SourceMedia collaborates with industry experts and thought-leaders to provide advisors with a variety of timely and engaging events. Please refer back to this page for a complete schedule of upcoming web seminars, podcasts and live events as well as archived content.
In an ironic twist, financial planners—whose bread and butter is helping their clients prepare for the future—are struggling with creating and implementing their own succession plans. Recent research conducted by Financial Planning and On Wall Street on behalf of LPL Financial shows that less than one in five owners or partners of a financial advisory firm has completed, finalized or has a succession plan about to be executed in the next 12 months. Others are either struggling with the process, putting it off for another day, or dodging the issue altogether.
Your branding says everything about the kind of advisory work you have to offer a client, and you cannot afford to miss out on reaching multiple generations of potential business.
Advisors today have opportunities to approach a wider audience. Your brand needs appeal to reach baby boomers, while connecting with Gen X'ers at the same time Your branding also cannot leave out millennials, a group which studies have shown remains under served by today's wealth management industry.
How should clients tap their various types of accounts, 401(k); Roth IRA; IRA, etc., during retirement spend-down, from a tax perspective?
Many advisors have relished the thought of being their own boss. Yet despite the allure of independence, as advisors and advisor teams move to establish independent practices, they need a well-considered strategy before moving forward.
Banks have had a tough time fitting retail securities into their traditional business mix. The challenge partly stems from a long-standing misperception that retail brokerage would not benefit their wealthy clients. This web seminar, presented by Cetera Financial Institutions and Bank Investment Consultant, will show you how these various business lines can be integrated and create a better customer experience while also generating higher profits for your institution.
Ann Hughes, M.Ed. President, THE FEMALE AFFECT
Kathleen B. Cooper Ph.D., Senior Fellow, John G. Tower Center for Political Studies,
SOUTHERN METHODIST UNIVERSITY
There are currently no live events.