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.
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.
Free Client Updates On Financial Crisis Daily
When the stock market plunged last week—bottoming with a loss of 40% from the all-time high reached October 9, 2007—we began a free service to help financial advisors manage client communications: a daily market update that you can copy, paste, and email to your clients.
The daily updates contain a summary of thoughtful stories covering the day's events. These short takes on the financial tumult are intended to be used as a daily reminder to clients that you are in touch with them and on top of the situation.
An advisor who does not stay in touch with clients through this volatile time is much easier to fire than one who is in touch. Research has repeatedly shown that professionals who are liked by clients are less likely to be fired. Staying in touch—even in this seemingly small way—shows that you care and that all you need to do sometimes to reassure fearful clients terrorized by the plunging values in their accounts and seizing-up of the banking system.
The stock market today recovered about half of last week's losses, and the crisis thankfully seems to be eased. But we will continue to provide the daily updates at least through the end October and longer if the wild swings continue. Advisor Products provides the daily updates for free to independent financial advisory firms because your support over the past 12 years enables us to do so.View today's "Crisis Update."
