How Financial Planner Continuing Education Integrates With Client Content Hot

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The way your neck bone is connected to your head bone, so is A4A connected to API.

Integration of A4A CE and Advisor Products client communications platform is perhaps best defined by what it's not: 

  • A4A's not just continuing education, it's thought leadership  
  • API is not just marketing, it's news  

It's the bones of a complex system for managing a professional practice based on feedback from your clients and natural network.

That's a big idea. Let's break it down.

Disrupting the business of continuing education of CFP®, CIMA®, CPA/PFS and other financial professionals since October 2008, Advisors4Advisors hosts live webinars with Fritz Meyer, Craig Israelsen and Bob Keebler every month, offering CFP Board, IWI and NASBA accredited continuing  professional education including:

  • live CPA CPE as well as CFP® and CIMA® professionals   
  • 24/7 CE credit for CFP®, CIMA® professionals 
  • unlimited browsing of all CE sessions
  • unlimited CE credit  
  • automated submissions for CE credit
  • an online audit trail with metadata on every CE credit you earn
  • when S&P 500 drops 10%, Fritz Meyer conducts extra CE webinars
  • when tax rules change, extra sessions from Bob Keebler, CPA/PFS  

In addition, aligned with A4A's continuing professional education news stream based on thought leadership is a client communications system from Advisor Products. It's strategically designed, and leverages three decades of experience in reporting and writing on personal financial planning to advisors and consumers, as well as a worldwide  team developing, hosting, and producing content for advisor websites since 1997.Treating analysis from thought leaders in financial economics and taxation as breaking news is very different from the traditional CE classes for financial professionals.   

A weekly financial planning update (WFPU) is emailed to your list Tuesdays. It's strategically designed with your calls to action. WFPUs are usually based on CE webinars by Bob Keebler, CPA/PFS. This week's is based on Bob's Feb. 21 webinar. In addition to WFPU, a weekly investment update can be emailed to your list Friday nights.

 For example, this week' financial planning update dealt with seller-financing of a home might provide a way defer capital gains taxes on the sale of a home, unload a home in a bad market, or enable a buyer who otherwise could not qualify for a mortgage to buy a home. This was based on Bob's A4A CE credit session on Feb 21.   View Sample WFPU 

In addition, a weekly investment update with Fritz Meyer's latest thoughts can be sent in an email newsletter Friday nights. Economist Fritz Meyer gives a 15-minute webinar to financial reporter Andy Gluck every Friday, and API creates articles, pictures, videos, animations, and other consumer content based on Fritz's analysis for advisors to share with clients.

Fritz and Andy inspire each other, and the nine-year collaboration keeps deepening. Fritz's quantitative analysis of financial economic conditions draws on decades of experience collaborating with economists at the top of the profession and whose career is based on a long record for thought leadership.  

Fritz, at a Feb. 12 CE webinar, said Craig Israelsen should rethink his seven-asset portfolio and make it just five. Foreign and commodities are off the efficient frontier, Fritz said, in defiance of the seven asset class approach. 

The subject at hand is how the content on A4A and Advisor Porudcts integrated thisnext detail explains it. 

Craig and Andy, have known each other 20 years and collaborated closely for over a decade, and Andy knew Craig before he knew Fritz. However, Fritz knew Craig before he knew Andy. Point is, although we each came in at totally different vector points, we all were drawn to the same same rational approach, broadly defined as MPT. 

When Fritz questioned Craig's approach live on a webinar, it was great!  Intellectual independence is A4A's brand and Fritz suddenly had put it on display at his webinar.

Having worked closely with Fritz and Craig for so many years, I knew they would figure it out, and indeed they did. Last weekend, we all talked. I most listened. Craig spoke first for 10 minutes and then Fritz spoke for 10 minutes and then they both talked. The transcribed session was sent to them to consider. 

The product of their collaboration is how thought leadership on A4A is integrated into Advisor Products client content stream. 

At Craig's next webinar, he will answer Fritz's questions. Register here. 

   

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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.

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.  
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!
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