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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In 2013, most companies understand the importance of having a modern-looking, fast and SEO-optimized web site. But a surprisingly large number completely ignore their site's conversion architecture—simply put, the construct by which your web site encourages customers to share their information or take action.
Whether you are considering leaving your broker-dealer firm, or wirehouse to join or start an RIA firm, this event will help you lay the groundwork for a successful transition.
Market uncertainty has kept many investors wary about investing. How can you help your clients move off the sidelines and strike a more prudent balance between short-term security and long-term growth?
Ann Hughes, M.Ed. President, THE FEMALE AFFECT
Kathleen B. Cooper Ph.D., Senior Fellow, John G. Tower Center for Political Studies,
SOUTHERN METHODIST UNIVERSITY
- Yes, to Another Wirehouse or Regional Firm.
- Yes, Considering Independence.