Just my luck! I spend 20 years to build a business that winds up attracting professional penny pinchers! Advisor Products is seeing a surge in sign-ups by CPA financial planners.
Of course, I’m kidding — mostly. While CPA planners are frugal, I ‘m proud to serve them because they are real financial professionals. I worked at AICPA from 1983 to 1986, ghost-writing a newspaper column called, Money Management, that was published in a couple thousand newspapers across the country.
I had been a police beat reporter at the Clearwater Sun in Florida before moving to The Trenton Times, where I was fired after three months, shortly after refusing to write a story about the funeral of the father of a 400-pound rapist of a 13-year-old girl, who unsuccessfully had argued his imprisonment would be a death sentence because he was so fat and, thus cruel and unusual punishment. But that’s another story.
Before I left AICPA to cover Wall Street for The New York Daily News, I spent a lot of time around CPAs and was there to see the PFS designation and Personal Financial Planning practice section get started. So I have a long history with CPA planners.
Since we started making websites 20 years ago, Advisor Products has worked with CPA planners. The AICPA has ignored what we are doing. But I stayed true to my values of working with real financial professionals. So CPA planners are showing up anyway, and these advisors have great practices. They broadly diversify a core portfolio in low-cost product, and offer financial planning to add value. They love Fritz Meyer’s fundamental economic analysis, Craig Israelsen’s low-cost models, and Bob Keebler, CPA/PFS’s financial and tax planning strategies.
If you are a CPA financial planner, see our 25-minute demo on YouTube or click on the chat box below and request a free trial.