Webinars With Industry Experts

Document Management Software For RIAs: Why You Need It And How To Implement It

  A document management system (DMS) brings efficiency to your practice. It is a key to organizing information you need to run your business and aids you in client collaboration, compliance, disaster recovery and mobility.     In this session, you will learn: · What a DMS does · Why a DMS is important  · On-premise vs. Cloud options (build vs. buy) · Security, compliance, collaboration and...

Deploying Your Own Private Cloud

  Are you moving to Web-based apps? A private cloud? Do you know the difference?   At this session, you will learn what an RIA needs to know about private clouds, including:   ·         Terminal services with hosted apps versus VDI ·         Private cloud versus web apps ·         Challenge of limited private cloud...

Qualified Plan Design Optimization & Benchmarking

By benchmarking performance of 401(k) and other qualified plans and optimizing their design, fiduciary advisors can provide a solution independent of any recordkeeper that will generate a win-win-win for you, plan sponsors, and their participants.    At this session, you will learn: · Why benchmarking is good for sponsors, participants, and your practice · How to properly benchmark a plan · When to employ benchmarking for your clients ·...

What's The Difference Between A CFA®, CIMA®, CPWA®, CFP®, And CPA/PFS?

  With dozens of designations in the financial services industry, it’s difficult even for a financial advisor to know exactly how they differ.   At this session, Jim Dobbs, Director of Education at Investment Management Consultants Association (IMCA), reviews the major differences between financial advisor credentials. He also presents results from IMCA job analysis study of private wealth advisors, comprised of data from hundreds of advisory firms of all practice types....

How Advisors Can Create And Share Videos

  For advisors, getting your message out is important and it doesn't have to be difficult to do. Videos can boost search engine rankings, educate clients, and reach more people.   This webinar provides practical tips for using Camtasia Studio, a popular and powerful Windows program, to make videos, including how to:   ·    Record a PowerPoint presentation ·    Improve audio quality ·    Edit your...

The Rising Tide Of Expectations For Financial Advisors

Are you what you say you are? Do people believe you?   Consumer trust in financial advisors remains low, while investor expectations continue to rise. Today’s financial advisory landscape, along with certifications that support them, are in flux. To meet challenges, advisors must deliver the services they claim to, and grow their brand for integrity. This presentation by IMCA’s CEO examines:        •  ...

New, Improved Methods For Optimizing Retirement Income

Optimizing retirement income strategies for clients requires new methods and new tools. Advisors must be able to see the impact of deferring Social Security, reordering withdrawals from taxable and tax-deferred accounts, and adding annuities and bond ladders to portfolios.   In this session, you will learn about how you can optimize for the strategy that maximizes a client’s after-tax income and legacy with the least risk as well as when and why specific products and strategies...

How A Fee-Only RIA Can Advise Clients On Existing Annuities

As a fee-only advisor, you may not have analyzed enough variable annuity contracts to know the intricacies of specific products owned by your clients and make recommendations about them. It may often seem best to recommend surrendering a VA when the penalty period is over, but often that’s not in a client’s best interest.   At this session, you will learn about:   • The ABCs of VAs—mortality and expense risk charges, administrative and contract...

Six Steps To Building A Practice For Succession - The Next Gen Way

  In an era of tough markets, aging clients, and declining valuations, your practice is probably not worth as much as you think it is. Targeting younger investors and creating a company culture that aligns with potential acquirers is key to your success.   Whether you’re a 60-something advisor ready to transition to a new life, or a 40-something professional in your peak earning years, at this webinar you will...

A New Approach To Safe Retirement Withdrawal Rates

This session introduces a new way of building a retirement income strategy, dramatically departing from the concepts of safe withdrawal rates and failure rates.   Borrowing from Prof. Moshe Milevsky, Dr. Pfau explains a retirement income approach based on using broadly diversified portfolio—stocks, bonds, inflation-adjusted and fixed single-premium immediate annuities (SPIAs), along with immediate variable annuities with guaranteed living benefit riders (VA/GLWBs). The...

Data Security For Financial Advisors

    Do you have data security policies in place? Is your wireless network using WEP encryption, which is easy to hack, instead of WPA2 encryption? Are you using Web-based apps that employ intrusion prevention systems? For financial advisors, technical mumbo jumbo often gets in the way of understanding how to protect your clients’ data. At this session, you’ll get the plain English version about data security for advisors, and you will learn: What to include in...

How Can An RIA Profitably Offer SRI Portfolios

Do you have a clients or prospects who want to invest in renewable energy or organic food? Or avoid investing in defense contractors? Or who want to invest in a portfolio of companies that will benefit the environment and human health?. Investors increasingly want to make money while having a positive impact. At this webinar, you will learn about: - The growing trend toward investing in sustainable, responsible, impactful ways - The “Golden Rule” that drives...

Why Financial Advisory Practices Fail To Reach Their Full Potential: The E-Myth And Advisors

Many financial advice professionals dream of having their own business.  Often, however, practitioners end up working 80 hours a week for themselves rather than 40 hours for someone else, and they earn about the same money, or less.. If you feel like your own a job instead of a business, attend this webinar to learn about how “The Entrepreneur Myth” applies to financial advisors and what you can do to avoid being victimized. You will learn about: •        a philosophy for business...

Assessing Your Clients' Tolerance For Investment Risk

Advisors owe a duty to understand each of their clients’ ability to tolerate investment risk and to recommend suitable solutions. You can turn this compliance requirement into a business development opportunity. At this webinar, you will learn about: • Latest approaches to risk assessment • Efficacy of psychometrics • Key features of a risk tolerance testing system • Risk profiling and goal-based planning • Integrating assessments into your business...


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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Seeing is Believing.

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.