Schedule

 

Presenter Description Date Register
Linda Leitz, Peace of Mind Financial Planning

We’ll look at the various common ways to charge and explore the pros and cons of each.

December 13, 2018, 4:30 PM ET; 1:30 PM PT

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Carol Lee Roberts, Institute for Divorce Financial Analysts

How help your clients maintain their financial health in the midst of a divorce.

November 15, 2018 4:30 PM ET; 1:30 PM PT

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Timothy Jackson, Reverse Mortgage Funding

How to use the “What If” worksheet in MoneyGuidePro® to model reverse mortgages.

October 30, 2018, 12:00 PM ET; 10:00 AM PT

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Michael Rice, FocalPoint

How to have better, more productive, and more efficient conversations with your clients.

September 27, 2018 4:30 PM ET; 1:30 PM PT

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Tony Ford, Ford Legal Planning

Find out how to integrate estate planning services into your practice.

July 24, 2018, 4:30 PM ET; 1:30 PM PT

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Karen Benewith, PCS

The industry is changing faster than ever. If you’ve always thought that 401(k) plans were out of reach, it might be worth another look.

June 28, 2018 4:30 PM ET; 1:30 PM PT

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Phil Lubinski, WealthConductor

Develop the ability to create, track, and manage dynamic income distribution plans. more info >>>

May 17, 2018, 4:30 PM ET; 1:30 PM PT

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Leon Morales, DNA Behavior

Position yourself as a behaviorally smart advisor for the benefit of your clients. more info >>>

Apr. 26, 2018, 11:30 AM ET; 8:30 AM PT

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Steve Sanduski

Learn how to demonstrate your value to your clients in real, practical ways. more info >>>

Mar. 22, 2018, 4:30 ET; 1:30 PT

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Chad Hamilton

Learn about a powerful tool that quickly demonstrates your value to clients. more info >>>

Feb. 15, 2018, 4:30 ET; 1:30 PT

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Ben Sullivan, First Ascent Asset Management

Learn the secrets to making a good video and maximizing your budget. more info >>>

Jan. 25, 2018, 4:30 ET; 1:30 PT

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Frank Murtha Ph. D., MarketPsych Insights

Learn how to uncover your clients’ true investor identities. more info >>>

Dec. 7, 2017, 4:30 ET; 1:30 PT

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Morrison Shafroth, Momentum FiComm

Learn simple secrets to help build your business through effective use of public relations. more info >>>

Nov. 9, 2017, 4:30 ET; 1:30 PT

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Shachar Kariv Ph. D., Benjamin N. Ward Professor of Economics, UC Berkeley

Learn how to profile clients scientifically to improve client retention and satisfaction.
more info >>>

Oct. 11, 2017,
2:30 ET; 11:30 PT

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Tina Powell, C-Suite Social Media

Learn easy ways to use social media to grow your business and better serve clients. more info >>>

Sept. 21, 2017, 4:30 ET; 1:30 PT

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Deborah Fox, Fox Financial Planning Network

Learn how to prepare clients for difficult markets so they will remain clients for life. more info >>>

Sept. 6, 2017, 4:30 ET; 1:30 PT

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