Advisors4Advisors

Artificial Intelligence For Financial Advisors, a one-credit class, provides practical knowledge about using artificial intelligence (AI) in delivering financial planning advice—helping clients better …

The class was scheduled at a time when extraordinary pressure is being placed on the Fed Chair to lower lending rates and just as economic data suddenly weakened in the last few weeks. The No. 1 lear …

Fritz Meyer’s classes examine emergent issues through the lens of economic fundamentals, guiding professionals through changing data. This equips advisors with economic understanding required to formu …

Financial professionals often cite 'fit' as the most important factor in maintaining long-term client relationships, but few take the time to formally assess investor personality. This course addresse …

This 1.5-credit class is 75 minutes long. It ostensibly shows how to drive investment expenses to deliver a broadly diversified portfolio personalized to each client for as little as 10 basis points. …

SDIRAs are an ideal way to diversify client portfolios beyond securities, into alternative investments. SDIRAs are becoming a mainstay investment -- a game-changing vehicle in modern financial plannin …

Artificial Intelligence empowers financial professionals with practical, real-world applications of artificial intelligence, using tools like ChatGPT to enhance productivity, marketing, and client eng …

Drawing on the latest financial and economic indicators, this monthly course situates current metrics within their long-term historical context, helping advisors formulate an informed outlook based on …

Fritz Meyer's May 13 class updates advisors on these bullet points covered at his April 15 class: April 2 “Liberation Day” Stock market sell-off Weak ISMs Strong March jobs Strong housing starts Surge …

This course explores the sustainability of retirement portfolio withdrawals using historical data and a diversified, multi-asset portfolio model. Led by Craig L. Israelsen, Ph.D., the presentation an …

Timely, data-driven analysis of the fundamentals of the U.S. economy driving capital markets. This monthly, one-hour webinar, is led by Fritz Meyer, an independent economist, who averaged 4.7-star ra …

This class equips financial professionals with essential skills to guide clients through market uncertainty and emotional distress. Participants explore the impact of market volatility on investor ps …

This monthly, one-hour webinar, presented by Fritz Meyer—an independent economist and highly-rated educator—provides timely, data-driven analysis of the U.S. economy and global capital markets. Drawin …

This course, presented by Paul Hood, provides an in-depth analysis of the potential tax law changes following the 2024 election and their impact on financial planning strategies. The session covers ke …

The purpose of this course is to educate financial professionals on the principles and benefits of building diversified, multi-asset portfolios for long-term success. The course emphasizes the importa …

This monthly, one-hour webinar, presented by Fritz Meyer—an independent economist and highly-rated educator—provides timely, data-driven analysis of the U.S. economy and global capital markets. Drawin …

This monthly, one-hour webinar, presented by Fritz Meyer—an independent economist and highly-rated educator—provides financial advisors with timely, data-driven analysis of the U.S. economy and global …

The bull market, at 25 months-old, is a mere toddler compared to the 10-year bull run of the 1990s. Yet snce October 13, 2022, investors have experienced an astonishing rise in the value of the S&P 50 …

GDP for 3Q 2024 came in at a robust 2. 8%, and both the Atlanta and New York Fed models respectively predict a 2.4% and 2% growth rate for the fourth quarter of the year. Inflation through October w …

September’s better-than-expected job growth and ISM Services Purchasing Managers Index, amid low inflation and real wage gains mean the economy is not losing altitude. It's a no-landing outlook, a ret …

Understanding polyvagal theory and neuroscience can significantly enhance how financial advisors interact with clients. By grasping how the nervous system impacts decision-making, emotions, and stress …

Financial advising has undergone revolutionary change in the last few decades, evolving from a transactional sales-oriented customer experience to an ongoing knowledge-based process led by an objectiv …

Based on UPIA, NYS DFS Reg 187, OCC, FINRA, and adjudicated lawsuits, this class tells fiduciaries how to fulfill fiduciary duties when advising clients on life insurance. The fiduciary era for life i …

