Advisor Products Inc. - Financial Advisor Webinar Series

Marketing Solutions For Financial Professionals^TM

Upcoming Webinars

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Replay Past Webinars

Date	Title	Presenter	Company	View Replay
1/11/2013	How Can An RIA Profitably Offer SRI Portfolios	Steven Schueth	First Affirmative Financial Network
1/8/2013	Monthly Economic Update And Investment Outlook for January 2013	Fritz Meyer	Fritz Meyer POV
12/14/2012	Policies Combining Life Insurance With Long-Term Care Insurance: The Good And Bad	John Ryan	FinaMetrica
12/11/2012	Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2012	Fritz Meyer	Fritz Meyer POV
12/7/2012	10 Common Questions About Taxation Now	Robert S. Keebler	Keebler & Associates, LLP.
11/30/2012	Assessing Your Clients' Tolerance For Investment Risk	Geoff Davey	FinaMetrica
11/19/2012	Keebler’s Top 10 IRA Strategies Update & Drawdown Techniques	Robert S. Keebler	Keebler & Associates, LLP.
11/13/2012	Monthly Economic Update And Investment Outlook From Fritz Meyer For November 2012	Fritz Meyer	Fritz Meyer POV
11/9/2012	Portfolio Design, Asset-Class Performance And Correlations And Rebalancing	Craig Israelsen	The 7Twelve Portfolio
10/26/2012	Three Requirements For Advisors To Make Money And Technology To Support It	Rodney Brim	Performance Solutions Technology, LLC
10/19/2012	Rebalancing Software For RIAs: Vendors, Benefits & Capabilities	Reid Stone	http://www.advisoryquest.com/index.html
10/12/2012	Trust Topics And Trends For Financial Advisors	Gideon Rothschild	MOSES & SINGER LLP
10/9/2012	Monthly Economic Update And Investment Outlook From Fritz Meyer For October 2012	Fritz Meyer	Fritz Meyer POV
10/5/2012	3Q Tax Developments & Securities Transactions	Robert S. Keebler	Keebler & Associates, LLP.
9/28/2012	RIA Compensation Models In An Era Of Fee Compression	Advisor Panel
9/21/2012	Enter Into Social Media Marketing With Confidence	Chris Winn	AdvisorAssist
9/14/2012	Retirement Income With Systematic Withdrawals And Immediate Annuities	Wade Pfau
9/11/2012	Monthly Economic Update And Investment Outlook From Fritz Meyer For September 2012	Fritz Meyer	Fritz Meyer POV
9/7/2012	Year End Income Tax Planning	Robert S. Keebler	Robert S. Keebler
8/14/2012	Monthly Economic Update And Investment Outlook From Fritz Meyer For August 2012	Fritz Meyer	Fritz Meyer POV
8/3/2012	Understanding The 3.8% Excise Tax	Robert S. Keebler	Keebler & Associates, LLP.
7/27/2012	How An RIA Garnered $110 Million AUM In Two Years Using Mindmaps	Robert K. O'Dell	Wheaton Wealth Partners
7/13/2012	How Can Fiduciaries Protect Clients From Overpaying For Life Insurance?	Barry Flagg	Veralytic Inc.
7/10/2012	Monthly Economic Update And Investment Outlook From Fritz Meyer For July 2012	Fritz Meyer	Fritz Meyer POV
7/6/2012	Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update	Robert S. Keebler	Keebler & Associates, LLP.
6/29/2012	Where Has The Financial Advice Profession Gone Wrong?	Ric Edelman	Edelman Financial Services
6/22/2012	Tax Strategies For Business Owners	Robert S. Keebler	Keebler & Associates, LLP.
6/15/2012	Indexing Approach Generated Excess Annual Return Of 3%; How To Use Income ETFs In Goal Planning	Anthony Davidow	Guggenheim Investments
6/8/2012	Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012	Fritz Meyer	Fritz Meyer POV
6/1/2012	The Answer For Today’s RIAs Is Active Management, Says Successful RIA-Owner Ken Solow	Ken Solow	Pinnacle Advisory Group, Inc.
5/18/2012	The Rise And Fall Of The 4% Withdrawal Rate Rule On Retirement Portfolios	Wade Pfau	Retirement Income Industry Association
