ChFCs And CLUs Now Can Receive Unlimited Continuing Professional Education Credit On Advisors4Advisors Webinars Plus A Life Lesson About Doing Good Hot

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Here's some history about the A4A continuing education programs, just so you understand what you have stumbled into.    

 

 

A4A webinars started in early October 2008. Lehman Bros. had collapsed, AIG's was breaking news, and the world financial system was coming undone. About 325 advisors showed up to the first session on October 6, 2008 -- a session that was not recorded because I didn't know it was the start of a series. While I cannot find comments I received from advisors after that session, I did find a post with comments from attendees after our second session, which I am sharing with you so you understand how I got suckered into producing a professional educational webinar series for advisors every week:

 

-- "Very helpful in this most difficult time in my career. I called many of my clients over the weekend and used a lot of the tools that were discussed. You have been an extremely big help."

-- “The practical down to earth ‘what to do’ advice was just what we need to hear. We had already implemented some of the suggestions, but it was so important to have that validated.The new insights and tactics were "priceless,” a fantastic way to end a horrible week. You are meeting a huge need. We appreciate every minute of that meeting. Thank you! Thank you! Thank you!

-- “I commend you and your co-presenters; well-chosen trio, vital information, useful redundancy/overlap, and good (plain) slides. Very valuable.

-- "I’ve been in this business for 25 years and the temptation is always there to say I’ve seen it before. This meeting, however, was timely and had some outstanding content. This was truly a valuable service. I’ll be sure to mention how your firm has handled these trying times as I talk with my peers."

-- “I commend you on putting together this program.”

-- “Thank you! This was very helpful and I really appreciate the effort and your good intentions.”

-- “Nice work! Very good job on putting this one together.”

-- “Geat webinar. We're new to your company and your capabilities have been a blessing in this difficult market, making it much easier to “touch” clients--and the response has been favorable. The webinar was like a cherry on the cake."

Point is, I did that first webinar to do something good for other people. While I guess cynics might assume I produced the webinars for purely self-promotional reasons, they'd be wrong. I did it because I could and it would help people. Initially, the series was called, "The Financial Crisis Webinar Series." I had no idea it would be a great business idea. I was just doing the right thing. Now, five and a half years after that first webinar, the thought leadership derived from conducting the sessions weekly has become a major benefit to my main business. What started as an attempt to do something good has somehow turned into a huge blessing for me.

 

That is a really important lesson. If you try to do something good for other people, it almost always comes around to benefit you. Try it. It works. To continue to reap the benefit of sowing good seeds, it's crucial to remain true to your original motivation. Guard that by erecting a wall around it so no one can come near tainting your original motivation.   

 

 

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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