Twitter for Advisors

by Advisor Products 5/8/2009 7:42:00 PM

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”

 

 

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3/14/2010 5:44:56 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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