professional Education (CPE) Credit To Be Offered On Advisor4Advisors Webinars; A Valuable New CPE Resource For CPA Financial Planners And CPA/PFSs
Tuesday, October 01, 2013 11:09

Advisors4Advisors has been approved to provide continuing professional credit to CPAs attending its live weekly webinar series for financial advisors. 

CPAs can now attend the live weekly professional education webinars hosted by Advisors4Advisors ($60 annually) and receive CPE credit for many sessions. Tax expert Robert Keebler, economist Fritz Meyer, and other thought leaders in personal financial planning and investment management each teach a monthly professional education session, which is held every Friday at 4 p.m. ET. 

This Website Is For Financial Professionals Only


 

We’re hoping to enable CPAs to receive professional education credit on replays of webinars as well as live sessions. We’ll let you know if we can make that happen.


A4A has provided weekly professional education webinars to financial advisors since October 10, 2008. At the time, the financial crisis was a runaway train, and 
feedback from advisors after the first couple of webinars was so gratifying that I began producing a webinar every week.


A4A was borne from a need to provide Certified Financial Planners™ (CFPs) with continuing education credit on 24/7-replays of the live sessions. A4A is now a portal for news analysis, practice management, and professional education for CIMAs, CPWAs, as well as CFPs.


I’m thrilled to be able to provide CPA financial planners with CPE credit for professional education webinars.


I first started working with CPAs as a 28-year old writer in the communications division of the American Institute of CPAs from 1983 to 1986 in New York City. I was ghost writer of a personal finance newspaper column for state CPA-societies, which was published in more than 2,000 local daily and weekly newspapers. The column was content marketing for AICPA, a revered institution with 394,000 members headquartered then in Rockefeller Center. Having been trained as a reporter at NYU and Columbia University and having worked at a couple of small daily newspapers covering the police beat, I found CPAs to be great sources.


These number-crunching quants could give me authoritative answers to the most complicated personal financial planning questions. They tend to prefer year-by-year cash flow-based financial plans and many know the tax rules on trusts, gifts, and partnerships off the top of their head.


In 1983, personal finance journalism was just getting going. In fact, the personal financial planning profession was just getting going, and AICPA was at the forefront of the fledgling professional movement. Around 1984, the Institute established the Personal Financial Planning practice section. I attended the initial meetings establishing the PFP division, not that I appreciated the gravity of the moment back then.  


I broadened the scope of AICPA’s “Money Management” column to cover financial planning as well as personal taxation, and major daily newspapers in New York, St Louis, Chicago and other major cities began publishing it. The New York Post published it. After ghosting the column for nearly three years, The New York Daily News hired me and I covered Wall Street and personal financial planning. But I always stayed in touch with CPA financial planners because they are generally practical, analytical, and trustworthy. Point is, I have personal connection to the CPA financial planners.

 

Although CPA financial planners are incredibly cheap and are terrible marketers, they tend to know what they’re talking about. I respect their professionalism. By the way, the continuing professional education requirements imposed on CPAs are much tougher than continuing education requirements imposed on other financial professionals.

 

I’m thrilled to be able to provide CPA financial planners with CPE credit for professional education webinars. CPA financial planners will be a great addition to the Advisors4Advisors community and I am privileged to be able to put together these programs for financial advice professionals.

 

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You Know You’re Blessed When This Happens
Saturday, June 15, 2013 15:15

Bob McGinty, an 82-year old award-winning newspaper editor, posted on A4A today about his experience with the Web and computers. Bob recalls working in a newsroom in Birmingham, Alabama in the summer of 1953, an era when copy was “spiked” to prevent fans from blowing paper all over the newsroom.

This Website Is For Financial Professionals Only


 

Within a couple of paragraphs, Bob contrasts the era gone by with today's Internet age. Surprisingly, perhaps, he uses a laptop all the time now and would be lost without it.

 

Bob’s perspective is valuable because he’s probably like so many advisor clients. But it’s the genesis of Bob’s post that tells you why Bob and I are blessed.

