Having just achieved a major milestone in advisor-marketing, I want to celebrate by giving you a chance to get this 56-slide PowerPoint presentation combining Fritz Meyer’s financial and economic analysis with my writing and graphic design. The slides are shown in this 30 second video.
This illustrated summary of the current financial and economic situation is yours free, if you would kindly spend 11 minutes filling out this survey,
A4A is conducting this research in collaboration with advisor market data research expert Dennis Gallant of GDC Research. I’d really appreciate your help with filling it in. So I am resorting to giving you this valuable content to share with your clients and prospects in newsletters, meetings, webinars, emails and other client communications.
After you fill in the survey, we will email you a link to download the PowerPoint. The survey is part of a new effort by A4A to understand advisor technology trends. Gallant has 25 years of experience in this field and A4A will share with you the results of the survey when Gallant presents the results at an upcoming A4A webinar.
This presentation is the 1Q2016 edition of the Quarterly Market Summary, produce by Fritz Meyer and Andy Gluck, which costs $1,200 a year. It covers: