Actively Managing An ETF Portfolio
At a crucial time for financial markets, Rob Stein, managing partner and senior portfolio manager of Astor Asset Management, will show you how to interpret employment trends and other macroeconomic indicators to manage ETF portfolios actively.

Stein, who began his career as an economist at the Federal Reserve, will explain his unique fundamental approach to investing and show you how to profit from economic cycles.

He'll explain the role of inflation in the economy, the potential for a double-dip recession, and how you can spot another downturn before it begins.

Author of The Bull Inside The Bear (Wiley, 2009), Stein in 1994 founded Astor Financial Inc, which specializes in ETF investing. In 2008, he started ETFPort.com, a portal for the exchange traded fund community.

Register now
Download presentation slides
Download Rob Stein's 2009 Outlook Report
Download Quarterly Economic Review 

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.

View replay
Download presentation slides

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.

Register now
Download presentation slides
See all previous webinars

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.

View replay
Download presentation slides

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.

Register now

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.

View replay
Download presentation slides

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.

Register now

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.

View replay
Download presentation slides

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.

Download presentation slides
Register now

See our complete upcoming schedule of sessions

In today's session of the Financial Crisis Webinar Series, Max Bolka, an acclaimed author, speaker, and business coach to financial advisors, discussed how advisors can better communicate with clients about the bear market. Clients are worried about the future. Being proactive in letting them vent their worries, while reminding them of the importance of tried and true investment techniques will reassure them and strengthen your advisor-client relationships, said Bolka.
View replay
Download presentation slides

July 10: Reducing Client Failures
There will be no webinar session of Friday July 3. The following week, bestselling author and acclaimed speaker David Maxfield will show you how to conduct crucial conversations with clients as they come to grips with the impact of the financial crisis on their retirement. Coauthor of The New York Times bestseller, Influencer: The Power to Change Anything, Maxfield employs a proven method for driving rapid, sustainable, and measurable change in behaviors.

Register now
See webinar schedule and all past replays

Their portfolios have dropped 20% or 30% in value and the global economy is in disarray. What do you say to clients and prospects now?

You'll learn exactly what to say in this session, which covers a range of talking points including:

• Can A Government Bailout Fix Our Problems?
• Four Dangerous Words Uttered By Investors
• How To Deal With A Crisis Of Confidence
• What To Do If You're 50, 60, or 70
• What Would Warren Buffet Do?
• How Safe Is Your Money In The Bank?

Max Bolka is a 27-year veteran of the financial services business. Having been a successful advisor himself from 1982 to 2000, he now coaches advisors on sales and marketing and practice management, and speaks at industry events about these issues.

Register for today's session
Download presentation slides

In today's difficult business environment, efficiency will be a key factor in your firm's success or failure. Mark Tibergien, CEO of Pershing Advisor Solutions and one of the industry's preeminent experts on running an advisory practice, spoke in today's session of the Financial Crisis Webinar Series about strategic moves firms can implement to measure and improve efficiency and increase their profitability.

View replay
Download presentation slides
See schedule of upcoming sessions and replays of past webinars
 

The near-collapse of the American economy shattered confidence in investing and investment advisors. In today's session of the Financial Crisis Webinar Series, Brian Stimpfl, managing director of TD Ameritrade Institutional, spoke about actions that advisors can take to assure client security and restore trust. 

View replay
Download presentation slides

Three Keys To Running A Great Advisory Firm
The recent market fallout is putting clients in motion, resulting in major opportunities for top firms to gain new clients. However, many firms also won't be able to survive this painful recession. At our next session of the Financial Crisis Webinar Series, Mark Tibergien, CEO of Pershing Advisor Solutions, will show you what factors make up a great advisory firm, and steps you can take to take your business to the next level.

Register now 
Download presentation slides

At today's session of the Financial Crisis Webinar Series, attendees learned about a growing community of financial advisors who are using social networking successfully. Advisor Richard Krasney, CFP®, is specializing in philanthropic planning by leveraging his 500-plus connections on LinkedIn and 3349 followers on Twitter. Bill Winterberg, CFP®, a technology consultant to advisors, is blogging and tweeting and networking socially with hundreds of advisors daily. Krasney and Winterberg explained how advisors can get started using social networking to make themselves more visible and help with prospecting, networking, and research.
View replay
Download presentation slides

Restoring Investor Confidence
The near-collapse of the American economy shattered confidence in investing and investment advisors. How do you restore trust? This session addresses opportunities to educate investors about what's happened and what it means for the future. It touches on actions you can take to inspire confidence.

