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  • Ethics Sign-up

  • Should Advisors Give Financial Advice In Social Media? You Bet, Despite What You Might Have Heard Elsewhere

  • $100,000 LPL Fine Underlines Importance Of Archiving Emails

  • 10 Writing Rules For Advisors

  • 12 Tips For Financial Advisors To Help Clients Manage Their Digital Financial Lives

  • 21 Approaches To Creating Viral Content For Advisors Trying To Improve Their Search Engine Rankings

  • 5 Reasons You Need To Be A Niche-Aholic

  • A Clever Innocence: Rob O’Dell’s Mind Map Ideas Present A New Practice Management Paradigm For Practicing Ethically

  • A Comparison Between Greece And The US Yields Similarities That Impact Us As Well As Our Clients

  • A Comprehensive Content Marketing System For Advisors

  • A Dually-Focused Succession Planning Approach Adds Authenticity For Advisors Working With Business-Owning Clients

  • A Lesson About Commas And Independent Clauses In Sentences

  • A Tale Of Two Studies: Highlights From The Cisco Wealth Management Study And FPA Compensation Study

  • Actiance Announces Socialite Engage to Help Financial Advisors Strengthen Client Relationships and Drive New Business Through Social Media

  • Advisor Products Partners With Keebler & Associates To Provide Estate And Income Tax Content Advisors Can Repurpose For Blogs, Social Media, And Webinars

  • Advisors Sound Off On The Global Sell-Off; Lessons For Next Time?

  • Advisors Who Continue To Insist Their Clients Do Not Use The Web Are Wrong

  • AdvisorVault Upgrade Results In 400% Increase In Speed

  • Amazon Revenue Jumps 51%, Fastest Growth In A Decade; That's A Proxy For Adoption Of The Web By Consumers

  • An Easy Way For Advisors To Get Looped In To Twitter

  • An Open Letter To SEC Chair Mary Jo White: Please Modernize The RIA Testimonial Rule So That Consumers Could Rely On The Web To Connect Them With The Best Advisors

  • Approaching Your Client Base With A Blanket Business Decision May Not Always Be Your Best Option

  • As U.S. Economy Teeters On The Edge Of Recession And Stock Prices Indicate A Downturn Will Be Averted, Advisors Must Put It In Perspective For Clients

  • Authenticity Is Key To Success For Advisors Using Social Media, Giving Fiduciaries A Natural Edge

  • Be More Social By Using One Of These Link-Shortening Add-Ons For Firefox And Internet Explorer

  • BrightScope And Spaulding Group Propose Universal Performance Standard For Financial Advisors

  • Calm Clients Worried About The Downgrade Using Economic Research

  • China Expresses Sadness, Not Surprise, At The Downgrade, Ironically Communicating A Stance Advisors Might Take

  • Commonwealth Adds Broadridge's Forefield Applications To Research Package At No Cost To Advisors

  • Communication Breakdown Between Advisors, Younger Clients Needs Careful Treatment, MFS Says

  • Confessions Of A Tech Junkie, And The Latest Computer Monitors For Making Effective Client Presentations

  • Crowdsourcing Helps Holocaust Survivors And Those Who Know Them Find Answers

  • DailyWorth Raises $850K To Become The Daily Candy For Personal Finance

  • Deja Vu All Over Again: The Same Mistake Advisors Made With Websites A Decade Ago Are Being Made Again With Social Media

  • Dispelling Investor Confusion About Money Market "Liquidations" After Treasury Rating Cut

  • Disputes Over Axys Performance Numbers No Excuse For Fudging Client Reports, SEC Says

  • Disruptive Power Of The Web On American Society; An Individual CFP Practitioner Can Call Out An Institution Like The CFP Board

  • Document Management System, Cabinet NG, Integrates With AdvisorVault, Automating Secure Client Communications For Advisors

  • Download A Free Digital Asset Inventory Questionnaire For To Help Clients With Estate Planning For Digital Assets

  • Economist Fritz Meyer Launches Blog On Advisors4Advisors

  • Eight Days And Still Waiting For An Answer From CFP Board About Whether It Is Misleading Consumers; A Life Lesson For Advisors About The Power Of Blogging

