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Usual thorough presentation!
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A bit too fast to permit listeners to grasp...perhaps use two webinars to cover this much material.
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Very helpful analysis of benefits of diversification...especially on the distribution side.
10 |
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Comprehensive, clear, encouraging
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Rich detail...provides rational view...love the wealth of data
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Timely, smart ideas, great help for a big change in planning
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Just excellent insight, backed by data and tempered with wisdom
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Exceptional breadth and depth of coverage...love all the real world data
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Solid logic...wise approach
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5.0 |
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5.0 |
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Excellent review of economic charts and forecasts...gives objectivity to our discussions with clients.
5.0 |
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5.0 |
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5.0 |
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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.