Financial Advisor Webinar Series

Financial Advisor Webinar Series

The Financial Advisor Webinar Series is a weekly program produced by Advisors4Advisors addressing key issues affecting independent advisors, held Fridays at 4 p.m. Eastern Time.


Members of Advisors4Advisors can replay any webinar 24/7 and receive unlimited free continuing education credit on most session from the CFP Board of Standards and the Investment Management Consultants Association, as well as PACE credit toward CLU® and ChFC® designations. A4A also is an IRS Continuing Education Provider to Enrolled Agents. In addition, CPAs are eligible to receive continuing professional education credit for attending live sessions but not replays.


The Financial Advisor Webinar Series began amid the near-collapse of the world financial system in October 2008 and hundreds of advisors now attend the live sessions or view replays every week. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

Date (Rating) Title
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
06/17/11
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3.9 (95)
Estate And Financial Planning Client Intake: A Streamlined Values-Based Approach
06/10/11
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3.9 (77)
An Updated Approach To Goal-Driven Investing
06/07/11
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4.4 (106)
June 2011 Economy Update From Fritz Meyer
06/03/11
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3.8 (41)
How Financial Advisors Can Create Video Demos Marketing Their Services
05/20/11
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4.2 (73)
Oil, Gold, And Portfolio Design
05/13/11
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3.9 (104)
Crucial Concepts In Prudent Asset Allocation
05/10/11
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4.5 (93)
May 2011 Economy Update From Fritz Meyer
05/06/11
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4.0 (5)
Don't Get Sued When Going Independent
04/29/11
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3.6 (41)
Operational Technology Tips For Advisors
04/15/11
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4.6 (81)
April 2011 Economy Update With Fritz Meyer
04/08/11
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4.5 (119)
Building A Better Balanced Portfolio
04/01/11
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4.4 (22)
Crucial Considerations Before Leaving A Wirehouse
03/25/11
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3.8 (24)
Industry Trends Affecting RIAs
03/18/11
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4.0 (52)
Japan's Disaster, Saudi Revolution, And Other Scenarios: Forecasting Their Effects On Portfolios
03/11/11
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4.0 (25)
Employment Law & Social Media: What Advisory Firm Owners Need To Know
03/04/11
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4.6 (108)
10 Tax-Efficient Strategies For Advisors To High-Net-Worth Investors
02/25/11
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4.4 (44)
Success Factors Driving Top Advisory Firms
02/18/11
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4.5 (133)
Modern Portfolio Theory Is Alive And Well And Here's How To Use It Right Now

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