Brian Stimpfl, a managing director at TD Ameritrade Institutional, is responsible advisor advocacy and serves as TD Ameritrade Institutional's spokesman on RIA issues. A TD employee since 1993, Stimpfl in previous roles has been responsible for all advisor-facing technology, products and services, and the platform advisors use to trade and manage accounts as well as the retail-branch referral service and other advisor business development programs.

Register now
Download presentation slides
 

How can you use Google Alerts to research a niche market? How can you locate prospects on LinkedIn? What can you do to help clients focus on their long-term goals rather than short-term investment performance? Have you ever issued a press release through an Internet news distribution service?
In today's session of the Financial Crisis Webinar Series, Andrew Gluck, Internet research and marketing expert and CEO of Advisor Products Inc., showed advisors how they can effectively use a number of marketing techniques.
View replay
Download presentation slides

Advisors Using Social Networking Successfully 
Social networking is growing at an astounding rate, and financial advisors are taking notice. There's no doubt that social networking is a powerful marketing medium, but are there advisors who have have had much success with it?
At Friday's session of the Financial Crisis Webinar Series, you'll hear from advisors who are using LinkedIn, Facebook, Blogs, and Twitter to identify prospects and communicate better with clients. They'll share their stories and discuss what has and hasn't worked for them.

Register
Download Richard Krasney's slides
Download Bill Winterberg's slides
 

Today at the Financial Crisis Webinar Series, over 200 advisors delayed the start of their Memorial Day weekend to hear from George Kinder, widely recognized as the father of life planning, about how they can use his techniques to grow their practices and deepen client relationships.
Kinder, who has been a practicing financial planner and tax advisor for over 30 years, explained how advisors can play a more meaningful and fulfilling role in their clients' lives, as the industry transforms from a sales-driven to a service-oriented model.

View replay
Download presentation slides
 

How can you make your business less susceptible to market gyrations? Can the advice you give be more meaningful and fulfilling--not just to your clients but also for yourself? George Kinder, perhaps the financial planning profession's best teacher, will address these and other key issues advisors are facing at this Friday's session of the Financial Crisis Webinar Series.

Kinder, who has been a practicing financial planner and tax advisor for over 30 years, will explain how financial life planning can revolutionize the industry by transforming it from a sales-driven to a service-oriented model. He will highlight how to create life plans for clients that address their family relationships, spiritual needs, and willingness to help others. Kinder will give you new perspective about how the planning profession is positioned in the minds of most investors, and uplift you with ideas to touch their hearts.

Register now
Download presentation slides

Do you take taxes into account when developing your clients’ investment portfolios? How often do you look to tax-loss harvest? How do you communicate to your clients the issue of tax management? If you're not focusing on investment tax management, you're costing your clients money. However, adding this service will help you better serve your clients, stand out among the competition, and gain referrals.

At today's session of the Financial Crisis Webinar Series, Dean Mioli, senior investment analyst for SEI Advisor Network, explained the importance of tax management in today’s market and prepared attendees for dealing with a wave of tax increases in the coming years.

View replay
Download presentation slides
 

In today's session of the Financial Crisis Webinar Series, Advisor Products CEO Andrew Gluck taught advisors the basics of “tweeting” and how to use this new communication medium to build relationships with clients and prospects. Learn how to leverage the fastest growing social network to benefit your advisory practice.
View replay
Download presentation slides
Read Andrew Gluck's column about Twitter in Financial Advisor Magazine

Investment Tax Management: Turn Clients’ Biggest Expense Into An Opportunity
Do you take taxes into account when developing your clients’ investment portfolios? How often do you look to tax loss harvest? How do you communicate to your clients the issue of tax management? On Friday, May 15, Dean Mioli, senior investment analyst for SEI Advisor Network, will explain the importance of tax management in today’s market and prepare advisors for a wave of tax increases in the coming years. He’ll demonstrate ways that advisors can outperform their peers though use of tax-managed investing.
Register now
Download presentation slides

Other resources:
SEI Commentary On Tax Management
“The OPM Factor”

You can use LinkedIn and other social network sites to lure new clients. But you need a strategy for doing it. What should your profile say? How can joining groups be helpful to marketing? How can you utilize the "status update" feature? What are the compliance issues?
John Comer, a marketing coach to advisors with over 28 years of experience, addressed these topics in today's session of the Financial Crisis Webinar Series. He was joined by compliance expert Dan Bernstein from MarketCounsel LLC who answered questions about the regulatory issues faced by advisors who use LinkedIn.
View replay
Download presentation slides
 

Twitter For Advisors
As with other forms of social networking on the Web, use of Twitter is growing quickly, and financial advisors should take notice. Whether you've already started "tweeting" or don't even know what that means, Twitter help you become more visible with your clients, and these extra "touches" will help you solidify your advisor-client relationships.
Andrew Gluck, CEO of Advisor Products, will show you how Twitter can help your advisory business. He'll explain the basics of "tweeting" and help you get started with this new communication medium.

