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Advisor Perspectives

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  • How to Make This Your Most Effective Week Ever
    How to Make This Your Most Effective Week Ever Teresa Riccobuono Recorded: Jul 20 2017 61 mins
    Many advisors run their business by the seat of their pants, always putting out fires rather than running their business in logical, proactive manner.

    In this presentation, Teresa will provide tools and advice for you and your team to develop a “master calendar” with specific weekly goals and action items. You will stay focused on your most important activities, minimize missed opportunities and keep from feeling overwhelmed by your ever-growing “to-do” list.

    You will learn how to:

    •plan an effective week that allows time pursuing business-building opportunities and delivering exceptional client service;
    •stay laser-focused on your most important activities; and
    •reduce the number of interruptions and distractions that keep you from achieving your priorities.

    Teresa will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.
  • New Strategies for Reducing Single-Stock Concentration Risk
    New Strategies for Reducing Single-Stock Concentration Risk Thomas Boczar, Nischal Pai, and Elizabeth Ostrander Recorded: Jul 12 2017 60 mins
    Eligible for one CFP Board® CE credit and one IMCA® CE credit.

    With the stock market at record heights, interest rates steadily ratcheting up and the possibility of tax reform, wealthy investors are seeking advice on how to mediate the risk of concentrated single-stock positions and incorporate them into their tax-management and estate planning strategies. In this webinar, Thomas, Nischal and Elizabeth will discuss a variety of tools and techniques advisors can use to help these clients:

    •decide in a logical, rather than emotional, way to maintain or liquidate some or all of their single-stock positions;
    •manage single-stock risk on a short-term basis;
    •diversify out of their concentrated positions in a tax-efficient manner; and
    •reduce their downside risk on a long-term basis without relinquishing ownership of their shares or capping their upside.

    Thomas, Nischal and Elizabeth 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.
  • Fishing for Sustainable Growth: Why Demographics are Not Destiny
    Fishing for Sustainable Growth: Why Demographics are Not Destiny Michael Falk Recorded: Jun 14 2017 62 mins
    An aging population, lower fertility rates and entitlement and immigration policies pose challenges for an economy facing a shrinking workforce and increased public debt. In this presentation, Michael Falk will discuss how a dramatic re-thinking of public policies and attitudes that educate and motivate Americans of all ages to be contributors to its economic growth will help to ensure continuing prosperity. He will discuss:

    •Why well-intentioned programs such as Social Security actually put future economic prosperity at risk by encouraging workers to leave the workforce;
    •How re-imagined public policies on healthcare, retirement, and education will help enable Americans of all ages and backgrounds to gain the skills and motivation needed to fuel and sustain economic growth;
    •Why the key to prosperity lies in policies and cultural attitudes that encourage responsibility and appreciation, rather than entitlement and disengagement; and
    •How the successful implementation of these policies will reduce debt and increase prosperity, benefiting both investors and advisors.

    Michael will answer attendees’ questions during the session and will be available to continue the discussion on APViewpoint.
  • Populism, Deregulation and the New Challenges for ESG Investors
    Populism, Deregulation and the New Challenges for ESG Investors Abdur Nimeri, Ph.D. Recorded: Jun 6 2017 59 mins
    Proposed legislative rollbacks and Trump administration proposals on corporate governance and climate change have raised concerns about their potential impact on environmental, social, and governance (ESG) investing.

    In this presentation, Abdur Nimeri, Senior Investment Strategist for FlexShares Exchange Traded Funds (ETFs), will discuss how ESG-oriented investors and advisors may need to position their portfolios to navigate uncertainties such as:

    · The possible rescinding of corporate disclosure guidelines set by the Securities and Exchange Commission
    · The increased use of nuclear and fossil fuel energy in a deregulated environment; and
    · The ramifications of the potential withdrawal of U.S. involvement in the Paris Agreement on Climate Change.

    Abdur will also discuss the outlook, opportunities, and risks for ESG investors and new analytic tools for identifying ESG investment candidates and explain why the overall outlook for ESG investors still remains promising. He will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.
  • Navigating the Complexities of Investing in China
    Navigating the Complexities of Investing in China Brian Beitner, CFA, Managing Partner, Chautauqua Capital Management Recorded: May 17 2017 61 mins
    The role that China plays in a globally diversified portfolio is on many advisors’ minds as investing in the world’s second largest economy poses notable risks. Chautauqua Capital Management’s experienced international investment team believes that the growth opportunity in China, albeit slower than in prior years, is high relative to the rest of the world. In this presentation, Chautauqua managing partner Brian Beitner will explore the opportunities and risks in China, focusing specifically on topics such as:

    •China’s political structure and planning process;
    •The destabilizing effects posed by China's high levels of debt;
    •Whether China can overcome its real estate bubble and absorb its industrial overcapacity to achieve its 2025 plan;
    •China's 38-year-old “one child” policy and its aging workforce;
    •The threat posed by China's endemic pollution problems on the wellbeing of its people and its economy.

