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.

Advisor Website Widgets In A Platform For Frugal Fiduciaries

I’ve been developing advisor websites for 20 years and it’s led me to making widgets for advisors.

Widgets for advisors are web marketing apps for advisors. They’re highlighted in red boxes in this image.

Each widget does one thing. For instance, the calendar widget let’s someone book an appointment with you by going to a private link on your website. The events widget let’s people sign up for classes you teach at the local library, client events, or webinars. The call-to-action widget offers a free research report to anyone who is interested in your retirement planning or financial advice to farmers in DeWitt, Iowa, doctors in Long Island, or whatever your target market.

Each widget provides a distinct function, making it simple for you to manage yourself. Each widget is edited onscreen using a WYSIWYG editor.

The new platform with all the specialized widgets for advisors is called Build Advisor Websites and it costs just $2000 to develop a website on BAW. Then you can run our content on autopilot and our content is very special. Or you can get no content and just use the BAW content management system, which is engineered for frugal fiduciaries

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