Why Did A4A Stop Sending The Daily Digest? Because Sometimes Less Is More
Tuesday, February 04, 2014 15:45

Tags: client education

Some months ago, Advisors4Advisors stopped sending the Daily Digest, a daily summary of top stories we thought advisors needed to read. My decision to stop sending an email daily to registered users came shortly after I decided to stop aggregating news from other industry websites and sharing it with you on the A4A home page.

This Website Is For Financial Professionals Only


A daily bombardment of emails and content has made it nearly impossible to distinguish good content from nonsense. We're all overwhelmed by it. I do not want to be part of that. So I’m taking a different approach.


I’m writing only when I have something to say that’s important. I’m not curating content because my time and A4A’s resources are better spent creating less content that is not very important and spending more of my time and resources on creating content that’s important.


Producing less content and emailing advisors less seems to have worked. A4A’s paid membership doubled last year. Sometimes less really is more.


How CFP, CIMA, CIMC, CPWA, And CPA Professionals Receive Continuing Professional Education By Joining Advisors4Advisors
Wednesday, November 27, 2013 20:23

Advisors4Advisors is a continuing education sponsor for CFP, CPA, CIMA, CIMC, and CPWA professionals. A4A members receive credit by following the instructions below.

This Website Is For Financial Professionals Only

Weekly continuing professional education webinars, 24/7 replays of webinars, and continuing education credit are free to A4A members ($60 annually). Live sessions are held Fridays at 4 ET.


Please turn off any popup blockers. The contuing education quizzes for 24/7 replays and the post-webinar form to fill in your professioal certification information relies on popups. Your browser's security settings may require you to add as a trusted site. 



Obtain CFP CE For Live-Webinar Attendance
To receive continuing education credit for attending a live session, enter your CFP® ID number in the post-webinar survey. Be sure pop-up blockers are turned off. A4A files for CFP® credit with the CFP Board once a month.
Obtain CFP® CE For 24/7 Webinar Replays
To receive continuing education credit for attending a webinar replay, CFP Board requires you pass a post-webinar quiz. The quiz will pop up at the end of the webinar replay, and after you take the quiz an approval letter is generated automatically. Log in to A4A and click on “View Profile,” where you’ll find the approval letter under the “CE Credit” tab. Present the letter to CFP Board as proof of completion.

Obtain CPA CPE For Live-Webinar Attendance
If you attend a live session, you’ll be emailed a certificate of completion from GoToWebinar after the session.  CPAs currently only receive for attending live sessions and not for replays.
Advisors4Advisors is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. 


CIMAs®, CIMCs®, and CPWAs®
Obtain CIMA, CIMC, CPWA CE For Live-Webinar Attendance
To receive continuing education credit for attending a live session, enter your CIMA®, CIMC®, or CPWA® ID number in the post-webinar survey. Be sure pop-up blockers are turned off. A4A files for credit with the IMCA on your behalf.
Obtain CIMA®, CIMC®, CPWA® CE For 24/7 Webinar Replays
To receive continuing education credit for attending a webinar replay, IMCA requires you pass a post-webinar quiz. The quiz will pop up at the end of the webinar replay, and after you take the quiz an approval letter is generated automatically. Log in to A4A and click on “View Profile,” where you’ll find the approval letter under the “CE Credit” tab. Questions? Please email "bresnik at" requesting the course ID and present the letter to CFP Board as proof of completion.




Fritz Meyer’s Economic Update Webinar: Some Advisor Reviews Were Harsh But The Crowd-Sourced 4.8 Star-Rating Tells The Real Story
Wednesday, November 13, 2013 12:41

Tags: economy | Fritz Meyer | Social Media

An observation about the comments from advisors who attended Fritz Meyer’s November economic update: A number of the commenters were pretty harsh, but Fritz nonethless scored an incrediblly high 4.8 star-rating.  


Fritz’s high star-rating is an example of how crowd-sourced data can give you a very accurate picture of people’s preferences and attitudes about anything.

