Updated Wednesday, July 23, 2014 as of 9:40 AM ET
How to Host a Successful Webinar: 7 Steps
Webinars are some of the most powerful, yet least leveraged, resources available to financial advisors today. They let advisors reach out and communicate their value propositions to huge numbers of ideal prospective clients, without even leaving their chairs.
These live presentations — delivered over the Internet to a targeted group of investors whom you want to serve — can have a major impact on your ability to attract qualified prospects. What’s more, they’re not nearly as difficult to create and deliver as advisors may think.   more »
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Lawmakers asked to back proposal to assist troops, vets with severe money woes with enhanced financial planning services. more »
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Accountants may have some concerns about forming an alliance with you. Be sure that you can understand and address their fears. more »
Rather than expanding the program through referrals from within, the Dallas-based bank is pushing advisors to find new business externally. more »
Nearly 2,000 advisors, exhibitors, and asset management industry leaders headed to Chicago for Morningstar's annual investment conference June 18-20. Here, attendees reveal the top takeaways for advisors. more »
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