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
12/02/11
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4.3 (38)
Increasing Credibility With Clients
11/18/11
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2.9 (29)
Monitoring And Managing Retirement Income Portfolios Professionally
11/11/11
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4.4 (35)
Adding Clients And Streamlining Processes In 2012
10/28/11
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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
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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
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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?
09/09/11
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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
08/05/11
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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?
07/08/11
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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
06/03/11
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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
05/06/11
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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
04/08/11
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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

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