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Featured Events

  • Coaching Session

    7 Mistakes Advisors Make in the First Client Meeting

    July 10, 2008 4:00 PM - 5:00 PM EDT

    AdvisorMax coach Katherine Vessenes presents a 60-minute web seminar that will teach you what NOT to do in your initial meeting with a prospect.

  • Conference

    Women Advisor Forums

    July 10, 2008 9:00 AM - 5:00 PM EDT

    Right now women are now reaching the upper echelons of management and becoming superstars in their own right. This forum provides both a networking opportunity and an educational venue for high-ranking women advisors to gather, plan and discuss the profession and their ever-growing influence.

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Features

  • The July Issue Is Online!

     

  • Handling Market Volatility

    SPECIAL REPORT: Reacting to current marketing conditions—What actions should an advisor take to reassure clients?

  • People on the Move

    Promotion announcements and firm changes for advisors.

  • Golden Globe

    A falling dollar sent many investors overseas where they have been rewarded by handsome returns. Is the party over?

  • Why ETNs?

    The pros and cons of exchange-traded notes.

  • Value Play

    Huntington's Scott Frush uses exchange-traded funds exclusively to keep costs low and client satisfaction high.

  • BIC Top 20 Program Managers

    Announcing the winners of BIC's Top 20 Program Managers competition. Read the profiles of the best in the country and join the discussion to learn more about the secrets to their success.

  • Podcast Library

    Our free podcasts for advisors provide information and advice from industry experts on a wide variety of topics. Listen now, or download now and listen at your convenience.

Channels

Practice Management from AdvisorMax