In today's session of the Financial Crisis Webinar Series, Advisor Products CEO Andrew Gluck taught advisors the basics of “tweeting” and how to use this new communication medium to build relationships with clients and prospects. Learn how to leverage the fastest growing social network to benefit your advisory practice.
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Read Andrew Gluck's column about Twitter in Financial Advisor Magazine
Investment Tax Management: Turn Clients’ Biggest Expense Into An Opportunity
Do you take taxes into account when developing your clients’ investment portfolios? How often do you look to tax loss harvest? How do you communicate to your clients the issue of tax management? On Friday, May 15, Dean Mioli, senior investment analyst for SEI Advisor Network, will explain the importance of tax management in today’s market and prepare advisors for a wave of tax increases in the coming years. He’ll demonstrate ways that advisors can outperform their peers though use of tax-managed investing.
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Other resources:
SEI Commentary On Tax Management
“The OPM Factor”