Welcome to the US financial advisor community on BrightTALK. Join the community to learn alongside thousands of financial advisors and registered investment advisors. Access relevant and timely content on investment products and strategies, regulations and compliance and the market landscape. You can also find practice management insights on topics such as client acquisition and retention, life planning, marketing and social media best practices.
CIO Equity US Scott Migliori says significantly lower energy costs and strong job growth are bolstering consumers, putting Main Street on more of an upswing than Wall Street. But be mindful of early inflationary pressures, particularly wages.
Falling prices for “Dr. Copper”—the world’s smartest economist—usually means bad news, says CIO NFJ Ben Fischer, but lower-for-longer Fed rates should help. Expect a stock-picker’s market to return and look to active managers to take advantage.
Asia’s markets could suffer if Japan’s yen continues to weaken, says CIO Equity Asia Pacific Raymond Chan. Yet with high interest rates set to fall and reform on the agenda across the region, investors shouldn't overlook Asia.
Most research on optimal retirement income strategies is based on long-term historical averages. Retirement experts David Blanchett, Michael Finke and Wade Pfau will show how using returns better calibrated to current financial asset values (rather than historical averages) leads to a much more conservative estimate of safe-withdrawal rates for retirees. They’ll also discuss how to use different return scenario perspectives to improve the quality of investment advice and recommendations for your clients.
The CFP Board has accepted this program for 1 hour of CE credit towards the CFP® certification. In addition, IMCA has accepted this program for 1 hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the registration process and stay for the entire session we can report your attendance to these organizations.
Tune in to discover how your health impacts your business growth. Heidi Hanna, New York Times bestselling author of "The SHARP Solution: A Brain-Based Approach for Optimal Performance" and the follow-up release "Stressaholic: 5 Steps to Transform Your Relationship With Stress," teaches you how focusing on having enough energy vs having enough time is the key to success.
With deflation fears rising in Europe, policymakers are worried—but fear not, says CIO Equity Europe Neil Dwane. Investors should celebrate the lower oil, food and energy prices that support increased economic activity.
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
February 2, 2015 - Jim McDonald - What’s behind the recent actions taken by central banks across Europe – and what do they mean for economic growth globally? Our Chief Investment Strategist shares his views. Watch.
Effective Succession Planning for Family Businesses
Creating a succession plan is a challenge for any business owner, but if the business is a family business, the issues involved can be significantly compounded by emotional considerations. Listen in while Denise P. Federer, Ph.D., consultant, business coach and behavioral psychologist, addresses some of the significant issues to consider regarding a succession plan, to ensure that owners safeguard the personal and financial future for their clients, employees and family members.
Attendees of this webinar heard a lively discussion that explored how financial institutions can leverage digital financial data and take specific steps to optimize customer engagement. They also heard about Yodlee’s leading digital financial platform and new Transaction Data Enrichment solution—the first to automatically organize individual merchant and non-merchant transactions into clear categories—enabling financial institutions to:
-Identify, analyze, and act on merchant level transaction data
-Categorize all banking, credit, and debit card transactions by merchant, merchant type, and geographical location
-Understand consumer purchase behavior
-Create relevant and targeted promotional offers
US Investment Strategist Kristina Hooper tells Reuters that while the Fed’s transition to more conventional monetary policy in 2015 may be difficult, investors should still find opportunities in US stocks, especially in the technology sector.
Dan Tubbs is the portfolio manager of the Mirabaud GEM and Asia ex-Japan funds. Dan will share his views on how he and his team search for interesting investment opportunities within the Global Emerging Markets universe which then form part of his concentrated portfolios.
Through his investment process Dan will share his thoughts on 3 companies which have the potential to double in value over the coming year.
We live in changing times with no lack of macro events for today’s markets to navigate. Jim Welsh, Forward Portfolio Manager and Tactical Strategist, assesses the macro market landscape and the forces that could drive market trends.
What trends should investors be watching as the new year unfolds? See for yourself what Legg Mason's family of investment managers see as the most important issues facing the global economy and financial markets.
Assets in index funds and ETFs are reaching all-time highs, driven in part by the belief that stock selection strategies have become a fool’s errand for investors who are trying to outperform the market. In this webinar, O’Shaughnessy Asset Management CEO Jim O'Shaughnessy will share empirical research conducted over 80 years to debunk this myth and identify time-tested principles that allow investors to consistently beat the market.
With more than 25 years experience and a passion for helping people realize their full potential, Wendy Hanson has achieved great success as an Executive Coach, Team Builder, Author, Speaker, and Radio and Cable TV Talk Show Host. Now she brings her savvy insight to The Client Connection, and will help you create a coaching culture in your organization to increase passion, ignite initiative and blow past your goals!
Improving the effectiveness of your prospecting approach is key to gaining and deepening client relationships and building AUM. In this webinar, Dan Solin, APViewpoint member and best-selling author of the Smartest series of investing and personal finance books will be joined by veteran marketers Robin Powell and Meredith Boggess to discuss current prospecting, marketing and client presentation techniques, tools and technology you should be using to achieve your goals for growth this year.
Industry leaders will discuss creating liquidity for crowdfinanced offerings and newly public small caps. Key discussion points will include the new legislation to increase tick sizes, building a solid base of aftermarket support and new venture exchanges for emerging companies.
In today’s time-pressed world, we all need to make sure that every minute counts when we’re communicating with clients. In this webinar, you’ll hear what some of today’s most successful advisors are doing to operate more effectively:
· The tested strategy that increases client assets
· Your best use of time to start each day
· Three minutes that make meetings more productive
· How to get clients to look forward to your meetings
· The optimal way to wrap up a meeting
This event is being conducted by Advisor Perspectives. LPL Financial and Advisor Perspectives are separate entities. LPL Financial is not responsible for any direct or incidental loss incurred by applying any of the information offered.
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.