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.
Learn best practices on how to create a compliant website that delivers long term measurable results. We will cover a simple 3 stage process aimed at allowing you to maximize value from your web presence.
Ann Hughes, speaker, author, consultant and founder of The Female Affect, shares her professional experiences from the boardroom and her personal experiences of motherhood to provide helpful advice for women who strive to have it all. She helps to guide women to find the opportunities, balance and confidence to grow in their careers, while creating a well-rounded home life, whatever your version of having it all looks like.
Join us as Father of the JOBS Act, Dave Weild and Industry Recognized Securities Attorney, Sam Guzik discuss ways to enhance deal distribution and create liquidity for new small cap offerings such as Reg A+ crowdfinanced offerings (RACOs). Key discussion points will include status of Reg A+, using technology to enhance deal distribution, the legislative movement to increase tick sizes, building a solid base of aftermarket support and new venture exchanges for emerging companies.
Join this dynamic duo on The Client Connection! Yuhannes Watts is interviewed by Meridith Elliott Powell on becoming the go-to person in your field. Creating business is about connections and in this can't-miss webinar, you will learn the tools you need to increase your sales pipeline, get a greater ROI and fuel your profits. Grow your business by strengthening your brand!
Can you do Life Planning on the web as well as an in-person interview? What are the essential elements of a web based Life Planning Service? What is essential for the intimate, personal process of Life Planning to be delivered and how could it be approached through a computerised process?
Receive a free e-book for attending: "Life Planning for you", the companion book to the LifePlanningForYou.com website.
Attendees will learn:
-To what degree can you computerise the Life Planning process within your own firm and is it advisable?
-What are the advantages of having it on the web?
-How to attract clients with web based Financial Life Planning
-How to ask effective, meaningful questions through technology interfaces
-Interpret client responses and understand personal communications over the web
-How to keep the flow of intensive two-way reciprocation using technology
Todd Clarke of CLS Investments, LLC and Eric Clarke of Orion Advisor Services discuss the threats financial advisors face, the needs of educated investors and how advisors can continue to succeed in a changing marketplace.
Elliot Weissbluth of HighTower Advisors leads a panel of leading internet-based advisors, Betterment’s Jon Stein and CircleBlack’s John Michel, as well as industry contrarian, Joe Duran of United Capital Financial Advisors. The group will examine the “robo-advisor” landscape and answer the simplest of questions: friend or foe?