Very happy with the decision to engage services
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Very good. Love to here a good fact based perspective
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Harold is a true thought leader in our field and I appreciate you having him on!
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Great info. Clear and positive versus confusing and negative (what our clients see through mass media)
Pretty straightforward program produced nice exhibits. I don't use super solve because I don't want a program making the trade-off decsions. Playing with the what if's is fun....
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Big Mitch Anthony fan. Thanks for running this
We spend a lot of time dealing with ACT issues.
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This is a great overview. I was curious and learned a lot. Twitter is big enough to do a series or beginer, intermediate, and advanced webinars.
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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