Webinars With Industry Experts

LEARN, COMMIT, SUSTAIN: Client Education And Retention

Advise clients using a “LEARN, COMMIT, SUSTAIN” approach. At this session, Dr. Craig Israelsen, an expert on index investing, evaluates the performance of various portfolio models over the past 45 years. Foundational ideas in managing assets prudently will be discussed that help advisors build a sustainable professional practice. He’ll give ideas and examples of ways to help clients stay committed to behavior more likely to produce a good result....

Office 365 And SharePoint For RIAs: Beyond Basics

An RIA CCO and COO need to know how to set up user security groups and site hierarchies, and a CEO should know how to ensure your firm meets its fiduciary obligations to protect clients’ personally identifiable information and financial data.   At this session, we’ll show you SharePoint advanced settings to help make your firm more efficient and compliant:   • Site Collections • The SharePoint admin panel • Security levels and roles • Controlling sharing • Team site for Intranet •...

Positioning And Delivering Retirement Income With Clients

With 10,000 new retirees a day, how can you best serve clients’ retirement advice? What kind of retirement income planning advice do clients want?   This presentation is based on web-surveys and interviews with thousands of advisors over the past seven years, independent research documenting best practices in retirement income planning and transition support.   Speaker Dennis Gallant of GDC Research says advisors must focus on process, not product, and be prepared to...

Office 365 And Skype For Business

Skype For Business, formerly known as Lync, is the communication tool integrated with the Office 365 subscription. From online chats to Web presentations, Skype for Business tools make advisors more productive. At this session, you'll learn about:   • How to use this tool in an advisory firm • Why instant messaging is great for advisors • Video calls, audio calls • Screen sharing and presentations • Adding internal and external contact • Using Skype for Business with clients...

Boosting Your Bottom Line With Strategic Planning

As a leader, you think about hiring the right people, growing your client base, expanding your platform and delivering great customer service. But do you have a five-year plan for growth in these areas? Does your team know your vision for where you are going and how you plan to get there? This webinar will give you tools to grow your business through strategic planning. Join Dr. Kathy Sturgis for a discussion of leadership and strategic planning principles that will add focus to your...

Advisors No Longer Should Ignore Google+

Should advisors get on Google+? Do you need to bother with yet another social network? The answers: yes and yes, says Robert Clark, an independent marketing consultant to advisors who has researched the issue carefully. Advisors no longer should ignore this social network platform because Google+:   • listings are featured prominently on Google search • is another place for the advisor to be ‘found’ on the web • validates your...

Office 365 And Financial Advisor Compliance

For investment advisors, compliance is a key consideration in almost every aspect of using Office 365. This session covers functions built into Office 365 that help advisors meet compliance requirements for email and stored documents. If you own an RIA, you want to attend this session, along with your CCO and COO to learn about strategies for email compliance, including:     • Journaling • Legal Hold • Archiving • Auditing • In-place E Discovery • Retention policies and tags • Data...

Virtual Desktops For Financial Advisors

Attend this webinar to learn the following crucial ideas about Virtual Desktops for Financial Advisors, including:   • Virtual Desktop versus Remote Desktop – what’s the difference? • Who should move to a virtual desktop? Who should not? • What to expect after you move • Typical practice management benefits and issues in an RIA • Using a virtual desktop with web apps as well as desktop apps • The A4A - FPA Technology virtual desktop...

IA Reps: Stop Letting Technology Drive You Insane

You don’t need to be a rocket scientist to know it’s insane to waste time every day trying to make mission-critical technology work right. But unless you take the time to learn to use Outlook, OneDrive, and SharePoint, you’ll probably continue to make the same mistakes every day. Here’s a chance to break the cycle, a system guaranteed to reduce the insanity in your life or give you your money back. Office 365 Training for Advisors is a series of 12...

Managing Email In Office 365: Training For IA Reps

Office 365 gives RIAs the best application on the planet for managing email in a business, and you’ll learn in this webinar how to tap its enormous power to streamline email management in your RIA.   • Setting up and organizing mail folders • Outlook's email Rules Wizard versus new features in Office 365 • Adding disclosures to all your emails • Managing signatures • Accessing email online • Archiving email: O365 versus advisor compliance apps Office Training for Financial Advisors...

Office 365: The First Five Things To Do

After setting up your account for Office 365, what do you do? Where do you start? At this session, you will learn how to:  • Set up email in Outlook and on your mobile device(s)  • Copy or move your email, calendar items, and contacts  • Sync your local computers with OneDrive for Business  • Copy your personal files to OneDrive for Business  • Set up Lync  • Access Office 365 from your mobile devices  Office Training for Financial Advisors leverages Robert Clark’s unique abilities as a...

Office 365 Overview: Getting Ready To Get Set

Microsoft Office 365 allows a sole practitioner as well as an RIA staff to better exploit ideas — your advice, research, unique abilities, and what makes you different. Office 365 is the best system for professionals to share information securely with families, committees, other professionals, and vendors. A team of two or 10, while on a conference call, can all work on the same Word document or PPTX presentation concurrently, for example, and an RIA owner can control information-sharing...

Data Breaches And Cyber-Liability For Advisors

Home Depot is expected to pay banks $62 million to cover the $90-million cost to replace 7.4 million debt and credit cards compromised by a cyberattack. eBay, Snapchat, Target, J.P. Morgan Chase, and, of course, Sony have all been breached recently.   Cyber-attacks are an increasing threat and investment advisors are high-value targets.   The risk of liability and reputational damage associated with such incidents has escalated for RIAs.   At this session, you will...

Protecting Your RIA From Cyber Threats

Every RIA is at risk of exposing clients to cyber threat. Cybersecurity is a growing risk for RIAs. Regulators have taken notice. They expect RIAs to implement policies and procedures to mitigate cybersecurity risk and protect clients. In this webinar, Chris Winn, a longtime contributor to A4A, will discuss:   • Common misconceptions about cybersecurity • Regulator priorities • How to be prepared for an exam • Best practices in securing...

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.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
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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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