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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.

• 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.

• Coaching Session

  Blueprint for Becoming a Multimillion-Dollar Producer

  June 30, 2009  

  You'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.

• Podcast

  Best Practices in Running an Advisory Firm

  February 17, 2009  

  Financial Planning's exclusive sneak peek at a powerful analysis of the most successful wealth management practices: Schwab Institutional’s “Best-Managed Firms: The Business of Serving Clients.” Trish Cox, Schwab Institutional’s chief operations officer, discusses the report with editor-in-chief Marion Asnes.

• Sponsored Podcast

  Healthcare Costs during Retirement

  October 30, 2008  11:51 AM

  With retirees needing upwards of $500,000 for healthcare costs—depending on how close to their golden years they are—advisors need to know how to help their clients prepare for, and manage, these ever-growing expenses.

• Podcast

  Careers in Financial Planning: The New Reality

  October 2, 2008  11:36 AM

  'It's amazing how career paths and opportunities have changed—just 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 transitions—and opportunities—in a crisis economy.