Financial advisors will have plenty of opportunity to further their education this week as Advisor Products and Advisors4Advisors host three webinars-- Wednesday, Thursday, and Friday at 4 p.m. Eastern Time.

Wednesday's webinar, "First Look: Redtail CRM's New Version," is part of Advisor Products' MarketingSmart Webinar Series, a monthly session about services offered by Advisor Products and its partners. In this webinar, Redtail Technology will unveil the new version of its flagship CRM product used by over 5,000 advisory firms.

Thursday's webinar, "A Low-Cost Portfolio Reporting Solution For Independent Advisors," will feature AssetBook CEO Rob Major. This session, part of the AdvisorsGoingIndependent Webinar Series, will demonstrate the benefits of AssetBook and how it can help new RIAs and smaller established firms easily and economically manage their portfolio reporting.

Friday's webinar, "Advisor Time Management," is part of the Financial Advisor Webinar Series, a well-known weekly, educational webinar series hosted by Advisors4Advisors. In this session, business coach Diane MacPhee will teach attendees how they can optimize their time to be more effective and productive.

New privacy laws enacted in Massachusetts and Nevada are part of a national trend imposing additional responsibilities on advisors. If your firm's computers, PDAs, or servers store Social Security numbers and other personally identifiable information (PII) about your clients, you must assure the security of that data. In today's session of the Financial Advisor Webinar Series, Brendon Tavelli, an an associate in the Privacy and Data Security Practice Group of Proskauer Rose LLP, explained what you need to know about privacy and data security laws. Including:

• When you must comply with privacy laws enacted by states other than your home state
• Policies to document to mitigate your risk
• Measures you must take to protect PII
• Required notifications in the event of a breach

See what attendees said about this webinar.

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Taking your firm's procedures online can improve efficiency and client service. Yet many firms struggle in going paperless because they do it piecemeal instead of embracing a systematic process. In today's webinar, Jo Day, managing partner of Trumpet Inc., taught attendees the right way to integrate their firm's documents, workflow processes, and software platforms. If you missed the session, view the replay to learn to:

• Retrieve information based on how you naturally think and your role in the firm
• Achieve filing nirvana—speed and consistency
• Transform your client-meeting experience
• Cut quarterly report preparation time from days to hours

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Advisory firms that embed key business processes in their CRM software are more scalable, profitable, and competitive. In today's session of the Financial Advisor Webinar Series, Blane Warrene, a technology and operations consultant to financial advisors explained how advisors should document their workflows and integrate them to their CRM system and other key business tools.

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Going Paperless 2.0
Taking your firm's procedures online can improve efficiency and client service. Yet many firms struggle in going paperless because they do it piecemeal instead of embracing a systematic process. In our next webinar, Jo Day, managing partner of Trumpet Inc., will teach you the right way to integrate your firm’s documents, workflow processes, and software platforms. You'll learn to:

• Retrieve information based on how you naturally think and your role in the firm
• Achieve filing nirvana—speed and consistency
• Transform your client-meeting experience
• Cut quarterly report preparation time from days to hours

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With 2009 coming to a close, now is a good time to improve your compliance procedures for 2010. In today's session of the Financial Advisor Webinar Series, attendees learned how to integrate compliance into their firm's day-to-day tasks.
Chris Winn, co-founder and managing principal of AdvisorAssist™, a compliance consulting firm, provided attendees with 25 crucial tasks for their 2010 compliance calendar and a proactive strategic plan to minimize compliance risks before something goes wrong.
If you missed this valuable session, you can view a replay free-of-charge.

