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.
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Advisors Putting Client Data At Risk

To save money, some advisors are putting client data in jeopardy, and the trade press isn't helping matters. I'm talking about two incidents in the past few weeks, one involving Google Docs and the other involving a CRM called Zoho. I was hosting a webinar on February 12 about CRM systems for advisors when the Google Docsplatform came up during the...
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