Financial Advisor

What do you say to a grieving client? Do you really want to know how they are? Do you actually know how they feel? Amy Florian shares how best to communicate with a client who is going through a grieving process.

Dave Grant, one of NAPFA's 30 most influential people in fee-only financial planning of 2013, shares best practices for attracting gen X & Y clients.

Dave Grant is one of the founders of NAPFA Genesis. NAPFA Genesis is a peer-to-peer networking group designed to encourage professional growth and development among NAPFA members and affiliates who are 33 years old and younger.

What does your office say about you? Is it an inviting area where clients feel comfortable having conversations about money? Mary Gresham shares research that'll make you consider a new look to your office layout.

Michael Kitces shares his success factors on building an audience and connection through Twitter.

Cathy Curtis says you don't have to have a product or a company to brand; you can be your own brand. But what does being your own brand mean?

A wave of financial innovation and regulatory reform is revolutionizing Wall Street and popularizing new asset classes aimed at democratizing the flow of capital and giving smaller investors and businesses greater opportunities to prosper. As a result, the financial services industry is undergoing a dramatic transformation that is rapidly rendering traditional banking and brokerage revenue models obsolete, conventional capital raising strategies unfeasible and typical asset class returns negligible.

NowStreet’s new webinar series, “Capitalizing on Financial Innovation” is designed to help broker-dealers, investment bankers, financial advisors, issuers and investors capitalize on this surge of industry disruption. Part I of this timely webinar series will focus on crowdfunding and is aimed at properly preparing investors, asset allocators and issuers for the forthcoming Crowdfunding Revolution. Webinar participants will be armed with the latest financial and legal knowledge from renowned crowdfund industry experts. They will also learn how to employ the social tools needed to succeed in this emerging industry.

Moderator:
* Dara Albright, Founder, NowStreet

Panelists:
* Richard J. Salute, CPA, Consultant with extensive expertise in capital markets and securities regulations
* Douglas S. Ellenoff, Partner at Ellenoff, Grossman & Schole
* Ruth Hedges, CEO of Funding Roadmap

Emerging markets have truly evolved, with the four major countries that became synonymous with emerging markets — Brazil, Russia, India and China — facing slower growth and some of the hiccups of development. Now, many smaller countries not top of mind with investors are exhibiting some of the growth expected of emerging markets.

So, what exactly are emerging markets now and how should investors allocate their money to these markets? Where within this universe are the best opportunities, given that some of these smaller markets like Turkey and Thailand have logged double-digit gains in 2012 while Brazilian and Chinese names have lagged? And what about bonds? Where is the opportunity? Corporate debt? Local-denominated bonds?

Join this live roundtable discussion as experts share their thoughts on where the best opportunities lie and where emerging markets are headed in 2013.

Panelists:
* Reshma Kapadia, Staff Writer, Barron's Magazine (Moderator)
* Bruce Brewington, PM, Forward Management, LLC
* Rob Lutts, CIO, Cabot Money Management
* Robert J. Luna, CEO, Surevest Capital Management

Is social media really necessary? For that matter, what is social media? Carl Richards talks about how breakfast might be your best social media tool.

With returns in conventional asset classes diminishing, institutional money has been flocking to better performing alternative assets such as PE. This “smart money” also knows how to navigate the tax code in order to maintain more of the appreciation. Particularly with interest rates dwindling down to zero, limited growth opportunities on public stock exchanges and tax rates imminently on the rise, how can smaller retail investors recapture portfolio yield without much of it going to Uncle Sam?

Join us for a timely webinar that will provide new strategies for creating and maintaining wealth.


Moderator:
* Dara Albright, Founder, NowStreet

Panelists:
* Richard J. Salute, CPA, Capital Markets and SEC Practice Consultant for CohnReznick
* Maureen Mattera, CPA, Director, CohnReznick
* James A. Jones, Director of Business Development, Accuplan and Founder, AlternativeAssetsIRA

As global markets remain volatile and the uncertainty of the sustainability of developed markets persists, investors are looking for investment opportunities that potentially offer both relative safety and prospects for growth.

Join Hugh Young, Aberdeen's Managing Director and Head of Equities, and Anthony Michael, Aberdeen's Head of Fixed Income Asia-Pacific, as they discuss the opportunities they are finding in the Asian region in this live video roundtable.