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.

Do You Manage Location Of Assets? Tell People!

If you optimize the location of client assets, you are different from the vast majority of advisors. Here's a way to explain that, literally, in your own voice. The video illustrates complex ideas differentiating advisors who optimize portfolios for taxation. Posting this video in your own voice on YouTube and embedding it in a blog post on your we...
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