The Financial Advisor Marketing Engine (FAME) has been improved yet again with the addition of three one-hour slide presentations for advisors every month. Transcripts of two presentations about investing and one about financial planning are available in the Advisor Products Marketing Dashboard.
The transcripts are from presentations by economist Fritz Meyer, indexing expert Dr. Craig Israelsen, and tax and financial planning guru Robert Keebler, CPA/PFS. The trio speak for about an hour every month on Advisors4Advisors, our online continuing education system. You can access all their presentations 24/7 for $60 a year, and CFPs, CPAs, CIMAs, and other professionals receive continuing professional education credit as well.
Fritz Meyer runs down all of the fundamental economic data advisors need to know about to make intelligent investment decisions in about 70 slides monthly. An additional 50 slides on an assortment of issues, including the Federal deficit, cost of entitlement programs, and Wall Street’s forecast record, are updated quarterly or annually.
Dr. Craig Israelsen’s presentations teach lessons that advisors must share with clients. His monthly studies on the survival rate of retirement portfolios provide lucid illustrations of concepts foundational to sustainable portfolios and client relationships.