This Website Is For Financial Professionals Only

This ties in with what I wrote earlier this week about why the SEC must update the rule prohibiting the use of testimonials to allow consumers to benefit from crowd-sourced “likes” on Facebook, recommendations and endorsements on LinkedIn, and followers on Twitter.
The harsh comments from reviewers of Fritz's session give you one picture about how well the webinar was received by advisors. But the star-rating really tells you the full story. That single statistic discounts all information, which is why it is so very powerful. SEC is so wrongheaded and out-of-step with how to harness the power of the Internet to help investors.
Back to Fritz, though. A few commenters criticized Fritz for going too long, and a few of the critics don’t mind Fritz going on past the 5 p.m. EST scheduled end-time of the session. However, they want to be able to schedule the extra time or get continuing education credit for it. Good feedback! Thanks. Fritz and I will talk about it.
I especially appreciate this commenter’s indignant tone:  “I continue to tell many of my advisor friends and colleagues about Fritz' and Bob Keebler's webinars, but many of them are foolishly electing not to participate. They are doing themselves and their clients a great disservice.” Thanks, dude!
You can view all of A4A's weekly professional education videos for financial advisors and get CFP Board or IMCA continuing education credits for most sessions if you have paid A4A’s $60 annual membership fee, and you can also view Fritz’s highly-rated November 2013 economic update.
  • Fritz always goes long, way beyond the 50 minutes need for 1 CPE hour.  Why not have Fritz go an 1 hr 40 min?  This would give him more time and allow for 2 hours of CPE credit instead of loosing 25 minutes of time when Fritz goes long.
  • I heard him for the first time and being an educator loved his presentation and research.
  • Very informative - would like to see an area be focused in - more in-depth analysis of a particular area and where the number are coming from.  If you look at slide #53 - Social security is flat in the future - perhaps if Fritz explains that Medicare Part B & D is eating away at the monthly social security check it would make for a more effective withdrawal strategy.
  • Fritz needs to pick top presentation priorities and stick to the alloted time.
  • As always - very informative and entertaining...........
  • Allocate more time for the webinar.  The material is worth it, and it's easier to schedule.
  • Fritz is great with the facts and at debunking the hype!
  • reat at usual
  • Excellent analysis - as usual. I must admit I am worried that the markets have gone too far too fast (now over 2 years since even a correction). Yet Fritz gives us a rational basis to understand WHY even these current elevated markets can be rationally justified for the long-term investor.
  • I normally look forward to these calls monthly, today was no exception. However, I was bothered by how long the call went today (and it started late also) and how much time was devoted to teaching about asset allocation and active/passive mgmgt at the end. This is something I have no interest in (being an Investment Advisor and Active manager already), but I certainly appreciate the slides on Sector bets being difficult to make (we are sector neutral ourselves).
  • Fritz is always up to the game.
  • Andy, Fritz, perhaps this is beginning to sound like a broken record, but thank you to Fritz for cutting through all the media noise and hype and getting the word out to advisors about the true state of the markets and the economy. I continue to tell many of my advisor friends and colleagues about Fritz' and Bob Keebler's webinars, but many of them are foolishly electing not to participate. They are doing themselves and their clients a great disservice.
  • Too much info or not enough time
  • I think that they agendas are too ambitious, and we'd take more away with a narrower discussion.
  • Fritz should cut some of the slides out and make it a little less voluminous solely so he may complete the presentation.  It's all excellent but obviously difficult for him to complete within an hour.
  • Timely economic update; terrific!
  • Good, would suggest cutting out slides that do not show change from previous presentation and focus more time on those that did.
  • Great as usual.  Please post Rick Ferri's questions and Fritz's responses.
  • Excellent market & economic update.
  • Great, as usual!
  • I try to attend Frtiz's webinar whenever possible.  I find the information valuable and he has a way of making dry numbers and technical information understandable and interesting.
  • Again, to much material.  Get to the point or allow for a longer presentation.
  • Fascinating as always, but too much too fast for my pea brain.  Seriously, I took away a great deal, but felt like I missed getting my head around some charts and commentary.  But thanks to Andy's web set-up, I can go back and review.  Now if I can just make the time...
  • I appreciated Fritz's comments at the end of his presentation regarding applying the economic information to portfolio allocation.  Making that transition and how to do so is what most advisors hope to take away from comments on the economy.
  • Fritz. The FundQUEST bnp paribas study suffers from survivorship bais.


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!


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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