Life Planning And The Financial Crisis

by Advisor Products 5/22/2009 5:50:00 PM

Today at the Financial Crisis Webinar Series, over 200 advisors delayed the start of their Memorial Day weekend to hear from George Kinder, widely recognized as the father of life planning, about how they can use his techniques to grow their practices and deepen client relationships.
Kinder, who has been a practicing financial planner and tax advisor for over 30 years, explained how advisors can play a more meaningful and fulfilling role in their clients' lives, as the industry transforms from a sales-driven to a service-oriented model.

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3/15/2010 8:58:48 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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