5/11/2012	Taxation Of Securities Transactions	Robert S. Keebler	Keebler & Associates, LLP.
5/8/2012	Monthly Economic Update And Investment Outlook From Fritz Meyer For May 2012	Fritz Meyer	Fritz Meyer POV
5/4/2012	How Do Financial Advisors Compete In A World In Which Megatrends Can Make Your Head Explode?	Dennis Stearns	Stearns Financial Services Group
4/27/2012	Candidate For President Of The United States, Economist Laurence Kotlikoff	Laurence Kotlikoff	Americans Elect Party
4/20/2012	Practical Tips For RIAs To Move To The Cloud Compliantly	Christopher Winn	AdvisorAssist, LLC
4/13/2012	Minimizing Taxation Of Incentive Stock Options And Non-Qualified Stock Options	Robert S. Keebler	Keebler & Associates, LLP.
4/10/2012	Monthly Economic Update And Investment Outlook From Fritz Meyer For April 2012	Fritz Meyer	Fritz Meyer POV
3/30/2012	Cloud Computing For RIAs: Compliance Tips And Practical Considerations When Moving Client Records	Christopher Winn	AdvisorAssist, LLC
3/23/2012	Gresham's Model For A Healthy Relationship With Money	Dr. Mary Gresham	www.doctorgresham.com
3/16/2012	Time Management For Investment Advisors	Doug Carter	Carter International Training & Development Company, Inc.
3/13/2012	Monthly Economic Update And Investment Outlook From Fritz Meyer For March 2012	Fritz Meyer	Fritz Meyer POV
3/9/2012	Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals	Robert S. Keebler	Keebler & Associates, LLP.
3/2/2012	The Retirement Income Industry Association And RMA Designation: What Does It Mean To Financial Advice Professionals?	Francois Gadenne	Retirement Income Industry Association
2/24/2012	Awareness, Stickiness And Leads: How RIAs Can Use Social Media Compliantly	Christopher Winn	AdvisorAssist, LLC
2/17/2012	Rigged Money: Asset Classes Now Overlap And Their Diversification Is A Myth	Lee Munson	Portfolio LLC
2/14/2012	Monthly Economic Update And Investment Outlook From Fritz Meyer For February 2012	Fritz Meyer	Fritz Meyer POV
2/10/2012	Assessing Major Risks To Retirement Plans	Doug Carey	http://mywealthtrace.com
2/3/2012	Income & Estate Tax Strategies For The Year	Robert S. Keebler	Keebler & Associates, LLP.
1/27/2012	How Wealth Managers Can Use Social Media To Boost Search Engine Rankings	CaroleAnne Hardy	Advisor Products, Inc.
1/20/2012	Life Settlements: Understanding The Process, Avoiding The Pitfalls	Glenn Daily	Fee-Only Insurance Consulting
1/13/2012	The 2012 401(k) Opportunity For Advisors: What's Changed, Why Now	Apollo Lupescu	Dimensional Fund Advisors
1/10/2012	Monthly Economic Update And Investment Outlook From Fritz Meyer For January 2011	Fritz Meyer	Fritz Meyer POV
1/6/2012	2012 Compliance Priorities For RIAs	Christopher Winn	AdvisorAssist, LLC
12/13/2011	Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2011	Fritz Meyer	Fritz Meyer POV
12/9/2011	Best Practices In Document Management	Jon Clark	Cabinet NG
12/2/2011	Increasing Credibility With Clients	Doug Carter	Carter International Training & Development Company, Inc.
11/18/2011	Monitoring And Managing Retirement Income Portfolios Professionally	Jack Sharry	LifeYield, LLC.
11/8/2011	Monthly Economic Update And Investment Outlook From Fritz Meyer For November 2011	Fritz Meyer	Fritz Meyer POV
11/1/2011	Adding Clients And Streamlining Processes In 2012	John Anderson	SEI Advisor Network.
10/28/2011	Year-End Tax Planning For Financial Advisors	Robert S. Keebler	Keebler & Associates, LLP.
10/21/2011	Delivering And Monetizing Financial Advice Online	Kevin Condon	myfinancialadvice.com
10/14/2011	A New Credential For Investment Fiduciaries From A Founding Father Of The Fiduciary Movement	Don Trone	3Ethos
