Upon Nine Years Of Webinars For Advisors, Fritz Meyer’s 4.9-Star Rated CE Session

Independent economist Fritz Meyer received an average rating of 4.9 stars (out of 5) yesterday from 100 of the independent advisors attending his quarterly update.  

Considering the strong opinions advisors hold on this topic and that it was a 100-minute, two-credit session that went 15 minutes overtime, a 4.9-star rating is incredible. Miraculously, it was the fourth consecutive 4.9-rated session for Fritz!  

This session begins my tenth year of producing webinars for advisors. As a journalist, I started conducting webinars to enable my sources to share their ideas with advisors directly at the worst possible -- in October 2008. Advisors encouraged me to keep doing it and it became Advisors4Advisors.

A4A now has 1600 advisors paying for unlimited 24/7 access to continuing professional education for CFP, CIMA, CPA/PFS, and other  professionals. (CPA CPE available on live sessions only.) Yes, we actually charge for content. It's only $60. Our audience is relatively small but it's many of the smartest advisors in the country. I'm grateful for your support. 

Fritz is one of three regular monthly speakers. Robert Keebler, CPA/PFS, teaches monthly about tax and financial planning, and Craig Israelsen, Ph.D., teaches about low-expense portfolio management. Fritz, Bob and Craig cover the basics required to practice competently as a fiduciary.

We're on a mission to empower real financial professionals. We update you on the news you need to know based on changes in the economy and markets and breaking news events as they happen. 

With a global team, we also create a solution sharing with your clients what you learn on A4A. This aligns the way you practice with your marketing. For advisors managing low-expense portfolios, it's  timely, educational, and engaging content that clients cannot find anywhere else. 

For example, shown below are comments from attendees of Fritz’s session yesterday. Many said the most helpful thing they learned at the session was about real wage growth's unexpected strength. That analysis engaged advisors because it's origonal thinking and cannot be found in the mainstream financial press. Fritz is great.  

The three-minute video below for your clients puts Fritz's analysis on real wages into a three-minute educational video.  It's part of a news stream for low-expense professionals to share content with clients and prospects.  In our experience, good content creates and nourishes relationships.

Advisor Products' platform lets you share content we know that you like by using a dashboard for advisors. Along with Fritz Meyer, classes by Bob Keebler and Craig Israelsen’s ideas form the basis of client articles, videos, scripts, tweets, and graphics that we create every week for you to share with clients. To request a free trial, just fill in this form

 

Replay Fritz's webinar 

Comments from attendees:

  • Always on point.  We learn context that helps us to educate clients.  The most important thing I get from Fritz's sessions are the counter points to the fear based concerns some people have.  We can be the voice of reason.
  • Excellent. I really enjoyed his analysis of the Trump tax proposal and the analysis of the U.S. tax burden as a whole compared to other developed countries. He concluded by asking why we need economic stimulus at a time when we have full employment and healthy GDP growth. I also appreciated Fritz showing how Germany has a surplus but also has higher overall taxes.
  • Wish there was a segment on international developed and emerging markets to provide a global view.
  • Excellent
  • Excellent per usual
  • Good info
  • Super great as always
  • Excellent as usual.
  • Great.  I like that Fritz reminds us the real story behind wage growth, private GDP growth, current unemployment vs prerecession, highest % of job openings in a decade. Real Disp Personal Income of 2.8% same as pre recession.  Disproves many of the articles regarding wage stagnation, et al in the papers.  Info on Household Net Worth and Financial Obligation ratio, these facts explain the reason for Economic Growth and why the markets are rising due to stronger corporate profits etc.
  • Excellent!
  • It is the totality of Fritz's presented data that provides the greatest value for me, as it collectively supports the overall movement of the economy and likely momentum of the markets in general.  Very helpful!
  • Excellent
  • One of the things I truly love about Fritz presentations, the data discussed have a similar feel, allowing for comparison over time. C+I+G-N for example, I can look at October 2017 vs the same slide October 2016 and the like. Therefore, you remove the notion that you are constructing the data to fit a narrative. The consistency of the examined data drives the narrative. In simpler terms, the Tail does not wag the Dog!
  • What I like best about Fritz is the overall story he tells - the way he uses each individual data statistic and builds upon one another to give the complete picture that I think we all really need. Facts by themselves can misguide us to incorrect conclusions, but when the overwhelming evidence all points in the same direction, that is hard to ignore!
  • Discussion of real income increase occurring in lower socioeconomic classes was very encouraging. Really enjoyed discussion about gold as poor investment choice. Appreciate Fritz’s admission when his opinion is coming into play. Although I believe we can achieve higher growth, he does make sense to me about being realistic.
  • Excellent overall
  • I love Fritz's energy, enthusiasm, and insight.  Feels no-nonsense with a variety of support/documentation for what he's saying - hard to refute.  Comprehensive, thorough, digestible.
  • Great info, but a little long at 115 min.
  • Great as always.  What I appreciated most was the comparison of gold vs cash and fixed income. I also liked the efficient frontier comparison.  Wish they were included in the monthly download.
  • A tad long but fantastic content. Fritz is my go-to resource for in-depth but yet down to earth analysis of the economic world we live in as I am already a monthly slide subscriber. Quantitative support for room for bull to run, why taxes will have to go up to support the society we want to live in and why we can afford it where my favorites insights for today.
  • Very informative!
  • Excellent
  • To answer Andy's question about the most valuable information in the webinar today, I enjoy the written text and outlines that Fritz puts up at the beginning of a particular segment or discussion topic. This is the list of bullet points that summarizes, for example, the state of the economy at the time of the presentation, or the various factors pointing to a stock market continued climb, etc. Some of the charts are useful, particularly some of Fritz' favorite charts, some are confusing though. Thank you!
  • Great
  • Fritz interpretations of the data is most important. He's objective and not partisan. Logical and analytical is a helpful attitude. No snake oil or agenda.
  • Best takeaway is the myth of stagnant wage growth and how the media keeps missing it, including positive implication for economy/markets.  Thx.
  • Good info
  • I never "miss Fritz" and rely upon his viewpoint balanced with some others to get a best effort understanding of our economy and markets. Just really well organized data, clearly presented and it would be great if many of the other presenters in the financial services arena had his succinct, calm excellent speaking skills. There are few if any "you know"'s...no wasted words and a laser focus on following a progression of thought that leads to good understanding.
  • Very informative
  • It was informative and actionable but for reasons that I can't really explain I felt that Fritz has a certain bias and it comes out in his presentation. As I said it is nothing that I can put my figure on but instead a 'feeling' I get during the webinar.  I'm probably way off target but I thought I'd let you know.
  • In typical fashion, Fritz adds great value by pulling away the emotion of money, economies and the world, and leading us to data based in fact.   His ending thoughts on gold are a great example of how facts can help navigate decisions that are often driven my media opinions and emotions.
  • Fritz did a great job as usual
  • Information is timely and he packs a lot into his presentation and presents it in an understandable way.
  • His explanation as the performance of and value of gold in a portfolio was excellent. This is something I will use with clients.
  • It was great, as always.
  • excellent as always.
  • His slide on the S & P earnings projection vs PE ratios is extremely helpful.  It's a great visual too.
  • I have had 2-3% in gold since 2001 for most clients. After looking at the longer-term, I think it is time to move it out!
  • Fritz just knocks it out of the park every time!
  • Excellent, as always.time time time.
  • Something I did not know was that the STD of gold was so high.  I use the charts to educate our clients.
  • Excellent.  I would put in more info here but running late for a meeting
  • Really liked this one, especially the info on why gold is not a good investment.
  • Awesome as always....no need to drill down or restrict topical coverage.  The value comes from breadth of coverage.
  • Great. Always enjoy hearing about retail and its prosperity as the news is always focusing on the declining department store.
  • Fantastic!
  • Excellent!
  • Very helpful
  • Excellent
  • I use the stock market ratios to calm my investor who think time alone will stop the uptrend
  • New info on gold chart & efficient frontier was good addition
  • Good overview - would like to see a deeper dive into specific categories that are relevant to the time - or current events - perhaps breaking down the income tax system and who's paying the taxes and Why- what's being proposed is non-sense ...
  • Always great.
  • Very informative. I liked that there were some new and different slides in addition to updates to old slides.

 

This Website Is For Financial Professionals Only


A Strategically Focused CE Curriculum

With classes approved for over a decade by the CFP Board, IWI, and NASBA, Advisors4Advisors CE classes are an optimal knowledge stream for CFP®, CIMA®, CPA, CPA/PFS®, CFA®, and other practitioners. It's not a grab bag of speakers willing to sponsor CE content. Nor is it a one-man CE course. It's a group of subject matter experts with amazing communication skills and a history of thought leadership that, together, give advisors a well-rounded knowledge system for running a professional practice ethically and intelligently.

CE Since October 2008

A4A CE classes for financial professionals began in October 2008, the week Lehman Bros. collapsed. Initially billed as “The Financial Crisis Webinar Series,” A4A connects advisors with authoritative sources on investing, tax, and financial planning, chosen by A4A Editor Andrew Gluck, a veteran financial reporter. A4A members get a stream of CE classes for an advisor who: 

  • 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
  • needs financial counseling skills
  • wants the Certified Financial Counselor™ designation 
  • is building a brand as a thought leader locally or in a niche
  • wants the facts when bad news breaks
  • wants CE aligned with a content marketing system
  • wants 24/7 access to CE on-demand
  • 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.

PeteDeacon-CPA-CFP

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.

fredericMayersen-phd-cfp

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!

NormanPolitzinerCFP

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. 

KevinBrosious-CFP-CPA-PFS

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