Upcoming Webinars

Upcoming Webinars

03/01/2012
Why Investors Hire & Fire Financial Advisors
A free webinar for financial advisors on client acquisition and retention strategies based on the results of a national survey of investors.

In Q4 of 2011 ByAllAccounts and Paladin Registry conducted a national survey of investors to learn how they form and maintain relationships with financial advisors. For an in-depth analysis of the results, please join us for a webinar on March 1st at 2 PM EST, and get the full details on:

* How investors find advisors
* Criteria they use to evaluate advisors
* Services they expect (and wish) to receive
* Why investors fire their advisors
* Why they become loyal clients
* And more!

We will conclude the presentation with a 15-minute live Q&A session to answer any questions you might have.

03/05/2012
Secrets of the Tax Return: Spot the Clues to New Opportunities For You and Your Clients
Tax time can create big opportunities for you and your clients. By spotting clues in your clients’ (or potential clients’) tax returns, you can create increased business for yourself while saving your clients big bucks! This “win-win” opportunity is easy – if you know what to look for. You will be able to "wow" clients with your ability to pinpoint money-saving ideas from a quick review of their 1040. In this best practices briefing, you will:

* Discover a simple 5-step process to zero in on savings opportunities
* Find out how to detect common investment mistakes
* Determine how to increase after-tax returns
* Learn how to communicate your discoveries in a way that creates excitement
* and more!

We will conclude the presentation with a 15-minute live Q&A session to answer any questions you might have.

01/01/2013
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Webinar Categories Include:

* Practice Management
* Marketing and Social Media
* Technology
* Regulation and Compliance
* Revenue & AUM Growth
* and More!

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