In today's session of the Financial Crisis Webinar Series, Peter Kaplan, CEO of Financial Productivity Group, and Bruce Moulton, Principal of Moulton Strategic Partners, explained to advisors the importance of documenting their firms' processes and workflows for better efficiency and client service. Kaplan and Moulton, who have implemented CRM systems at hundreds of independent advisory firms, discussed why a CRM system is the central piece of technology for any firm and explained key differences between web-based and locally-hosted systems.
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Using LinkedIn To Attract New Clients
In his March 27 appearance at the Financial Crisis Webinar Series, John Comer, a marketing coach to advisors who has over 28 years of experience, spoke about how you can use LinkedIn to find new prospects. Now he will explain how you can use LinkedIn to help prospects find you.

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At today's session of the Financial Crisis Webinar Series, Howie Jacobson, PhD, author of AdWords For Dummies, and one of the nation’s preeminent experts on using Google to promote your business, provided key tips that advisors should follow to build and manage a successful Google AdWords campaign.

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Increasing Your Firm's Operational Efficiency
The current economic malaise is making it hard on businesses to remain profitable. Financial advisors are feeling the pinch in reduced fees on assets under management. But you can get through this recession if you adapt. You need keep your expenses in check, without cutting key revenue builders that are integral to your business. You need to make your firm more efficient.
On April 24, at the Financial Crisis Webinar Series, Peter Kaplan, CEO of Financial Productivity Group, and Bruce Moulton, Principal of Moulton Strategic Partners, will show you how.
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As the equity market collapse unhinged asset allocations from financial plans, it's time to rebalance and put client portfolios back in line. Should you be advising clients to put more assets into stocks? What about commodities and REITS? In today’s session of the Financial Crisis Webinar Series, Craig Israelsen, Ph.D, one of the foremost academics on indexes and passive investing and an associate professor of personal and family finance at Bringham Young University, made the case for his “7Twelve” asset allocation method.

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Google AdWords For Advisors
Investors wrecked by the bear market are firing their brokers and looking for independent, objective advisors. A Google AdWords campaign helps you connect with prospects looking for a new advisor.
If you are not familiar with Google AdWords, you’re doing competitors a favor.
In this session, Howie Jacobson, PhD, author of Google AdWords For Dummies, shows you how to get started in building a successful AdWords campaign.

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 See Replay Of All Financial Crisis Webinars And Schedule Of Upcoming Sessions

Advisor are embracing social networking as a way to find new prospects, deepen relationships with clients, and develop their firm’s brand. But many compliance issues arise with social networking and blogs, and the SEC has not yet clarified the rules of these new communication mediums.

In today’s webinar, Brian Hamburger and Daniel Bernstein of MarketCounsel, one of the nation’s leading business and regulatory compliance consulting firms, addressed the compliance responsibilities of advisors who use blogs, LinkedIn, Twitter, Facebook, and any other social networking medium. While advisors would be wise to take advantage of the new media to grow their businesses, they must be aware of and adhere to their regulatory responsibilities.

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After The Fall: Asset Allocation And Rebalancing
As the equity market collapse has unhinged your clients' asset allocations from their financial plans, it's time to rebalance and get their portfolios back in line. Craig Israelsen Ph.D., associate professor at Bringham Young University and one of the foremost academics in the field of indexes and passive investing, will teach you to rebalance portfolios for greater upside potential with less risk according to his "7Twelve" allocation philosophy.

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See Replay Of All Financial Crisis Webinars And Schedule Of Upcoming Sessions

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