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Every time I listen to Bob, I continue to get a better understanding!
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I always love Bob Keebler. Hopefully will sell more Life Ins.
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A great review! Should have spent more time reviewing.
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Great about the family business comparison to the Godfather!!!
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I like the idea that this can be a client retention tool and to help a client understand who they are investment wise. Also, it would be good to...
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Love it! It is the best ideas to use if you are a fiduciary! All of us need this education!
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very helpful and generally helped provide steps and a pan to help mitigate investor fear and anxiety
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Great! We forget some of the basics at times. He reinforces "It is always about the client".
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Great! We need Bob longer
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I will buy the slides as this is the perfect webinar to existing clients and future ones.
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We need to be in front of this! Great timing
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It was great! I am amazed how simple it is when have all the complicated data.
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Fritz is always great! He helps with talking points with clients.
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She is good! I would use her if I was not dual registered.
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