Niches Clear Away Confusion For Advisory Clients Hot

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The one-stop shops formed in the late 90s after Glass-Steagall was repealed dulled the senses of the investing public. It bred confusion. Today, this has resulted in less clarification of services. This has made it harder for advisors to differentiate themselves.
 
Advisors know that having a successful advisory practice takes dedication. It also requires some conscious decision making. What kind of business are you really doing? If you are providing a service that is general in nature and covers more ground, then having a well-defined process is key.
 
Otherwise, it will be hard for people to know what you really do. If you have a well-defined process, it is essential to have every detail of that process solidly within your expertise. Otherwise, it’s easy to spread yourself too thin and offer a level of service to which your clients will not stick.
 
This is such an imperative that it would be better to abandon the entire business focus if you are not willing to ensure that every detail of your process is fine-tuned and mastered. Yet, many of the most successful advisors have chosen to appeal to a few clients who fit right within a particular niche. This breeds trust from investors. They feel that someone who specializes in a particular area may best know their particular needs.  

 

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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.

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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, 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 
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  • wants the facts when bad news breaks
  • wants CE aligned with a content marketing system
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  • 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 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®
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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 Fritz, and Craig's ongoing CE webinars has been a significant benefit.

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Fredric Mayerson, MBA, PhD, CFP®
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Norman Politziner, CFP

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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