07/10/2009 - Crucial Financial Conversations With Clients
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?
The market fallout of 2008 caught many investors and advisors by surprise as stock portfolios were cut in half. Now, after a resurgent second quarter in 2009, many believe the worst is behind us and the economy and financial markets are recovering.
With so much bullishness in the media and investment community, are you getting complacent? Are you prepared for a major pullback in the stock market if the global recession takes a turn for the worst? Do you have a worst-case-scenario plan for your clients? How will you protect them?
In this session of The Financial Crisis Webinar Series, Fred Luskin, Ph. D. and Rick Aberman, Ph.D. will help you prepare for the next stock market slide.
Luskin and Aberman are co-founders of Maximize Your Talent Group LLC, a consulting firm that assists in emotional intelligence skill development and helps clients to identify and implement personal growth opportunities.
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.
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