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Knowing what clients want is the key to increasing referrals. In today's session of the Financial Advisor Webinar Series, Julie Littlechild, founder and CEO of Advisor Impact, showed attendees a step-by-step process to gather feedback from clients and how to utilize that feedback to improve client relationships. By viewing our webinar replay, you'll learn a systematic approach to:

• Gathering, collating, and analyzing client feedback
• Determining which clients will give you referrals
• Knowing which services each client values most
• Uncovering client dissatisfaction early

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In Friday's session of the Financial Advisor Webinar Series, Scott Cohen, managing director of Focus Partners LLC, explained what you need to do to effectively grow your business in 2010. He discussed:
• How business planning and goal setting can have a dramatic impact on performance
• Common components of the business plan
• Specific areas of focus that will provide the greatest impact on results

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 "Practice Optimization Approach," Focus Partners leverages existing strengths to build and implement a personalized transformation plan for your business.

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Using Client Feedback To Drive Referrals
Knowing what clients need, want, and expect is the key to increasing referrals. But you must have a clear process in place for gathering their feedback. In this webinar, Julie Littlechild, president and founder of Advisor Impact, will present a step-by-step process that you can implement immediately to help you gather and maximize feedback from your clients.

Founded in 1998, Advisor Impact is a leading provider of research, training, and tools for financial advisors across North America and the United Kingdom. Advisor Impact's flagship program, "the Client Audit," helps advisors gather client feedback and then translate that information into meaningful insights, ideas, and actions to increase both loyalty and revenue among existing clients.

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Knowing the right information about your clients and prospects can help you better connect and identify with them, and lead to stronger relationships. In our September 25 session of the Financial Advisor Webinar Series, Sam Richter, award-winning and top-selling author and SVP/Chief Marketing Officer at Actifi, shared his best tips for searching the web to find information on your clients on prospects. Attendees gave the session rave reviews, as they picked up tips that only the best marketing pros know.
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A New Model For Life Planning
Life planning increases client trust, commitment, satisfaction, cooperation, retention, and referrals, according to research published by the Financial Planning Association.
But how can your firm offer this holistic, client-centered approach to financial planning?
This presentation shows you how. You'll also learn how life planning aligns your firm with the Practice Standards established by the CFP Board of Standards.
For 15 years Carol Anderson has specialized in retirement preparation, productive aging, financial education, and life planning. As president and CEO of Money Quotient®, she has trained advisors in a values-based, life-centered approach to financial planning.

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Congress and the Obama administration have made it clear that regulatory reform is coming for financial advisors. Whether you are currently a fiduciary or not, this will have major implications on your business. In today's session of the Financial Advisor Webinar Series, Blaine Aikin, president and CEO of fi360, discussed ideas that are being proposed and what they would mean for RIA, brokers, registered reps, and your clients.

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Using Relationship Intelligence To Grow Your Business
Relationship Intelligence is the key to a successful prospect call, and an exceptional way to provide value to existing clients. When you know more about the other person, you're better able to relate on a personal level, build more meaningful connections, tailor your offerings, and ensure relevancy. In this webinar, you'll discover Web search secrets even the pros don't know. From Google search tricks to free premium databases; from the "Invisible Web" to leveraging social media as an "intelligence agent," you'll learn how to quickly find the information you need to make a big-time impression with any prospect, and build deeper relationships with any client.

Sam Richter, SVP/Chief Marketing Officer at ActiFi, is an award-winning and top selling author, and as creator of the Know More! sales training program, an internationally sought-after speaker. Sam has won numerous marketing awards including Best of Show and Gold awards from various advertising/public relations/and online marketing associations, multiple WEBBY Awards for best Web site development, and a Codie Award—the "Oscars" of the software industry. Sam was formerly president of a national business research firm, is a member of the Business Journal's Forty Under 40, and he was a finalist for Inc. Magazine's Entrepreneur of the Year.

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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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With revenue slashed by the financial crisis, it's more important than ever for advisors to use technology to scale their businesses and operate more efficiently. In today's session of the Financial Advisor Webinar Series, advisors learned how to evaluate and implement practice management systems from one of the industry's leading experts, Dan Skiles, executive vice president of Shareholders Service Group.

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Actively Managing An ETF Portfolio In All Market Cycles
One major benefit of investing in ETFs is that you can participate in a sector's upside without the company-specific risk of individual stocks. While "a rising tide lifts all boats," if you get stuck investing near a market peak, your portfolio will undoubtably suffer.

