The volatility of the stock market has put financial advisors and their clients in a state of "chronic crisis." But, as an advisor, part of your role is to calm your clients and take the emotions out of investing. In today's session of the Financial Advisor Webinar Series, Ed Jacobson, phychologist and consultant to advisors, presented eight strategies for optimal functioning, and guided advisors in how they can be sure to follow the regimen.
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Navigating The Maze Of Exchange-Traded Products
The number of Exchange-traded products (ETPs) continues to expand as do their use in portfolio management. Today, over 600 ETPs trade on U.S. exchanges and more than 500 are in SEC registration. To effectively manage your clients' assets, you need to understand the differences between ETP types and the potential tax consequences. In this session, Richard Ferri, CEO of Portfolio Solutions LLC, an investment management firm based Troy, MI., will clarify this often complex investment sector. He'll also talk about why leveraged and inverse index products typically leave you short, and how actively managed ETPs differ from index-based products.
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With revenue from advice fees slashed, it's critical to focus time and effort on your best clients. In today's session of the Financial Advisor Webinar Series, Scott Cohen, managing director of Focus Partners LLC, and Eric Sheikowitz, senior managing partner, showed advisors how they can segment their clients and align service levels to keep top clients happy. They explained how you can treat all clients fairly, without treating them equally.

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Advisor Self-Care: A Primer and Check-Up
Last September, as the global economic order began to unwind, you went into crisis mode and served your clients admirably. Eleven months later, we're in a state of "chronic crisis." Are you taking care of yourself, so you can be there for your employees and partners, clients, and family?

Join us on August 28 and find out, as psychologist Ed Jacobson, Ph.D. leads us through "Advisor Self-Care: a Primer and Check-up." Ed, a coach, consultant, and advisor to financial advisors, will review six sources of planner distress, present eight strategies for optimal functioning, and guide us in making sure we're following the regimen. The ROI for your one-hour investment? Higher (and more consistent) performance, and a framework for having "the Self-care Conversation" with your colleagues, clients, and family!

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Middle income clients need your help more than ever. And creating a plan for serving them can help you grow your business and as you play an important role in our nation's economic recovery. In today's webinar, Kevin Condon, executive vice president of Advisor Services for MyFinancialAdvice Inc., explained why you should serve middle income clients and what changes you'll need to make in your business to best serve this lower-margin market segment.

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Segment Your Clients To Become More Profitable
To better serve the differing needs of your clients and effectively manage your time, you need to segment your clients. You shouldn't be spending 80% of your time on 20% of our lowest-margin clients. If you want to advance your business, you need to recognize this and develop a plan to best manage your time and adapt your client service model accordingly.

In this webinar, Scott Cohen of Focus Partners will show you how to best do that. Focus Partners provides practice management program design services that help individuals and teams of financial advisors take their businesses to the next level. Through their coaching process, the firm leverages existing strengths to build and implement a personalized transformation plan for your business.

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In today's session of the Financial Advisor Webinar Series, Rob Stein, managing partner and senior portfolio manager of Astor Asset Management, showed advisors how to interpret employment trends and other macroeconomic indicators to manage ETF portfolios actively. Stein, a well-renowned economist and author of The Bull Inside The Bear (Wiley, 2009), explained his fundamental approach to investing and how it can be used to spot another downturn before it begins.

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Serving Middle Income Clients
Financial planning is not only for the super wealthy. Middle income clients need your help more than ever. And creating a plan for serving them can help your business survive and even thrive in this recession.
In this webinar, Kevin Condon, Ph.D., will explain why you should serve middle income clients and changes that you'll need to make to better serve this segment of clients. Condon is executive vice president of Advisor Services for MyFinancialAdvice Inc and a Certified Financial Planner licensee since 1987. He is a recognized leader in the financial advisory industry and was named one of Worth Magazine's 250 best financial advisors five times. Established in 2001, MyFinancialAdvice.com uses the Internet to make financial advice affordable and convenient to more people.

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Actively Managing An ETF Portfolio
At a crucial time for financial markets, Rob Stein, managing partner and senior portfolio manager of Astor Asset Management, will show you how to interpret employment trends and other macroeconomic indicators to manage ETF portfolios actively.

Stein, who began his career as an economist at the Federal Reserve, will explain his unique fundamental approach to investing and show you how to profit from economic cycles.

He'll explain the role of inflation in the economy, the potential for a double-dip recession, and how you can spot another downturn before it begins.

Author of The Bull Inside The Bear (Wiley, 2009), Stein in 1994 founded Astor Financial Inc, which specializes in ETF investing. In 2008, he started ETFPort.com, a portal for the exchange traded fund community.

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Download Rob Stein's 2009 Outlook Report
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