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Events
SourceMedia collaborates with industry experts and thought-leaders to provide advisors with a variety of timely and engaging events. Please refer back to this page for a complete schedule of upcoming web seminars, podcasts and live events as well as archived content.
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Web Seminars
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Are you a fiduciary for your retirement plan clients? How the DOL views your activities regardless of your client relationship.
March 28, 2012 4:00PMERISA is amongst the highest legal standards in the land. Join us for an informative session on this rapidly changing landscape and how top advisors are positioning themselves to capitalize on the opportunities being created.
Archived Web Seminars
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Becoming a Social Advisor: The Next Generation Advisor
Date Held: January 31, 2012 4pm ET / 1pm PTView this web seminar to learn how firms of all sizes can easily to move into a Social Enterprise and become a Social Advisor. You will hear directly from The Advisor Group on how they are using Salesforce to enable the next generation financial advisor.
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Best Practices for Increasing Your Fee-Based Business
Date Held: December 13, 2011 4pm ET / 1pm PTThere has been a long-term shift in the industry toward fee-based business. But how do you propose a fee to clients, especially in a down market? How do you explain the benefits? We’ve surveyed our Top 50 Reps Advisory Board and now you can hear from them directly on the strategies that worked for them.
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When Bad Things Happen to Good Portfolios: Rethinking Risk and Diversification
Date Held: December 8, 2011 4PM ETAccepted for 1* hour of CIMA®, CIMC®, CPWA®, CFP® continuing education credit
This webinar examines some of the underlying tenets of MPT that do not hold up well in reality – where experiment clearly disagrees with guess – and summarizes several of the new ways investors and advisors are thinking about risk, diversification, and intelligent portfolio construction.
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Podcasts
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Women Advisors Forum Podcast Series
2011 SeriesArchived Podcasts from the 2011 Women Advisor Forum events.
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Financial Behavior in Retirement
November 15, 2010Archived podcasts from the Financial Behavior in Retirement conference.
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ETF 360 Conference: Investing Strategies for Advisors
October 21, 2010Archived Podcasts from the ETF 360 Conference.
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Financial Planning Events
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Women Advisors Forum Florida
March 13, 2012 8:00 am - 7:00 pmFrom start to finish, the Women Advisors Forum Florida, kicking off on March 13, 2012, is the event where women in the advisory business can gather cutting-edge, valuable insights on how to take their practice to the next level, network with an elite group of senior level financial planners, and gain continuing education credits. Register Now.
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Women Advisors Forum New York City
April 26, 2012 8:00 am - 7:00 pmFrom start to finish, the Women Advisors Forum New York city, kicking off on April 26, 2012 at the Metropolitan Club, is the event where women in the advisory business can gather cutting-edge, valuable insights on how to take their practice to the next level, network with an elite group of senior level financial planners, and gain continuing education credits. Register now for your exclusive Advisor Rate of $99. http://www.financial-planning.com/conferences/wafny
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Women Advisors Forum Dallas
May 22, 2012 8:00 am - 7:00 pmJust added to the series, Women Advisors Forum Dallas, May 22, 2012 at the Marriott Dallas City Center, is the event where women in the advisory business can gather cutting-edge, valuable insights on how to take their practice to the next level, network with an elite group of senior level financial planners, and gain continuing education credits. Please check back for more information. http://www.financial-planning.com/conferences/waftx
