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.
Join Kathleen Burns Kingsbury as she and Barbara Stanny, bestselling author of "Prince Charming Isn't Coming," "Secrets of Six Figure Women" and "Overcoming Underearning®", discuss:
1. How you can coach your female clients to earn more and be better stewards of their financial lives
2. The traits of financially successful women
3. How to support women clients in their career goals and aspirations
Social media offers tremendous business opportunities for financial advisors – networking, thought leadership, lead generation and education. However, clearly security and privacy risks must be properly managed as with any technology. Striking a balance means maximizing the use of the security and privacy capabilities available on social networks and for operating online. By expanding their knowledge and taking advantage of enhanced security and privacy technology, financial services professionals can implement a comprehensive security approach while building online credibility and influence.