Login Home    Site Map    Contact Us

Marketing Solutions For Financial Professionals™
Webinar FAQ

Upcoming Webinars

07/10/2009 - Crucial Financial Conversations With Clients

CE Credit Eligible
At this session of the Financial Crisis Webinar Series, bestselling author and acclaimed speaker David Maxfield will talk 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, Maxfield has taught at Stanford University and the Marriott School of Management at Brigham Young University. He is the recipient of the Motorola University’s Distinguished Teaching Award and Stanford University’s Dean’s Award for Innovative Industrial Education.

07/17/2009 - Preparing For The Worst: Will You Know What To Do If The Market Drops Again?


Replay Past Webinars

DateTitlePresenterCompanyView ReplayDownload SlidesCE Credit
6/26/2009 What To Tell Investors Now: Speaking With Clients And Prospects About The Bear Market Max BolkaMaxBolka.com
6/19/2009 Mission Possible: The Link Between Operational Efficiency And Human Capital Mark TibergienPershing Advisor Solutions, LLC
6/12/2009 Restoring Investor Confidence Brian StimpflTD AMERITRADE Institutional No Replay Available
6/5/2009 Advisors Using Social Networking Successfully Richard J. Krasney
Bill Winterberg
RJK Wealth Management, LLC
FP Pad
5/29/2009 Advanced Marketing For Advisors Andrew GluckAdvisor Products
5/22/2009 Life Planning And The Financial Crisis George KinderKinder Institute of Life Planning
5/15/2009 Investment Tax Management: Turn Clients' Biggest Expense Into An Opportunity Dean MioliSEI Advisor Network
5/8/2009 Twitter For Advisors Andrew GluckAdvisor Products
5/1/2009 Using LinkedIn To Attract New Clients John ComerComer Consulting
4/24/2009 Increasing Operational Efficiency Peter Kaplan
Bruce Moulton
Financial Productivity Group
Moulton Strategic Partners
4/17/2009 Google AdWords For Advisors Howie JacobsonAdWords For Dummies
4/10/2009 After The Fall: Asset Allocation And Rebalancing Craig Israelsen, Ph.D.7Twelve Portfolio
4/3/2009 Compliance Issues Posed By LinkedIn, Blogs, And Social Networking Brian HamburgerMarketCounsel
3/27/2009 Hand-Picking Prospects Using LinkedIn® John ComerComer Consulting LLC
3/20/2009 Client Retention And Growth In Tough Times Jerry LezynskiSEI Investments
3/13/2009 How To Perform Due Diligence On Alternative Investments And Provide Transparency To Your Clients Jason ScharfmanCorgentum Consulting, LLC
3/6/2009 Overwhelmed By The Crisis? How To Manage Yourself And Your Clients Sharon HooverCoachingWorks
2/27/2009 Asset Protection Planning Gideon RothschildMoses & Singer, LLP
2/20/2009 Mutual Funds Are Bought, Not Sold: Winning In An Investor-Centric World Don PhillipsMorningstar, Inc
2/13/2009 Advanced Research Techniques For Advisors Sam RichterActiFi, Inc.
2/6/2009 Systematically Address Financial Personality To Remake Your Firm Amid The Crisis Hugh MassieFinancial DNA Resources
1/30/2009 What Clients Expect From Advisors: Findings From A Client Advisory Board Facilitator Bruce PetersCABHQ
1/23/2009 Investing In ETFs During The Crisis Kevin MahnSmartGrowth Mutual Funds
1/16/2009 10 Steps To Recover From The Market Cataclysm Mark TibergienPershing Advisor Solutions, LLC
1/9/2009 Capitalizing On Financial Planning Opportunities / An Honest And Authentic Approach To Professional Selling Linda Strachan
Scott Farnsworth
EISI
Sunbridge Legacy Network
12/12/2008 Rational Expectations In Uncertain Markets Fran KinniryThe Vanguard Group
12/5/2008 Opportunity And Risk In Fixed Income Securities Michael McGonigleT. Rowe Price Group, Inc.
11/21/2008 Client Communications And Financial Planning Amid Economic Uncertainty David Lawrence
Bob Curtis
The Efficient Practice, LLC
PIE Technologies
11/14/2008 Expect The Unexpected: Being Prepared For Extreme Markets David LoeperFinanceware, Inc.
11/14/2008 Understanding The Financial Crisis And Protecting Clients Tom ConnellyVersant Capital Management
11/7/2008 Post-Bubble Investing William BengenAuthor and Financial Planner
11/7/2008 Distressed Investment Opportunities For 2009 Gregory BrousseauCentral Park Group, LLC
10/31/2008 Understanding The Credit Crisis Michael KitcesPinnacle Advisory Group
10/31/2008 Thriving On CHAOS: 5 Steps For Growing Your Business In A Difficult Market Frank MaselliThe Frank Maselli Company
10/17/2008 The 2008 Credit Crisis And Financial Meltdown Bob VeresInside Information No Replay Available
10/17/2008 The Four Rs: A Process For Making Wise Decisions In Troubled Times Spencer SegalActiFi, Inc. No Replay Available
10/10/2008 Communicating With Clients And Prospects During The Financial Crisis Andrew Gluck
Bruce Schneider
Duncan MacPherson
Advisor Products, Inc.
iPEC Coaching
Pareto Systems
No Replay Available

FAQs

What is the Financial Crisis Webinar Series?

The Financial Crisis Webinar Series is a free weekly webinar presentation that addresses key issues affecting financial advisors and financial planners during the global economic crisis. Advisor Products began hosting the Financial Crisis Webinar Series in October 2008 as a way to support the financial advisor community during a difficult juncture for the industry.

As the global economic troubles cut advisory firms' assets under management revenues in half and clients were scared, our experts presented techniques to help advisors stop losing business and even gain market share from the competition. In short, the Financial Crisis Webinar Series has helped financial advisors survive and thrive during the financial crisis.

Is there a cost to attending the financial advisor online seminars?
No. There is no charge for attending the Financial Crisis Webinar Series.
How can I receive continuing education credit for attending live sessions of the Financial Crisis Webinar Series?
If you are a CFP, registered with the CFP Board of Standards, your only need to register and attend the webinar, and enter your CFP Board ID number in the post-webinar survey. We will submit the attendee list electronically to the CFP Board.
Can non-CFPs receive continuing education credit for attending live sessions of the Advisor Products’ Advisor Webinar Series?
Currently, we can only process continuing education credit on your behalf from the CFP Board of Standards. If you would like credit from other organizations, you can view the replays and a letter will be generated for you. You can then use that letter to pursue credit on your own.
Do I have to attend for the full hour in order to receive continuing education credit?
You must attend at least 50 minutes of the one-hour webinar, in order to receive CE credit.
Can I receive continuing education credit for viewing replays of past webinars?
Yes. You can now receive credit for viewing the webinar replays. Simply click on the replay button for a session that is CE eligible, register with Advisor Products, view the video replay, and click on the link that appears during the video. You can then print the letter and submit it for credit from your respective organization(s).
Can we download presentation slides before the presentation?
Yes. As soon as slides are available, we will post them to this page.
How can I obtain the CE letters for all the replays that I’ve previously viewed?
You can obtain letters for all credit-eligible webinar replays you've watched in entirety by clicking the links in your profile.
Can I become a speaker or suggest a speaker?
Suggest a speaker or become a speaker, please email agluck@advisorproducts.com.

Enjoying these webinars? Give us feedback by commenting on our webinar blog at AdvisorBlogCentral.