 

Bob wrote that post because I’ve been thinking lately that advisors are missing a huge opportunity to help their older clients securely manage their digital lives. Helping clients securely manage life on the Web is an opportunity to educate older clients and to prepare them for a day when their loved ones will need to access their accounts or find their health care proxy.

 

Earlier this week, I wrote 12 tips for advisors to become their clients’ digital bodyguard. When that story was germinating, I asked Bob to write about how he and his wife use the Web. I had no idea where Bob would come out on this. I did not know if Bob liked the Web. Here’s what I wrote Bob after reading his last post, which coached advisors on writing.

 

"I would love for you to write about how you use the Internet to access financial information and accounts—if you do. If you don’t use the Internet, I would like you to write about why you don’t and why you’re friends do not. What are the obstacles? Do you know the benefits? What would it take to get you to do it?"

 

In responding to my request, Bob’s post shows that clients in their 60s, 70s, and 80s can be pretty savvy about the Internet. Bob’s obviously just one 82-year-old and your clients are bound not to be as good with technology, but Bob’s experience nonetheless should encourage you to help your clients manage their digital lives. Showing clients how to store documents securely, helping them enable their loved ones to find their last will, funeral preferences and trust documents is a role where a fiduciary adds great value.   

 

Maybe next time I can ask Bob to tell us how he handles passwords and see if he would benefit from learning to use a password manager? Or maybe we’ll check his computer for malware and report back on what we find?

 

Which brings me back to why Bob and I are blessed.

 

Bob is writing what I am asking for and he’s earning a few bucks, which has got to feel great at 82. I’m getting copy that helps advisors understand how they can help their clients better. We’re helping you help people do something important and beneficial.

 

Everybody wins.

 

If that’s not a blessing, I don’t know what is.

 

 

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Why Is A4A Writing About Writing? Because Bob McGinty Is A Great Writing Coach And We've Got Him
Monday, May 27, 2013 14:16

Tags: client communications | communication | marketing | Offbeat | writing

A4A has a new blogger, Bob McGinty, and he’s a great writing coach. Bob was my editor 30 years ago at The Clearwater Sun, and he taught me a lot about writing. He can do the same for advisors.

 

Bob was Sunday Editor of The Times-Picayune in New Orleans when he quit journalism to move to Clearwater to open an electronic arcade for kids. The arcade turned into a house of horrors financially and Bob was forced to take a job at The Sun, where I had started working a few months earlier as a reporter.

This Website Is For Financial Professionals Only


  
 
I had moved to Clearwater, a town of 60,000, about a year after graduating from NYU and Columbia. I was an aggressive New York-schooled reporter and could write concisely fast. Bob, only recently, told me that the editors at The Sun did not know what to do with me because I was such a go-getter. They hired Bob and I became his problem. Bob was the Night City Editor and I was the only reporter working every night.
 
Bob had  worked at a big city newspaper for 20 years and had seen it all. He trained me as a writer and reporter. Bob was born with one arm that doesn’t work all that well, but is a speed typist. He commanded my respect and, man, he was a brilliant editor!
 
I pulled out a clip buried in the back of my closet showing how Bob transformed my really crappy story about Clearwater's annual Christmas parade in 1982 into a great story with just a few words. I’ll never forget it.
 
Clearwater’s annual Christmas parade was really big news in Clearwater. I covered it straight, writing in detail about the "bands and balloons" and "81 groups riding bicycles, unicycles, and mopeds," and other contraptions on wheels. I buried in the middle of the story the fact that Santa failed to show up.
 
Bob appended my laboriously detailed lead about goings-on at the parade with the phrase, “everything but Santa Claus.” All he did was insert four words saying Santa did not show up for the parade in the lead and repeat it twice as an ironic device. In minutes, Bob turned a terrible  story into a fun read.
 
 
Bob and I stayed in touch for a few years after I left Clearwater but eventually lost touch. About two years ago, I hunted him down on the Web through his son, who’s a reporter at The Florida Times Union.
 
Bob's been editing the personal columns in advisor newsletters for Advisor Products since then. He’ll be writing about writing here on A4A occasionally. Please ask him questions. He’s a great writing coach and enjoys sharing what he knows.

 

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