In today's session of the Financial Crisis Webinar Series, Max Bolka, an acclaimed author, speaker, and business coach to financial advisors, discussed how advisors can better communicate with clients about the bear market. Clients are worried about the future. Being proactive in letting them vent their worries, while reminding them of the importance of tried and true investment techniques will reassure them and strengthen your advisor-client relationships, said Bolka.
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July 10: Reducing Client Failures
There will be no webinar session of Friday July 3. The following week, bestselling author and acclaimed speaker David Maxfield will show you how to conduct crucial conversations with clients as they come to grips with the impact of the financial crisis on their retirement. Coauthor of The New York Times bestseller, Influencer: The Power to Change Anything, Maxfield employs a proven method for driving rapid, sustainable, and measurable change in behaviors.

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Their portfolios have dropped 20% or 30% in value and the global economy is in disarray. What do you say to clients and prospects now?

You'll learn exactly what to say in this session, which covers a range of talking points including:

• Can A Government Bailout Fix Our Problems?
• Four Dangerous Words Uttered By Investors
• How To Deal With A Crisis Of Confidence
• What To Do If You're 50, 60, or 70
• What Would Warren Buffet Do?
• How Safe Is Your Money In The Bank?

Max Bolka is a 27-year veteran of the financial services business. Having been a successful advisor himself from 1982 to 2000, he now coaches advisors on sales and marketing and practice management, and speaks at industry events about these issues.

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In today's difficult business environment, efficiency will be a key factor in your firm's success or failure. Mark Tibergien, CEO of Pershing Advisor Solutions and one of the industry's preeminent experts on running an advisory practice, spoke in today's session of the Financial Crisis Webinar Series about strategic moves firms can implement to measure and improve efficiency and increase their profitability.

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The near-collapse of the American economy shattered confidence in investing and investment advisors. In today's session of the Financial Crisis Webinar Series, Brian Stimpfl, managing director of TD Ameritrade Institutional, spoke about actions that advisors can take to assure client security and restore trust. 

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Three Keys To Running A Great Advisory Firm
The recent market fallout is putting clients in motion, resulting in major opportunities for top firms to gain new clients. However, many firms also won't be able to survive this painful recession. At our next session of the Financial Crisis Webinar Series, Mark Tibergien, CEO of Pershing Advisor Solutions, will show you what factors make up a great advisory firm, and steps you can take to take your business to the next level.

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At today's session of the Financial Crisis Webinar Series, attendees learned about a growing community of financial advisors who are using social networking successfully. Advisor Richard Krasney, CFP®, is specializing in philanthropic planning by leveraging his 500-plus connections on LinkedIn and 3349 followers on Twitter. Bill Winterberg, CFP®, a technology consultant to advisors, is blogging and tweeting and networking socially with hundreds of advisors daily. Krasney and Winterberg explained how advisors can get started using social networking to make themselves more visible and help with prospecting, networking, and research.
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Restoring Investor Confidence
The near-collapse of the American economy shattered confidence in investing and investment advisors. How do you restore trust? This session addresses opportunities to educate investors about what's happened and what it means for the future. It touches on actions you can take to inspire confidence.

Brian Stimpfl, a managing director at TD Ameritrade Institutional, is responsible advisor advocacy and serves as TD Ameritrade Institutional's spokesman on RIA issues. A TD employee since 1993, Stimpfl in previous roles has been responsible for all advisor-facing technology, products and services, and the platform advisors use to trade and manage accounts as well as the retail-branch referral service and other advisor business development programs.

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