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Important topic to discuss. Thanks for providing
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Good review of Julie's work and introduction to Stephen's work for me. Necessary information to maximize referrals in your practice.
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It was one of the best Roth seminars I have attended.
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I learned a lot about Twitter and updated some of the features of my Twitter page to reflect your valuable comments. Thanks for the update. ...
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Howie did a great job of describing the process and how a potential advertiser might make decisions along the way.
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They did a great job.
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Scott provided a lot of good information. I learned a lot that will be useful in my practice.
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Scott provided a lot of good information. I learned a lot that will be useful in my practice.
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Scott provided a lot of good information. I learned a lot that will be useful in my practice.
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
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