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Events

Financial-Planning.com collaborates with coaches, experts and industry-leading companies to present a variety of events on topics relevant to the financial planning community. Our featured events include Web seminars, expert-led discussions, coaching sessions, podcasts and more. Please refer to our Archived Events to view on-demand web seminars and podcasts. For an exhaustive list of industry events, please visit our Industry Event Calendar.

• Coaching Session

  The Referability Quotient

  January 8, 2009 4:00 PM - 5:00 PM EST

  Do you want more referrals than you can handle? What specific steps could you take to make yourself more referable? Explore the key indications that determine if a client will consider positioning you as the "go to" person inside their center of influence anytime the subject of money comes up. If you are looking to build the practice of your dreams this is one session that you won't want to miss.

• Sponsored Web Seminar

  Growing Your Practice: Adding Clients and Assets

  January 8, 2009 2:00 PM - 3:00 PM EST

  During these exceedingly busy times advisors are the rock on which worried clients are leaning. How will advisors use these new opportunities? What growth strategies and tactics are most successful? This web seminar will present cutting-edge thinking in this area with tips from top advisors.

• Coaching Session

  Personality-Based Prospecting

  January 22, 2009 4:00 PM - 5:00 PM EST

  Make the advisor/client connection! In this new 60-min web seminar, you'll learn how to read the visual, vocal and physical contact clues to determine a client's personality type. Once you understand their personality, you will know what to do and what not to do to gain the business!

• Coaching Session

  2009 Compliance Roundtable

  January 29, 2009 1:00 PM - 2:00 PM EST

  AdvisorMax has teamed up with National Regulatory Services' NRS Compliance Network to answer your most pressing compliance questions for the new year. This 60-minute web seminar will feature a roundtable of accomplished compliance experts discussing compliance challenges, trends and best practices that should be on your radar screen in 2009.

• Coaching Session

  Build Your Business Through Better Communication

  February 4, 2009 4:00 PM - 5:00 PM EST

  Learn how to focus on results-driven communication. By improving the way you communicate, you can better your client relations, get more referrals, and simplify your life. This 60-minute web seminar will equip you with communication techniques that can be implemented immediately in your practice.

• Coaching Session

  7 Mistakes Advisors Make in the First Client Meeting

  February 18, 2009 4:00 PM - 5:00 PM EST

  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.

• Coaching Session

  Blueprint for Becoming a Multimillion-Dollar Financial Advisor

  March 19, 2009 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.

• Coaching Session

  Strategies to Acquire Clients in a Volatile Bear Market

  March 25, 2009 2:00 PM - 3:00 PM EDT

  Some advisors are having their best year ever—despite bear market conditions. Learn how they are doing it! Clients and potential clients are interested in finding an advisor who can help them manage their finances in this turbulent time. By improving your ability to communicate your value to clients and prospects, you can capture this opportunity and unlock the potential for referrals.

• Coaching Session

  Low-Cost Marketing Ideas

  March 31, 2009 4:00 PM - 5:00 PM EDT

  Is your marketing strategy cost-effective? Learn how to build business, boost referrals and attract your ideal clients in a 60-minute web seminar with public relations guru Marie Swift. This popular session includes the three secrets for marketing success that every advisor should know.

• Sponsored Podcast

  Healthcare Costs during Retirement

  With retirees needing upwards of $500,000 for healthcare costs—depending on how close to their golden years they are—advisors need to know how to help their clients prepare for, and manage, these ever-growing expenses.

• Podcast

  Careers in Financial Planning: The New Reality

  "It's amazing how career paths and opportunities have changed—just in the last six years." What does the next generation of planners need to learn about the reality of practice today? In this economic climate, are firms easing up on hiring? A roundtable discussion of career transitions—and opportunities—in a crisis economy.

• Podcast

  Ed Slott on Managing through the Market Meltdown

  Now more than ever, your clients are looking for answers. In this exclusive podcast, America's IRA Expert Ed Slott discusses how to manage clients through the Wall Street crisis.

• Podcast

  Trusts: The Next Big Thing

  As affluent Boomers age, trust services are essential in helping to manage client assets and ensure the transfer of wealth. Are you ready to present yourself as an experienced trust advisor?

• Podcast

  Meeting Your Clients' Healthcare Needs

  Is it possible to be a good planner today without addressing your clients' healthcare issues?

• Sponsored Podcast

  Wealth Preservation in Retirement

  In this podcast, seasoned financial planners Karen C. Altfest, PhD, CFP, and Barbara Culver, CFP, CLU, ChFC, AEP, give us their take on how planners can help their female clients retire more securely and comfortably, including a discussion of what specialized services planners need to offer to their women clients.

• Conference

  Financial Behavior in Retirement: Understanding Retirees, Income, Asset Protection & Healthcare

  November 12, 2008 - November 14, 2008

  This conference will examine what we know about the way retirees make financial decisions, how advisors can be most effective in working with them, and what unmet needs the financial services industry should be looking to fill.

• Web Seminar

  Asset Location: Increasing Portfolio Returns Through Tax Efficiency

  November 4, 2008 2:00 PM - 3:00 PM EST

  This presentation will provide a framework and prescriptive guidelines for evaluating the tax-efficiency of various asset classes and implementing an asset location strategy to help your clients enhance after-tax returns.

• Conference

  Wealth Management & Retirement Planning Forum

  October 19, 2008 - October 21, 2008

  This conference provides a forum for the bank investment industry to meet and discuss how to get the bank's wealth and advisory business retirement-ready.

• Sponsored Web Seminar

  Having the Long-Term Care Conversation

  September 24, 2008 2:00 PM - 3:00 PM EDT

  Long-term care is an immensely valuable form of insurance, both for clients and their beneficiaries. This informative web seminar will discuss strategies for tackling the difficult yet crucial LTCi conversation with clients.

• Conference

  The Life Settlement Conference

  September 23, 2008 - September 25, 2008

  The Life Settlements Conference is the largest independent event for those involved in the secondary life market.

• Sponsored Web Seminar

  Transitioning Your Practice

  September 9, 2008 4:00 PM - 5:00 PM EDT

  While the transition process is challenging, proper planning and execution, backed by the full support of an established firm, can ease the risk associated with transitioning and help ensure a successful move.

• Sponsored Web Seminar

  Wealth Management in a Weak Economy: Staying the Course

  September 3, 2008 2:00 PM - 3:00 PM EDT

  Clients might have retired, or planned to retire, based on certain return assumptions. But a weak economy could derail the best laid plans. How can a wealth advisor help these struggling clients?

• Sponsored Web Seminar

  Wealth Management in a Weak Economy: Tactical Asset Allocation

  August 13, 2008 2:00 PM - 3:00 PM EDT

  Learn about new asset classes to consider, methods of protecting a portfolio, where protected asset classes make sense—and when safeguards are too costly.

• Sponsored Web Seminar

  Wealth Management in a Weak Economy: A Web Seminar Series

  July 23, 2008 2:00 PM - 3:00 PM EDT

  This timely session examines specific trend-chasing behaviors and offers tips on how and when to address them.

• 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.