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.
Groundbreaking research in the Journal of Financial Planning reveals surprising findings about Social Security optimization and its outcome on two critical elements for a successful retirement—portfolio longevity and tax-efficient withdrawal strategies. The national leaders in Social Security strategies and paper’s authors, William Meyer and Dr. William Reichenstein, discuss how properly addressing both can add years to a retirement income plan; engendering trust and deepening the advisor/client relationship.
Banks have had a tough time fitting retail securities into their traditional business mix. The challenge partly stems from a long-standing misperception that retail brokerage would not benefit their wealthy clients. This web seminar, presented by Cetera Financial Institutions and Bank Investment Consultant, will show you how these various business lines can be integrated and create a better customer experience while also generating higher profits for your institution.
An advisor who’s been an employee of a broker-dealer may relish the idea of calling themselves boss, but going independent has as many potential pitfalls as plusses. Any advisor considering a career move should attend this interactive web seminar where we tackle the key considerations before moving forward.
Technology has become a component of all the main drivers of the advisor business model. Top firms are aligning technology with firm goals to differentiate themselves from the competition and increase revenue. Learn the benefits of moving to a cloud-based platform to run your practice, and understand the different options available to advisors today.
How can advisors most effectively use social media, for client retention and recruitment?
Financial planners, as well as the asset management industry, are encouraging a move to alternative investments, following the example set by institutional pension funds.
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
There are currently no live events.