Warnings At The Financial Crisis Webinar

by Andrew Gluck 11/15/2008 11:19:00 AM

David Loeper warned advisors not to rely too heavily on Monte Carlo and to tell clients always to expect thatSee A Replay their financial plans will need to be updated. Meanwhile, Tom Connelly said there’s only a 10% chance that the global financial crisis will cause a systemic collapse that leads to a depression but warned that the economy is most likely headed for a long period much like before the crisis erupted, only not as robust. Loeper and Connelly, thought-leaders among independent advisors, offered these thoughts this past Friday during a 90-minute webinar attended by about 125 advisors. If you missed the session, which was part of the Financial Crisis Webinar Series sponsored by Advisor Products Inc., it is available now for replay

Download David Loeper Slides

Download Tom Connelly's Slides


Please join us Friday, November 21, at 4 p.m. EST for another session in the Financial Crisis Webinar Series. David Lawrence, a consultant who helps advisory firms operate more efficiently, will speak about organizing a cost-effective system for communicating regularly with your clients during the crisis. Register Now For The Next Session In The Financial Crisis Webinar SeriesBob Curtis, the inventor of MoneyGuide Pro, a financial planning application with about 12,000 users, will speak about tradeoffs clients may need to consider in revising their financial plans because of the crisis, including working longer, saving more, or cutting expenses, and how advisors can handle these delicate discussions with clients.
Register now for that session. 

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3/12/2010 1:36:25 PM

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The Crisis Webinar Series, hosted by Advisor Products, is a free weekly webinar presentation that addresses key issues affecting independent financial advisors during the global economic crisis. Presenters are experts in investment management, financial planning, firm efficiency, advisor technology, business coaching, and client service and have helped advisors with techniques for managing portfolio risk, identifying investment opportunities, boosting revenue, gaining referrals, and strengthening client relationships during today’s challenging business environment.

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Advisor ProductsAdvisor Products
Advisor Products provides marketing and technology solutions for over 1,800 independent financial advisory firms. The company organizes the Crisis Webinar Series to support the independent advisory profession during a time of tremendous difficulty after the fallout from the credit crisis. Advisor Products believes that by utilizing techniques taught in these webinars, the independent advisory industry can survive and even thrive through the recession.

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