Webinars With Industry Experts

Ensure Great Execution Through SMART Goals And Key Performance Indicators

Category: Webinars
Written by Advisor Dashboard
 Great business strategies often fail because of poor execution. Here’s an easy five-step approach to ensure great execution and quantifiable financial results.   Peter Drucker once said, “What gets measured, gets managed.”  Holding people accountable is key to a manager's ability to deliver results. Key performance indicators (KPI’s) are a great way of measuring how you are doing and knowing which activities are driving results.   At this webinar,...
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75 Ways To Generate Tax-Alpha (Part 3) (Two CE credits)*

Category: Webinars
Written by Advisor Dashboard
Tax increases underscore the importance of the bottom line for investors: it's not what you earn on your investment that counts, it's what you keep after taxes. Tax bigger drag on investment performance than commissions or management fees. Left unchecked, taxes over the long haul can wreck client returns. Five-star rankings and lists of "top mutual funds" teach investors to focus on achieving the highest possible returns pre-tax, leaving tax planning until...
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LinkedIn For RIAs, Ninja-Style

Category: Webinars
Written by Advisor Dashboard
Social media isn't a fad; it's not going away. Studies prove affluent people are using social media to make financial decisions that result in changing their investments and financial advisory relationships. LinkedIn, with the most wealthy and influential demographic in all of social media, allows you to leverage your existing relationships for strategic introductions and visibility to your target market. This webinar will teach you how to practically and strategically use LinkedIn to...
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75 Ways To Generate Tax-Alpha (Part 2) (Two CE credits)*

Category: Webinars
Written by Advisor Dashboard
Tax increases underscore the importance of the bottom line for investors: It’s not what you earn on your investments that counts; it's what you keep after taxes. Tax is a bigger drag on investment performance than commissions or management fees. Left unchecked, taxes over the long haul can wreck client returns.   Five-star rankings and lists of "top mutual funds" teach investors to focus on achieving the highest possible returns pre-tax, leaving tax planning until...
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How To Produce And Edit Your Own Video Presentations

Category: Webinars
Written by Advisor Dashboard
Acquiring basic video editing skills is a smart move for many advisors.   Producing a once-a-month video is likely to materially improve your search ranking and boost the quality of your communication with clients. It enables educational campaigns demonstrating good sense and good intentions, compliant with the do-no-evil mantra of the Web.      At this session, you'll learn: ·         How to make videos...
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75 Ways To Generate Tax-Alpha (Part 1) (Two CE credits)*

Category: Webinars
Written by Advisor Dashboard
2013 tax increases highlight the growing investment reality; it isn’t what you earn that counts, but what you keep after taxes. Tax is a bigger drag on investment performance than commissions or management fees. Taxes, over the long haul, can wreck client returns. Or, taxes can be source of advisor-alpha. Five-star rankings and lists of top-performing funds have trained investors to focus on achieving the highest possible returns pre-tax, leaving tax planning until after gains or...
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How To Set Up And Run An Internship Program At An RIA

Category: Webinars
Written by Advisor Dashboard
  Financial advisors can do good for their community and well for themselves by establishing an internship program at their firms. Lou Stanasolovich, CFP®, has run a successful internship program at his Pittsburgh, Penn., RIA for 20 years. Join us for this special webinar to learn about: Increasing productivity of interns and avoiding short-term internships How to create instructional videos to train interns fast and efficiently A proven model for hiring,...
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Making Your RIA GIPS® Compliant

Category: Webinars
Written by Advisor Dashboard
The GIPS Executive Committee, the governing body established by CFA Institute to promulgate standards in measuring investment advisor performance, on April 7 put out for comment a proposal requiring all advisory firms that claim GIPS compliance to make their claim public. Effective January 1, 2015, the committee will list all investment advisory firms claiming GIPS-compliance at www.gipsstandards.org. It's a significant step toward a world of greater transparency with ramifications for your...
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Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements

Category: Webinars
Written by Advisor Dashboard
You can do a better job of keeping mass-affluent clients on track to achieve their goals by applying behavioral finance research to financial planning engagements. Capitalize on new opportunities with behavioral finance techniques you’ll learn about at this webinar, which will cover: • Psychological barriers to goal progress • Strategies for maintaining goal-focus • Optimal client communications practices • Identifying feasible goal targets •...
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Manager Selection And An Update On CFA Institute Initiatives For Advisors

Category: Webinars
Written by Advisor Dashboard
  Advisors will learn key issues in performance measurement, performance evaluation, and manager search processes, and also get an update on CFA Institute initiatives and resources that will bolster client confidence and trust and lay the foundation for a sustainable practice. We will cover:   • Is time-weighted return or money-weighted return a better measure of performance?  • How do deposits and withdrawals influence investment reporting and the...
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A Financial Planner's Guide To Energy Investing

Category: Webinars
Written by Advisor Dashboard
The purpose of this webinar is to give advisors a framework for evaluating investment proposals in the oil and gas sector.  At this session, you will learn about: • Geological risk • Operational risk in drilling • Evaluating the efficiency of drilling operations • Assessing a program’s balance sheet • Implications of using leverage • Hedging against energy price changes • How energy deals are...
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What's Your RIA Worth?

Category: Webinars
Written by Advisor Dashboard
  Knowing your firm's value will help you run a more profitable business.       At this webinar, you will learn how to look at your firm through the lens of an investment banker, so that you can optimize the value of your firm, and about:          •   Different valuation methodologies      •   Which valuation method is best, and which is appropriate for...
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Index Versus Actively-Managed Fund Portfolios; Results Of A Study For Long-Term Investors

Category: Webinars
Written by Advisor Dashboard
  Although the success of investing across all asset classes in low-cost index funds has been widely documented, few researchers have compared the performance of a diversified portfolio of index funds versus a diversified portfolio of actively-managed funds.   This webinar will announce the results of a new study of two distinct portfolio strategies: a low-cost market-tracking index-fund portfolio versus an actively-managed fund portfolio.   The results strongly...
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Getting Clear About The Cloud For Advisors

Category: Webinars
Written by Advisor Dashboard
  What is The Cloud and how are advisors using it? At this session, you'll hear practical advice about moving your business to The Cloud, including: · What is The Cloud? · What is a virtual desktop? · How do you combine Web apps into a virtual desktop? · Am I going to have to change the way I work? · How much does it cost? · Examples of cloud implementations by advisory firms   Justin Schillinger is a senior...
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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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