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Advisor Perspectives

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  • CFP® and IMCA® CE-eligible event

    Knowing how to deliver your message with maximum impact is crucial to gain and deepen relationships. But even the most seasoned financial professionals find it difficult to deliver their message in a compelling way. In this presentation, you’ll learn strategies great communicators use to grab their listeners’ attention, convey useful information and leave their audiences wanting more, including:

    •A proven six-step process to help you prepare for every meaningful communication you’ll have with audiences;
    •How to bring investment information alive;
    •How to “read” people and adapt your communication style to improve understanding and trust; and
    •How to move prospects, clients and centers of influence to action more quickly.

    Bev will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

    The CFP Board® has accepted this program for one hour of CE credit towards the CFP® certification. In addition, IMCA® has accepted this program for one hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session we can report your attendance to these organizations.
  • CFP® and IMCA® CE eligible

    The 2016 presidential and Congressional elections will have major repercussions for the economy, the markets and the advisory profession. Uncertainty over the future of the Affordable Care Act, immigration, tax reform, fiscal policy and financial regulations is contributing to increased market volatility that could extend far beyond Election Day.

    In this presentation, Jeff Bush will provide a non-partisan review of the current election cycle and how the outcome will impact the markets and the financial industry for years to come. Topics will include:

    •An overview of Congress, including insights into how the Republicans took control and prospects for ending the current partisan gridlock;
    •Analysis of likely outcomes for the presidential and Congressional elections;
    •Insights into how voter demographics, sentiments and party loyalty will impact election results in 2016 and beyond; and
    •How the election results will affect legislative priorities, fiscal policies and the future of financial industry regulations in 2017.

    Jeff will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

    The CFP Board® has accepted this program for one hour of CE credit towards the CFP® certification. In addition, IMCA® has accepted this program for one hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session we can report your attendance to these organizations.
  • New research on the next generation of smart beta products

    According to Morningstar, more than $544 billion is now invested in smart beta products, much of this in factor-based strategies. But the limitations of simple factor-based strategies make them unsuitable for “buy and hold” investors, who still tend to favor actively managed mutual funds.

    Gavekal Capital has identified a new “Super Factor” that breaks through the confines of simple factors. New research has shown that over the past 15 years this Super Factor not only outperformed all five of the most common simple factors, but also generated alpha.

    What is the Super Factor? Knowledge. Join us to learn how the Knowledge Factor captures the excess returns of companies that invest in innovation, offering long-term investors an alternative to factor-based ETFs and actively managed mutual funds.

    In this webinar, participants will learn:

    •The benefits and shortcomings of factor-based strategies;
    •How Gavekal Capital identifies companies that have a tendency to experience excess returns to create the Super Factor; and
    •How to apply this Super Factor in investment portfolios.

    Steven will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

    The CFP Board® has accepted this program for one hour of CE credit towards the CFP® certification. In addition, IMCA® has accepted this program for one hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session we can report your attendance to these organizations.
  • The venture-backed robo-advisor sites uncovered several weaknesses in the profession, and perhaps the biggest was the lack of a compelling, interactive web presence. To get a higher percentage of their referrals as clients, advisors need to create a more interactive and compelling “pre-engagement” online experiences. In this webinar, Bob will outline best practices for using technology to beat the robos and discuss cost-effective solutions for:

    •Improving your site’s percentage conversion of “visitors” to clients;
    •Enhancing your site’s “stickiness” with existing robo-like tools in four different vectors;
    •Leveraging the information gathered from user interactions to create personalized contact strategies for each prospect; and
    •Differentiating your firm from your competitors – both robo and human.

    Bob will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.
  • Regulation seeks to protect the public; professional advisors seek to serve the public. While these propositions are intuitively aligned, both regulators and advisors spend countless hours tangling with the complexities of translating best intentions to workable principles and rules. In this session, Blaine will help advisors understand how the “big picture” can make a big difference when it comes to successfully managing their regulatory and professional obligations. Attendees will learn:

    •The origins of the fiduciary standard and its foundational principles:
    •The latest developments in federal fiduciary regulations;
    •The areas where regulation and professionalism converge; and
    •How professional standards of conduct for financial planners and advisors enable them to serve as effective fiduciaries for their clients.

