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.
See Three CRM Workflow Engines Today At 4 ET
At this afternoon’s webinar at 4 p.m. ET, Blane Warrene, an operations consultant, is going to talk about how advisory firms can embed their processes in their CRM.
This is the single most important way to improve your efficiency, scalability, and client service.
To help Blane illustrate how you do this, I asked three of the leading CRM vendors specializing in the independent advisor market (Junxure, Redtail, and XLR8) to provide two-minute videos showing how you use theirn software to embed your workflows.
We’re going to show each of the two-minute videos at Blane’s presentation today and post them for members of advisors4advisors.
Register for today’s webinar here.
