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Bob is great. The average NW of my client base does not rise to the level of complexity to take advantage of the great recommendation
10 |
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Fritz is consistently fantastic
10 |
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As always, he is the best.
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Great reminders and tips
10 |
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Fritz is the best Where has he published?
7.0 |
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Planning strategies are well beyond the scope of what I do.
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The ability to maintain a disciplined allocation for 20 years is a rarity. If you need to strictly conform to the 20 years that's a remarkable achievement in and of...
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Always valuable Ended kind of flat - Application of concepts to Asset Allocation is always helpful
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Fantastic as usually.
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5.0 |
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Vital and timely information
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valuable but need to know which BDs have approved his software . NPC has not
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5.0 |
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Fantastic
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Excellent insight but did not bridge to how the program may be used as a client acquistion strategy. I came in late so maybe I missed that...
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.