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A bit on the technical side and seemed likely to be more suited for larger firms expecting a stream of chat traffic over time. Some brief technical glitches with presenter's sound and internet connection. Those in back office work or technological design would benefit more than others. Thank you for diversifying the webinar offerings although this topic was not of paramount interest to me. However, it does make sense that it would challenge the competition of robo-advisors for certain practitioners.
A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.