Client Communications

Merrill's Thiel Says Advisors Must Change The Conversation With Clients, But His Comments Come Four Years After The Financial Crisis

Schwab Announces Deal With DST For Statements And Confirms; RIAs Could Get Added Branding And Personalization

Educating Clients On Confusing Choices Like 529 Plans Can Become One Of Your Best Prospecting Tools

Most Advisors Expect Growth But Few Have Developed Strategic Plans, Marketing Budgets, Or Intentional Implementation

Understanding Perspectives Of Global Millionaires Is A Multi-Faceted Key To The Growth Of Your Business

 

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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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