With revenue slashed by the financial crisis, it's more important than ever for advisors to use technology to scale their businesses and operate more efficiently. In today's session of the Financial Advisor Webinar Series, advisors learned how to evaluate and implement practice management systems from one of the industry's leading experts, Dan Skiles, executive vice president of Shareholders Service Group.

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Actively Managing An ETF Portfolio In All Market Cycles
One major benefit of investing in ETFs is that you can participate in a sector's upside without the company-specific risk of individual stocks. While "a rising tide lifts all boats," if you get stuck investing near a market peak, your portfolio will undoubtably suffer.

In our next webinar, you'll learn how you can identify and profit from economic cycles. Robert Stein, who is managing partner of Astor Financial LLC and this week's presenter, specializes in economics-based investing. He uses economic indicators, namely unemployment, GDP, and money flows into and out of the stock market to identify changing economic cycles. In this session, he'll share his research and discuss the potential for double-dip recession. He'll also help you identify appropriate ETFs that would be poised to benefit.

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What's the best place on the Web to learn about ETFs? What sites can you depend on for the latest on tax issues? Which economists' blogs should follow regularly? In today's session of the Financial Crisis Webinar Series, attendees learned the answers to these questions and got a sneak peak of a new practice management website for advisors called advisors4advisors.com.

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Practice Management Tips For Advisors
Times are tough for independent financial advisors. Client retention and assets under management are down, and while you want to differentiate your firm to gain the many clients being lost by other firms, you also need to keep your expenses low. You can excel in this environment while keeping expenses low by better managing your firm and embracing the right technology solutions.

In this session of the Financial Crisis Webinar Series, Dan Skiles, executive vice president of Shareholders Service Group (SSG) will explain how you can use technology to steamline your firm's processes and better serve clients while using less resources. Skiles joined SSG this year after spending eight years at Charles Schwab & Co. where he was vice president of adviser technology. Formed in 2002, Shareholders Service Group serves nearly 500 independent registered investment advisers and advisory firms around the country with brokerage services and back office support.

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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, the economy and markets may be facing more headwinds. In this week's session of The Financial Crisis Webinar Series, Art DeLorenzo, CFP, Rick Aberman, Ph.D., and Fred Luskin, Ph. D. helped advisors create a plan for retaining and gaining clients during these difficult times. As founders of Maximize Your Talent Group LLC, a NY-based consulting firm, DeLorenzo, Aberman, and Luskin help financial advisors and other professionals identify and implement personal growth opportunities.

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Best Sites For Financial Advisor Research
As a financial advisor, you have to be knowledgeable in so many areas: financial planning, client communications and service, investment management, technology solutions, and staff and practice management to name a few. It can be overwhelming.

But we're here to help. In this session of the Financial Crisis Webinar Series, Andrew Gluck, an Internet research and marketing expert and CEO of Advisor Products, will show you what websites you should use to help you manage your practice.

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In today's session of the Financial Crisis Webinar Series, David Maxfield, coauthor of The New York Times bestseller, Influencer: The Power to Change Anything, explained how advisors can conduct crucial financial conversations with clients to drive rapid, sustainable, and measurable change in behaviors. Maxfield, who is vice president of Research at VitalSmarts, a corporate training company that has helped thousands of organizations, has found through proprietary research that advisors who master these crucial conversation skills can double their client retention rates.

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Preparing for the Worst
The The market meltdown of 2008 decimated client portfolios and advisory firm profits. After a resurgent second quarter, financial uncertainty lingers. Are you prepared for another leg down?

On Friday July 17th, you will learn skills to protect your business and bolster client relationships during the next market crisis. Whether it occurs next month or next year, you can be prepared. Fred Luskin, Ph. D., Rick Aberman, Ph.D., and Art DeLorenzo, CFP, founders of MYT Group LLC, will help you create a plan for retaining clients through turbulent times. Experts in applying Emotional Intelligence techniques in a business setting, the trio will provide you with unique ideas for managing client relationships.

Drawing on Luskin, Aberman, and DeLorenzo's collective experiences in communications, relationship management, psychotherapy, and stress management, NY-based MYT (Maximize Your Talent) helps advisors implement personal growth opportunities. Their work has been featured in The Wall Street Journal, The New York Times, Los Angeles Times, and Chicago Tribune, as well as TV and radio programs.

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