Advanced Research Techniques For Advisors

Advanced Research Techniques For Advisors
Sam Richter
ActiFi, Inc.
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IMCA - 1 credit

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.


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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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