Fritz Meyer And Bob Keebler Post-Election Guidance To Advisors

Fritz Meyer and Bob Keebler delivered a post-election analysis at a hastily-scheduled webinar on Advisors4Advisors the day after the election of Donald J. Trump as the next U.S. President.

Keebler, a CPA who has educated legal and accounting professionals for three decades, opens this timely webinar by speaking about the expected direction of the new administration’s tax policy, offering about a 10-minute slide presentation reviewing Trump’s public pronouncements on tax law changes and the arc of progression advisors should expect. Keebler talked specifics about changes likely to come in the tax code and the tax planning opportunities advisors must be on the lookout for in the months ahead.

Independent economist Fritz Meyer spoke for 20 minutes, stepping through a series of slides about economic fundamentals and directly addressing the election-night plunge in stock market futures and comeback that occurred in the U.S. stock market on Wednesday.   

The hastily-scheduled session was a throwback to October 2008, during the near-collapse of the world financial system, when I started producing webinars weekly. In 2009, Advisors4Advisors was founded to allow the thought leaders that have defined best practices for financial planning and investment professionals to collaborate with advisors and offer continuing professional education 24/7 for just $60 a year. Who knew we were redefining how financial professionals receive continuing professional education? 

Since 2009, Fritz Meyer and Bob Keebler, along with Dr. Craig Israelsen, an expert in low-cost investing, have conducted webinars on A4A, trusting me with their intellectual property. We’re totally independent of any custodian, BD, membership organization, and are driven by transparency and a spirit of collaboration.

Fritz and Bob received a 4.8-star rating for this session, which is pretty typical of their regularly scheduled sessions.

If you want the slides to share this session and others with your clients, we transcribe Fritz, Bob, and Craig’s webinars on A4A and deliver them in a dashboard updated monthly for $600 a year. In addition, we offer a financial advisor marketing engine that provides all of Bob, Craig, and Fritz’s presentations plus panic protection when the S&P 500 declines by 10% or more or during periods of extraordinary world events as well as videos, articles, tweets, and scripts with slides that are FINRA reviewed and delivered using a sophisticated ecosystem integrating websites, e-newsletters, social networks, and your with into a a client portal and an unparalleled content marketing system for advisors.  

 

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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.

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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