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
02/18/11
User rating
 
4.5 (133)
Modern Portfolio Theory Is Alive And Well And Here's How To Use It Right Now
02/11/11
User rating
 
3.9 (92)
The History Of Manager Due Diligence And Where We Went Wrong
02/04/11
User rating
 
4.2 (64)
Helping Business Owners Plan Their Exit Strategy
01/28/11
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4.0 (77)
New Law Means Advisors Must Battle Client Indifference To Estate Planning
01/21/11
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4.2 (78)
Getting Referrals Perpetually
01/14/11
User rating
 
4.1 (45)
How Financial Advisors Can Optimize For Local Listings In Search Engines
01/07/11
User rating
 
4.4 (135)
The Death Of Buy & Hold Has Been Greatly Exaggerated
12/17/10
User rating
 
4.3 (102)
2011 Compliance Planning
12/10/10
User rating
 
4.3 (66)
Transform Your 401(k) Advice Business
12/03/10
User rating
 
4.3 (72)
State Securities Chiefs Speak About RIA Regulatory Overhaul
11/19/10
User rating
 
3.9 (55)
The Sky Isn't The Limit, You Are! Creating New Habits For 2011
11/12/10
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4.3 (144)
The New Form ADV Part 2
11/05/10
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4.2 (43)
Art And Collectibles Planning
10/29/10
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4.3 (73)
A New Approach To Estate Planning
10/22/10
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4.5 (102)
Asset Protection Using Domestic Trusts
10/15/10
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3.7 (62)
Improve Returns With Liquid Alternative Investments
10/08/10
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4.2 (104)
Creating Financial Plans Based On Economic Scenarios
10/01/10
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4.2 (156)
Year-End Tax Moves For 2010
09/24/10
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3.7 (68)
Managing Email Overload: Tips From An Email Best-Practices Consultant
09/16/10
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3.9 (26)
Cost-Effective Rebalancing To Improve After-Tax Returns & Client Satisfaction
09/09/10
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3.8 (37)
Sin Stocks Are A Blessing In A Difficult Market
08/27/10
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4.4 (29)
Rise Up From The Financial Crisis & Reclaim Your Power!
08/20/10
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4.5 (47)
The 10-Year Exit Plan: Controlling Your Future
08/19/10
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4.2 (17)
Portfolio Accounting & Performance Reporting Using BOSS—A PortfolioCenter Service Bureau
08/13/10
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4.4 (40)
Continuity Planning For Advisors
08/06/10
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4.3 (111)
Collaborating With Estate Planning Attorneys
07/30/10
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4.4 (46)
Lock In Loyalty With Continuous Client Service
07/23/10
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4.3 (49)
What Is Your Firm Really Worth? Here's The Ugly Truth
07/16/10
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4.2 (43)
Time Management For Advisors
07/15/10
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3.9 (24)
A Low-Cost Portfolio Reporting Solution For Independent Advisors

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