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Capital Gains, Opportunity Zones, And Tax-Aware Investing
Oct 08, 2020October Class Description: Please join us for Robert Keebler's October tax analysis webinar about cptial gains, Opportunity Zones, and...
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Financial Economics After Covid; Fritz Meyer's Professional Education Class
Oct 13, 2020Stock Selloff Continues (Monday, September 21, 2020) Stocks sold off again today, extending the losing streak,...
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RIA Regulatory Priorities & Inspection Deficiencies
Oct 14, 2020Compliance Services For A4A Members Cathy Vasilev, cofounder of a compliance consultancy to hundreds of RIAs, is teaching a series of...
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Deconstructing The S&P 500 By Sectors And The Index's Changing Risks
At a moment in financial history when performance of major U.S. stock indexes is heavily weighted by FAANGM, the objective of this class is to...
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Going from Good to Great: Implementing Behavioral Finance in Your Advisory Practice
Going from Good to Great: Implementing Behavioral Finance in Your Advisory Practice Before replaying this class, we recommend taking...
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Year-End Tax Planning 2020 CPE With Robert Keebler
Covid Crisis Hits Private Wealth (August 25, 2020) Coronavirus is cutting a path of economic destruction,...
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Investment Economics In The Covid Crisis; Fritz Meyer, September 2020 CE
Covidnomics Causes S&P 500's FAANGM Anomaly (Wednesday, September 2, 2020) Your...
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RIA Fee Structure: Earning Fees In An Era When Investment Management Is Commoditized
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Advisor Panel
09/28/12 4 PM EST Program Id: pending 3.5Average Attendee Rating Poor Average Excellent
RIA Compensation Models In An Era Of Fee Compression
Competition from online advice apps, discount brokerages, and advisors paid by the hour are putting pressure on fees on investment advice and financial planning. How can you fight fee compression?
A panel of advisors will speak about how they are fighting fee compression and will discuss:
• making financial planning more scalable
• how to charge for financial planning
• increasing your value proposition
• scaling investment advice
Guest speakers are advisors who have built successful businesses and whose firms manage from $40 million to $600 million. Each panelist will speak for seven minutes about their practice and keys to success, and that will be followed by 20 to 30 minutes of questions and comments.
User reviews
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had trouble logging in but thought content was good
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Interesting mix of speakers gave a good overview of the topic.
Excellent. Best one in a long time.
