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ok presentation - slides not valuable - where is Keebler?
10 |
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Great addition to the lineup. Hope to hear more from him in the future. He gave us a lot of food for thought and planning ideas.
7.0 |
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Good information, but a little choppy on the presentation skills.
10 |
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Clear and easy to understand ( Keebler is great but sometimes is over my head in terms of speed and content)
7.0 |
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Sorry, while I appreciate his time I was not terribly impressed. Bob Keebler raised the bar too high. I would not clamor to hear him speak again. Most of his material was covered by Bob in prior webinars.
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
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