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I thought this might have been the most valuable class because of the roadmap of conversations Frank developed. It's easier for me to have a framework that I can...
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I'm looking forward to learning tips Frank has in applying everything we've learned
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Andy's suggestion to review this material often until you get it is great advice. I was talking to an advisor about this course, and he let me know that...
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I'm overwhelmed by the number of new ideas I'd like to incorporate into my practice. I've always been drawn to "the process" of what we do. Frank Murtha...
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I've had a couple of great mentors over the years. This course seems to be a summary of all the things I've heard and wished I had written down...
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I found this webinar one of the best I've attended. Very educational and informative
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