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Great presentation. Craig is an awesome teacher. I would like to see more classes like this.
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Informative and useful information. I always learn so much from Craig.
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Great Info but I would prefer to have less content and more time to ask questions. Also go a little more in depth.
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It was helpful. It was a lot of info in a compressed amount of time though.
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I always learn so much from Craig and it is great to be able to ask questions!
10 |
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I always enjoy Craig's presentations. I learn SO much! This is the first time I saw the handouts!
10 |
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I liked that he gave specific examples with a script of how to describe what an advisor does for clients.
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So helpful and I learned so much!
10 |
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I thought he brought up some things that were helpful like the possible caregiver credit and creating a gun trust for clients with firearms.
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The speaker needs to mute herself when she coughs! :)
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Great content! Relevant.
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Top notch content. Very helpful!
Since 2009, Advisors4Advisors has streamed CE webinars approved for credit by CFP Board, IWI, and NASBA.
-- CFP®, CPA, CPA/PFS, CIMA®, CFA® continuing education credit live or on-demand
-- Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha
-- CE badges
-- Classes added when S&P 500 corrects 10% and in times of crisis
-- CE aligned with FINRA-reviewed content from Advisor Products
-- earn and maintain Certified Financial Counselor™ certificate