Leveraging Technology In Your Firm

by Advisor Products 7/31/2009 6:10:00 PM

With revenue slashed by the financial crisis, it's more important than ever for advisors to use technology to scale their businesses and operate more efficiently. In today's session of the Financial Advisor Webinar Series, advisors learned how to evaluate and implement practice management systems from one of the industry's leading experts, Dan Skiles, executive vice president of Shareholders Service Group.

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Actively Managing An ETF Portfolio In All Market Cycles
One major benefit of investing in ETFs is that you can participate in a sector's upside without the company-specific risk of individual stocks. While "a rising tide lifts all boats," if you get stuck investing near a market peak, your portfolio will undoubtably suffer.

In our next webinar, you'll learn how you can identify and profit from economic cycles. Robert Stein, who is managing partner of Astor Financial LLC and this week's presenter, specializes in economics-based investing. He uses economic indicators, namely unemployment, GDP, and money flows into and out of the stock market to identify changing economic cycles. In this session, he'll share his research and discuss the potential for double-dip recession. He'll also help you identify appropriate ETFs that would be poised to benefit.

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7/30/2010 2:25:04 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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