Advisors Using Social Networking Successfully

by Advisor Products 6/5/2009 6:47:00 PM

Advisors Using Social NetworkingAt today's session of the Financial Crisis Webinar Series, attendees learned about a growing community of financial advisors who are using social networking successfully. Advisor Richard Krasney, CFP®, is specializing in philanthropic planning by leveraging his 500-plus connections on LinkedIn and 3349 followers on Twitter. Bill Winterberg, CFP®, a technology consultant to advisors, is blogging and tweeting and networking socially with hundreds of advisors daily. Krasney and Winterberg explained how advisors can get started using social networking to make themselves more visible and help with prospecting, networking, and research.
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Restoring Investor Confidence
The near-collapse of the American economy shattered confidence in investing and investment advisors. How do you restore trust? This session addresses opportunities to educate investors about what's happened and what it means for the future. It touches on actions you can take to inspire confidence.

Brian Stimpfl, a managing director at TD Ameritrade Institutional, is responsible advisor advocacy and serves as TD Ameritrade Institutional's spokesman on RIA issues. A TD employee since 1993, Stimpfl in previous roles has been responsible for all advisor-facing technology, products and services, and the platform advisors use to trade and manage accounts as well as the retail-branch referral service and other advisor business development programs.

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5/19/2012 6:08:53 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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