Advanced Research Techniques For Advisors

Advanced Research Techniques For Advisors
Sam Richter
ActiFi, Inc.
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IMCA - 1 credit

Sam Richter, chief marketing officer of ActiFi Inc., shares dozens of valuable research tips that advisors can use to strengthen client relationships and locate new prospects. Tips includ how to use Google search strings for more focused results and how to use free online databases to stay informed about clients and prospects.


This webinar is approved for IMCA CE credit.

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--  relies on economic fundamentals

--  broadly diversifies a core of portfolios in low-expense funds and ETFs

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--  likes the work of Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck


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