Independent economist Fritz Meyer, at an A4A.TV CE webinar for investment fiduciaries last Tuesday, ran out of time before answering advisor questions, but Fritz answers A4A member questions in the 43-minute video below. Fritz received a five-star rating and rave reviews at the one-hour single CE-credit financial markets update The video below of the Q&A is annotated with links to additional resources containing valuable practice management tips for independent RIAs.
CE Webinar Highlights
Ed Fulbright, CPA/PFS, about 12 minutes into Fritz' responses to advisor questions, asks how the nation can muster the political will to raise taxes. Fritz shows the comparative tax burdens of the U.S. versus Germany and France. But that’s just the windup for Fritz to bring up tax policy again in referencing Europe's growth problem: “How do you grow an economy when 46% of every dollar goes to taxes?”
Fritz shows demographics are the proximate cause of Europe’s growth problem and makes a strong case for a strategic shift in asset allocation over the long-term on the part of prudent professional investors.
The video also illustrates the depth of A4A.TV's practice management tips for RIAs. For example, about 20 minutes into the Q&A, “fair use” of press clippings is discussed. It’s inside baseball but A4A members are major-leaguers who appreciate advanced practice management coverage for RIAs.
A4A Badges
As if free market commentaries from Fritz Meyer that are approved for CPE and CE credit for financial planners is not enough, a new benefit of A4A.TV is showing member badges to recognize your contribution when citing them in our posts and videos. Ed Fulbright asked a thoughtful question and you can see who he is on this page with his badge.
Ed is among A4A's top-third of attendees for the past 12 months, having attended 32 hours of accredited classes on A4A in the past 12 months ended September 30. Therefore, he qualifies for a listing on Advisors4Consumers.com, as well as on RealFinancialProfessionals.com.
RFP badges are free to all members of A4A and serve to verify that you are for real, boosting your credibility online. Members are encouraged to upload a head shot to their A4A profiles and add their websites, which are linked from the badges. See A4A's FAQs about how to change your profile. Your head shot will be displayed in the monthly Q&A videos and posts we publish on A4A.
Practice management tip: A head shot is from just below your Adam's apple and is NOT your entire upper body. Show your face. In addition, it's best if your head-shot is transparent and has no background color, so that fits in any color scheme. A head shot meeting these specifications should be standard across social platforms as well as company or personal branding by advisors.
A4A.TV
If you just stumbled onto us, A4A.TV provides continuing professional education (CPE for CPAs and CPA/PFSs) as well as CE for CFPs®. Webinars on A4A.TV are for financial planning and investment professionals who are thought leaders. What we're doing is very different from traditional CE for CFPs. For example, advisors can take a quiz in a trade magazine to get a continuing education credit every month. In contrast, A4A.TV every month gives you one-hour classes on tax and financial planning by Bob Keebler, CPA/PFS, on low-expense portfolio management by Craig Israelsen, Ph.D., as well as Fritz Meyer's economic analysis and financial market commentaries.
While some very good continuing professional ed programs are offered by Vanguard Group and other product providers, A4A is a practice management knowledge system for RIAs who share common values. A4A CE is a methodology for professionals with common professional values. It's for advisors who need to know the most important tax, financial and investment planning strategies right now. It's a discipline for real financial professionals only. Of course, financial products have no influence on our CE classes. A4A.TV is a collaboration among a self-selected group of fiduciaries who embrace tax and financial planning as well as low-expense investing and who have written rave reviews about our financial news for professionals for years. It's grown organically from these rave reviews from advisors for over a decade now.
Advisor Products
Since 1996, Advisor Products has provided content for advisors to share with clients. At the bottom of the page is a sample of a video Advisor Products subscribers shared with clients last week.
This Website Is For Financial Professionals Only
