Securities America Rolls Out Twitter Program Hot

ScottMartinScottMartin  
 
 
0.0 (0)
Write Review

 

Starting in a few weeks, the firm will roll out its social compliance solution to its roughly 1,800-member network.

 

Reportedly, the new system allows advisors to make spontaneous "live" comments -- answering questions, thanking new "friends" -- in Facebook, Twitter, and LinkedIn.

 

This is a huge step up from the preapproved-comment-only approach that most other socially enabled firms from Morgan Stanley on down have taken, but it will probably still take some getting used to.

 

Once an advisor contributes to a social thread, the commentary is archived and converted into an email message for the firm's compliance team to review. Tweets or Facebook posts that create problems will be retroactively deleted.

 

 

This Website Is For Financial Professionals Only


User reviews

There are no user reviews for this listing.
Already have an account? or Create an account

A Strategically Focused CE Curriculum

Accredited 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

CFP CE Reviews

9.0
Average Attendee Rating
Poor Average Excellent
10
Average Attendee Rating
Poor Average Excellent
"Very helpful & supportive"
9.0
Average Attendee Rating
Poor Average Excellent
10
Average Attendee Rating
Poor Average Excellent
"Good info"
9.0
Average Attendee Rating
Poor Average Excellent
"Very informative"
10
Average Attendee Rating
Poor Average Excellent
""I'm gonna make Frank an offer he can't refuse""
10
Average Attendee Rating
Poor Average Excellent
FFSFFS
10
Average Attendee Rating
Poor Average Excellent
10
Average Attendee Rating
Poor Average Excellent
"Very good and informative."
10
Average Attendee Rating
Poor Average Excellent
"Great webinar, love the idea of finding alignment & use of examples - case studies. "
10
Average Attendee Rating
Poor Average Excellent
10
Average Attendee Rating
Poor Average Excellent
10
Average Attendee Rating
Poor Average Excellent
10
Average Attendee Rating
Poor Average Excellent
"yet again, great!"
10
Average Attendee Rating
Poor Average Excellent
10
Average Attendee Rating
Poor Average Excellent
"Very informative and helpful in counseling families"
10
Average Attendee Rating
Poor Average Excellent
10
Average Attendee Rating
Poor Average Excellent
8.0
Average Attendee Rating
Poor Average Excellent
"Fine"
10
Average Attendee Rating
Poor Average Excellent
"I felt exactly like Andy - It was truly though provoking."
MEMBER REVIEWS 
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.

PeteDeacon-CPA-CFP

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.

fredericMayersen-phd-cfp

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.  

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!

NormanPolitzinerCFP

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. 

KevinBrosious-CFP-CPA-PFS

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