In today's session of the Financial Advisor Webinar Series, Rob Stein, managing partner and senior portfolio manager of Astor Asset Management, showed advisors how to interpret employment trends and other macroeconomic indicators to manage ETF portfolios actively. Stein, a well-renowned economist and author of The Bull Inside The Bear (Wiley, 2009), explained his fundamental approach to investing and how it can be used to spot another downturn before it begins.
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Serving Middle Income Clients
Financial planning is not only for the super wealthy. Middle income clients need your help more than ever. And creating a plan for serving them can help your business survive and even thrive in this recession.
In this webinar, Kevin Condon, Ph.D., will explain why you should serve middle income clients and changes that you'll need to make to better serve this segment of clients. Condon is executive vice president of Advisor Services for MyFinancialAdvice Inc and a Certified Financial Planner licensee since 1987. He is a recognized leader in the financial advisory industry and was named one of Worth Magazine's 250 best financial advisors five times. Established in 2001, MyFinancialAdvice.com uses the Internet to make financial advice affordable and convenient to more people.
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