Putting Performance In Perspective Every Quarter Hot

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Putting performance in perspective is a challenge to advisors who send quarterly portfolio reports to clients, especially after a period like 4Q2018. 

Every quarter, Fritz Meyer and Andy Gluck collaborate on a 25-slide presentation and script explaining what happened. You can add your logo and branding, of course, to the PowerPoint presentation, and you can also edit any of the charts,images and text. You can pick just a few slides to include with paper reports you print and mail.But you also can record yourself reading the script and post the recording as a Podcast, giving away the slides as a PDF. Or record your screen and audio tour of the post it as a YouTube. It's pretty easy to do. 

Whether you want to post the Quarterly Market Summary as video, article, tweet, or use it in a live presentation with a client or a large group, you need updated content continually that you can re-purpose easily at your fingertips, and you need to be able to use it the way you want in that moment. Most important, the content must be great -- financial journalism, not financial marketing.  That's what we're doing.

This script takes 15 or 20 minutes for an advisor to narrate, and it can go much longer if add your own views and information about your investment approach. The slides are here in a 1-minute video for marketing purposes only and you probably would not want to post it as a music video, although it is kind of fun to see -- even if you can see all the text that goes wqith every slide.

If you you need content to succinctly explain the previous quarter's performance, QMS is just $200/quarter

 

   

 

 

 

 

 

      

 

  

This Website Is For Financial Professionals Only


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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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"Excellent presentation, and provided a new way to look at portfolio longevity and withdrawal rates."
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"So much information, so little time - Great analysis."
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"Very good."
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"Very much a 30,000 foot view. Need to find out more about the other 3 courses before signing up."
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"Very Informative !"
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"Very painful to listen to. Took too long to get to the points. I may need to listen again to get what he is saying. But then, I'm not..."
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9.0
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"Great"
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"I thought it was good, Paul made several thought-provoking comments. I expected the session to be more technical based on the topic title. "
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.  
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