10/11/2011	Fritz Meyer's Economic Update And Investment Outlook For October 2011	Fritz Meyer	Fritz Meyer POV
10/7/2011	Establishing Hiring Practices At Advisory Firms	Andrea Schlapia	Ironstone Communicatgions, Inc.
9/23/2011	Scott Martin On How To Use Google Analytics To See How Your Website Is Helping You	Scott Martin	Advisors4Advisors
9/16/2011	Letting Prospects Sell Themselves	Doug Carter	Carter International Training & Development Company, Inc.
9/15/2011	Target Date Funds Have Lost Their Luster. What Should Fiduciaries Do?	Ronald J. Surz	Advisors4Advisors
9/13/2011	September 2011 Economy Update From Fritz Meyer	Fritz Meyer	Fritz Meyer POV
9/9/2011	Introduction To Tax-Efficient Investing (Part 1)	Robert S. Keebler	Keebler & Associates, LLP.
8/12/2011	The Switch Is On Again For RIAs	Tammy Emsick	RIA Compliance Consultants, Inc.
8/9/2011	August 2011 Economy Update From Fritz Meyer	Fritz Meyer	Fritz Meyer POV
8/5/2011	Study: Long-Term Bond Fund Investors Perform Better Than Expected In A Period Of Rising Rates	Andrew D. Martin	7Twelve Advisors, LLC
7/29/2011	Harold Evensky On What’s New In Wealth Management	Harold Evensky	Evensky & Katz
7/22/2011	Should FINRA Be The SRO For RIAs?	David T. Bellaire, Esq. Dale Brown	Financial Services Institute
7/12/2011	July 2011 Fritz Meyer Economy Update	Fritz Meyer	Fritz Meyer POV
7/8/2011	How Advisors Can Use Niches In Marketing	Josh Patrick	Stage 2 Business Solutions	No Replay Available
6/17/2011	Estate And Financial Planning Client Intake: A Streamlined Values-Based Approach	Mark Colgan	Plan Your Legacy, LLC
6/10/2011	An Updated Approach To Goal-Driven Investing	Andrew Rudd	Advisor Software Inc.
6/7/2011	June 2011 Economy Update From Fritz Meyer	Fritz Meyer	Fritz Meyer POV
6/3/2011	How Financial Advisors Can Create Video Demos Marketing Their Services	Daniel Park	dappertext LLC
5/20/2011	Oil, Gold, And Portfolio Design	Praveen Ghanta	HiddenLevers
5/13/2011	Crucial Concepts In Prudent Asset Allocation	Ron Surz	PPCA Inc.
5/10/2011	May 2011 Economy Update From Fritz Meyer	Fritz Meyer	Fritz Meyer POV
5/6/2011	Don't Get Sued When Going Independent	Scott Matasar	Calfee, Halter & Griswold LLP
4/29/2011	Operational Technology Tips For Advisors	Brian Edelman	Financial Computer Services
4/15/2011	April 2011 Economy Update With Fritz Meyer	Fritz Meyer	Fritz Meyer POV
4/8/2011	Building a Better Balanced Portfolio	Craig Israelsen, Ph.D.	7Twelve Portfolio
4/1/2011	Crucial Considerations Before Leaving A Wirehouse	Ryan Shanks	Finetooth Consulting
3/25/2011	Industry Trends Affecting RIAs	Julie Cooling	RIA Database
3/18/2011	Japan's Disaster, Saudi Revolution, And Other Scenarios: Forecasting Their Effects On Portfolios	Raj Udeshi	HiddenLevers
3/11/2011	Employment Law & Social Media: What Advisory Firm Owners Need To Know	Carmelo Grimaldi	Meltzer, Lippe, Goldstein & Breitstone, LLP
3/4/2011	10 Tax-Efficient Strategies For Advisors To High-Net-Worth Investors	Robert Keebler	Keebler and Associates, LLP
2/25/2011	Success Factors Driving Top Advisory Firms	Stephanie Bogan	Quantuvis Consulting
2/18/2011	Modern Portfolio Theory Is Alive And Well And Here's How To Use It Right Now	Fritz Meyer	Fritz Meyer POV
2/11/2011	The History Of Manager Due Diligence And Where We Went Wrong	Ron Surz	PPCA Inc.
2/4/2011	Helping Business Owners Plan Their Exit Strategy	Josh Patrick	Stage 2 Business Solutions
1/28/2011	New Law Means Advisors Must Battle Client Indifference To Estate Planning	Randy Fox	InKnowVision, LLC
1/21/2011	Generating Referrals Perpetually	Julie Littlechild Stephen Wershing, CFP	Advisor Impact The Client Driven Practice
