Webinars

The Great Shift: Take Back Control with Practical Techniques

Thu, 23 May 2013 15:20:00 +0000

Webinar Details

Date & Time: Thursday, May 23, 2013 - 11:20

Event Type: On-Demand Webinar

Cost: Free

Speakers:

Jim Allen
CFP, CLU, ChFC, MSFS, CAP Director,
Wealth Advisory Group
MetLife

Jeffrey I. Hollander, JD
Assistance Vice President,
Advanced Markets
MetLife

Andrew J. Rinn, JD
CFP, CLU, ChFC,
Regional Director,
Advanced Sales Center
MetLife

Economic, financial, and legislative shifts over the last few years have revolutionized how affluent clients approach risk and have impacted their buying decisions. These shifts have changed the customary approach to advanced planning by reopening the door to traditional strategies while also creating a need for innovative and flexible techniques.

Registration Form

Accela Form Length: 550pixels

Realizing Opportunities and Recognizing Risks in Today's Emerging Markets

Thu, 23 May 2013 14:09:00 +0000

Webinar Details

Date & Time: Tuesday, June 11, 2013 - 16:15 - 17:15

Event Type: Live Webinar

Cost: Free

Speakers:

Michael Reynal
Portfolio Manager
RS Investments

Michael Reynal and his global team bring an innovative and proven process for selecting emerging market stocks. Get the inside scoop from one of today's thought leaders in emerging markets investing.

Registration Form

Accela Form Length: 550pixels

How to Succeed Online

Tue, 30 Apr 2013 20:15:00 +0000

Webinar Details

Date & Time: Tuesday, April 30, 2013 - 16:15 - 17:00

Event Type: Live Webinar

Cost: Free

Speakers:

Bart Wisniowski
CEO
AdvisorWebsites.com

Jason Lindstrom
Managing Partner
AdvisorWebsites.com

Today most advisors fail to maintain a winning online presence. Attend this webinar and learn how to beat the odds and create an irresistible web strategy!

Join us as we discuss best practices for creating a compliant website that delivers long term, measurable results. We will cover a simple 3-stage process aimed at allowing you to maximize the value of your web presence.

You'll learn:

Registration Form

Accela Form Length: 550pixels

Next Generation Strategies: Securing the Assets of Clients' Adult Children

Mon, 22 Apr 2013 15:06:00 +0000

Webinar Details

Date & Time: Thursday, April 25, 2013 - 16:15 - 17:15

Event Type: Live Webinar

Cost: Free

Speakers:

Deena Katz, CFP
Associatate Professor,
Department of Personal Financial Planning
Texas Tech University

Marc S. Freedman, CFP
President
Freedman Financial, Inc.

According to recent research*, 70% of financial advisors consider it very important to recruit their clients' adult children. However, only 29% of the same advisors have a specific strategy for obtaining their business.

Registration Form

Accela Form Length: 550pixels

Making Social Media Less Painful—And More Profitable

Wed, 27 Mar 2013 20:00:00 +0000

Webinar Details

Date & Time: Wednesday, March 27, 2013 - 16:15 - 17:00

Event Type: Live Webinar

Cost: Free

Speakers:

Bart Wisniowski
CEO
AdvisorWebsites.com

Jason Lindstrom
Managing Partner
AdvisorWebsites.com

We hear it all the time: Social media and compliance just don't mix. But, with the new tools and processes presented in this webinar, you'll discover how easy it is to execute effective social media strategies and measure the success of your website and e-marketing efforts.

Registration Form

Accela Form Length: 550pixels

Be Selective: Investing in U.S. Energy Growth and Global Consumer Expansion

Thu, 21 Mar 2013 14:42:00 +0000

In this webinar, American Funds investment professionals will discuss how the growth of U.S. energy production has created potential opportunities among a vast array of U.S. companies in various industries...

Open In New Window: No

Using Preferred Securities To Find Relative Value In Fixed Income

Wed, 13 Mar 2013 20:28:00 +0000

Webinar Details

Date & Time: Wednesday, March 20, 2013 - 16:15 - 17:00

Event Type: Live Webinar

Cost: Free

Speakers:

Bill Scapell, CFA
Senior Vice President
Head of Fixed Income
Cohen & Steers

A discussion with Cohen & Steers' head of Fixed Income Bill Scapell.

Registration Form

Accela Form Length: 550pixels

Building a Sustainable Pipeline of Future Business: Manage client's 401(k) accounts

Mon, 04 Mar 2013 14:32:00 +0000

In this 60 minute web seminar you will hear from a top advisor who's used 401(k) advice -- as a service that's paid for now, not given away as a pure marketing ploy -- as well as two emerging 401(k) advisors.

Open In New Window: No

Maximizing Prospects and Clients Online: Improving Financial Advisor Web Site Effectiveness

Wed, 27 Feb 2013 19:38:00 +0000

Up to 90% of your website traffic isn't utilized, wasting valuable leads or communication opportunities for someone else. The majority of advisors leave tremendous potential on the table and worst of all, aren't aware of the inefficiency in their online presence!

Open In New Window: No

Found Online! How to Get Your Target Audience to Find Your Website

Fri, 11 Jan 2013 20:55:00 +0000

Google is the new Yellow Pages so you need to learn how to make sure your website is being found and used by both your existing clients and new prospects. Your Online Marketing Plan: Do you have one? Have you thought about it? Having a solid game plan, both for marketing and for client contact, can make the difference between a successful practice and a faltering one.

Open In New Window: No