The market fallout of 2008 caught many investors and advisors by surprise as stock portfolios were cut in half. Now, after a resurgent second quarter in 2009, the economy and markets may be facing more headwinds. In this week's session of The Financial Crisis Webinar Series, Art DeLorenzo, CFP, Rick Aberman, Ph.D., and Fred Luskin, Ph. D. helped advisors create a plan for retaining and gaining clients during these difficult times. As founders of Maximize Your Talent Group LLC, a NY-based consulting firm, DeLorenzo, Aberman, and Luskin help financial advisors and other professionals identify and implement personal growth opportunities.
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Best Sites For Financial Advisor Research
As a financial advisor, you have to be knowledgeable in so many areas: financial planning, client communications and service, investment management, technology solutions, and staff and practice management to name a few. It can be overwhelming.
But we're here to help. In this session of the Financial Crisis Webinar Series, Andrew Gluck, an Internet research and marketing expert and CEO of Advisor Products, will show you what websites you should use to help you manage your practice.
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