Register Now
Download presentation slides

In today's session of the Financial Crisis Webinar Series, Peter Kaplan, CEO of Financial Productivity Group, and Bruce Moulton, Principal of Moulton Strategic Partners, explained to advisors the importance of documenting their firms' processes and workflows for better efficiency and client service. Kaplan and Moulton, who have implemented CRM systems at hundreds of independent advisory firms, discussed why a CRM system is the central piece of technology for any firm and explained key differences between web-based and locally-hosted systems.
View replay       Download presentation slides (.PDF) 

Using LinkedIn To Attract New Clients
In his March 27 appearance at the Financial Crisis Webinar Series, John Comer, a marketing coach to advisors who has over 28 years of experience, spoke about how you can use LinkedIn to find new prospects. Now he will explain how you can use LinkedIn to help prospects find you.

Register now
Download presentation slides (.PDF)

At today's session of the Financial Crisis Webinar Series, Howie Jacobson, PhD, author of AdWords For Dummies, and one of the nation’s preeminent experts on using Google to promote your business, provided key tips that advisors should follow to build and manage a successful Google AdWords campaign.

View Replay      Download presentation slides

Increasing Your Firm's Operational Efficiency
The current economic malaise is making it hard on businesses to remain profitable. Financial advisors are feeling the pinch in reduced fees on assets under management. But you can get through this recession if you adapt. You need keep your expenses in check, without cutting key revenue builders that are integral to your business. You need to make your firm more efficient.
On April 24, at the Financial Crisis Webinar Series, Peter Kaplan, CEO of Financial Productivity Group, and Bruce Moulton, Principal of Moulton Strategic Partners, will show you how.
Register now
Presentation slides (.PDF)
Presentation slides (.PPS)
 

As the equity market collapse unhinged asset allocations from financial plans, it's time to rebalance and put client portfolios back in line. Should you be advising clients to put more assets into stocks? What about commodities and REITS? In today’s session of the Financial Crisis Webinar Series, Craig Israelsen, Ph.D, one of the foremost academics on indexes and passive investing and an associate professor of personal and family finance at Bringham Young University, made the case for his “7Twelve” asset allocation method.

View replay   Presentation slides (.PDF)   Presentation slides (.PPT)

Google AdWords For Advisors
Investors wrecked by the bear market are firing their brokers and looking for independent, objective advisors. A Google AdWords campaign helps you connect with prospects looking for a new advisor.
If you are not familiar with Google AdWords, you’re doing competitors a favor.
In this session, Howie Jacobson, PhD, author of Google AdWords For Dummies, shows you how to get started in building a successful AdWords campaign.

Register now
Presentation slides (.PDF)

 See Replay Of All Financial Crisis Webinars And Schedule Of Upcoming Sessions

Advisor are embracing social networking as a way to find new prospects, deepen relationships with clients, and develop their firm’s brand. But many compliance issues arise with social networking and blogs, and the SEC has not yet clarified the rules of these new communication mediums.

In today’s webinar, Brian Hamburger and Daniel Bernstein of MarketCounsel, one of the nation’s leading business and regulatory compliance consulting firms, addressed the compliance responsibilities of advisors who use blogs, LinkedIn, Twitter, Facebook, and any other social networking medium. While advisors would be wise to take advantage of the new media to grow their businesses, they must be aware of and adhere to their regulatory responsibilities.

View replay          Download presentation slides (.PDF)

After The Fall: Asset Allocation And Rebalancing
As the equity market collapse has unhinged your clients' asset allocations from their financial plans, it's time to rebalance and get their portfolios back in line. Craig Israelsen Ph.D., associate professor at Bringham Young University and one of the foremost academics in the field of indexes and passive investing, will teach you to rebalance portfolios for greater upside potential with less risk according to his "7Twelve" allocation philosophy.

Register   
Presentation slides (.PDF)  
Presentation slides (.PPS)

See Replay Of All Financial Crisis Webinars And Schedule Of Upcoming Sessions

April10_Israelsen_After_The_Fall_Asset_Allocation_and_Rebalancing.pps (3.57 mb)