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
05/22/09
User rating
 
4.4 (118)
Life Planning And The Financial Crisis
05/15/09
User rating
 
4.1 (82)
Investment Tax Management: Turn Clients' Biggest Expense Into An Opportunity
05/08/09
User rating
 
4.1 (103)
Twitter For Advisors
05/01/09
User rating
 
3.6 (102)
Using LinkedIn To Attract New Clients
04/24/09
User rating
 
4.3 (75)
Increasing Operational Efficiency
04/17/09
User rating
 
4.3 (92)
Google AdWords For Advisors
04/10/09
User rating
 
4.5 (125)
After The Fall: Asset Allocation And Rebalancing
04/03/09
User rating
 
4.2 (135)
Compliance Issues Posed By LinkedIn, Blogs, And Social Networking
03/27/09
User rating
 
0.0 (0)
Hand-Picking Prospects Using LinkedIn
03/20/09
User rating
 
0.0 (0)
Client Retention And Growth In Tough Times
03/13/09
User rating
 
0.0 (0)
How To Perform Due Diligence On Alternative Investments And Provide Transparency To Your Clients
03/06/09
User rating
 
0.0 (0)
Overwhelmed By The Crisis? How To Manage Yourself And Your Clients
02/27/09
User rating
 
0.0 (0)
Asset Protection Planning
02/20/09
User rating
 
0.0 (0)
Mutual Funds Are Bought, Not Sold: Winning In An Investor-Centric World
02/13/09
User rating
 
0.0 (0)
Advanced Research Techniques For Advisors
02/06/09
User rating
 
0.0 (0)
Systematically Address Financial Personality To Remake Your Firm
01/30/09
User rating
 
0.0 (0)
What Clients Expect From Advisors: Findings From A Client Advisory Board Facilitator
01/23/09
User rating
 
0.0 (0)
Investing In ETFs During The Crisis
01/16/09
User rating
 
0.0 (0)
10 Steps To Recover From The Market Cataclysm
01/09/09
User rating
 
0.0 (0)
Capitalizing On Financial Planning Opportunities
12/12/08
User rating
 
0.0 (0)
Rational Expectations In Uncertain Markets
12/05/08
User rating
 
0.0 (0)
Opportunity And Risk In Fixed Income Securities
11/14/08
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0.0 (0)
Understanding The Global Crisis And How It Affects Financial Planning
11/07/08
User rating
 
0.0 (0)
Two Experts On Investing Now: Cautious And Opportunistic
10/31/08
User rating
 
0.0 (0)
Growing Your Practice And Managing Portfolios In Turbulent Times
10/17/08
User rating
 
0.0 (0)
Communicating And Winning New Business In A Challenging Time

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