How can you use Google Alerts to research a niche market? How can you locate prospects on LinkedIn? What can you do to help clients focus on their long-term goals rather than short-term investment performance? Have you ever issued a press release through an Internet news distribution service?
In today's session of the Financial Crisis Webinar Series, Andrew Gluck, Internet research and marketing expert and CEO of Advisor Products Inc., showed advisors how they can effectively use a number of marketing techniques.
View replay
Download presentation slides

Advisors Using Social Networking Successfully 
Social networking is growing at an astounding rate, and financial advisors are taking notice. There's no doubt that social networking is a powerful marketing medium, but are there advisors who have have had much success with it?
At Friday's session of the Financial Crisis Webinar Series, you'll hear from advisors who are using LinkedIn, Facebook, Blogs, and Twitter to identify prospects and communicate better with clients. They'll share their stories and discuss what has and hasn't worked for them.

Register
Download Richard Krasney's slides
Download Bill Winterberg's slides
 

Today at the Financial Crisis Webinar Series, over 200 advisors delayed the start of their Memorial Day weekend to hear from George Kinder, widely recognized as the father of life planning, about how they can use his techniques to grow their practices and deepen client relationships.
Kinder, who has been a practicing financial planner and tax advisor for over 30 years, explained how advisors can play a more meaningful and fulfilling role in their clients' lives, as the industry transforms from a sales-driven to a service-oriented model.

View replay
Download presentation slides
 

How can you make your business less susceptible to market gyrations? Can the advice you give be more meaningful and fulfilling--not just to your clients but also for yourself? George Kinder, perhaps the financial planning profession's best teacher, will address these and other key issues advisors are facing at this Friday's session of the Financial Crisis Webinar Series.

Kinder, who has been a practicing financial planner and tax advisor for over 30 years, will explain how financial life planning can revolutionize the industry by transforming it from a sales-driven to a service-oriented model. He will highlight how to create life plans for clients that address their family relationships, spiritual needs, and willingness to help others. Kinder will give you new perspective about how the planning profession is positioned in the minds of most investors, and uplift you with ideas to touch their hearts.

Register now
Download presentation slides

Do you take taxes into account when developing your clients’ investment portfolios? How often do you look to tax-loss harvest? How do you communicate to your clients the issue of tax management? If you're not focusing on investment tax management, you're costing your clients money. However, adding this service will help you better serve your clients, stand out among the competition, and gain referrals.

At today's session of the Financial Crisis Webinar Series, Dean Mioli, senior investment analyst for SEI Advisor Network, explained the importance of tax management in today’s market and prepared attendees for dealing with a wave of tax increases in the coming years.

View replay
Download presentation slides
 

In today's session of the Financial Crisis Webinar Series, Advisor Products CEO Andrew Gluck taught advisors the basics of “tweeting” and how to use this new communication medium to build relationships with clients and prospects. Learn how to leverage the fastest growing social network to benefit your advisory practice.
View replay
Download presentation slides
Read Andrew Gluck's column about Twitter in Financial Advisor Magazine

Investment Tax Management: Turn Clients’ Biggest Expense Into An Opportunity
Do you take taxes into account when developing your clients’ investment portfolios? How often do you look to tax loss harvest? How do you communicate to your clients the issue of tax management? On Friday, May 15, Dean Mioli, senior investment analyst for SEI Advisor Network, will explain the importance of tax management in today’s market and prepare advisors for a wave of tax increases in the coming years. He’ll demonstrate ways that advisors can outperform their peers though use of tax-managed investing.
Register now
Download presentation slides

Other resources:
SEI Commentary On Tax Management
“The OPM Factor”

You can use LinkedIn and other social network sites to lure new clients. But you need a strategy for doing it. What should your profile say? How can joining groups be helpful to marketing? How can you utilize the "status update" feature? What are the compliance issues?
John Comer, a marketing coach to advisors with over 28 years of experience, addressed these topics in today's session of the Financial Crisis Webinar Series. He was joined by compliance expert Dan Bernstein from MarketCounsel LLC who answered questions about the regulatory issues faced by advisors who use LinkedIn.
View replay
Download presentation slides
 

Twitter For Advisors
As with other forms of social networking on the Web, use of Twitter is growing quickly, and financial advisors should take notice. Whether you've already started "tweeting" or don't even know what that means, Twitter help you become more visible with your clients, and these extra "touches" will help you solidify your advisor-client relationships.
Andrew Gluck, CEO of Advisor Products, will show you how Twitter can help your advisory business. He'll explain the basics of "tweeting" and help you get started with this new communication medium.

Register Now
Download presentation slides