Thought Leadership for Financial Advisors (TLFA) provides Registered Investment Advisors (RIA) and fee-only financial advisors with practice management insights. You can find industry luminaries presenting weekly webinars on topics such as social media, marketing, referrals, engaging the affluent, compliance, life planning, retirement planning, and succession planning.
You can attend the webinars at no cost and will be able to submit real-time questions to presenters during the live online events. If you are unable to attend a webinar live, you can also view it afterward on demand.
Planning for Growth & Profitability: The One Page Plan® for Financial Advisors
Maria Marsala, Strategic Business EduCoach(TM), Elevating Your Business
Recorded:
May 8 2013
49 mins
Live Q&A with Cathy Curtis [Social Media, Branding, Referrals]
Cathy Curtis, Financial Planner, Curtis Financial Planning
Recorded:
Apr 30 2013
26 mins
Live Q&A with Victor Gaxiola [Social Media]
Victor Gaxiola, Subject Matter Expert - Social Media, Actiance
Recorded:
Apr 25 2013
27 mins
Live Q&A with Kristin Harad [Niche, Marketing]
Kristin C. Harad, CFP(R), President, Next10Clients
Recorded:
Apr 24 2013
23 mins