Webinars With Industry Experts

Low-Expense Investing For Tax, Financial & Investment Planning Professionals

Low-expense investing has always been important to advisors but it's much more important now.

With technology compressing RIA fees and the Covid crisis raising operational costs, lower-cost ETFs and mutual funds provide a proven, quantifiable boost to a client’s monthly retirement income, expanding an RIA's margins based on your tax and financial planning advice services and specialized private investments. 

This class:

• details a variety of ways to build a broadly diversified portfolio for less than 15 bps.

• contains illustrations demonstrating the value of lower-cost mutual funds and ETFs.

• quantifies the benefits of low expense portfolios during the distribution phase as well as the accumulation stage.

Whether you are new to low-expense investing or have been a practitioner for years, Prof. Craig Israelsen articulates a low expense investment advisor’s value proposition, enabling fiduciaries to offer advice in the client’s best interest. 


Craig Israelsen, Ph.D., teaches A4A members monthly about low-expense investing. For three decades, Craig has helped define best practices for managing portfolios for individuals, publishing his research monthly in Financial Planning magazine. He's taught on A4A for nearly a decade. Craig's taught family financial management at universities for over two decades, and he's currently Executive-in-Residence in the Financial Planning Program at Utah Valley University.


This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, CFP® CE, PACE credit toward the CLU® and ChFC® designations and live CPA CPE credit.



If you're paying a TAMP or custodian to manage portfolios, Craig's monthly A4A classes will show you how to lower your fees and build a practice that's better for your clients and you.


After registering, you will receive an email confirmation from This email address is being protected from spambots. You need JavaScript enabled to view it.. Check spam and junk folder if you do not receive it.
 

 

 
 

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.

Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

SCHEDULE A DEMO