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Events
SourceMedia collaborates with coaches, experts and industry-leading companies to present a variety of events on topics relevant to the financial planning community. Our featured events include Web seminars, expert-led discussions, coaching sessions, podcasts and more. Please refer to our Archived Events to view on-demand web seminars and podcasts. For an exhaustive list of industry events, please visit our Industry Event Calendar.
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Coaching Session
Lose Stress, Manage Time, Boost Productivity
July 7, 2009 4:00 PM - 5:00 PM (ET)Work/life balance expert Joe Robinson teaches you the 10 steps you can take to re-balance your schedule and reclaim your life. This interactive coaching session explains how to increase productivity while decreasing work hours.
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Coaching Session
Blueprint for Becoming a Multimillion-Dollar Producer
June 30, 2009You've probably heard countless success stories of superstar advisors who have transformed their practices into multimillion-dollar businesses, but you don't know exactly what makes them so good. Join coach Katherine Vessenes to learn the key factors that will bolster your sales.
Archived Events
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Podcast
Best Practices in Running an Advisory Firm
February 17, 2009Financial Planning's exclusive sneak peek at a powerful analysis of the most successful wealth management practices: Schwab Institutionals Best-Managed Firms: The Business of Serving Clients. Trish Cox, Schwab Institutionals chief operations officer, discusses the report with editor-in-chief Marion Asnes.
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Sponsored Podcast
Healthcare Costs during Retirement
October 30, 2008 11:51 AMWith retirees needing upwards of $500,000 for healthcare costsdepending on how close to their golden years they areadvisors need to know how to help their clients prepare for, and manage, these ever-growing expenses.
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Podcast
Careers in Financial Planning: The New Reality
October 2, 2008 11:36 AM'It's amazing how career paths and opportunities have changedjust in the last six years.' What does the next generation of planners need to learn about the reality of practice today? In this economic climate, are firms easing up on hiring? A roundtable discussion of career transitionsand opportunitiesin a crisis economy.
The On Wall Street Book Club
Reviews, discussions, and suggested reading for wirehouse advisors
Compensation 2008
On Wall Street's annual look at compensation: Comparative Payout Grids