1/14/2011	How Financial Advisors Can Optimize For Local Listings In Search Engines	Alicia Falcone	Advisor Products Inc.
1/7/2011	The Death Of Buy & Hold Has Been Greatly Exaggerated	Rick Ferri	Portfolio Solutions LLC
12/17/2010	2011 Compliance Planning	Bryan Hill Chris Winn	RIA Compliance Consultants AdvisorAssist
12/10/2010	Transform Your 401(k) Advice Business	Ryan Alfred	BrightScope Inc.
12/3/2010	Key State Securities Chiefs To Speak About Regulatory Overhaul Of RIAs	Linda Cena, Michael Huggs, and Andrea Seidt	NASAA
11/19/2010	The Sky Isn't The Limit, You Are! Creating New Habits For 2011	Bob Davies	High Performance Training Inc.
11/12/2010	The New Form ADV Part 2	Bryan Hill and Tammy Emsick	RIA Compliance Consultants
11/5/2010	Art And Collectibles Planning For High-Net-Worth Families	Randy Fox	InKnowVision, LLC
10/29/2010	An Advisor’s Personal Story Of Loss And How It Inspired A New Approach To Estate Planning	Mark Colgan	Plan Your Legacy, LLC
10/22/2010	Asset Protection Using Domestic Trusts	Gideon Rothschild	Moses & Singer LLP
10/15/2010	Improve Returns With Liquid Alternative Investments	Vern Sumnicht	iSectors LLC
10/8/2010	Creating Financial Plans Based On Economic Scenarios	Mark Kritzman	Windham Global Solutions
10/1/2010	Year-End Tax Moves For 2010	Sheryl Rowling	Total Rebalance Expert
9/24/2010	Managing Email Overload: Tips From An Email Best-Practices Consultant	Tom Gibson	Slipstream Advantage Group
9/16/2010	Cost-Effective Rebalancing To Improve After-Tax Returns & Client Satisfaction	Sheryl Rowling	Total Rebalance Expert
9/9/2010	Sin Stocks May Be A Blessing In A Difficult Market	K.C. Ma, Ph.D. Jeff Middleswart	Vice Fund	No Replay Available
8/27/2010	Rise Up From The Financial Crisis & Reclaim Your Power!	Susan Bagyura	"The Visionary Leader"
8/20/2010	The 10-Year Exit Plan: Controlling Your Future	David Grau, Sr.	FP Transitions
8/19/2010	Portfolio Accounting & Performance Reporting Using BOSS—A PortfolioCenter Service Bureau	Michael Kelly	Back Office Support Service
8/13/2010	Continuity Planning For Advisors	Chris Winn	Advisor Assist
8/6/2010	Collaborating With Estate Planning Attorneys	Rick Randall	National Network of Estate Planning Attorneys
7/30/2010	Lock In Loyalty And Build Your Business with Continuous Client Service	John Anderson	SEI Advisor Network
7/23/2010	What Is Your Firm Really Worth? Mark Hurley Shares The Ugly Truth	Mark Hurley	Fiduciary Network LLC
7/16/2010	Time Management For Advisors	Diane MacPhee	DMAC Consulting Services
7/15/2010	A Low-Cost Portfolio Reporting Solution For Independent Advisors	Rob Major	AssetBook
7/9/2010	Compliant Social Media Marketing For Advisors	Andrew Gluck Chris Winn	Advisors4Advisors AdvisorAssist
6/25/2010	Conducting 401(k) Vendor Searches For Small Plan Sponsors	Charles Epstein	The 401k Coach Program
6/18/2010	Data Security Product Recommendations	Brian Edelman	Financial Computer Services
6/17/2010	Setting Up A New Advisory Firm	Bill Winterberg	FP Pad
6/11/2010	Roth IRA: Beyond The Basics	Bob Keebler	Baker Tilly Virchow Krause, LLP
6/4/2010	Appointing A Trust Protector To Improve Estate Plans	Rick Randall	National Network of Estate Planning Attorneys
5/21/2010	Successful Marketing For Financial Advisors	John Anderson	SEI Advisor Network
5/20/2010	Financial Planning Outsourcing To Deepen Client Relationships	Kristen M. Jankowski	Financial Planning Outsource Services LLC
5/14/2010	Deeper Client Connections Through The Power Of Story	Scott Farnsworth	Sunbridge Legacy Network
5/7/2010	Financial Services Reform Update	Duane Thompson	Potomac Strategies LLC
4/30/2010	Four Problems Plaguing Advisors And The Solutions	Diane MacPhee	DMAC Consulting Services
