Webinar Replay: The Future for Wealth Management

Bob Veres joined us on May 16th with a unique look at the Future for Wealth Management, where he shared his 10 Keys to the Profession’s Future.  Feedback was extremely positive, with 100% of survey participants rating it Useful or Very Useful.

Watch the webinar now.

Bob touched on a number of topics, including the blue ocean of younger prospects, a value-prop shift from managing assets to planning, longevity stressing retirement plans, and much more.

There were also many actionable solutions offered by The Modernist Advisor including a series of steps advisors can take to achieve purposeful growth in the post-DOL world. One of the niches that was talked about extensively was retirement income planning for boomers that transcends investment strategies. The Modernist Advisor offered a complementary “Stress Test” that advisors could use to determine how Retirement Alpha could improve portfolio performance.

Check out the replay for more.

Webinar Replay: Master Your Marketing Mindset for Maximum Results

Our April 19th Marketing Mindset webinar promised to deliver actionable insights to maximize marketing ROI. It did not disappoint with over 90% of attendees rating it Useful to Very Useful.

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Stephanie Bogan shared her 3 Secrets to Make More of Your Marketing, drilling deep into topics such as developing your brand promise and maximizing the effectiveness of your marketing strategy.

There were also many actionable solutions offered by The Modernist Advisor including a series of steps advisors can take to achieve purposeful growth in the post-DOL world. One of the niches that was talked about extensively was retirement income planning for boomers that transcends investment strategies. The Modernist Advisor offered a complementary “Stress Test” that advisors could use to determine how Retirement Alpha could improve portfolio performance.

Check out the replay for more.

Webinar Replay: Post-DOL Fireside Chat with Michael Kitces

Our March 15th Fireside Chat with Michael Kitces promised to deliver practice-shaping insights and calls to action. It did not disappoint with over 90% of attendees rating it Useful to Very Useful.

Watch the webinar now.

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.”

He didn’t stop there, adding that this RIA channel has become “One giant shrinking and undifferentiated mass competing against large well-funded brands like Merrill, Schwab and Vanguard.” He then went on to offer a number of activities that advisors should be addressing.

There were also many actionable solutions offered by The Modernist Advisor including a series of steps advisors can take to achieve purposeful growth in the post-DOL world. One of the niches that was talked about extensively was retirement income planning for boomers that transcends investment strategies. The Modernist Advisor offered a complementary “Stress Test” that advisors could use to determine how Retirement Alpha could improve portfolio performance.

Check out the replay for more.

Webinar Replay: Myth Busting the 4% Withdrawal Rule in a Post-DOL World

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.

Hear practical, proven, day-to-day strategies and techniques from highly regarded investment advisors Warren Wall, CFP® and David Vick, noted author. Dave’s book, Bat-Socks, Vegas, & Conservative Investing, captures the essence of conservative investing with colorful stories and impassioned insights into the world of retirement planning.

Get more love from clients and prospects.  Watch this webinar for a fast-paced 55-minute session:

  1. 3 Questions to Increase Your AUM
  2. Reduce Client Heartburn About Sequence of Returns
  3. New Best Interest Retirement Solutions

Webinar Replay: Post-DOL: RIAs 3 Winningest Strategies

Whether the DOL’s fiduciary standards stay or go, you have a new competitive advantage and a marketing opportunity – your commitment to a fiduciary model in the wild, wild west world your clients face.

Francois Gadenne, Executive Director of the Retirement Income Industry Association (RIIA), joined us for an interactive webinar based on top advisor best practices and brought us an essential new tool: Fiduciary-based Retirement Planning.

Go beyond credentials and acquire insights into the workflow and the processes a true fiduciary planning experience will require. Learn more about RIIA’s acclaimed Retirement Management Analyst education program.

Watch this webinar for a fast-paced 55-minute session and learn:

  1. 5 Steps to Organic Sustainable Growth: Turn a Liability into an Asset
  2. Proven Fiduciary-based Retirement Planning Processes and Workflows
  3. Lower Risk, Lower Client Heartburn: Retirement Alpha

Webinar Replay: 5 Ways Advisors Lose the Clients They Love

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.

5 Key Business Building Insights

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:

  1. Differentiate yourself and increase your market share
  2. Overcome loss aversion and other behavioral biases

How fast would your business grow if your clients could take the right amount of risk and still achieve their life goals?

Watch this webinar to learn more.