02/13/09 4 PM EST | IWI |
Sam Richter, chief marketing officer of ActiFi Inc., shares dozens of valuable research tips that advisors can use to strengthen client relationships and locate new prospects. Tips includ how to use Google search strings for more focused results and how to use free online databases to stay informed about clients and prospects.
This webinar is approved for IMCA CE credit.
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.