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.
Simon Jackson, Executive and Sales Coach, Aecern Coaching
When faced with increased market pressures and the unavoidable need for change, the first port of call for many organisations is to focus on the skills and capabilities of their people. Indeed, corporate training and development is a growing area. Research shows year on year double-digit growth since 2011 in corporate training spend. And whilst capability and skill development is an inevitable part of organisational development and effectiveness, the question however has to be, are we truly getting the returns on the investments being made? Is capability development meeting the needs of the organisation?
In this webinar Simon Jackson will share his experience and insight that has been developed over many years working with leading global brands on transformation initiatives that have focused on leadership development and change programmes. We will explore what is really needed to transform the capability of your people and create high performance.
Quite simply, Geoff teaches finance professionals how to get what they want. It’s not just about getting paid more, or promoted faster, or creating more career options. But how do you create the career you truly want?
As a former investment banker from Goldman Sachs and investor at the Carlyle Group, and today an advisor to CEOs and senior Wall Street professionals, Geoff knows your career from the inside-out, and will teach you how to win.
You will learn how to step back, get clear on what you want, build a process to make it happen, and build yourself into the person who can do it. If you want to win, you want to tune into this webcast.
To develop our own leaders we need to develop our own leadership skills. If we don't see ourselves as leaders, as I didn't, then how can we expect others to do so? If we expect others to lead and we aren't prepared to be seen as leaders ourselves, what message does this give?
In this webinar Sean Kent will share his experiences of developing himself as a leader and how he has been able to use that to develop leaders at Freebridge Community Housing. In particular he will reflect on the personal and organisational impact that coaching has had, and the benefits and challenges that diversity can bring to leadership.
Leaders in the 21st century face immense challenges with regard to harnessing workforce energy. This session will focus on the latest work and research conducted in the field of Leadership, Happiness and Neuropsychology to identify how Authentic leaders are able to marshal energy and deploy this effectively in a way which is distinctive and impactful.
The session will identify the critical approaches which are applied by successful leaders to achieve high performance and to maximise engagement. Rani Bains will draw on the latest research and practical examples to outline the self management and leadership approaches which "make the difference that counts." .
Professor Ricciardi discusses behavioral finance, the psychology behind risk-taking, what makes individuals feel the way they do when making financial judgments, and how understanding our cognitive (mental) and affective (emotional) issues makes us better decision makers. He also highlights important issues from his current book Investor Behavior: The Psychology of Financial Planning and Investing with co-editor H. Kent Baker.
Fortinet protects the most valuable assets of the largest financial services institutions across the globe. Learn how they provide high-performance protection against cyber-threats by hearing from security experts and key customers.
Join us for a live interactive webinar session where Paul Niederer, the CEO of the Australian Small Scale Offerings Board (ASSOB), will discuss how the world’s oldest equities crowdfunding platform has been able to remain FRAUD FREE after completing hundreds of raises in over 10 years in operation.
Webinar viewers will learn how to identify red flags before deploying capital on equity crowdfunding or marketplace lending platforms as well as gain an understanding of “Investor Commanded Transparency”.
A MUST-VIEW webinar for novice investors, experienced venture investors (especially FinTech investors), financial advisors, issuers, underwriters and regulators.
A recent report suggested that nearly half of IFAs are recommending their clients invest in multi-asset investment funds. Increased market volatility appears to have resulted in more IFAs recommending these fund solutions. Despite their rising popularity, are multi-asset funds the panacea they appear to be? Are IFAs delegating too much responsibility for risk management and investment performance when opting for multi-asset funds, instead of constructing a portfolio of single-asset class funds? In this presentation, Martin will explore the arguments for and against the use of multi-asset funds for advised investment clients. His conclusions might surprise you.
Pensions freedoms in the UK are now nearly 6 months old. Advisers have been adding value by helping clients make an informed decision on the choices available, but are all tools that are available to help in this process equally fit for purpose?
Understanding how the tools work and their limitations is a critical step both in providing compliant and robust advice, and in explaining the results to clients.
eValue explains the methodologies and limitations of the income planning tools provided to advisers to help advisers ask the right questions to become comfortable with the tools selected. The webinar covers:
- Why the modelling risks are so important in post retirement income planning
- The main types of forecast methodology and their limitations
- What to look out for when choosing your income planning tool