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 sessions from the CFP Board of Standards and the Investment Management Consultants Association, as well as PACE credit toward CLU® and ChFC® designations. A4A is also 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
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
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
02/11/11
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3.9 (92)
The History Of Manager Due Diligence And Where We Went Wrong
02/04/11
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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
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4.1 (45)
How Financial Advisors Can Optimize For Local Listings In Search Engines
01/07/11
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4.4 (135)
The Death Of Buy & Hold Has Been Greatly Exaggerated
12/10/10
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4.3 (66)
Transform Your 401(k) Advice Business
12/03/10
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4.3 (72)
State Securities Chiefs Speak About RIA Regulatory Overhaul
11/19/10
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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
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!

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