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Good information, but a little choppy on the presentation skills.
10 |
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Great insight and data as usual, tangible information I can take directly to clients.
9.0 |
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Very good information; a couple of new things but a lot of confirmation of strategies (note - I assumed that 10 was the best score for all questions 1-4, not...
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Great insight as always, I appreciate the new way to look at US household debt and household NW
5.0 |
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5.0 |
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Great key communication points for talking with clients.
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Really good insight into the current political climate, and how both sides of the aisle skew facts to fit their agenda. Nice to real information as clients get anxious...
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As always from Fritz, useful information that we can use directly to communicate with clients.
5.0 |
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I always get one or two key communication items I can use with clients when listening to Fritz' webinars.
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Good content and red-flags to look out for to help clients save money on taxes.
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Very good, just trying to fit too much into the time allotted.
I'd recommend MGP for any RIA.
It does what we need it to at a reasonable price. Improvements over the past few years have been helpful. We found a consultant who specialized in ACT,...
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.