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Web Seminars
Life Planning or Buyer Beware: Establishing Trust in Client Relationships
Sponsor: Wells Fargo Advisors Financial Network
May 31, 2012 4:00 PM ET Duration: 60 Mins. In the aftermath of the banking crisis, consumer trust in financial services is at a dismal low, as amply illustrated by the latest Edelman survey. This web seminar will examine rebuilding client relationships in today’s environment.
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Investing in Alternatives: A Practical Look at New Strategies
Sponsor: Jackson National Life Insurance Company
June 27, 2012 4:15PM ET Duration: 60 Mins This web seminar will examine alternative investment strategies and explore the potential advantages that alternative asset classes can bring to investors. As a CFP Board-Registered CE Sponsor, financial advisers who attend will be eligible for CFP credits.
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Creating and Managing the Equity in your Business
Sponsor: First Allied Securities, Inc.
July 25, 2012 4:00PM ET Duration: 60 Mins Today, new business dynamics recognize you as the owner of a business. Join this web seminar to learn more about business valuation and how to structure a transaction; including deal terms, earn-outs, and ongoing retirement compensation.
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Archived Web Seminars
The Key to Unlocking Future Profit Growth
Sponsor: First Allied Securities, Inc.
Date Held: May 2, 2012 4pm ET / 1pm PT Duration: 60 Minutes This web seminar will explore several perspectives on what to expect as firms look to scale, and how to develop a course of action to take struggling firms to the next level of success. Learn how to leap where others have faltered.
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Are you a fiduciary for your retirement plan clients? How the DOL views your activities regardless of your client relationship.
Sponsor: LPL Financial
Date Held: March 28, 2012 4pm ET / 1pm PT Duration: 60 Mins ERISA is amongst the highest legal standards in the land. Join us for an informative session on this rapidly changing landscape and how top advisors are positioning themselves to capitalize on the opportunities being created.
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Becoming a Social Advisor: The Next Generation Advisor
Sponsor: Salesforce
Date Held: January 31, 2012 4pm ET / 1pm PT Duration: 60 Minutes View this web seminar to learn how firms of all sizes can easily to move into a Social Enterprise and become a Social Advisor. You will hear directly from The Advisor Group on how they are using Salesforce to enable the next generation financial advisor.
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Best Practices for Increasing Your Fee-Based Business
Sponsor: PrimeVest
Date Held: December 13, 2011 4pm ET / 1pm PT Duration: 60 Minutes There has been a long-term shift in the industry toward fee-based business. But how do you propose a fee to clients, especially in a down market? How do you explain the benefits? We’ve surveyed our Top 50 Reps Advisory Board and now you can hear from them directly on the strategies that worked for them.
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