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Events

OnWallStreet.com collaborates with coaches, experts and industry-leading companies to present a variety of events on topics relevant to advisors and investment professionals. 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.

• Podcast

  New Frontiers for ETFs

  As dramatic an entrance as ETFs have made on the investing scene, the industry is still innovating at a fast pace. New products looking to capitalize on almost every niche in the investing world are coming out almost daily. And ETFs are gaining a toehold in the highly lucrative 401(k) market. Our panel of experts discusses the rapidly evolving landscape of ETFs in this new podcast.

• Expert Forum

  Personality-Based Selling

  May 12, 2008 - May 30, 2008

  In this AdvisorMax Expert Forum, business development expert Dan Finley will highlight common ways to build rapport with prospects. Learn how to read the visual, vocal and physical contact clues to determine their personality type. Once you understand their personality, you will know what to do and what not to do to gain the business!

• Coaching Session

  The 3-Step Strategy for Approaching Clients

  May 20, 2008 2:00 PM - 3:00 PM EDT

  Are you satisfied with the quality of leads you receive and your process for reaching out to prospective clients? Learn a simple but effective strategy for client acquisition in this new 60-minute web seminar. Industry coach Bill Walton will present a systematic 3-step approach for gaining high-net-worth clients.

• Coaching Session

  Blueprint for Becoming a Multimillion-Dollar Financial Advisor

  June 4, 2008 4:00 PM - 5:00 PM EDT

  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 for this exciting new session to learn the key factors that will bolster your sales.

• Coaching Session

  A New Model to Improve Client Profitability

  June 18, 2008 4:00 PM - 5:00 PM EDT

  Do you have a methodology to assess how each of your clients contributes to your bottom line? This unique, 60-minute web seminar with coach Julie Littlechild draws on her firm's extensive research on managing the costs of client relationships. You'll learn a new model to calculate client profitability, analyze your practice and determine what affects your profit margin.

• Podcast

  Green Investing

  Being green has gone from fringe to fashionable, and investors want a piece of this revolution too. But are these new green investors finding their way to the best opportunities?

• Podcast

  Debating the Rand Report

  Thomas Orecchio of NAPFA, Duane Thompson of the FPA, Michael Udoff of SIFMA discuss the Rand Report findings with On Wall Street's Fran McMorris.

• Podcast

  Global Investing Now

  Global investing, turmoil in the securities markets—and where the new investing opportunities can be found around the globe. Financial Planning's Marion Asnes interviews leading experts: Jean-Marie Eveillard, First Eagle Funds; Sarah H. Ketterer, Causeway Capital Management; Bob Smith, T. Rowe Price.

• Sponsored Web Seminar

  Welcome to the Next Generation Financial Advisor Desktop

  March 11, 2008 12:00 PM - 1:00 PM EDT

  Now you can have next generation technology that can really help you to impress your customers. Hear how you don't have to invest in Hardware or Software and can start working on-demand right away. With only one desktop you can find all the information you need to expand your book of business.

• Sponsored Web Seminar

  Growing Your Practice as an Independent Financial Advisor

  February 6, 2008 4:00 PM - 5:00 PM EST

  The third installment in our Web seminar series on Freedom and Control: The TRUTH About Going Independent will outline a number of strategies available only to independent financial advisors that will help create real growth in your practice.

• Sponsored Web Seminar

  Is Going Independent Right for You?

  October 4, 2007 4:00 PM - 5:00 PM EDT

  The freedom found in an independent practice can be compelling. But an advisor considering such a move faces a number of questions, including resources, staffing and office management, technology, payouts, marketing, even the transition process. This free web seminar series will answer many of your about going independent.

• Sponsored Web Seminar

  The Economics of Independence

  In The Economics of Independence - the second in our series of Web seminars on Freedom and Control - The TRUTH about Going Independent - Philip Palaveev of Moss Adams, LLP discussed a number of the key financial benefits of going independent.

• Podcast

  The Challenges of Financing a Modern Retirement

  How can you help your clients think realistically about their lives and financial needs in retirement? We will explore this new retirement landscape and discuss strategies for addressing these financial challenges.

• Podcast

  Creating a Retirement Income Portfolio

  The greatest financial threat facing today's retirees is outliving their resources. With most of today's retirees expecting to live 20 to 30 years past the traditional retirement age, plans today have to balance the need for current income with the need for growth.

• Podcast

  Client Communications and The New Retirement Reality

  This program will look at products and services available to advisors to help their clients develop a strategic plan for their retirement.

• Podcast

  The State-of-the-Art Retirement Portfolio

  In this program we'll discuss with leading experts how new optimization software, annuity products and alternative investments, just to mention a few, are playing central roles in today's retirement portfolios.

• Podcast

  Second Careers for Retirees

  The income stream that a regular paycheck often provides can keep a retirement portfolio intact, enabling it to grow. That's why many experts believe work needs to be considered a financial asset in retirement planning.

• Podcast

  Building a Retirement-Focused Practice

  Some advisors believe that a retirement-focused practice involves concentrating mainly on the merits of retirement saving and planning. While accumulating wealth is a primary goal of the enterprise, de-cumulation is important to consider as well.