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.
The Health Financial Provider: Strengthen Your Body, Mind & Bottom Line!Host Meridith Elliott Powell with Guest Polly PitchfordTime to Rediscover a Healthy You! To increase your bottom line, you need to make sure your health and wellness are at optimal performance! Join Host Meridith Elliott Powell as she interviews author, speaker, and health coach Polly Pitchford. Polly's radical approach to fitness will transform your lifestyle as you navigate the corporate world! Get the secrets that will increase your optimal performance, any day of the week!Read more >
Time to Rediscover a Healthy You! To increase your bottom line, you need to make sure your health and wellness are at optimal performance! Join Host Meridith Elliott Powell as she interviews author, speaker, and health coach Polly Pitchford. Polly's radical approach to fitness will transform your lifestyle as you navigate the corporate world! Get the secrets that will increase your optimal performance, any day of the week!
The Diversity and Inclusion needle in the financial services industry has remained nearly stagnant even though it’s the 21st Century. During this webinar, Kathleen Burns Kinsgbury discusses this topic with Lazetta Braxton, CFP®, Founder and CEO of Financial Fountains. Watch this webinar to discover:
- How leaders in the financial services industry can better accept their role as Diversity and Inclusion gatekeepers
- Why you don’t want to put all of your eggs in one basket
- What level of “risk” your firm may endure to realize its Diversity and Inclusion goal
Join us for a live interactive webinar session with Cromwell Coulson, CEO of OTC Markets Group, and Industry Recognized Securities Attorney, Sam Guzik. Cromwell will present liquidity options for new Reg A+ offerings. Sam will provide a brief regulatory update on venture exchanges and field questions regarding the legal structures for Reg A+
Let's talk business performance improvement! The way we do business and the way we approach sales and sales training has changed. And with this new approach, we introduce the Resource Manager: one of the most pivotal tools to any great business.
Meridith Elliott Powell hosts guest Jack Hubbard, widely known as the "Professor of Prospecting." Author, facilitator, and out-of-the-box thinker, Jack brings his expertise to this high-energy, humorous, and hard-hitting webinar to deliver tools EVERY professional needs to improve their business!
Leadership today demands that we understand each other's differences first, in order for us to be understood. During this webinar, Kathleen Burns Kingsbury interviews Lauran Star, global speaker, consultant and author of the new book "Your Power Pivot" on this topic. They'll discuss how to shift our perspective about leadership, how leadership training programs fail, and how communication is the pivot point to success.
Join us for a live Q&A interactive webinar session with Rep. David Schweikert, the Congressman responsible for Title IV of the JOBS Act a.k.a Reg A+, and Industry Recognized Securities Attorney, Sam Guzik.
The Congressman and Mr. Guzik will address not only everything you need to understand about the final rules, but also how Reg A+ will impact the small cap IPO market and how venture exchanges will fuel the Reg A+ market.
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!