Delivering And Monetizing Financial Advice Online
A recently widowed woman in Fresno, California needs to know how to handle her husband’s IRA. The owner of a barber shop in New Your City wants to create a retirement plan for his 11 employees but doesn’t know where to start. A 55 year old couple just inherited $1 million and need to know how to invest it.
It’s likely these people, along with millions of other consumers like them, will use the Web to find answers. However, financial advisors have no easy way of serving these kinds of clients efficiently online. Or do they?
At this webinar, you’ll learn about:
· Defining the scope of and how much to charge for online financial advice
· Generating revenue using your web content
· Using social networking tools like Facebook, Twitter, YouTube and LinkedIn to find consumers that want your advice
· Dealing with compliance issues
Guest presenter Kevin P. Condon, PhD, CFP® founded Baltimore-Washington Financial Advisors in 1986, a wealth management, tax and financial planning practice which he sold to his partners in 2002. During his practitioner career, he was named to Worth Magazine’s Top 250 Best Financial Advisors for five years running. In 2002 he founded with Rob Peremel Myfinancialadvice.com, the nation’s first, end-to-end web portal for advisors who want to give “live” advice for a fee. Recently, they have started OnlineAdvisorCentral.com and CommonFinancialAdvice.com.
Note: This webinar is not eligible for CFP® CE credit.
More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.
User reviews
(Updated: October 20, 2011)
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Kevin Condon did a great job and is doing great work. Thanks for having him on Andy.
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(Updated: October 20, 2011)
5.0 |
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Think this was one of the most insightful and useful webinars I've heard in a long time. Thank you for arranging it.
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(Updated: October 20, 2011)
Webinar Attendee
5.0 |
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Kevin Condon offered great insights on how to provide information to allow potential clients to "get to know" you personally and professionally using social media.
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(Updated: October 20, 2011)
Webinar Attendee
4.0 |
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Great introduction to the world of online advice.
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(Updated: October 20, 2011)
4.0 |
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I thought it was good and wanted more. Time was too short. Please have Kevin again.
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