Dr. Wade Pfau, CFA, joined us on July 11th to share his Retirement Planning Best Practices and the science behind why they center around integrated solutions that include lifetime income guarantees. Feedback was extremely positive, with 100% of survey participants rating it Useful or Very Useful.
Crystal Thies, The LinkedIn Ninja, Business Consultant and Author, joined us on June 27th to share her six ingredients in the secret sauce for using LinkedIn to generate referrals. Feedback was extremely positive, with over 95% of survey participants rating it Useful or Very Useful.
CFA Charterholder Joe Maas, CFA, CFP®, CLU, ChFC, MSFS, CCIM, CVA, ABAR, CM&AA, joined us on June 14th to share how and why he’s adding annuities as an asset class in Smarter Investment Portfolios Include Annuities. Feedback was extremely positive, with 100% of survey participants rating it Useful or Very Useful. One attendee said, “this was really fantastic, thank you!”
Bob Veres, Business Leader and Author, joined us on May 16th to share a unique look at the Future for Wealth Management and his 10 Keys to the Profession’s Future. Feedback was extremely positive, with 100% of survey participants rating it Useful or Very Useful.
Stephanie Bogan, Executive Coach and Author, joined us on on April 19th to share her key RIA marketing insights in our Marketing Mindset webinar. She drilled deep into topics such as developing your brand promise and maximizing the effectiveness of your marketing strategy. The presentation promised to deliver actionable insights to maximize marketing ROI and it delivered, with over 90% of attendees rating it Useful to Very Useful.
Our March 15th Fireside Chat with Michael Kitces promised to deliver practice-shaping insights and calls to action on the post-DOL environment. It did not disappoint with over 90% of attendees rating it Useful to Very Useful.
In one of the most poignant moments, Michael noted that:
“If you look at the benchmarks, after stripping out markets and looking just at the growth of RIAs on a dollars-in, dollars-out basis; advisory businesses have had negative growth for the last 2 years.”
Warren Wall and David Vick joined us to myth bust the 4% Withdrawal Rule. More advisors and researchers are discovering that a 4% systematic withdrawal plan (SWP) might not be in the client’s best interest.
Check out this fast-paced interactive dive into managing the sequence of returns and longevity risks. This session offers a practicing investment advisor’s approach to helping clients achieve better retirement outcomes by managing these risks that can undermine a 4% SWP.
Francois Gadenne, Executive Director of the Retirement Income Industry Association (RIIA), joined us for an interactive webinar based on top advisor best practices. He brought us an essential new tool: Fiduciary-based Retirement Planning.
Goldilocks could probably blow up your business with this 4-letter word – too little risk, too much risk, just right? Whether that’s “blow up” good or “blow up” bad depends on whether you view this webinar.
Getting the right fit helps in attracting and closing many new clients while keeping existing clients happy.
Get the first look at 5 key business building insights based on 100,000’s of client engagements. Mike McDaniel, Chief Investment Officer of Riskalyze, has mined the data about RISK – the 4-letter word that can morph your RIA business in 2017.
Get more love from clients and prospects. Watch this webinar for a fast-paced 45-minute session and learn how to:
How fast would your business grow if your clients could take the right amount of risk and still achieve their life goals?
