Financial Advisor Webinar Series

Financial Advisor Webinar Series

The Financial Advisor Webinar Series is a free weekly program addressing key issues affecting independent advisors every Friday at 4 p.m. Eastern Time. 

Members of Advisors4Advisors can replay any webinar 24/7 and receive free continuing education credit from the CFP Board of Standards, the Investment Management Consultants Association and PACE credit toward CLU® and ChFC® designations for most sessions.

The Series was started during the near-collapse of the world financial system in October 2008 and hundreds of advisors attend the live sessions or view replays every week.
Click here for instructions on reporting CE Credit from webinar replays. Registered members only.

Attention Enrolled Agents! Advisors4Advisors is now an IRS Continuing Education Provider. Click here for details.
Date (Rating) Title
08/22/14
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0.0 (0)
Shaping Investor Behavior
08/15/14
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0.0 (0)
Tax Analysis And Explanation, August 2014
08/12/14
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0.0 (0)
Fritz Meyer Economic And Investment Update, August 2014
08/01/14
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0.0 (0)
Ensure Great Execution Through SMART Goals And Key Performance Indicators
07/25/14
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4.9 (33)
LinkedIn For RIAs, Ninja-Style
07/18/14
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4.7 (26)
What Every Advisor Needs To Know About Self-Directed IRAs
07/11/14
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4.7 (41)
75 Ways To Generate Tax-Alpha® (Part 3) (Two CE credits)*
07/08/14
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4.8 (88)
Fritz Meyer's Third Quarter Roundup On Economics And Investments -- Two CE Credits
06/27/14
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4.8 (39)
75 Ways To Generate Tax-Alpha® (Part 2) (Two CE credits)*
06/13/14
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4.5 (13)
How To Set Up And Run An Internship Program At An RIA
06/10/14
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4.8 (62)
Fritz Meyer Economic And Investment Update, June 2014 (Two CE credits)*
06/06/14
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4.1 (20)
Making Your RIA GIPS® Compliant
05/29/14
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4.7 (38)
75 Ways To Generate Tax-Alpha® (Part 1) (Two CE credits)*
05/16/14
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4.2 (12)
How To Produce And Edit Your Own Video Presentations
05/13/14
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4.8 (76)
Fritz Meyer Economic And Investment Update, May 2014
05/09/14
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4.6 (31)
SEC's New RIA Guidance On Social Media
04/25/14
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4.8 (68)
Bracket Management And Tax-Aware Investing
04/11/14
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4.2 (49)
Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements
04/08/14
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4.7 (58)
Fritz Meyer Economic And Investment Update, April 2014
04/04/14
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4.5 (56)
Inflation And Asset Performance
03/21/14
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4.7 (23)
Manager Selection And An Update On CFA Institute Initiatives For Advisors
03/11/14
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4.8 (66)
Fritz Meyer Economic And Investment Update, March 2014
03/07/14
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4.2 (47)
An Advisor's Guide To Restricted Stock And Trends In Equity Compensation
02/28/14
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4.1 (48)
The Psychology Of Risk: The Behavioral Finance Perspective
02/21/14
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4.4 (47)
An Advisor's Guide To The Proper Use Of Life Insurance
02/11/14
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4.7 (71)
With A Correction Upon Us, Fritz Meyer Economic And Investment Update; February 2014
02/07/14
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4.2 (74)
The Safe Retirement Withdrawal Rate Problem: A Simple, New Approach
01/28/14
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4.3 (42)
Creating Tax-Alpha In Today's Interest And Tax Rate Environment
01/24/14
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4.0 (27)
Measuring Diversification & Non-Market Beta: A Quantitative Approach To Driving Sustainable Returns
01/17/14
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4.0 (70)
The New Ideas Changing Retirement Income Planning

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