Webinars With Industry Experts

Applying Behavioral Finance Theory To Respond To Brexit Fallout

With Brexit unexpectedly unfolding, join us for special coverage today of the BREXIT surprise on Sunday at 12 noon. The BREXIT’s market implications and associated behavioral issues will be covered by Rick Bensignor, a former chief market strategist at Wall Street’s largest firms and expert in technical analysis, hedging strategies, and behavioral finance.This webinar is eligible for live CPA CPE credit.

BREXIT Webinar, Today At 4 ET

With Brexit unexpectedly unfolding, join us for special coverage today of the BREXIT surprise at 4 ET. Shehriyar Antia, a former NY Fed Senior Analyst, assesses how BREXIT will affect Federal Reserve Board policy and offers his view on the implications of this unexpected development. In addition, economist Fritz Meyer will give you his up to the minute views. Bob Keebler’s planned session has been postponed until Wednesday, June 29 at 4 p.m. ET. MORE BREXIT...

Security Features Of Microsoft Office 365/Microsoft Cloud

At this session in our ongoing series for investment advisors, we'll review the security features of Microsoft Office 365/Microsoft Cloud. At this session, you'll learn about:   • Microsoft Trust Center as a resource • Basics for the Microsoft cloud, specifics for Office 365 • Features advisors should focus on • Encryption, Customer Lockbox, Identity Management • Government access to data Office 365 Training for Advisors is a series of 12 monthly classes, available 24/7....

Working With Web Apps And Documents Online In Microsoft Office 365

  At this session in our ongoing series for investment advisors, we'll review working with web apps and documents online within Microsoft Office 365.  At this session, you'll learn about:   • When to use Web Apps vs Desktop Apps • Accessing documents via web app • Feature comparisons web vs desktop versions • Quick view of sharing functionality • Mobile apps Office 365 Training for Advisors is a series of 12 monthly classes, available 24/7. The series started in January...

A Simple New Approach To Retirement Income Planning

Popular financial planning apps relying on Monte Carlo are no longer enough, not for a fiduciary. The most popular programs are criticized for making overly optimistic projections. Left to default settings, your plans for clients may not be reflecting the unusually low inflation environment and expected bond returns.   This new app and its approach are simple. No sign-in is required, it’s inexpensive and you can use it for lead generation.   At this webinar, you will learn about...

Defining A Fiduciary-Level Of Diversification

At this session, Dr. Craig Israelsen will define the important dimensions of diversification in fulfilling the responsibility of a fiduciary.   The discussion is framed around analysis of four Vanguard portfolios over the past 16 years. At this session, Craig Israelsen will teach financial professionals about the:   • dimensions of diversification • varying degrees of diversification • performance variance of the four models over the past 16...

Using Skype For Business In An Advisory Firm

At this session in our ongoing series for investment advisors, we'll review Skype for Business – the communications tool integrated with the Office 365 subscriptions. Formerly known as Lync, Skype for Business gives you voice, video, conferencing, and even connection to the public telephone network and makes advisors more productive. At this session, you'll learn about:   • How to use Skype for Business in an advisory firm • Initiating video and audio...

Disaster Planning For RIAs

Disaster planning for RIAs must insure business continuity — that you will never lose access to critical data and applications in the event of a natural disaster, cyber-attack, human error, or other catastrophic event. Business continuity planning is critical to any business, but it is legally required of RIAs. At this session, experienced IT professionals will tell you about the latest IT solutions that make RIAs more efficient, compliant, secure, and disaster-proof,...

Using OneDrive For Business And SharePoint In An Advisory Practice

  At this session in our ongoing series for investment advisors, we'll review how to establish a sync with OneDrive for Business and discuss the intimate details about your first upload.   Getting your documents in the cloud and synchronized with your computer, tablet, and smartphone is a must for any professional. It makes security, disaster recovery and regulatory compliance more manageable, enables collaboration, and unlocks your intellectual capital.   At...

Retirement Portfolios Rated For Survivability Over 56 Rolling 35-Year Periods

How long will a portfolio last? Based on 90 years of data, from 1926 to 2015, and withdrawal rates ranging from 3% to 8% annually, we will review the results of various portfolios and examine their survival rates over 56 rolling 35-year periods.   With retirement income planning now the chief challenge professionals must counsel clients on, Dr. Craig Israelsen reviews his latest findings, which demonstrate a novel way to help clients visualize the risk of running out of money...

How Advisor Chat Service Eliminates RoboAdvisor Threat

If a client is at a car dealership and needs to know if he should lease or buy a car, he can chat you. If a young couple are at an open-house and want to confirm they indeed can afford to bid on their dream home, they can chat you.   For financial professionals, implementing a chat service model can eliminate the roboadvisor threat and improve your service virtually overnight. CFPs, CIMAs, ChFCs, CLUs, CFAs, CPA financial planners, and other financial professionals know their clients...

Administering Office 365 In An RIA

  It's not quite as complex as the cockpit in a Boeing 787, but your RIA's Office 365 administrator has access to settings for fine-tuning Office 365 for users in a professional investment advisory and financial planning firm.   From adding licenses and creating new users, to compliance-related settings and generating sophisticated reports, understanding the functionality of Office 365's administrative back-end is a crucial part in implementing the Microsoft Cloud's powerful software to...

Lessons From 46-Years Of Monthly Returns

Data on a broad spectrum of asset classes starts in 1970.   At this presentation, asset class performance is analyzed monthly and quarterly over the 46-year period from 1970-2015.   You'll learn the lessons it has taught investors in implementing portfolios for the long run, according to Dr. Craig Israelsen.    This presentation helps advisors understand the seasonality of performance across asset classes, to see how portfolio characteristics change over...

Technology, Financial Professionals, And Client Engagement

Just 3% of advisors use Facebook "all the time" to serve and support clients, while 11% use Dropbox, 15% use online meetings, 23% use their website, and 25% use Office 365 to serve and support clients "all the time."   That's one nugget in a treasure trove of competitive intelligence you'll gain at this unusual webinar.   A4A has partnered with GDC Research and Dennis Gallant, an independent market research expert who has studied advisors for over 25 years, to...


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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