Strategies For Advisors To Succeed During Financial Crisis

by Andrew Gluck 3/18/2009 5:28:00 PM

Financial Advisor Webinar: March 20As the economic malaise continues, financial advisors are struggling. The stock market plunge has cut assets under management in half, and clients need more handholding than ever before. With the large Wall Street firms’ losing their credibility, independent advisors have a huge growth opportunity, but it won’t be easy.

As an advisor, to succeed in this downturn you must restore revenues, reduce costs, retain clients, and expand your business. These tasks can be daunting in the face of the worst recession since the Great Depression. But, at Friday's session of the Financial Crisis Webinar Series, marketing expert Jerry Lezynski of SEI Advisor Network will show you how you can keep your business on solid footing through delegating, marketing, communicating, prospecting, and positioning.

Mr. Lezynski will also explain how to discover your firm’s vision and identity and how to use that discovery to properly plan for your firm’s growth.

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3/12/2010 7:54:51 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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