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
02/03/12
User rating
 
4.5 (114)
Income & Estate Tax Strategies For The Year
01/27/12
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4.1 (31)
How Wealth Managers Can Use Social Media To Boost Search Engine Rankings
01/20/12
User rating
 
3.8 (40)
Life Settlements: Understanding The Process, Avoiding The Pitfalls
01/13/12
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4.5 (69)
The 2012 401(k) Opportunity For Advisors: What's Changed, Why Now
01/06/12
User rating
 
4.2 (75)
2012 Compliance Priorities For RIAs
12/09/11
User rating
 
4.0 (34)
Best Practices In Document Management
12/02/11
User rating
 
4.3 (38)
Increasing Credibility With Clients
11/18/11
User rating
 
2.9 (29)
Monitoring And Managing Retirement Income Portfolios Professionally
11/11/11
User rating
 
4.4 (35)
Adding Clients And Streamlining Processes In 2012
10/28/11
User rating
 
4.3 (96)
Year-End Tax Planning For Financial Advisors
10/27/11
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4.3 (17)
Recent Improvements In Advisor Vault
10/21/11
User rating
 
4.2 (29)
Delivering And Monetizing Financial Advice Online
10/14/11
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4.2 (42)
A New Credential For Investment Fiduciaries From A Founding Father Of The Fiduciary Movement
10/07/11
User rating
 
4.6 (23)
Establishing Hiring Practices At An Advisory Firm
09/23/11
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4.1 (102)
Scott Martin On How To Use Google Analytics To See How Your Website Is Helping You
09/16/11
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4.3 (54)
Letting Prospects Sell Themselves
09/15/11
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0.0 (0)
Target Date Funds Have Lost Their Luster. What Should Fiduciaries Do?
09/13/11
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4.6 (95)
September 2011 Economy Update From Fritz Meyer
09/09/11
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4.4 (113)
Introduction To Tax-Efficient Investing (Part 1)
09/09/11
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0.0 (0)
Tax-Efficient Investing: Comparing The Results Of Tax-Efficient Portfolio Management (Part 2)
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09/09/11
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0.0 (0)
Tax-Efficient Investing: Retirement Distribution Strategies (Part 3)
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09/09/11
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0.0 (0)
Tax-Efficient Investing: Tax-Sensitive Withdrawal Strategies (Part 4)
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08/12/11
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4.6 (27)
The Switch Is On Again For RIAs
08/09/11
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4.6 (109)
August 2011 Economy Update From Fritz Meyer
08/05/11
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4.2 (64)
Study: Long-Term Bond Fund Investors Perform Better Than Expected In A Period Of Rising Rates
07/29/11
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4.5 (133)
Harold Evensky On What's New In Wealth Management
07/22/11
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3.6 (25)
Should FINRA Be The SRO For RIAs?
07/12/11
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4.5 (89)
July 2011 Economy Update With Fritz Meyer
07/08/11
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3.9 (29)
How Advisors Can Use Niches In Marketing
06/23/11
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4.0 (17)
Integrating Your Document Management System With Your Client Portal

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