As the financial crisis and Wall Street scandals have destroyed investor trust, rebuilding client loyalty is a priority for financial advisors. Knowing a few key internet research techniques can help advisors build lasting client relationships and even locate new prospects. Sam Richter, chief marketing officer of ActiFi Inc., shared dozens of valuable research tips with attendees at this week's session of the Financial Crisis Webinar Series. The fast-paced session was one of the most well-received by attendees, as they learned a wide-range of research ideas including using Google search strings for more focused results and how to use free online databases to stay informed about clients and prospects.
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Make the right investment choices for your clients
In today's challenging investment environment, it's more important then ever to make the right investment choices for your clients. Next week at the Financial Crisis Webinar Series, Don Phillips, managing director of Morningstar, will explain what key factors to look for when choosing mutual fund investments. He will explain why funds that focus on stewardship over salesmanship have gained the largest portion of new asset inflows and why these same funds can also produce the greatest investor returns after fees. Continuing education credit will be granted to CFP attendees who attend this session.

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