Real Financial Professionals Blog

Real Financial Professionals connects consumers with investment professionals who have made a commitment to low-expense investing.

To qualify for a listing on RealFinancialProfessionals, advisors must be enrolled in a professional education program about low expense investing and financial planning.

Monthly classes are taught by independent thought leaders who have helped establish best practices for investment management and financial planning fiduciaries for over three decades: economist Fritz Meyer, portfolio design expert Dr Craig Israelsen, and tax and financial planning educator Robert Keebler, CPA/PFS.

RealFinancialProfessionals brings transparency to the opaque financial services industry by verifying an advisor’s subscription to continuing education about low-expense investing, quantitative analysis of economic fundamentals, and tax and financial planning.

Highlights Of Survey Results About Advisor Marketing And CABs

Thursday, 05 February 2009

Super User

Marketing

27% of advisors said they don't need a client advisory board to know what their clients want. 57% of advisors believe their clients will give them referrals now despite big losses in portfolios they manage. 58% of advisors say their website is fairly effective, effective or very effective in marketing to prospects, while only 38% say ...

363 Hits