  • Finance Logix Releases iPhone App Letting Clients Run Illustrations On Their Financial Plans

  • Financial Advisor Carl Richards Bares All In The New York Times; How He Lost His Home And Was Financially Ruined

  • Financial Economist Fritz Meyer's Research Now Offered As Content For Advisor Websites

  • FINRA Imposes Fines Totaling $600,000 Against Lincoln Financial For Failure To Protect Confidential Customer Information; RIAs Should Also Pay Attention

  • Follow Other Advisors' Twitter Feeds To Develop Your Own Style

  • For $35, Google Chromecast Is A Third The Price Of Apple TV Or Roku And Will Come In Handy For Advisors Who Give Presentations

  • For Advisors, All-In-One PCs May Be A Good Choice; Power, Touch-Screen And Cool-Factor In One Neat Package

  • For Clients Who Have Absolutely No Interest In Using A Computer, Let Them Know About This New Gadget

  • For Elite Advisors, Relationship Development Extends Beyond Clients To Firm Management

  • For Independent Advisors, A Major Trend In Marketing Is Coming Your Way And It Is Called Likeonomics

  • For Screen Sharing, This App Probably Suits Many Advisors Better Than Paying For GoToMeeting Or WebEx And It's Free

  • Four Mediums For Financial Advisors To Use To Share Ideas On Social Networks

  • Four Misconceptions About "Content-Only Websites" For Advisors

  • Gaps In Advisor-Client Perceptions Point To New Model Of The Future

  • Getting Feedback Is Required In Discovering Your Brand

  • Google Changes Search Algorithm; For Advisors It Means Fresh Content Is More Important

  • Google Docs Improves Commenting, Adds E-mail Notifications

  • Have You Prepared Your Clients For A Pullback In Stocks?

  • Here’s A Mistake Many Advisors Make: They Connect Mostly With Other Advisors On Social Media

  • High-Net-Worth Clients, Mass Affluent Psychological Tools?

  • How Advisors And Staff Can Save Oodles Of Time By Creating Template Emails Instead Of Writing The Same Email Messages Over And Over Again (Three-Minute Video)

  • How An RIA With $1.6 Billion AUM And Serving As A Multi-Family Office Uses Advisor Products Client Vault

  • How Do You Build Meaningful Relationships With Other Professionals To The Benefit Of Your Clients? John Bowen Has Answers About Building Referrals And Relationships

  • How Financial Advisors Using Constant Contact Or MailChimp Can Automatically Feed Great Financial Content Into Their Email Newsletters

  • How Is Document Management Software For Advisors Different From Client Vaulting?

  • How Often Should Advisors Blog, Post Status Updates, And Send Email Newsletters? Why The Frequency And Tone Of Client Communications Are As Important As Your Message

  • How RIAemail’s Automatic Email Encryption Works

  • How Seriously Do You Take Fiduciary Duty?

  • How To Create Powerful Presentations On The Web That "Show" Investors How You Give Financial Advice

  • How To Leave A Telephone Message That Shows You Respect A Person's Time

  • How To Lose A Client

  • How To Produce Videos For RIA Target Markets And Clients

  • How To Set Up A Facebook Page For Your Advisory Firm

  • How To Use A Big-Screen TV To Make Marketing Videos With Local Landmarks In The Background

  • How To Use An iPad And AirPlay Mirroring To Create Marketing Videos That Make You Fun To Watch Like The Weatherman

  • How To Use Presenter View For Webinars And Blog Posts

  • How To Use Your Touchscreen To Draw Anywhere On Your Desktop; Free App Will Make You A Better Presenter

  • I’m 82, And I Use The Web To Get News, Weather, And Email, And My Wife Banks And Pays Our Bills Online

  • If You Text With An Android Smartphone All Day, Here's A Productivity Tip

  • Impress Clients And Prospects By Broadcasting Documents From Your Tablet, Phone, Or PC To A Big Screen TV

  • Improving Practice Management And Business Value Should Be Based On Advisor Needs

