Authenticity Is Key To Success For Advisors Using Social Media, Giving Fiduciaries A Natural Edge Hot

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Write a blog post about why you don’t use a particular type of financial product. Post a Slidecast explaining why you choose to work with a particular institution. Post a video of you speaking to a group about why you beleive in financial planning, use an indexing strategy, and the riders on different long-term care insurance policies. Your candor on “inside baseball” issues where you are the expert would be appreciated and draw an audience.
 
If you blog regularly about your professional passions, you are also likely to find they are excellent keywords. It will draw those searching the Web for information about the professional issues you care about deeply. That's a good meeting of minds.
 
If you start telling people about the dirty little secrets of getting financial advice, they will find it valuable.
 
Which is why fiduciaries have a real advantage over private wealth advisors not practicing as a fiduciary.
 
To be a fiduciary, you have to be willing to blow the whistle on all the nonsense that goes on in the industry, in charging excessive fees or commissions or other common practices with which you disagree. You have to be willing to be totally transparent. Totally authentic.
 
If you write about wealth management issues from this perspective, from the angle of always doing the right thing, the Internet will entrust you with people who care about your opinion on financial matters and may one day give you call and hire you.  
 
Authenticity isn’t easy. But what’s even more rare is to be authentic and great at creating Web content.
 
Financial advisor Carl Richards, who now writes a blog for The New York Times, is an excellent example of advisor authenticity. You may remember my post from last November entitled, Financial Advisor Carl Richards Bares All In The New York Times; How He Lost His Home And Was Financially Ruined.
 
People on the Internet will find you if you create great content. You don’t need to be a professional writer or videographer—although being able to produce well-written, easy-to-consume content is important an strength that can make success much more likely.
 
But if you simply say what you believe about your professional passions in advising on wealth management, you are likely to find success with social media marketing.

 

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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

CFP CE Reviews

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"good presentation of complex changes"
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"Thank you Bob for an excellent overview of the SECURE 2.0 provisions. While many of these have been glossed over in other various industry publications, Bob has gone into adequate..."
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"Keebler usually talks tax way above my level, but this time everything was explained clearly to non-tax nerds. :-)"
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"I thought Bob did an awesome job of condensing HUGE tax law change into salient points in an hour. Kudos to him...."
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"Timely topic - will look forward to more on 2.0"
MEMBER REVIEWS 
William Desormeau, Jr. CFP®, AIF®
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.

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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 Bob, Fritz, and Craig's ongoing CE webinars has been a significant benefit.

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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!

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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. 

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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