Free Update For Advisors: Economist Fritz Meyer Answers Questions From Advisors At November 2015 Webinar

Fritz Meyer, at an A4A continuing education webinar yesterday, brilliantly updated CFPs, CPAs, CIMAs, ChFCs, CLUs, EAs, CPA/PFSs, and other financial professionals about economic fundamentals driving portfolio decisions. Below is a video I just made of Fritz answering some of the very excellent questions submitted by advisors who attended the session.

Meyer is an independent economist and hundreds of RIAs every month tune into Fritz’s live webinars or access replays 24/7 on A4A. At yesterday’s session, Fritz received a 4.7 rating from attendees on our five-star review system.

·        If you’re an A4A member ($60 a year), view Fritz’s November update here.

·        You can join A4A here, if you are a financial professional.

·        The slides from the session are available for $25 a month and IA reps can use them in client meetings, newsletters, videos, blog posts, etc. If you are a registered rep, you’ll need to submit slides you use in advertising materials to your BD for review. If you don’t have a B/D, I’d recommend disclosing something like: “Fritz Meyer, an independent economist whose research our firm respects, compiled the economic and financial data shown from sources believed to be reliable.” 

Attendee Comments:

  • I had computer problems throughout.   But the webinar is always too long for the time allotted.   If i have to leave after an hour which i usually do, i miss a lot.
  • Very good information
  • Great
  • Always insightful.  Excellent!
  • Awesome as always
  • Compelling
  • great
  • Fritz gives me a tremendous shot in the arm each month. He is an excellent resource.
  • very informative!
  • Fantastic.  One of the best yet.
  • Excellent
  • Thank you
  • excellent data
  • Excellent. Great overview.
  • Very reasonable presentation of data.
  • New slides that Fritz added were very useful.
  • Awesome as always!
  • New slides at the end about expected performance in the future very good.
  • extremely comprehensive.
  • Excellent
  • he is my favorite and i attend monthly and even relisten to his webinars.
  • great content into trying to forecast future returns.
  • As always, it was good content, it's just there is never enough time for it all. 
  • Fritz was terrific, as usual.
  • always interesting
  • Excellent
  • Excellent presenter.  So much information was presented, it was difficult to absorb it all.
  • Excellent
  • Great - Fritz provided strong data consistent with my thoughts on overall lower investment returns going forward.  Sad, but likely to be true!
  • As always, Fritz was great.
  • Very good.  I think Fritz could maybe include fewer slides and focus more time on his major points, rotating those points each time.  Overall, well worth the time spent.
  • Loved it but maybe it can be shorter so we would be able to focus on what Fritz's is saying.  It is so good that I cannot comprehend everything that quickly.
  • Thank you Fritz for your continued focus on the facts and the data as opposed to the media noise. It is particularly of interest (and useful) to know about the inaccuracies of those writing in publications as esteemed as even the Wall Street Journal. I think that having a column written by Fritz Meyer (or at least a counterpoint argument) would be enlightening to those who use WSJ writings (and, particular, E.S. Browning) as gospel.
  • Material was fine but I schedule this into my day with other appointments following such.  I'm not sure I can keep doing that given the propensity of this to go over the allotted time.
  • Very good as usual.  
  • Fritz's slides and information is great
  • excellent
  • Fritz is always excellent

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With classes approved for over a decade by the CFP Board, IWI, and NASBA, Advisors4Advisors CE classes are an optimal knowledge stream for CFP®, CIMA®, CPA, CPA/PFS®, CFA®, and other practitioners. It's not a grab bag of speakers willing to sponsor CE content. Nor is it a one-man CE course. It's a group of subject matter experts with amazing communication skills and a history of thought leadership that, together, give advisors a well-rounded knowledge system for running a professional practice ethically and intelligently.

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A4A CE classes for financial professionals began in October 2008, the week Lehman Bros. collapsed. Initially billed as “The Financial Crisis Webinar Series,” A4A connects advisors with authoritative sources on investing, tax, and financial planning, chosen by A4A Editor Andrew Gluck, a veteran financial reporter. A4A members get a stream of CE classes for an advisor who: 

  • holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually 
  • values monthly CE classes by Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha, or Andrew Gluck
  • diversifies a core of client portfolios in low-expense funds
  • invests based on MPT and economic fundamentals
  • advises on tax and financial planning as well as investing
  • needs financial counseling skills
  • wants the Certified Financial Counselor™ designation 
  • is building a brand as a thought leader locally or in a niche
  • wants the facts when bad news breaks
  • wants CE aligned with a content marketing system
  • wants 24/7 access to CE on-demand
  • insists on objective evidenced-based tax and investment planning analysis
MEMBER REVIEWS 
William Desormeau, Jr.  
It is not possible for me to overstate the cumulative value that Craig, Bob and Fritz have added for over 10 years to my investment advisory practice, as well as for personal and family financial planning. A4A gets my highest recommendation
Lynn Najman, CFP®
I’ve subscribed to A4A since its inception, and always find it intellectually stimulating and on point. It’s one of the few CE solutions out there that doesn’t waste my time by pushing product or talking down to me.

PeteDeacon-CPA-CFP

Pete Deacon, CPA, CFP®
A4A has had a profound effect on my business. Since 2009, I’ve relied on the consistent messaging and updates to run my business successfully. Being able to present the information from Bob, Fritz, and Craig's ongoing CE webinars has been a significant benefit.

fredericMayersen-phd-cfp

Fredric Mayerson, MBA, PhD, CFP®
I've been a financial professional and professor of finance for 35 years and find Fritz Meyer and Robert Keebler to be among the most engaging, incredibly knowledgeable, and experienced presenters I’ve encountered. They deliver an extraordinary amount of information in an extremely interesting way — sequentially and developmentally, utilizing pedagogical tools and techniques that few possess.  A4A to is the most consistently excellent CE program available.  
Ron Roge, MS, CFP®
I’ve been attending A4A many years because the CE classes are outstanding, and my time is valuable. Though I have over 35 years of experience, I’m always learning something new on A4A. I attend fewer conferences now because the CE is generally not advanced. If you want to learn from the best, in a faster, easier, and less expensive way, I highly recommend A4A.

John R. Day, CPA/PFS®

I’ve been a member since 2011 and never miss the monthly webinars with Fritz Meyer. I appreciate Fritz’s independent views on the economy and markets and Bob Keebler keeps me updated on excellent tax planning ideas. A4A is a great value!

NormanPolitzinerCFP

Norman Politziner, CFP

I wouldn't miss a Fritz Meyer webinar unless my pants were on fire. I've relied on Andrew Gluck's knowledge systems --client communications and CE -- for two decades. It's simply the best solution for tax, financial, investment, and risk-management professionals.®   

Dan Hawley, CFP® 

A4A, for over a decade, has been a great resource for useful and accurate information and CE. A4A and Advisor Products are bargains for an advisory practice. 

KevinBrosious-CFP-CPA-PFS

Kevin Brosious, MBA, CFP®, CPA/PFS®

I get CPA CE credit and CFP credit for the webinars.  But not only that, the A4A content is terrific