Updated Thursday, June 20, 2013 as of 1:24 AM ET
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.
Latest Events
Latest Podcasts
Latest Web Seminars
Web Seminars
There are currently no upcoming web seminars.
Archived Web Seminars
March 25, 2013
2pm ET / 11am PT
In 2013, most companies understand the importance of having a modern-looking, fast and SEO-optimized web site. But a surprisingly large number completely ignore their site's conversion architecture—simply put, the construct by which your web site encourages customers to share their information or take action.
March 12, 2013
4pm ET / 1pm PT
Whether you are considering leaving your broker-dealer firm, or wirehouse to join or start an RIA firm, this event will help you lay the groundwork for a successful transition.
December 11, 2012
4pm ET / 1pm PT
Market uncertainty has kept many investors wary about investing. How can you help your clients move off the sidelines and strike a more prudent balance between short-term security and long-term growth?
Podcasts
February 22, 2013
Investing in your associates is critical for a thriving financial planning practice, but where should you begin?
May 22, 2012
- June 8, 2012
Ann Hughes, M.Ed. President, THE FEMALE AFFECT
January 8, 2013
Practice makes perfect when it comes to asking for a referral. In his latest podcast for 30 Days, 30 Ways to a Better Pracitce, Matt Halloran offers this and other tips to help advisors ask clients for referrals.
November 16, 2009
- December 16, 2009
As a Financial Planner, you need to empower your clients through a network of resources.
October 30, 2008
- March 5, 2009
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.
May 22, 2012
- June 8, 2012
Kathleen B. Cooper Ph.D., Senior Fellow, John G. Tower Center for Political Studies,
SOUTHERN METHODIST UNIVERSITY
February 17, 2009
- June 8, 2009
Financial Planning's exclusive sneak peek at a powerful analysis of the most successful wealth management practices: Schwab Institutional’s “Best-Managed Firms: The Business of Serving Clients.” Trish Cox, Schwab Institutional’s chief operations officer, discusses the report with editor-in-chief Marion Asnes.
January 3, 2013
You are only as good as the data you have in your contact management system. It is time to get proactive!
October 2, 2008
- March 5, 2009
'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.
Financial Planning Events
May 30, 2013
The Women Advisors Forum Dallas is part of the 2013 series of forward-thinking events tailored to address the professional needs and interests of women in the financial advisory industry. The Forum aims to inspire and educate you in your quest to grow your practice; to foster ample opportunities to build your network; and to provide a venue to stay current on CFP Board-approved Continuing Education credits.
October 29, 2013
The Women Advisors Forum Chicago is part of the 2013 series of forward-thinking events tailored to address the professional needs and interests of women in the financial advisory industry. The Forum aims to inspire and educate you in your quest to grow your practice; to foster ample opportunities to build your network; and to provide a venue to stay current on CFP Board-approved Continuing Education credits.
November 14, 2013
The Women Advisors Forum Southern California is part of the 2013 series of forward-thinking events tailored to address the professional needs and interests of women in the financial advisory industry. The Forum aims to inspire and educate you in your quest to grow your practice; to foster ample opportunities to build your network; and to provide a venue to stay current on CFP Board-approved Continuing Education credits.
Practice Management
Advisors: Talk About Fees Up Front
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Industry Events
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