Financial Advisor Webinar Series

Financial Advisor Webinar Series

The Financial Advisor Webinar Series is a free weekly program addressing key issues affecting independent advisors every Friday at 4 p.m. Eastern Time. 

Members of Advisors4Advisors can replay any webinar 24/7 and receive free continuing education credit from the CFP Board of Standards for most sessions.

The Series was started during the near-collapse of the world financial system in October 2008 and hundreds of advisors attend the live sessions or view replays every week.

Date (Rating) Title
10/21/11
User rating
 
 4.2 (29)
Delivering And Monetizing Financial Advice Online
10/14/11
User rating
 
 4.2 (42)
A New Credential For Investment Fiduciaries From A Founding Father Of The Fiduciary Movement
10/11/11
User rating
 
 4.6 (84)
Fritz Meyer's Economic Update And Investment Outlook For October 2011
10/07/11
User rating
 
 4.6 (23)
Establishing Hiring Practices At An Advisory Firm
09/23/11
User rating
 
 4.1 (102)
Scott Martin On How To Use Google Analytics To See How Your Website Is Helping You
09/16/11
User rating
 
 4.3 (54)
Letting Prospects Sell Themselves
09/15/11
User rating
 
 0.0 (0)
Target Date Funds Have Lost Their Luster. What Should Fiduciaries Do?
09/13/11
User rating
 
 4.6 (95)
September 2011 Economy Update From Fritz Meyer
09/09/11
User rating
 
 4.4 (113)
Introduction To Tax-Efficient Investing (Part 1)
09/09/11
User rating
 
 0.0 (0)
Tax-Efficient Investing: Comparing The Results Of Tax-Efficient Portfolio Management (Part 2)
View Replay Download Slides Replay Fee
09/09/11
User rating
 
 0.0 (0)
Tax-Efficient Investing: Retirement Distribution Strategies (Part 3)
View Replay Download Slides Replay Fee
09/09/11
User rating
 
 0.0 (0)
Tax-Efficient Investing: Tax-Sensitive Withdrawal Strategies (Part 4)
View Replay Download Slides Replay Fee
08/12/11
User rating
 
 4.6 (27)
The Switch Is On Again For RIAs
08/09/11
User rating
 
 4.6 (109)
August 2011 Economy Update From Fritz Meyer
08/05/11
User rating
 
 4.2 (64)
Study: Long-Term Bond Fund Investors Perform Better Than Expected In A Period Of Rising Rates
07/29/11
User rating
 
 4.5 (133)
Harold Evensky On What's New In Wealth Management
07/22/11
User rating
 
 3.6 (25)
Should FINRA Be The SRO For RIAs?
07/12/11
User rating
 
 4.5 (89)
July 2011 Economy Update With Fritz Meyer
07/08/11
User rating
 
 3.9 (29)
How Advisors Can Use Niches In Marketing
06/23/11
User rating
 
 4.0 (17)
Integrating Your Document Management System With Your Client Portal
06/17/11
User rating
 
 3.9 (95)
Estate And Financial Planning Client Intake: A Streamlined Values-Based Approach
06/10/11
User rating
 
 3.9 (77)
An Updated Approach To Goal-Driven Investing
06/07/11
User rating
 
 4.4 (106)
June 2011 Economy Update From Fritz Meyer
06/03/11
User rating
 
 3.8 (41)
How Financial Advisors Can Create Video Demos Marketing Their Services
05/20/11
User rating
 
 4.2 (73)
Oil, Gold, And Portfolio Design
05/13/11
User rating
 
 3.9 (104)
Crucial Concepts In Prudent Asset Allocation
05/10/11
User rating
 
 4.5 (93)
May 2011 Economy Update From Fritz Meyer
05/06/11
User rating
 
 4.0 (5)
Don't Get Sued When Going Independent
04/29/11
User rating
 
 3.6 (41)
Operational Technology Tips For Advisors
04/15/11
User rating
 
 4.6 (81)
April 2011 Economy Update With Fritz Meyer

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