    Brian will answer attendees’ questions during the session 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.
  • Overcome the Overwhelming: Proven Solutions that Will Grow Your Practice
    Overcome the Overwhelming: Proven Solutions that Will Grow Your Practice Paul Kingsman Recorded: Apr 27 2017 62 mins
    Very few financial advisors are in control of their business and their time. Paul will show you how to break free of this frustration. He’ll provide proven solutions to overcome the overwhelming so you can take greater control of your business, improve prospecting efforts and increase revenue. You’ll learn:

    •How to build repeatable systems for servicing all clients;
    •Words that work when asking for referrals; and
    •Ways to connect with clients and centers of influence to effectively grow your business.


    Paul will answer attendees’ questions during the session and will be available to continue the discussion on APViewpoint. And all advisors who attend the webinar can receive a free copy of Paul’s white paper, Words that Work in the Real World: Four Scripts and Tips for Advisors to Create Compelling Conversations.
  • Preparing for the Fiduciary Battle: How Advisors Can Get an Unfair Advantage
    Preparing for the Fiduciary Battle: How Advisors Can Get an Unfair Advantage Knut Rostad Recorded: Apr 20 2017 61 mins
    Implementation of the DOL rule may be delayed or abandoned, but the next battle over the fiduciary standard is just beginning. In this webinar, Knut will offer strategies advisors can use to prepare for victory in this increasingly complex and polarized battleground. He will discuss:

    •The historical forces shaping today’s fiduciary conflicts, from the rise of ERISA in the Nixon era to the enactment of Dodd-Frank in the wake of the Great Recession of 2008-2009;
    •Lessons learned from the rise and fall of 2015-2017 DOL fiduciary initiative;
    •How advisors can prepare to gain the high ground in the next fiduciary battle; and
    •Specific strategies and practices advisors can use to capture the hearts, minds and assets of disgruntled and skeptical investors

    Knut will answer attendees’ questions during the session and will be available to continue the discussion on APViewpoint.
  • The Difficult Client: Five Strategies for Resolving Challenges and Conflicts
    The Difficult Client: Five Strategies for Resolving Challenges and Conflicts Beverly Flaxington Recorded: Apr 13 2017 61 mins
    How do you deal with those few “problem clients” who disagree with your investment approach, question your fees or demand too much of your time? In this presentation Bev will discuss five effective strategies for evaluating whether to “retain or release” a difficult client and how to create a more productive dynamic to address challenging relationships. You will learn how to:

    •Determine when it’s worth expending the energy to resolve client dissatisfaction;
    •Prepare thoroughly for a contentious client meeting;
    •"Depersonalize" emotional conflicts so you can focus on the facts;
    •Demonstrate empathy and validation even you disagree with clients’ statements; and
    •Use body language and other non-verbal cues to defuse tense situations.

    Bev will answer attendees’ questions during the session and will be available to continue the discussion on APViewpoint.
  • Group Coaching: Seven Steps to a More Productive Practice
    Group Coaching: Seven Steps to a More Productive Practice Dan Solin Recorded: Apr 12 2017 60 mins
    When coaching advisors to improve their sales and marketing efforts, Dan Solin is asked these seven questions most often:

    1. What's the biggest mistake advisors make when attempting to convert more prospects into clients?
    2. How can I develop more empathy when dealing with prospects and why do I need to do so?
    3. How can I expand my presence on social media?
    4. How can I start a newsletter and get subscribers to sign up for it?
    5. How can I develop compelling content you can share on social media and with prospects and clients?
    6. How can I produce videos people will watch?
    7. What's the "X Factor" and how can I get it?

    Dan will answer these and other questions posed by attendees in this second group coaching session hosted by Advisor Perspectives using the same webinar format as its popular APViewpoint webinars. There will be plenty of time for Q&A and APViewpoint membership is not required.

    Cost: $100, payable by credit card or PayPal. Session attendees are eligible to receive a complimentary PDF version of Dan’s book, The Smartest Sales Book You’ll Ever Read.
  • The Washington Update 2017: The Impact of President Trump's Initiatives
    The Washington Update 2017: The Impact of President Trump's Initiatives Jeff Bush, The Washington Update Recorded: Apr 6 2017 62 mins
    President Trump’s ambitious initiatives will have far-ranging effects on health care, taxes, industry regulations, and fiscal spending. In this presentation, Jeff Bush will discuss the prospects for enactment of the president’s priorities and their impact on the economy, the markets and your clients. He also will provide strategies financial advisors can use to help clients take advantage of market opportunities and protect against volatility. Topics will include:

    •When Obamacare will be officially overturned and what will replace it;
    •The prospects for meaningful tax reforms – and who will benefit most;
    •Which key industry regulations are likely to be overturned or softened;
    •The future of the DOL fiduciary rule; and
    •Where the president can expert support – and resistance – from Congress

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

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