If you have not lined up tools and talking points for discussing Roth IRA conversions with your clients, some other advisor could seize the opportunity. That's the warning given by Ben Norquist of president of Convergent Retirement Plan Solutions LLC, at today's session of the Financial Advisor Webinar Series.

Norquist, whose company helps many of the nation’s leading financial organizations with retirement plan training, compliance, and business development, explained how advisors can best assist clients and prospects in converting their traditional IRAs to Roth IRAs once the income ceiling on the conversions is lifted in 2010. Attendees at this webinar learned about:

• Three key factors to focus on to make it easier for clients to decide if conversion makes sense for them
• A web-based tool for illustrating different conversion scenarios
• Why partial conversions make sense in many situations
• Why conversion makes the most sense for ultra-high net worth individuals 
• How to differentiate your analysis from salesmanship

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Best Practices In Outsourcing Portfolio Reporting
In next week's webinar, the last one of 2009, Mike Lobosco of Advent Software will speak about outsourcing portfolio reporting responsibilities to save you time to focus on your clients.

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While we normally try to avoid product pitches at the Financial Advisor Webinar Series, presenters at today's session on secure hardware for financial advisors were asked to talk about their products because that was the best way to tackle a topic so far afield from wealth management. And since last week's session explained the new liabilities that advisors now face if they don't keep their client's personal information secure, we needed to show advisors where they can find systems to help them improve security. Judging from the attendee comments, the change of approach worked just fine. The three presenters each had a different security solution for advisors, but advisory firms probably need all three to begin to create a secure environment for client data.

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