Knowing the right information about your clients and prospects can help you better connect and identify with them, and lead to stronger relationships. In our September 25 session of the Financial Advisor Webinar Series, Sam Richter, award-winning and top-selling author and SVP/Chief Marketing Officer at Actifi, shared his best tips for searching the web to find information on your clients on prospects. Attendees gave the session rave reviews, as they picked up tips that only the best marketing pros know.
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A New Model For Life Planning
Life planning increases client trust, commitment, satisfaction, cooperation, retention, and referrals, according to research published by the Financial Planning Association.
But how can your firm offer this holistic, client-centered approach to financial planning?
This presentation shows you how. You'll also learn how life planning aligns your firm with the Practice Standards established by the CFP Board of Standards.
For 15 years Carol Anderson has specialized in retirement preparation, productive aging, financial education, and life planning. As president and CEO of Money Quotient®, she has trained advisors in a values-based, life-centered approach to financial planning.

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Congress and the Obama administration have made it clear that regulatory reform is coming for financial advisors. Whether you are currently a fiduciary or not, this will have major implications on your business. In today's session of the Financial Advisor Webinar Series, Blaine Aikin, president and CEO of fi360, discussed ideas that are being proposed and what they would mean for RIA, brokers, registered reps, and your clients.

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Using Relationship Intelligence To Grow Your Business
Relationship Intelligence is the key to a successful prospect call, and an exceptional way to provide value to existing clients. When you know more about the other person, you're better able to relate on a personal level, build more meaningful connections, tailor your offerings, and ensure relevancy. In this webinar, you'll discover Web search secrets even the pros don't know. From Google search tricks to free premium databases; from the "Invisible Web" to leveraging social media as an "intelligence agent," you'll learn how to quickly find the information you need to make a big-time impression with any prospect, and build deeper relationships with any client.

Sam Richter, SVP/Chief Marketing Officer at ActiFi, is an award-winning and top selling author, and as creator of the Know More! sales training program, an internationally sought-after speaker. Sam has won numerous marketing awards including Best of Show and Gold awards from various advertising/public relations/and online marketing associations, multiple WEBBY Awards for best Web site development, and a Codie Award—the "Oscars" of the software industry. Sam was formerly president of a national business research firm, is a member of the Business Journal's Forty Under 40, and he was a finalist for Inc. Magazine's Entrepreneur of the Year.

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The number of Exchange-Traded Products (ETPs) continues to expand, with more than 600 trading on U.S. exchanges and 500 more in SEC registration. In today's webinar, Richard Ferri, CFA, of Portfolio Solutions LLC, an investment management firm based in Troy, MI., explained all things ETPs. He discussed what's new in ETPs and ETFs, how actively managed ETPs differ from index-based products, and how certain products can leave you short. This session was widely acclaimed by attendees and covered both beginning and advanced material.
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Regulatory Reform: Will You Be A Fiduciary?
Regulatory reform is coming for financial advisors. SEC Chair Mary Shapiro has said the agency anticipates "harmonizing investment advisor and broker dealer obligations." And in a June 17, 2009 white paper, the Obama Administration proposed requiring a fiduciary standard of care for brokers, a move initially applauded by the Financial Planning Coalition, but which risks "watering down" the fiduciary standard.
What can you expect in coming years? Will your regulatory compliance costs go up? Will being a fiduciary mean less than before? How will fee-only RIA's be able to differentiate themselves from fiduciary brokers who also accept commissions? If you are a broker, will you even be able to accept commissions? How will this affect your fiduciary responsibility?
Blaine Aikin, president and CEO of fi360, which provides training, tools, and resources to promote fiduciary responsibility and improve the decision making processes of investment fiduciaries, will answer these questions and more.

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