  • In Powerful Marketing Move, Schwab's New Retail Investor Website Enables Clients To Rate Schwab Services

  • Inside A Vicious Phishing Scam Targeting RIAs: Read The Emails That Nearly Defrauded A Successful Financial Planning Firm Of $35,000

  • Intelligent Content Suddenly Matters In An Age Of Social Networking

  • Invesco Helping Advisors And Plan Retirement Consultants Develop Unique Value Proposition Through New PlanForward Consulting Series Program

  • Investors Instinctively Dislike Advisors Who Copy Their Financial Attitudes

  • Investors Want "Objectivity" From Advisors, But They Don't See That As Being The Same As "Independence"

  • iPad Offers A Great Way For Private Wealth Advisors To Make Marketing Videos And Save About $3,000 By Eliminating Need For Touch Screen Monitor

  • iPhone App Now Works With Dragon NaturallySpeaking

  • Is Market Panic Causing Advisors To Panic? Not Me And Not My Advisory Firm

  • Keeping Clients In Up Markets

  • Like Their Investor Clients, Advisors Looking To Do Transactions Are Rushing To Close By The End Of The Year When Tax Breaks Expire

  • LinkedIn Tops 200 Million Members, Earnings Jump 66%, And Its Stock Price Soars, But The Really Big News Is That My Profile Was Among Top 1% Most-Viewed Of 2012

  • LPL Financial Announces Rollout Of ClientsFirst Marketing Platform To Retirement Partners Division

  • Make Your Slides, Videos And Webinars More Effective: How To Set Up PowerPoint Slides For 16:9 Display Instead Of 4:3

  • Making The World Better One Em Dash At A Time

  • Managing Client Expectations

  • Mind Maps Allow Clients To See and Feel Plan Suggestions

  • Monitored An Employee Phone Call With An Advisor This Morning And Felt Compelled To Interrupt: VOIP For RIA Owners And OSJs

  • Monthly Videos Support An Advisor’s Message For Marketing And Client Retention; Fritz Meyer-Advisor Products Collaboration Offers Best-In-Class Advisor Communication

  • Murder, Ponzi Schemes, And Lack Of Regulatory Effectiveness Point To Need For Investor Education

  • Online Scheduling Apps Are Going Mainstream And Coming To Be Used By Consumers

  • Open Source Content Management System For Advisor Websites Integrates Content For Clients With Cool Website Design

  • Panic Protection For Investment Advisors

  • People with Advisors Get Better Investment Returns, Study Says

  • Pew Survey Finds Most Think The Rich Are Smarter And Work Harder But Neither Of Those Attributes Makes Them More Likeable

  • Pew Survey Shows More People Are Using Social Media And Older Users Are More Common

  • PowerPoint Tip For Advisors: To Give Great Presentations, Use "Presenter" View In PowerPoint

  • Price Increase And Upgrades On AdvisorSites Platinum

  • Price of Investment Advisor Research By Fritz Meyer Slashed By 50%

  • Private Sector Job Growth Spells Opportunity For You

  • Professional Content Sharing Platform SlideShare Deepens LinkedIn Integration

  • Putting The Bull Run In Perspective In Client Communications

  • Reason #27 To Get Client Feedback -- Your Clients Don't Like "Fee-Based"

  • Referral Key Claims To Get You Referrals But Let's Verify Before We Trust It

  • RIAs Can't Be Consumer Advocates If They Disregard SEC Advertising Rules By Using Social Media Apps Without Archiving Their Posts

  • Search Engine And Ethical Considerations When Using Other People's Articles To Write Blog Posts

  • See HighTower's "Brokers Are Butchers" Viral Video For Yourself

  • Segmenting Clients

  • Separate Yourself From Other Advisors By "Productizing"

  • Series Of Four Reports Ques Advisors On How To Adapt Businesses And Interact With The Futurewealthy; Second In Series Reveals Communication Age

  • Seven Tips For Responding To A Personal Attack On The Web Against You Or Your Business; A Practical Guide For Unfortunate But Inevitable Online Disagreements

  • Skype Partners With GoToMeeting To Provide A Business App For Secure Video Chat And Screen Sharing