    Blaine will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

    Attendees with AIF®, AIFA® and PPC™ designations can earn one hour of CE credit from fi360 by attending this live event. The CFP Board® has also approved this webinar for one hour of CE credit. IMCA® is currently reviewing this webinar for CE credit eligibility and approval is expected shortly. If you enter your identification information for any of these organizations during the registration process and stay for the entire live session, we will report your attendance to these organizations.
  • Retirement is the most expensive “purchase” most individuals will ever face. In this session, David Blanchett will provide a framework to help advisors gain a deeper understanding of how to estimate the true costs of retirement, providing insights and strategies for:

    •projecting the appropriate length of retirement for clients;
    •determining the optimal amount of retirement income needed to maintain pre-retirement living standards;
    •forecasting the growth of assets and estimating potential liabilities; and
    •defining what it truly means to financially succeed or fail during retirement.

    David will answer attendees’ questions during the webinar and will also be available to continue the discussion on APViewpoint.

    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 for those with CIMA®, CIMC® and CPWA® designations. If you provide the required CFP Board or IMCA information during the webinar registration process and stay for the entire live session we can report your attendance to these organizations.
  • The advent of new robo-technology and breakthroughs in asset management and retirement-planning research have spurred greater upheaval in the financial planning space in the past two years than in the past 20 combined. In this forward-looking presentation, Bob will deliver insights and advice that can help you position yourself for the new future of the profession. You will:

    •Understand the 10 key trends that are driving evolution in the financial planning space, and learn how to prepare and prosper in this environment;
    •Come away with practice management and technology insights that will make your business more effective; and
    •Learn how to profitably access the growing “blue ocean” of middle market clients.

    Bob will answer attendees’ questions during the webinar and will also be available to continue the discussion on APViewpoint.
  • The data is clear: Prospects make 60%-80% of their decisions in the first few minutes (or less!) after meeting you.
    That’s how long you have to convince them you are the advisor with whom they should place their trust.
    But even advisors who make positive first impressions can "snatch defeat from the jaws of victory" once the meeting begins. In the first part of this webinar, Dan Solin will discuss how to use the science of first impressions to immediately establish a positive image when meeting prospects for the first time. He will cover the impact of:
    •Clothes: How to select suitable attire, based on regional differences and the demographics of the prospect;
    •Facial expressions: How smiling, eye contact and other expressions of validation and empathy build trust;
    •Gestures: How to maximize the effectiveness of hand and arm movements; and
    •Touch: The “correct” method of hand-shaking and other ways to generate positive perceptions through touch.
    In the second part, Dan will leverage the latest findings from neuroscience researchers, studies on dating and relationships, and other sources to provide strategies for building empathy and trust with prospects, asking the right questions, avoiding conversational pitfalls and closing more business.
    Dan will answer attendees’ questions during the webinar and will also be available to continue the discussion on APViewpoint.
  • New rules from the Treasury increase the attractiveness of longevity annuities held within IRAs. The ability to avoid required minimum distributions on qualified assets held within a QLAC provides additional deferral benefit that reduces the net costs of annuitizing a portion of retirement wealth. Longevity annuities pool later-life longevity risk, providing a lower cost and safer way to fund later life income within a retirement income plan. This presentation includes new analyses on:
    •How the QLAC rules allow a retiree can achieve significant pooling benefits of a longevity annuity with little tradeoff in expected legacy amount
    •The reduction in cost of funding later life income through a product that pools longevity risk
    •Improvements in shortfall risk in simulations that include a QLAC
    •The behavioral benefits of providing a guaranteed source of later-life income
  • This webinar is eligible for CE credit.

    Two industry thought leaders face off on the most contentious economic issue confronting advisors and investors today: the Fed’s stance on interest rates.

    In this live, Munk-style debate moderated by Larry Siegel, John and Frank will take opposing sides on the following proposition:

    The time is right for the Federal Reserve to start raising interest rates

    John will speak in favor of the proposition, while Frank will argue that the Fed’s current stance should continue. During the debate, both speakers will address various topics, including:
    •The relationship between inflation, economic growth, and Federal Reserve interest-rate policy;
    •The positive and negative effects of a zero interest rate policy on the economy and markets;
    •The risks of raising rates; and
    •Why higher interest rates may boost savings and consumption.

    John and Frank will answer attendees’ questions during the webinar and will also be available to continue the discussion on APViewpoint. Attendees can also vote on the proposition both before and after the debate. Results for both votes will be compared to determine the “winner.”

    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 webinar registration process and stay for the entire live session, we can report your attendance.

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