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very, very good
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Pithy subject. Lots to cover. Lots more to cover.
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best yet--marvelous, for me
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provoked some thought on my part
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workmanlike
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very helpful--great thought: "if you have enough money, you don't have to take much risk."
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good on such short notice--helped put things into perspective quickly--will make me a better advisor tomorrow
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excellent--thanks, I needed that...
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nicely organized--I continue to be challenged enunciating vision, mission, and values
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This is difficult to understand. This helped advance my understanding.
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I couldn't get the speakers to work
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Presenter seemed impatient with some of the professionals on the call--I empathize.
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Wow. This is just what I needed to help wrap the year. My focus since December 7th has been on Atlas program 33, an oil and gas partnership that offers...
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you have some of the best content here...
I want a professional system.
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That was great--among the best of presentations ever, for me. I've been in this business since 1982.
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This is difficult to understand. This helped advance my understanding.
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.