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.
Three New One-Hour Presentations For Advisors Monthly
The Financial Advisor Marketing Engine (FAME) has been improved yet again with the addition of three one-hour slide presentations for advisors every month. Transcripts of two presentations about investing and one about financial planning are available in the Advisor Products Marketing Dashboard.
The transcripts are from presentations by economist Fritz Meyer, indexing expert Dr. Craig Israelsen, and tax and financial planning guru Robert Keebler, CPA/PFS. The trio speak for about an hour every month on Advisors4Advisors, our online continuing education system. You can access all their presentations 24/7 for $60 a year, and CFPs, CPAs, CIMAs, and other professionals receive continuing professional education credit as well.
Fritz Meyer runs down all of the fundamental economic data advisors need to know about to make intelligent investment decisions in about 70 slides monthly. An additional 50 slides on an assortment of issues, including the Federal deficit, cost of entitlement programs, and Wall Street’s forecast record, are updated quarterly or annually.
Dr. Craig Israelsen’s presentations teach lessons that advisors must share with clients. His monthly studies on the survival rate of retirement portfolios provide lucid illustrations of concepts foundational to sustainable portfolios and client relationships.
Robert Keebler, CPA/PFS, has been educating legal and accounting professionals for three decades, and provides financial planning and tax presentations every month. If you need to explain a charitable remainder trust or college savings plan, or almost any other financial planning technique, Keebler’s monthly presentations probably contain an illustration and explanation.
The transcripts are important in a financial professional’s toolset. Having the words along, with the slides, in a PowerPoint gives you authoritative content you can use in newsletters, blog posts, tweets, and on your website. You can teach a class monthly at the local college or library, present your own webinars, and be ready for client meetings with detailed scripts and slides.
Graphical content is important on the Web. With advisors dipping a toe into content creation, this is a great resource for online marketing.