At Fritz Meyer's Sept 2024 CE/CPE class, you'll learn answers to questions including: ● What happened at the FOMC Sept. 17-18 meeting? ● How are the Magnificent Seven performing versus the other 453 …

wo weeks after Fritz Meyer’s July class, “Are Stocks Overpriced?” the S&P 500 plunged 4%, after the main driver of the post-Covid expansion cycle — job creation — disappointed investors. True to form, …

The Supreme Court, on June 27, 2024, rejected the Securities and Exchange Commission’s administrative law adjudication system, a key enforcement method for fighting financial fraud. Administrative l …

The S&P 500 is priced at 21.4 times 12-month forward-looking earnings, a relatively high P/E multiple. But periods of high P/E multiples can last many years. At Fritz Meyer's July 2024 CE/CPE class, a …

Some slowing in the economy is evident in June. However, as long as job openings outnumber job seekers, the economy is likely to remain on track to deliver healthy earnings growth. At this class, att …

Raising children in a wealthy community isn’t always easy. Depression, anxiety, addiction, and other mental health problems afflict affluent families more often than the average household. This class …

Job openings still outnumber job seekers, making this moment unusual in financial history, and productivity of U.S. workers has recently jumped. However, the battle against inflation stalled and the …

This class covers the highlights of a short list of books and articles any investment fiduciary wants to say they’ve read. Craig Israelsen, Ph.D., connects Modern Portfolio Theory to a sustainable low …

Registered Investment Advisers have been required since November 4, 2022, to comply with marketing rules mandated by a revision to rule 206(4)-1 of the Investment Advisers Act of 1940. The new marketi …

The economy is stronger than expected, so Fed funds will stay higher for longer than the Federal Reserve just projected three months ago, according to the latest quarterly Summary of Economic Projecti …

The inflation rate declined last month again and new sales of single-family houses ticked slightly higher, resulting in a less robust economic picture for the first quarter of 2024. The NY Fed nowcast …

Working with married couples is central to the business of financial advising and planning but managing the dynamics of couples is an underappreciated success factor in a professional practice. This c …

Buying life insurance is much too hard. This class instructs advisors on a new approach to life insurance due diligence. Due diligence has been stagnant. Have you seen any peer-reviewed articles that …

2023 was filled with good surprises and 2024 is starting out much the same way. Consensus forecasts of economists predict anemic GDP growth of 1.65% in Q4 ‘23, slowing to 0.94% and 0.55% in Q1 and …

This is the final class in a four-part course, teaching financial planners and investment advisors about the details of direct investments in real estate. This class applies lessons learned in the th …

America has failed to build enough housing to accommodate population growth for over a decade, creating opportunities. Meanwhile, office vacancies are widely expected to cause a crisis for landlords i …

For the past decade, not enough new homes were built to keep pace with population growth and now office vacancies are posing a crisis for landlords in 2024. For financial planning and investment profe …

Real wages climbed by 1.5% in 2023 and the 216,000 new-jobs in December reinforced expectations for above-average GDP growth in 2024 and confirmed Fritz Meyer’s July 2023 forecast of a Goldilocks econ …

Craig Israelsen, Ph.D. , has taught classes to candidates for the CFA-charter and about family financial management, at the graduate and undergraduate level, at universities for three decades. His cou …

All year long, the economy and stock prices have fooled experts and consumers, outperforming expectations month after month. A surprise November rally powered a 9% gain in the S&P 500, again defied ex …

Social Security plays a crucial role in retirement financial success for most individuals, but the rules are complex. After attending this class, participants will be able to answer the following imp …

This class teaches about the key determinants in retirement portfolio success and failure. How money is withdrawn is the most important factor in portfolio survival, while asset allocation policy of …

Since the Federal Reserve initiated an historic tightening campaign 19 months ago, inflation has declined to the central bank's target rate and GDP growth has remained stronger than expected. A soft …

This is the second of two classes about financial and tax planning for doctors, dentists, and other medical professionals. This class reminds practitioners about tax rules applying to health prof …

The role psychology plays in financial advising is now recognized across the professional landscape. CFA Institute, CFP Board, and Investments & Wealth Institute in recent years added knowledge of beh …

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