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If you like A4A’s education system, you can use the same techniques to educate clients and others in your community.

The A4A system for managing a community is a template in the Advisor Products client communications platform.

You can be the thought leader of a community of consumers using this same system., and it’s easily optimized for local searches.The same techniques A4A uses to keep you informed can be used by you.

You can give webinars with quizzes and certify clients to teach them about wealth management. It’s a way to build trust.

Advisors talk about educating their clients but they almost never do it. Our breakthrough system is based on thought leadership that will differentiate you by putting you in control of system for teaching clients and prospects about your brand of tax and financial planning or investment management.

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We’re for you if you’re a fiduciary who:

--  relies on economic fundamentals

--  broadly diversifies a core of portfolios in low-expense funds and ETFs

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  values thought leadership when bad news breaks 

--  likes the work of Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

 

A4A courses accredited by the CFP Board, IWI, and NASBA power a special brand of independent financial advice. We also leverage the Web to benefit of consumers as well as fiduciaries enrolled in our classes.

 

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