In our next webinar, you'll learn how you can identify and profit from economic cycles. Robert Stein, who is managing partner of Astor Financial LLC and this week's presenter, specializes in economics-based investing. He uses economic indicators, namely unemployment, GDP, and money flows into and out of the stock market to identify changing economic cycles. In this session, he'll share his research and discuss the potential for double-dip recession. He'll also help you identify appropriate ETFs that would be poised to benefit.

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What's the best place on the Web to learn about ETFs? What sites can you depend on for the latest on tax issues? Which economists' blogs should follow regularly? In today's session of the Financial Crisis Webinar Series, attendees learned the answers to these questions and got a sneak peak of a new practice management website for advisors called advisors4advisors.com.

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Practice Management Tips For Advisors
Times are tough for independent financial advisors. Client retention and assets under management are down, and while you want to differentiate your firm to gain the many clients being lost by other firms, you also need to keep your expenses low. You can excel in this environment while keeping expenses low by better managing your firm and embracing the right technology solutions.

In this session of the Financial Crisis Webinar Series, Dan Skiles, executive vice president of Shareholders Service Group (SSG) will explain how you can use technology to steamline your firm's processes and better serve clients while using less resources. Skiles joined SSG this year after spending eight years at Charles Schwab & Co. where he was vice president of adviser technology. Formed in 2002, Shareholders Service Group serves nearly 500 independent registered investment advisers and advisory firms around the country with brokerage services and back office support.

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The market fallout of 2008 caught many investors and advisors by surprise as stock portfolios were cut in half. Now, after a resurgent second quarter in 2009, the economy and markets may be facing more headwinds. In this week's session of The Financial Crisis Webinar Series, Art DeLorenzo, CFP, Rick Aberman, Ph.D., and Fred Luskin, Ph. D. helped advisors create a plan for retaining and gaining clients during these difficult times. As founders of Maximize Your Talent Group LLC, a NY-based consulting firm, DeLorenzo, Aberman, and Luskin help financial advisors and other professionals identify and implement personal growth opportunities.

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Best Sites For Financial Advisor Research
As a financial advisor, you have to be knowledgeable in so many areas: financial planning, client communications and service, investment management, technology solutions, and staff and practice management to name a few. It can be overwhelming.

But we're here to help. In this session of the Financial Crisis Webinar Series, Andrew Gluck, an Internet research and marketing expert and CEO of Advisor Products, will show you what websites you should use to help you manage your practice.

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In today's session of the Financial Crisis Webinar Series, David Maxfield, coauthor of The New York Times bestseller, Influencer: The Power to Change Anything, explained how advisors can conduct crucial financial conversations with clients to drive rapid, sustainable, and measurable change in behaviors. Maxfield, who is vice president of Research at VitalSmarts, a corporate training company that has helped thousands of organizations, has found through proprietary research that advisors who master these crucial conversation skills can double their client retention rates.

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Preparing for the Worst
The The market meltdown of 2008 decimated client portfolios and advisory firm profits. After a resurgent second quarter, financial uncertainty lingers. Are you prepared for another leg down?

On Friday July 17th, you will learn skills to protect your business and bolster client relationships during the next market crisis. Whether it occurs next month or next year, you can be prepared. Fred Luskin, Ph. D., Rick Aberman, Ph.D., and Art DeLorenzo, CFP, founders of MYT Group LLC, will help you create a plan for retaining clients through turbulent times. Experts in applying Emotional Intelligence techniques in a business setting, the trio will provide you with unique ideas for managing client relationships.

Drawing on Luskin, Aberman, and DeLorenzo's collective experiences in communications, relationship management, psychotherapy, and stress management, NY-based MYT (Maximize Your Talent) helps advisors implement personal growth opportunities. Their work has been featured in The Wall Street Journal, The New York Times, Los Angeles Times, and Chicago Tribune, as well as TV and radio programs.

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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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