Effective wealth management means more than making good investments. Protecting assets from liability is just as important. At the February 27 session of the Financial Crisis Webinar Series, Gideon Rothschild, partner at prominent New York law firm Moses & Singer LLP, discussed asset protection strategies that advisors and clients can use to shield assets from creditors, liability, or divorce. He stressed the importance of planning ahead, as trusts and other asset protection vehicles will be found invalid if created on the eve of a judgment. Therefore, for best results, these strategies should be integrated with a client's estate planning and should be developed before an imminent liability arises.
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March 6: Manage the strain of the financial crisis
As the recession deepens, clients are demanding attention and answers, while you may be feeling responsible for their losses and doubtful of your ability to give them good advice. The demands being made on you can be difficult to manage. Sharon Hoover, executive leadership coach and owner of CoachingWorks, will help you teach you how to better manage the events and people in your daily life. She’ll discuss strategies for identifying and overcoming what stands in the way of your and your clients' personal and professional success.
CFP licensees who attend this webinar are eligible for one continuing education credit. For more information on Sharon Hoover's coaching techniques, see her blog posts. 
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As the financial crisis and Wall Street scandals have destroyed investor trust, rebuilding client loyalty is a priority for financial advisors. Knowing a few key internet research techniques can help advisors build lasting client relationships and even locate new prospects. Sam Richter, chief marketing officer of ActiFi Inc., shared dozens of valuable research tips with attendees at this week's session of the Financial Crisis Webinar Series. The fast-paced session was one of the most well-received by attendees, as they learned a wide-range of research ideas including using Google search strings for more focused results and how to use free online databases to stay informed about clients and prospects.
Download Sam Richter's presentation slides

Make the right investment choices for your clients
In today's challenging investment environment, it's more important then ever to make the right investment choices for your clients. Next week at the Financial Crisis Webinar Series, Don Phillips, managing director of Morningstar, will explain what key factors to look for when choosing mutual fund investments. He will explain why funds that focus on stewardship over salesmanship have gained the largest portion of new asset inflows and why these same funds can also produce the greatest investor returns after fees. Continuing education credit will be granted to CFP attendees who attend this session.

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With the global economic crisis disrupting the financial services business, money is in motion, clients are firing brokers, and opportunities abound for independent advisors. Hugh Massie of Financial DNA Resources spoke about how RIAs can seize the moment at today's Financial Crisis Webinar Series. Massie has designed a systematic process for uncovering and addressing a client's unique financial personality traits and adapting your communication to each client. Massie's process uncovers predictable hard-wired behaviors that significantly influence financial decisions--Financial DNA. Download Hugh Massie's presentation slides.

Learn about advanced internet marketing research techniques to find out about prospects, discover niches, and uncover important tidbits about clients. Friday, February 13 at 4 p.m. EST, Sam Richter, chief marketing officer at ActiFi Inc., will show you secrets of the Web. ActiFi specializes in consulting to advisory firms about the people, process, and technology needed to run a profitable practice. Richter has more than 20 years of experience in advertising, public relations, and e-commerce. He has created  award-winning technology, sales, and marketing programs for start-up companies, and some of the world’s most famous brands.

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Advisor Products today received approval to award continuing education credits to advisors who attend weekly The Financial Crisis Webinar Series.

Many of the one-hour sessions will be eligible for one continuing education credit from the Certified Financial Planner Board of Standards. To receive CE credit, simply enter your CFP Board Number when you register. We'll submit a report confirming your attendance. 

Please register now to reserve a place at the following upcoming webinars:

• Remake Your Firm By Systematically Addressing Financial Personality Traits with Hugh Massie of Financial DNA Resources (Feb. 6)
• Advanced Internet Research Techniques For Advisors with Sam Richter of ActiFi, Inc. (Feb. 13)
• Mutual Funds Are Bought, Not Sold: Winning In An Investor-Centric World with Don Phillips of Morningstar, Inc. (Feb. 20)
• Wealth Protection Planning with Gideon Rothschild of Moses & Singer LLP (Feb. 27)
• Indentifying And Overcoming Factors Impeding Your Firm's Success with Sharon Hoover of CoachingWorks (March 6)