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Excellent information, very clear and focused on current client needs
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Good, in-depth information but hard to stay focused with monotone. Possibly more back and forth conversation would help, or work on voice variety. It would help to have...
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Good, in-depth information but hard to stay focused with monotone. Possibly more back and forth conversation would help, or work on voice variety. It would help to have...
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Excellent information and organization
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Informative. Clear presentation.
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It would be nice if the polls could be closed a bit sooner as they completely cover the slides while open. Other than that, it is always a good...
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Excellent information as always. I already have the slides. Thank you!
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Good information. I am looking forward to more information on commodities. I would appreciate insight on alternatives and private equity as well for investments beyond the core portfolio (beyond...
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To Go To Webinar - can you ask your programmers to design the Surveys so they do not cover the slide that is currently being discussed?
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Very educational, excellent information and insights into the economy. Good use of time.
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.