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Featured Events

  • Podcast

    New Frontiers for ETFs

    As dramatic an entrance as ETFs have made on the investing scene, the industry is still innovating at a fast pace. New products looking to capitalize on almost every niche in the investing world are coming out almost daily. And ETFs are gaining a toehold in the highly lucrative 401(k) market. Our panel of experts discusses the rapidly evolving landscape of ETFs in this new podcast.

  • Expert Forum

    Personality-Based Selling

    May 12, 2008 - May 30, 2008

    In this AdvisorMax Expert Forum, business development expert Dan Finley will highlight common ways to build rapport with prospects. Learn how to read the visual, vocal and physical contact clues to determine their personality type. Once you understand their personality, you will know what to do and what not to do to gain the business!

  • Coaching Session

    Blueprint for Becoming a Multimillion-Dollar Financial Advisor

    June 4, 2008 4:00 PM - 5:00 PM EDT

    You've probably heard countless success stories of superstar advisors who have transformed their practices into multimillion-dollar businesses, but you don't know exactly what makes them so good. Join coach Katherine Vessenes for this exciting new session to learn the key factors that will bolster your sales.

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Features

  • Notes from NAPFA

    Financial Planning's Pam Black reports from the NAPFA 25th Annual National Conference: DAY 3 UPDATE NOW ONLINE.

  • People on the Move

    Promotion announcements and firm changes for advisors.

  • Cheerleaders in Lab Coats

    Bob Veres's Industry Insight column: New research on variable annuities and their guarantees offers less than meets the eye. Read Ibbotson's rebuttal of this article.

  • Regulatory Tussle

    The SEC and broker-dealers face off over proposed changes to a consumer privacy law.

  • Paint Me a Picture

    Most clients respond better to graphs than to numbers. SmartDraw lets you design attractive illustrations in a snap. Joel Bruckenstein reviews this software solution for creating charts and graphs.

  • Withdrawal Methods

    Annuities are a popular solution to the retirement income question, and many retirement scholars advocate their use. But in the real world, of the billions of dollars invested, many are deferred but few are annuitized.

  • Time To Convert?

    A surprise IRS ruling allows non-spouse beneficiaries of company retirement plans to convert inherited plans to inherited Roth IRAs. IRA distribution expert Ed Slott reviews the new IRS rules.

  • The Big Mo

    Patient trading is the key to getting the most from momentum while minimizing its negative effects.

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Practice Management from AdvisorMax

  • Managing Your Technology

    A study by MIT's Sloan School of Management showed that while constant BlackBerry use kept co-workers in touch, it also fed into daily stress as employees compulsively checked for emails at night and on weekends. How can advisors control their technology, without it controlling them? Our experts weigh in.

  • Don't Skip the Small Talk

    Skipping the small talk tells people that you have an agenda—one that centers on what they can do for you, instead of making a genuine connection. And that’s not the impression you want to give to potential clients and contacts. But with a little preparation and practice, you can become a small talk master.

  • The Right Business Card

    Handing out business cards is the easy part. Ensuring that a prospective client keeps your card is hard. One way to influence the outcome: design.

  • Award-Winner's Advice for Staffing Your Office

    To be successful, growing practices need to hire the right people—the first time. But how do you find the right folks? AdvisorMax spoke with top financial advisor and recent Schwab IMPACT award winner, Lewis J. Altfest, who discusses his own hiring experiences and offers advice for staffing an office.