With the global economic crisis disrupting the financial services business, money is in motion, clients are firing brokers, and opportunities abound for independent advisors. Hugh Massie of Financial DNA Resources spoke about how RIAs can seize the moment at today's Financial Crisis Webinar Series. Massie has designed a systematic process for uncovering and addressing a client's unique financial personality traits and adapting your communication to each client. Massie's process uncovers predictable hard-wired behaviors that significantly influence financial decisions--Financial DNA. Download Hugh Massie's presentation slides.

Learn about advanced internet marketing research techniques to find out about prospects, discover niches, and uncover important tidbits about clients. Friday, February 13 at 4 p.m. EST, Sam Richter, chief marketing officer at ActiFi Inc., will show you secrets of the Web. ActiFi specializes in consulting to advisory firms about the people, process, and technology needed to run a profitable practice. Richter has more than 20 years of experience in advertising, public relations, and e-commerce. He has created  award-winning technology, sales, and marketing programs for start-up companies, and some of the world’s most famous brands.

Register for webinar                      Download presentation slides