At this webinar, you will hear practice management ideas that will save you time and money or increase your marketing reach, including how to:
• Archive emails, tweets and other social content compliantly
• Put your practice in the cloud using Microsoft Office or Google Apps
• Batch process and deliver any document to clients securely
• Stream financial news compliantly on social networks
• Design your website for mobile devices
The session will be led by Andrew Gluck, founder and CEO of Advisor Products.
The MarketingSmart Webinar Series is a free program produced by Advisors Products.
Register for this session and you can receive a free trial for Advisors4Advisors.com, a portal for advisor news and practice management ideas.
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Thanks Andy! Very interesting.
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A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.