Fritz Meyer Gets A 4.7-Star Rating From Advisors Attending His January 2014 Economic Update, But There’s Always One Scathing Review For Even The Best Presentations

 

Fritz Meyer gave a brilliant update on the economy Tuesday, and he received a 4.7 rating from the 71 advisors who took the time after the Webinar to score his presentation on A4A’s five-star rating system. Fritz, month after month, has received incredibly high ratings from attendees. But I want to focus on a single negative comment left by an attendee.
 
While 71 advisors who attended the session gave a 4.7 average rating to Fritz and 31 of them wrote short review of the session, one attendee lambasted Fritz.
"It's hilarious that Fritz thinks he provides his information in an unbiased manner for the viewer to draw their own conclusions. It would also be nice if his support for a raft of Republican policies and agendas didn't shine through like a beacon too. It feels like you are moving from presenting to an audience a mile wide and an inch deep to an inch wide and a mile deep. Shame."
With 31 positive comments versus one negative comment, it's fair to say that Fritz’s message was valued by almost everyone who attended. Even though he is a gifted speaker, Fritz somehow rubbed this one person the wrong way.
 
I'm not singling out this commenter for ridicule. I actually appreciate the attendee for taking the time to write a review. But he is off base.
 
Fritz has done something like 42 monthly presentations on A4A and look at the comments every month from attendees, and I do not recall any commenter before accusing Fritz of allowing a political bias that frames his analysis. Fritz avoids partisan commentary by sticking with facts and quoting nonpartisan research like the Congressional Budget Office. Perhaps the commenter is reading a political plot-line into Fritz’s presentation because of his strong political leanings.  
 
Point is, whenever vendors provide solutions to a group of investment advisors, there’s always one who sees things much differently from the others. I love the diversity of opinions among advisors, and that’s one of the reasons I am drawn to working with independent advisors. But I just want you to understand how difficult it can be to work with a large group of strong-willed entrepreneurs who are almost always convinced their opinions are right. You guys are tough!

 

 

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  • holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually 
  • values monthly CE classes by Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha, or Andrew Gluck
  • diversifies a core of client portfolios in low-expense funds
  • invests based on MPT and economic fundamentals
  • advises on tax and financial planning as well as investing
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  • wants the facts when bad news breaks
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  • insists on objective evidenced-based tax and investment planning analysis
MEMBER REVIEWS 
William Desormeau, Jr.  
It is not possible for me to overstate the cumulative value that Craig, Bob and Fritz have added for over 10 years to my investment advisory practice, as well as for personal and family financial planning. A4A gets my highest recommendation
Lynn Najman, CFP®
I’ve subscribed to A4A since its inception, and always find it intellectually stimulating and on point. It’s one of the few CE solutions out there that doesn’t waste my time by pushing product or talking down to me.

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Pete Deacon, CPA, CFP®
A4A has had a profound effect on my business. Since 2009, I’ve relied on the consistent messaging and updates to run my business successfully. Being able to present the information from Bob, Fritz, and Craig's ongoing CE webinars has been a significant benefit.

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Fredric Mayerson, MBA, PhD, CFP®
I've been a financial professional and professor of finance for 35 years and find Fritz Meyer and Robert Keebler to be among the most engaging, incredibly knowledgeable, and experienced presenters I’ve encountered. They deliver an extraordinary amount of information in an extremely interesting way — sequentially and developmentally, utilizing pedagogical tools and techniques that few possess.  A4A to is the most consistently excellent CE program available.  
Ron Roge, MS, CFP®
I’ve been attending A4A many years because the CE classes are outstanding, and my time is valuable. Though I have over 35 years of experience, I’m always learning something new on A4A. I attend fewer conferences now because the CE is generally not advanced. If you want to learn from the best, in a faster, easier, and less expensive way, I highly recommend A4A.

John R. Day, CPA/PFS®

I’ve been a member since 2011 and never miss the monthly webinars with Fritz Meyer. I appreciate Fritz’s independent views on the economy and markets and Bob Keebler keeps me updated on excellent tax planning ideas. A4A is a great value!

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Norman Politziner, CFP

I wouldn't miss a Fritz Meyer webinar unless my pants were on fire. I've relied on Andrew Gluck's knowledge systems --client communications and CE -- for two decades. It's simply the best solution for tax, financial, investment, and risk-management professionals.®   

Dan Hawley, CFP® 

A4A, for over a decade, has been a great resource for useful and accurate information and CE. A4A and Advisor Products are bargains for an advisory practice. 

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Kevin Brosious, MBA, CFP®, CPA/PFS®

I get CPA CE credit and CFP credit for the webinars.  But not only that, the A4A content is terrific