  • SlideShare Is A Great App For Advisors To Use For Marketing

  • SlideShare Remains The No. 1 Content Marketing App For RIAs; Brainshark Overpriced

  • Social Media Adoption By RIAs and Broker/Dealers

  • Social Media Compliance Imbroglio At Netflix Illustrates Risk Securities Firms And Professionals Face From Unregulated Use Of Twitter, Facebook, And LinkedIn

  • Social Media Content Stream For Financial Advisors Is Launched

  • Starting Conversations With Prospects

  • Steve Forbes Urges Advisors To Get Ahead Of Iran Tension, Geopolitical News Cycle

  • Stocks Rose Sharply In 3Q2012 And For The Past Year; Are You Putting It Into Perspective For Clients In Quarterly Reports?

  • Storytelling Is A Powerful Tool That Can Be Utilized Face-To-Face, Through A Blog, Or Through A Book

  • Success In Marketing Means Less Talk About Process And More Talk About Client Benefits

  • Success With Social Media Means Creating Value For Your Business

  • Sure, Wealthy Women Insist On Honesty From Their Advisors...Don't The Men?

  • TD Ameritrade Demos How Its New Electronic Signature App For Clients Of Advisors Streamlines An RIA's Work

  • Technology Can Offer An Efficient Way To Show Your Authenticity And Attract New Business

  • The 10 Commandments Of Social Media Etiquette

  • The Importance Of Setting Clear Objectives For A Client Advisory Board

  • The No. 1 Most Common Writing Mistake By Advisors: Capital Or Lowercase Letters

  • The Problem With Social Media Is That I Don’t Care What Most People Think And There's A Lesson in That For Advisors

  • The Semantic Web: A Fundamental Fact About Search Engines That Financial Advisors Need To Know About

  • These Are The Days When Advisors Earn Their Fees

  • Third Research Magazine Preview Focuses On Implementing Listening And Communication Skills

  • Twitter Adds A "Follow" Button That You Can Put On Your Website

  • Two Minute Video Of Social Media Content Stream For Financial Advisors

  • US Trust Study Shows Critical Impact Of Generational Differences On Investment Management

  • Ustream 2.0 For iPhone Lets You Broadcast And View Live Video, All In One App

  • Wall Street Journal Plans To Launch A Social Network For WSJ And Barron’s Readers

  • WebEx Launches $19/Month Product With Small Businesses In Mind

  • Wells Fargo Slapped For Sluggish Client Communications, Advisor Record Updates

  • What Every Financial Advisor Needs To Know About Producing Videos; An Essential Guide For Financial Advisors

  • When Advisors Write, Simple Beats Complicated Every Time

  • When Prospective Clients Walk Into Your Office, They're There To Find Out Two Things: Do You Care About Their Individual Situation More Than You Care About Your Firm, Your Credentials, And Your Products, And...Can They Trust You

  • When Targeting Clients, Be Specific

  • When You Describe Your Differences, Say What Others Say About You

  • Whose Money Is It? Women Clients Are Astute Wealth Owners

  • Why Are Advisors So Confused About The Right Way To Write A Blog?

  • Why Aren’t More Advisors Talking About The Pain Their Clients Are Experiencing? It’s An Opportunity Of A Lifetime

  • Why Integration Of Document Management With Client Vaults Is A Major Advance For Financial Advisors

  • Why Is A4A Writing About Writing? Because Bob McGinty Is A Great Writing Coach And We've Got Him

  • Why The Email Breach Of Epsilon Is A Big Deal And What Does It Mean To Advisors And Their Clients

  • With Stocks Plunging 3% So Far Today, What Do You Do Now?

  • Wow, This Research And Collaboration Tool Is Powerful! Mark Up A Web Page With Notes And Share Them With Clients, Staff And Other Private Groups

  • Writing Consultant Says That Being Savvy Is Not Enough To Make You Successful

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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.  

 

 

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You'll be emailed a discount coupon for $30 off the CFP® Ethics Class after signing up for A4A's $120 annual membership, featuring Fritz Meyer, Bob Keebler, and Craig Israelsen.