4/23/2010	Trends In Family Offices And Multi-Family Offices	Bob Casey	The Family Wealth Alliance
4/16/2010	Advisor Compliance Update	Chris Winn	Advisor Assist
4/15/2010	Document Management For New RIAs	Joanne Day	Trumpet Inc.
4/9/2010	Managing Portfolio Risk With Stock Collars	Thomas Schwab	Summit Portfolio Advisors, LLC
4/2/2010	Secure Solutions To Protect Clients & Advisors From New Privacy Laws	Brian Edelman	Financial Computer Services
3/26/2010	Eight Strategic Steps To Grow Your Advisory Firm	George Tamer	TD AMERITRADE Institutional
3/19/2010	How To Talk To Clients In A Post-Crisis World	Mitch Anthony	Advisor Insights Inc.
3/18/2010	Setting Up Technology Systems At A New RIA	Brian Edelman	Financial Computer Services
3/12/2010	Social Network Investing And Financial Advisors	Rikki Tahta Eric Esterkin	Covestor
3/5/2010	Tactical Asset Allocation In A Secular Bear Market	Kenneth Solow Rick Vollaro	Pinnacle Advisory Group
2/26/2010	New Opportunities For Advisors In 401(k)s	Charles Epstein	The 401k Coach Program
2/19/2010	ETFs: The Good, Bad, And Misunderstood	Gary Gastineau	ETF Consultants
2/18/2010	Peformance Reporting For New RIAs	Randy Lambert Bill Wostoupal	Orion Advisor Services
2/12/2010	A Roundup Of Leading Advisor CRM Systems	Blane Warrene	QuonWarrene
2/5/2010	Roth IRA Conversion Techniques	Bob Keebler	Baker Tilly Virchow Krause, LLP
1/29/2010	The New Estate Planning Landscape	Rick Randall	National Network of Estate Planning Attorneys
1/22/2010	What's New At Schwab Performance Technologies?	Michael Williams	Schwab Performance Technologies
1/21/2010	Evaluating RIA Business Models	Chris Winn	Advisor Assist
1/15/2010	Precious Metals: Can The Rally Continue?	William Rhind	ETF Securities Ltd.
1/8/2010	The 401(k) Upheaval And How It Affects Advisors	Mary Rowland	Advisors4Advisors
12/18/2009	Sizing Up Performance Reporting Outsourcing Solutions	Michael Lobosco	Advent Software Inc
12/17/2009	Marketing And Compliance Essentials For A New RIA	Andrew Gluck Chris Winn	Advisor Products Advisor Assist
12/11/2009	Seizing The Roth IRA Opportunity With Clients And Prospects	Ben Norquist	Convergent Retirement Plan Solutions, LLC
12/4/2009	Secure Hardware For Advisors	John Jefferies Pam Seale Joni Clark	Ironkey Inc Absolute Software Corporation Seagate Technology LLC
11/20/2009	Privacy Law, Data Security And Financial Advisors	Brendon Tavelli	Proskauer Rose LLP
11/19/2009	Roadmap To Independence	Andrew Gluck Blane Warrene Chris Winn	Advisor Products Quon Warrene Advisor Assist
11/13/2009	Going Paperless 2.0	Joanne Day	Trumpet, Inc
11/6/2009	Embedding Processes In Your CRM	Blane Warrene	Advisors4Advisors
10/30/2009	2010 Compliance Planning For RIAs	Chris Winn	AdvisorAssist
10/23/2009	Using Client Feedback To Drive Referrals	Julie Littlechild	Advisor Impact
10/16/2009	2010 Business Planning	Scott Cohen	Focus Partners, LLC
10/14/2009	Compliance, Operations, And Marketing For Advisors Going Independent	Andrew Gluck Blane Warrene Chris Winn	Advisor Products Quon Warrene Advisor Assist
10/9/2009	One Year After The Global Financial Crisis: What Happened and What's Ahead	Don Phillips Fran Kinniry	Morningstar, Inc The Vanguard Group
10/2/2009	A New Model For Life Planning	Carol Anderson	Money Quotient
9/25/2009	Researching Your Prospects On The Web	Sam Richter	ActiFi, Inc.
9/18/2009	Regulatory Reform: Will You Be A Fiduciary?	Blaine Aikin	Fiduciary360, LLC
9/11/2009	Navigating The Maze Of Exchange-Traded Products	Rick Ferri	Portfolio Solutions LLC
8/28/2009	Advisor Self-Care: A Primer And Check-up	Ed Jacobson, Ph.D.	Edward A. Jacobson Associates
