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I wish I had the client base to take advantage of the sophisticated Planning tools
10 |
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I felt exactly like Andy - It was truly though provoking.
10 |
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Fritz always give me confidence
9.0 |
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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
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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.
8.0 |
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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...
8.0 |
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Always valuable Ended kind of flat - Application of concepts to Asset Allocation is always helpful
5.0 |
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Fantastic as usually.
5.0 |
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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
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