Helping Clients Set Back By The Financial Crisis By Using Life Planning Techniques

by Advisor Products 5/19/2009 5:46:00 PM

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.

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3/12/2010 12:54:03 AM

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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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