Providing financial advisors with useful, actionable information is what at ByAllAccounts are all about. Here, at the conclusion of 2011, we’re pleased to provide you with on-demand replays of our five most widely-attended webinars over the course of the year—offered below for your review. Please feel free to check out any or all the webinars—they’re packed with pointers, guidance and observations that you may find very helpful.
Create Distinction: How to Stand Out in a Crowded Financial Advisory Space
Why is it so difficult to stand out in today’s crowded financial services marketplace? What does it take to create a distinctive practice as a financial advisor? How do you create the Ultimate Customer Experience®? Get the answers in this information-packed webinar replay featuring world-renowned best-selling author and Professional Speakers Hall of Fame Member Scott McKain.
The Madoff Lessons: What Every Financial Advisor Must Learn From History’s Biggest Ponzi Scheme
The arrest of Bernard L. Madoff was a cataclysm for his trusting investors and a scorching indictment of his regulators. But what does this epic crime teach the financial advisor community about managing money—and managing trust? Find out in this on-demand webinar featuring Diana B. Henriques, a Senior Financial Writer at The New York Times, author of the bestseller “The Wizard of Lies: Bernie Madoff and the Death of Trust”, and the first journalist to interview Madoff in prison after his arrest. Watch Now!
Acquiring the Next Generation of Wealth: How to Attract Gen X & Y Clients
According to a recent study from Deloitte, the 105 million Gen X & Gen Y consumers offer a larger market potential than that of the Baby Boom generation. As your Baby Boom clients reach or near retirement, how do you attract and establish long-term relationships with the next generation of clients? Get valuable pointers in this webinar replay that features three experts on acquiring Gen X & Y clients—Jeff Rose, CEO & Founder of Alliance Wealth Management; Jason Whitby, Senior Financial Advisor at Investor Solutions; and Andy Seth, Managing Partner & Co-Founder of LotusGroup Advisors.
How to Acquire and Retain Clients with Social Media: A Tutorial for Financial Advisors
What are the best ways to put the power of social media to work for your firm? This valuable tutorial for financial advisors shows you how to effectively use social media to acquire new clients, retain existing clients, cut costs, and grow your business. Presented by Amy McIlwain, President of Financial Social Media and a pioneer in the field, the on-demand webinar provides guidance on how to: use LinkedIn, Facebook, Twitter and blogs to augment your business generation strategies; quickly and efficiently build your networks; drive traffic to your web site; generate and nurture leads; and increase referrals. Watch Now!
How Advisors Are Using Technology Today
How are advisory firms like yours using technology? This webinar replay reviews the key findings of a recent survey of 500 advisors, in which the results are broken down by firm size and trends in technology investments. You’ll learn how technology can help firms scale; what tools and gadgets (ex: iPads) are most popular; how to evaluate technology; what integration really means; and pitfalls to avoid. It’s all presented by two influential experts in the know—Josh Meyer, Founder of advisortechtools.com, and Brian Nygaard from Atticus Advisors. Watch Now!
