Regulatory Reform: Will You Be A Fiduciary?

by Advisor Products 9/18/2009 5:54:00 PM

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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7/30/2010 2:19:38 PM

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The Crisis Webinar Series, hosted by Advisor Products, is a free weekly webinar presentation that addresses key issues affecting independent financial advisors during the global economic crisis. Presenters are experts in investment management, financial planning, firm efficiency, advisor technology, business coaching, and client service and have helped advisors with techniques for managing portfolio risk, identifying investment opportunities, boosting revenue, gaining referrals, and strengthening client relationships during today’s challenging business environment.

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Advisor ProductsAdvisor Products
Advisor Products provides marketing and technology solutions for over 1,800 independent financial advisory firms. The company organizes the Crisis Webinar Series to support the independent advisory profession during a time of tremendous difficulty after the fallout from the credit crisis. Advisor Products believes that by utilizing techniques taught in these webinars, the independent advisory industry can survive and even thrive through the recession.

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