Real Financial Professionals Blog
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.
Seeking Beta Testers For Advisor Video Library
Advisor Products has released a beta version of Advisor Video Library, an online app that makes it easy for any advisor to provide FINRA-reviewed videos personalized with their voice and branding.
The 15 timely videos we've added to the Advisor Video Library feature graphics and scripts created by Advisor Products. You record a voiceover using our proprietary app. It's automatically embedded in the video, along with your logo, contact information and a map of your local area. You can post the videos on your YouTube channel (or we can do that for you).
Once on YouTube, you can embed your videos in blog posts and tweets to your social network, and you can send the videos in an email newsletter to all your contacts using our seamless integration with Constant Contact and also use it as a free report to generate leads from your website.
If you’d like to be a beta tester of the video library, you can sign up for one quarter for $149 (a 25% discount on the expected retail price) by calling our sales department at (888) 274 5755.
The 15-second video embedded clip below is from a 1-minute video explaining bad investor behavior.
Content in the Advisor Video Library is derived from a continuing professional education webinar series run by Advisors4Advisors.com. Speakers like Fritz Meyer, an economist, and Robert Keebler, one of the nation’s leading educators of CPAs and lawyers on taxation, speak regularly at the webinars, which are eligible for professional education credit for CFPs, CIMAs, CPAs, EAs, ChFC,s CLUs, and other professionals. Ideas from the webinars become client content in videos, articles, and tweets. This content keeps you in touch with clients and referral sources by presenting educational and entertaining financial ideas they can’t find anywhere else.
