Webinars With Industry Experts

Systematically Address Financial Personality To Remake Your Firm

Hugh Massie of Financial DNA Resources designed a systematic process for uncovering and addressing a client's unique financial personality traits and adapting your communication to strengthen relationships and enable better understanding. Massie's process uncovers predictable hard-wired behaviors that significantly influence financial decisions. By embracing this system, advisors can locate prospects who are more compatible with their own personalities and can better tailor financial plans...

Advanced Research Techniques For Advisors

Sam Richter, chief marketing officer of ActiFi Inc., shares dozens of valuable research tips that advisors can use to strengthen client relationships and locate new prospects. Tips includ how to use Google search strings for more focused results and how to use free online databases to stay informed about clients and prospects.   This webinar is approved for IMCA CE credit.

Mutual Funds Are Bought, Not Sold: Winning In An Investor-Centric World

Don Phillips, managing director of Morningstar, Inc, makes the case against fad funds and shows evidence that slow, steady performers win the race. Making a case for funds that receive top grades in Morningstar's "stewardship" rankings, Phillips paid homage to financial planners for pushing fund companies to keep expenses low, avoid fads, and commit to less volatile long-term investment strategies that support buy-and-hold investors. He shows why a fund's total return is usually not...

Asset Protection Planning

Building your personal assets and those of your clients could all be for naught if you don't protect those assets. At this session, wealth protection expert Gideon Rothschild speaks about how to limit liability and protect assets from lawsuits, creditors, or divorce. In today's highly litigious environment, asset protection is important to advisors as well as their clients.   This webinar is approved with IMCA CE credit.  ...

Overwhelmed By The Crisis? How To Manage Yourself And Your Clients

As an advisor, you can't control the economy's peaks and troughs. You can, however, control whether your will be overwhelmed when times get tough, and you can help your clients manage their financial emotions and maintain a long-term perspective. Sharon Hoover, executive leadership coach, shows you how in this session.   This webinar is approved for IMCA CE credit.

How To Perform Due Diligence On Alternative Investments And Provide Transparency To Your Clients

Jason Sharfman of Corgentum Consulting LLC., which specializes in due diligence of alternative investments, explains that lax RIAs could face the risk of liability and are vulnerable to lawsuits by clients unless they tighten alternative investment due diligence. Sharfman discussed key measures that advisors should take when performing due diligence on alternative investments so that they can better protect their clients.   Please note: due to a technical problem, only the...

Client Retention And Growth In Tough Times

With revenues from asset management fees slashed by the worst bear market in decades, financial advisors are struggling. And with Wall Street discredited by the financial crisis, this is the opportunity of a lifetime for independent advisors to build their client base, according to Jerry Lezynski of SEI Advisor Network. To survive—and once again thrive—says Lezynski, advisors must focus now on delegating, marketing, communicating, prospecting, and positioning, and they must take...

Roadmap To Independence

Going independent may be the best professional decision of your career but the process can be daunting. At this free webinar, you’ll receive guidance on key issues, including: how and when to ask clients to transfer assets activities that can expose you to legal action starting an RIA and affiliating with an independent B/D  CRM systems for managing clients and staff  how to deliver and maintain financial plans  providing portfolio reports...

Secure Hardware For Advisors

As an advisor, you’re responsible for keeping client data secure, and new privacy laws have increased your responsibilities. In this webinar, you'll learn about cost-effective security solutions, including: A way to remotely delete data on a stolen computer and enable police to track its location Encrypted hard drives USB drives that become inoperable after repeatedly inputting an incorrect password  Presenters are product managers from leading makers of...

Hand-Picking Prospects Using LinkedIn

John Comer, a marketing coach to advisors who has over 28 years of experience, including a 10-year stint as director of Affluent Advice at Ameriprise Financial, recently conducted groundbreaking research into how advisors can use the popular social networking site LinkedIn to identify new prospects. He presents his findings at this valuable session.   This webinar is approved for IMCA CE credit.

Compliance Issues Posed By LinkedIn, Blogs, And Social Networking

Brian Hamburger and Daniel Bernstein of MarketCounsel address the compliance issues that advisors face when using blogs and social networking. Use of these new communication mediums is exploding but regulatory bodies have been slow to clarify the compliance rules. This webinar addresses how advisors can leverage these tools while maintaining regulatory compliance.   This webinar is approved for IMCA CE credit.

Google AdWords For Advisors

Investors wrecked by the bear market are firing their brokers and looking for independent, objective advisors. A Google AdWords campaign helps you connect with prospects looking for a new advisor. If you are not familiar with Google AdWords, you’re doing competitors a favor. In this session, Howie Jacobson, PhD, author of AdWords For Dummies, shows you how to get started in building a successful AdWords campaign.

After The Fall: Asset Allocation And Rebalancing

As the equity market collapse unhinged asset allocations from financial plans, it's time to rebalance and put client portfolios back in line. Craig Israelsen Ph.D., associate professor at Bringham Young University and one of the foremost academics in the field of indexes and passive investing, shows you how to rebalance portfolios for greater upside potential with less risk by applying research he conducted to develop his "7Twelve" portfolio discipline.   This webinar is...

Increasing Operational Efficiency

Are your firm's workflows embedded in your CRM system? Have you documented your firm's processes? Should you consider a web-based CRM system? Get answers from two expert consultants who have implemented CRM systems at hundreds of independent advisory firms. In this session, Peter Kaplan, CEO of Financial Productivity Group, and Bruce Moulton, Principal of Moulton Strategic Partners, show you how to cut expenses, increase profits, and spend less time on activities you don't need to...

Questions?

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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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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.

 

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