A New Model For Life Planning

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

Life planning increases client trust, commitment, satisfaction, cooperation, retention, and referrals, according to research published by the Financial Planning Association. In Friday's session of the Financial Advisor Webinar Series, Carol Anderson, CEO of Money Quotient® explained how firms can offer this holistic, client-centered approach to financial planning.

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3/16/2010 8:09:26 AM

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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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