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 Thursdays 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
07/31/09
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Leveraging Technology In Your Firm
07/24/09
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0.0 (0)
Best Sites For Financial Advisor Research
07/17/09
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4.6 (288)
Preparing For The Worst: Managing Your Clients In A Bear Market
07/10/09
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0.0 (0)
Crucial Financial Conversations With Clients
06/26/09
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What To Tell Investors Now: Speaking With Clients And Prospects About The Bear Market
06/19/09
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0.0 (0)
Mission Possible: The Link Between Operational Efficiency And Human Capital
06/12/09
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0.0 (0)
Restoring Investor Confidence
06/05/09
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0.0 (0)
Advisors Using Social Networking Successfully
05/29/09
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0.0 (0)
Advanced Marketing For Advisors
05/22/09
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4.4 (118)
Life Planning And The Financial Crisis
05/15/09
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4.1 (82)
Investment Tax Management: Turn Clients' Biggest Expense Into An Opportunity
05/08/09
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4.1 (103)
Twitter For Advisors
05/01/09
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3.6 (102)
Using LinkedIn To Attract New Clients
04/24/09
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4.3 (75)
Increasing Operational Efficiency
04/17/09
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4.3 (92)
Google AdWords For Advisors
04/10/09
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4.5 (125)
After The Fall: Asset Allocation And Rebalancing
04/03/09
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4.2 (135)
Compliance Issues Posed By LinkedIn, Blogs, And Social Networking
03/27/09
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0.0 (0)
Hand-Picking Prospects Using LinkedIn
03/20/09
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0.0 (0)
Client Retention And Growth In Tough Times
03/13/09
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0.0 (0)
How To Perform Due Diligence On Alternative Investments And Provide Transparency To Your Clients
03/06/09
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0.0 (0)
Overwhelmed By The Crisis? How To Manage Yourself And Your Clients
02/27/09
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0.0 (0)
Asset Protection Planning
02/20/09
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0.0 (0)
Mutual Funds Are Bought, Not Sold: Winning In An Investor-Centric World
02/13/09
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0.0 (0)
Advanced Research Techniques For Advisors
02/06/09
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0.0 (0)
Systematically Address Financial Personality To Remake Your Firm
01/30/09
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0.0 (0)
What Clients Expect From Advisors: Findings From A Client Advisory Board Facilitator
01/23/09
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Investing In ETFs During The Crisis
01/16/09
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0.0 (0)
10 Steps To Recover From The Market Cataclysm
01/09/09
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0.0 (0)
Capitalizing On Financial Planning Opportunities
12/12/08
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0.0 (0)
Rational Expectations In Uncertain Markets

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