8/21/2009	Aligning Service Levels With Your Client Base	Scott Cohen	Focus Partners, LLC
8/14/2009	Serving Middle Income Clients	Kevin Condon	MyFinancialAdvice, Inc.
8/7/2009	Actively Managing An ETF Portfolio	Robert Stein	Astor Financial LLC
7/31/2009	Leveraging Technology In Your Firm	Dan Skiles	Shareholders Service Group
7/24/2009	Best Sites For Financial Advisors	Andrew Gluck	Advisor Products
7/17/2009	Preparing For The Worst: Managing Your Clients In A Bear Market	Frederic Luskin, Ph.D. Rick Aberman, Ph.D. Art DeLorenzo	Maximize Your Talent Group LLC
7/10/2009	Crucial Financial Conversations With Clients	David Maxfield	VitalSmarts
6/26/2009	What To Tell Investors Now: Speaking With Clients And Prospects About The Bear Market	Max Bolka	MaxBolka.com
6/19/2009	Mission Possible: The Link Between Operational Efficiency And Human Capital	Mark Tibergien	Pershing Advisor Solutions, LLC
6/12/2009	Restoring Investor Confidence	Brian Stimpfl	TD AMERITRADE Institutional
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 Gluck	Advisor Products
5/22/2009	Life Planning And The Financial Crisis	George Kinder	Kinder Institute of Life Planning
5/15/2009	Investment Tax Management: Turn Clients' Biggest Expense Into An Opportunity	Dean Mioli	SEI Advisor Network
5/8/2009	Twitter For Advisors	Andrew Gluck	Advisor Products
5/1/2009	Using LinkedIn To Attract New Clients	John Comer	Comer 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 Jacobson	AdWords 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 Hamburger	MarketCounsel
3/27/2009	Hand-Picking Prospects Using LinkedIn®	John Comer	Comer Consulting LLC
3/20/2009	Client Retention And Growth In Tough Times	Jerry Lezynski	SEI Investments
3/13/2009	How To Perform Due Diligence On Alternative Investments And Provide Transparency To Your Clients	Jason Scharfman	Corgentum Consulting, LLC
3/6/2009	Overwhelmed By The Crisis? How To Manage Yourself And Your Clients	Sharon Hoover	CoachingWorks
2/27/2009	Asset Protection Planning	Gideon Rothschild	Moses & Singer, LLP
2/20/2009	Mutual Funds Are Bought, Not Sold: Winning In An Investor-Centric World	Don Phillips	Morningstar, Inc
2/13/2009	Advanced Research Techniques For Advisors	Sam Richter	ActiFi, Inc.
2/6/2009	Systematically Address Financial Personality To Remake Your Firm Amid The Crisis	Hugh Massie	Financial DNA Resources
1/30/2009	What Clients Expect From Advisors: Findings From A Client Advisory Board Facilitator	Bruce Peters	CABHQ
1/23/2009	Investing In ETFs During The Crisis	Kevin Mahn	SmartGrowth Mutual Funds
1/16/2009	10 Steps To Recover From The Market Cataclysm	Mark Tibergien	Pershing Advisor Solutions, LLC
1/9/2009	Capitalizing On Financial Planning Opportunities	Linda Strachan Scott Farnsworth	EISI Sunbridge Legacy Network
12/12/2008	Rational Expectations In Uncertain Markets	Fran Kinniry	The Vanguard Group
12/5/2008	Opportunity And Risk In Fixed Income Securities	Michael McGonigle	T. 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	Understanding The Global Crisis And How It Affects Financial Planning	David Loeper Tom Connelly	Financeware, Inc. Versant Capital Management
11/7/2008	Two Experts On Investing Now: Cautious And Optimistic	William Bengen Gregory Brousseau	Author and Financial Planner Central Park Group, LLC
10/31/2008	Growing Your Practice And Managing Portfolios In Turbulent Times	Michael Kitces Frank Maselli	Pinnacle Advisory Group The Frank Maselli Company	No Replay Available
10/17/2008	Communicating And Winning New Business In A Challenging Time	Bob Veres Spencer Segal	Inside Information ActiFi, Inc.
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 Advisor Webinar Series?

