Webinars With Industry Experts

Rational Expectations In Uncertain Markets

Fran Kinniry, CFA, who runs the Investment Strategy Group at The Vanguard Group, addresses rational expectations for the stock and bond markets. Though Kinniry expects stocks to outperform bonds over the long term, he said investors might direct more capital to fixed income investments based on trailing returns. Financial advisors must manage expectations of investors who fall victim to recency. Helping clients overcome such behavior is increasingly where advisors add value for...

Restoring Investor Confidence

The near-collapse of the American economy shattered confidence in investing and investment advisors. How do you restore trust? This session addresses opportunities to educate investors about what’s happened and what it means for the future. It touches on actions you can take to inspire confidence. • Key points to emphasize in client communications • Security of your data, passwords, computer network, and office • What your custodian could do to help • Coming...

Investment Tax Management: Turn Clients' Biggest Expense Into An Opportunity

Do you take taxes into account when developing your clients’ investment portfolios? How often do you look to tax loss harvest? How do you communicate to your clients the issue of tax management? At this session of the Financial Crisis Webinar Series, Dean Mioli, senior investment analyst for SEI Advisor Network, explains the importance of tax management in today’s market and prepares you for dealing with a wave of tax increases in the coming years. He demonstrates ways that you...

One Year After The Global Financial Crisis

One year ago, the global financial crisis brought panic to investors and businesses, as stock prices were cut in half and bank lending dried up. Now, the crisis has calmed and the market has bounced back, but concerns remain. Unemployment is at its highest in decades, the commercial and residential real estate markets remain strained, and global trade is stagnant. Is this the new normal? Are we at the beginning of a new bull market? Or are we about to face another wave of bad news? In this...

Crucial Financial Conversations With Clients

At this session of the Financial Crisis Webinar Series, bestselling author and acclaimed speaker David Maxfield speaks about how you can communicate more effectively with your clients. Maxfield is the coauthor of the New York Times bestseller "Influencer: The Power To Change Anything." He is also vice president of Research at VitalSmarts, a corporate training company that has helped thousands of organizations including 300 of the Fortune 500 companies. A respected academic,...

A New Model For Life Planning

Research published by the FPA indicates that facilitating a holistic, client-centered approach to financial planning—-commonly known as “life planning”—-is statistically linked to higher levels of client trust and commitment. In addition, the results demonstrated that life planning communication variables are strongly correlated to other indicators of successful client relationships such as client satisfaction, cooperation, retention, and referrals. This presentation...

Researching Your Prospects On The Web

Relationship Intelligence is the key to a successful prospect call, and an exceptional way to provide value to existing clients. When you know more about the other person, you're better able to relate on a personal level, build more meaningful connections, tailor your offerings, and ensure relevancy.  In this session, you’ll discover Web search secrets even the pros don’t know. From Google search tricks to free premium databases; from the "Invisible Web" to...

Regulatory Reform: Will You Be A Fiduciary?

Regulatory reform is coming for financial advisors. In documents submitted to the Senate Committee on Banking, Housing, and Urban Affairs earlier this year, SEC Chair Mary Shapiro said the agency anticipates "harmonizing investment advisor and broker dealer obligations." And in a June 17, 2009 white paper, the Obama Administration proposed requiring a fiduciary standard of care for brokers, a move initially applauded by the Financial Planning Coalition, but which risks "watering...

Navigating The Maze Of Exchange-Traded Products

The number of Exchange-traded products (ETPs) continues to expand as do their use in portfolio management. Today, over 600 ETPs trade on U.S. exchanges and more than 500 are in SEC registration. ETPs include exchange-traded funds (ETFs), exchange-traded note (ETNs), grantor trusts, unit investment trusts (UITs), macros, and other SEC-approved structures. This presentation includes comparisons of ETP types including the potential tax consequences, the classification of indexing methodologies...

Preparing For The Worst: Managing Your Clients In A Bear Market

The market meltdown of 2008 decimated client portfolios and advisory firm profits. After a resurgent second quarter, financial uncertainty lingers. Are you prepared for another leg down? In this session, you will learn skills to protect your business and bolster client relationships during the next market crisis. Whether it occurs next month or next year, you can be prepared. Fred Luskin, Ph. D., Rick Aberman, Ph.D., and Art DeLorenzo, CFP, founders of MYT Group LLC, will help you create a...

Advisor Self-Care: A Primer And Check-up

Last September, as the global economic order began to unwind, you went into crisis mode and served your clients admirably. Eleven months later, we’re in a state of “chronic crisis.” Are you taking care of yourself, so you can be there for your employees and partners, clients, and family? Join us on August 28 and find out, as psychologist Ed Jacobson, Ph.D. leads us through “Advisor Self-Care: a Primer and Check-up.” Ed, a coach, consultant, and advisor to...

Serving Middle Income Clients

Middle income clients need your help more than ever. And creating a plan for serving them can help you grow your business and as you play an important role in our nation's economic recovery. In today's webinar, Kevin Condon, executive vice president of Advisor Services for MyFinancialAdvice Inc., explained why you should serve middle income clients and what changes you'll need to make in your business to best serve this lower-margin market segment.   This webinar is approved for IMCA CE...

Aligning Service Levels With Your Client Base

With revenue from advice fees slashed, it’s critical to focus time and effort on your best clients. But how do you separate “A” from “B” and “C” clients? And how do you align service levels with client segments? In this webinar, Scott Cohen, managing director of Focus Partners LLC, will show you how to segment your client base. Focus Partners designs and implements practice management systems for financial advisory firms. Leveraging your...

Actively Managing An ETF Portfolio

At a crucial time for financial markets, Rob Stein, managing partner and senior portfolio manager of Astor Asset Management, will show you how to interpret employment trends and other macroeconomic indicators to manage ETF portfolios actively. Stein, who began his career as an economist at the Federal Reserve, will explain his unique fundamental approach to investing and show you how to profit from economic cycles. He’ll explain the role of inflation in the economy, the potential for a...


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.