Tuesday Aug 17, 2010
Speaker(s): David Grau, Jr from FP Transitions
Details:
To watch the presentation, click here. In this webinar, David discusses:
- Valuation
- Succession planning
- Buying and selling
- Tools for evaluating worth
Tuesday Jul 20, 2010
Speaker(s): Sam Richter, ActiFi, Inc.
Details: In this webinar, Sam discussed:
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Search engine optimization (SEO)
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Assessment and measurement tools
- Plan development and implementation
- Brand promotion
- Relationship intelligence
Thursday Jul 8, 2010
Speaker(s): Brian Kawakami, Ascendant Compliance & Emile Molineaux, Gemini
Details: Brian Kawakami offered some tips on preparing for your next SEC exam in this informational call.
Tuesday Jun 15, 2010
Speaker(s): Mitch Anthony, Founder and President of Advisor Insights, Inc.
Details: Listen to this call and hear Mitch Anthony speak about:
- The tremendous positive impact shifting focus from ROI to ROL can have on an advisor/client relationship
- Communicating the deep value an advisor can provide to his/her clients
- Why the ROL proposition is one advisors can keep
- The key factors on which ROL success rests
- How advisors can change their focus with their clients
Tuesday May 18, 2010
Speaker(s): Eric Harrell, PIEtech, Inc. and MoneyGuidePro
Details:
Roth IRA rules have changed! Hear about:
- Tax implications
- Economic perspectives
- Psychology behind the conversion
- What you need to know to make a solid evaluation
Thursday Apr 15, 2010
Speaker(s): Marc Collins, Thompson Hine LLP & Emile Molineaux, Gemini
Details: Marc and Emile discussed:
- Mutual fund custody requirements under Rule 17f under the Investment Company Act of 1940
- New amendments to rules governing custody by Advisers under Rule 206(4)-2 of the Investment Advisers Act of 1940