The Financial Advisor Webinar Series is a free one-hour weekly webinar presentation that addresses key issues affecting financial advisors and financial planners. Sessions are every Friday at 4pm Eastern Time. Advisor Products began hosting the Financial Advisor Webinar Series in October 2008 as a way to support the financial advisor community during a difficult juncture for the industry. Our webinars address investing, business management, marketing, client communication, and social networking topics for advisors.

Is there a cost to attending the financial advisor online seminars?

If you are an Advisors4Advisors.com member there is no additional fee to attend the webinars. Otherwise you can subscribe to Advisors4Advisors at Advisors4Advisors.com/join.

How can I receive continuing education credit for attending live sessions of the Financial Advisor Webinar Series?

If you are a CFP® licensee, registered with the U.S. 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. To receive CE credit from the Investment Management Consultants AssociationSM (IMCA®), you must attend an eligible webinar and mail or fax to IMCA its CE Form.

If I did not complete the post-webinar survey at the end of the live webinar session, how do I receive CFP CE credit?

If you attended a CE-eligible live webinar session for at least 50 minutes, but did not complete the post-webinar survey, please email webinars@advisorproducts.com with the date of the webinar, your full name as registered with the CFP Board of Standards, and your CFP ID number. Upon verifying your attendance, we add your information to the attendee list and submit it to the CFP Board for processing.

Can non-CFPs receive continuing education credit for attending live sessions of the Financial Advisor Webinar Series?

Currently, we are pre-approving certain webinars for credit with the CFP Board of Standards and the Investment Management Consultants Association SM. We can only process continuing education credit on your behalf from the CFP Board of Standards. For IMCA credit, you'll need to complete and submit this form to IMCA. If you would like credit from other organizations, you can use the "Thank You for Attending" email to pursue credit on your own. This email is sent out shortly after each webinar. Presenting this email, along with the presentation slides, is often sufficient to receive credit from other accrediting organizations.

How can I receive continuing education credit for viewing on-demand replays of the Financial Advisor Webinar Series?

CE credit for webinar replays is only available on Advisors4Advisors.com. CFP®s can receive credit after viewing a replay, passing a brief quiz, and self-reporting the results to the CFP Board (www.cfp.net). Certified Investment Management AnalystsSM (CIMA®), Certified Private Wealth AdvisorsSM (CPWA®) and Certified Investment Management ConsultantsSM (CIMC®) will need to fax the CE Submittal Form to IMCA® after viewing each eligible webinar.

Can non-CFP®s receive continuing education credit for viewing on-demand replays of the Financial Advisor Webinar Series?

Yes. Many of our webinar replays are approved for CFP and IMCA continuing education credit. However, advisors with other accreditations may also be able to receive credit. Registered ParaplannersSM and Certified Wealth Strategists® receive credit for many of our webinars. CPAs and other professionals may be able to provide the webinar description and slides to an accrediting organization to receive CE credit.

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.

How can I obtain the CE letters for all the replays that I’ve previously viewed?

On Advisors4Advisors.com (subscribers only), you can obtain letters for all credit-eligible webinar replays you've watched in entirety by visiting the "CE Credit" tab of your A4A profile.

Can I suggest a topic or speaker?

To suggest a topic or speaker, please email agluck@advisorproducts.com.

Can I rate or give feedback on these webinars?

Yes, we would love to have your feedback. Please add your comments and ratings on Advisors4Advisors.