Laser Focused Marketing: A Targeted 5-Step Plan For Building Your Business In these tough times, marketing is key. But every advisor is doing it, and most of them parrot similar messages. To win high-net-worth clients, your message has to stand out the rest. But how? Phil Buchanan, the president of The Cannon Financial Institute, a financial advisory consultancy, will teach you how to successfully articulate your value proposition to close new business—and cement current relationships.
Your loyal clients are your acre of diamonds. Yet our research shows that 85% are willing to switch advisors if they found a better option. Are you clients in jeopardy? Your affluent clients want and expect everything. They want you to communicate with them on their schedule – not yours. They expect you to deliver everything with Ritz-Carlton service and FedEx efficiency. Are you living up to these ideals?
Your ACTIONS over the next 12 months will DEFINE your business for the next 10 years. Join us for this three-part webinar series to make certain you’re doing the right actions, the right way, and getting the right results. Matt Oechsli will activate the law of inertia by getting you in motion. He’ll be your guide, keeping you active, and making certain you’re thinking right and finding opportunities.
Registration Fee: $99.00...
Complimentary Webinars
"Advisors in Motion: Should You Stay or Should You Go?"
In these uncertain and ever changing times, advisors are left to ask themselves the $64,000 question: “Am I at the right firm to service my clients, to grow my business, and to meet my long term personal goals?” There are many competing priorities for an advisor’s time from nurturing client relationships to managing money to worrying about regulatory changes. Many have not taken the time to properly evaluate their own careers. And, those advisors that have taken the time to explore options at other firms, often come away more confused and overwhelmed than before they started their search. Knowledge is power. ...
Hedge-Like Mutual Funds: Knowing The Alternatives
Alternative investments weren’t fully spared the market tailspin that ended in 2009—but the market’s gyrations have certainly proved the value of diversification into investments not correlated with equities. In fact, investor appetite for risk management and capital preservation remains high, despite sustained positive stock market returns and improved liquidity. Clearly, advisors and investors are becoming more convinced than ever that alternative strategies should be a key component of a well-diversified portfolio. ...
Roth IRA Conversions - The Critical Issues
Advice from America's Leading Experts
For the first time since the 1998 introduction of the Roth IRA, the playing field has opened up and the restrictions once limiting Roth IRA conversions to taxpayers with modified adjusted gross income (MAGI) under $100,000 have been lifted. Clients who were previously ineligible to convert will begin looking to their trusted advisors to counsel them regarding the potential benefits of a Roth IRA conversion. ...
Actively-Managed Bond ETFs: Putting Fixed Income To Work
Since their emergence in 2002, fixed income ETFs have helped break down many of the barriers to bond investing. It's a growing market, with assets invested up 59% to $91 billion in 2009, according to TrimTabs Investment Services. The conversation will be moderated by Tom Lydon, president of Global Trends Investments, and editor and proprietor of ETFtrends.com. He will be joined by Mike Kamradt, Chief Investment Officer of McDonnell Investment Mgmt., and Bill Thomas, CEO of Grail Advisors.
You will learn about:
"Bondetizing" cash
Managing cash flows
Diversifying credit exposure
Filling gaps or taking active views on sectors
Shorting or hedging index exposure
...
Aligning Charitable Giving & Life Insurance: Best Practices, Planning Techniques, and Philanthropic Benefits
Charitable giving is under great stress. he Association for Advanced Life Underwriting (AALU), the American College, and the Partnership for Philanthropic Planning (PPP) are rising to address this challenge. AALU, The American College and PPP are collaborating to set forth the best practices of using life insurance as a charitable giving tool. Life insurance is a product that can create significant philanthropic benefits, but which can also be abused. Charities often have a hard time telling which ideas and which producers are to be trusted.
You will hear from Tanya Howe Johnson, President & CEO of the PPP, Kelly Kidwell, President & CEO of Pacific Advisors and Chairman of the AALU Charitable Planning Committee, and Phil Cubeta, the Sallie B. and William B. Wallace Chair in Philanthropy at the American College....
How do alternative asset classes, tactical asset allocation strategies, and leveraged ETFs provide the protection clients want while offering the alpha they inevitably demand? What are the risks and benefits? Join Registered Rep. magazine for an online panel discussion. We’ll discuss these trends with a panel of experts and focus on:
The impact of alternative asset classes on portfolio volatility
Using managed futures products in client portfolios
How ETF’s can provide tactical exposure and hedge risk
The top giving strategies and techniques for integrative giving in today’s economy
...
Integrative Philanthropy
Times are tough, but many still support charitable interests. The types of assets and how people are giving them has changed - in fact, donors are more careful to integrate their philanthropy with their financial and estate planning. Join us as Robert F. Sharpe, Jr. and Marc D. Hoffman will describe the current philanthropic/political landscape and review the techniques of choice that donors of means are now increasingly using to optimize their giving. ...
Your ability to focus on investment management and client services is more critical than ever. Would outsourcing all or part of your technology and operations help you become more efficient and differentiate your firm? Join Registered Rep. and Advent Software to discuss different approaches to outsourcing…learn how to:
Understand the key differences between installed software, hosted and outsourced operations
Run a simple financial analysis equation to understand if your firm will see ROI from outsourcing
Find the right technology provider using a 20 point checklist
Identify the top 10 indicators to see if your firm is ready to outsource
Plus, receive A Guide for Investment Advisors - Back Office Outsourcing & Investment Reporting. This resource contains best practices, reporting insights and checklists....
This webinar has been specifically designed for the investment advisor who custodies large single-stock positions for his client. Three strategies; Covered Call Writing, Protective Puts and The Collar are fully explained. These strategies can be utilized when the client wishes to either hedge or derive income for stocks that are not part of his advisors model portfolio....
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In these tough times, marketing is key. But every advisor is doing it, and most of them parrot similar messages. To win high-net-worth clients, your message has to stand out the rest. But how? Phil Buchanan, the president of The Cannon Financial Institute, a financial advisory consultancy, will teach you how to successfully articulate your value proposition to close new business—and cement current relationships.
