Webinars With Industry Experts

Japan's Disaster, Saudi Revolution, And Other Scenarios: Forecasting Their Effects On Portfolios

How can you shield portfolios if revolution spreads to Saudi Arabia?

How can you identify the investments most likely to profit from Japan’s rebuilding effort?

Analyzing economic trends and scenarios could help you profit from them. But you need the right tools.

At this webinar, you’ll find out about a new web-based tool that allows advisors to connect big-picture economic factors with industries and investments. You’ll learn how to:

  • Find hidden links between the economy and markets
  • Stress test portfolios using new web-based tools
  • Track when ETFs and mutual funds drift from their objectives
  • Use macro hedging strategies to rebalance a portfolio
  • Illustrate how a headline-grabbing economic forecast will likely affect a portfolio

Guest speaker Raj Udeshi is co-founder of HiddenLevers, a financial technology company based in New York City that enables advisors to show how different economic scenarios can impact a specific portfolio or generate tactical strategies based on economic forecast.


Register to be a HiddenLevers Beta tester
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This webinar is approved for IMCA® CE credit.

 

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

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See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

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