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Events

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

  Avoiding Arbitration

  FINRA lists the top reason for bringing an arbitration case against a rep as breach of fiduciary duty. While many actions that can get a broker in hot water are obviously avoided, others are not so clear. This podcast brings together an expert panel to discuss how brokers and reps can keep a clean record.

• 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.

• 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.

• Coaching Session

  7 Mistakes Advisors Make in the First Client Meeting

  July 10, 2008 4:00 PM - 5:00 PM EDT

  AdvisorMax coach Katherine Vessenes presents a 60-minute web seminar that will teach you what NOT to do in your initial meeting with a prospect.

• Conference

  Women Advisor Forums

  July 10, 2008 9:00 AM - 5:00 PM EDT

  Right now women are now reaching the upper echelons of management and becoming superstars in their own right. This forum provides both a networking opportunity and an educational venue for high-ranking women advisors to gather, plan and discuss the profession and their ever-growing influence.

• Coaching Session

  The 90-Day Dazzle

  July 15, 2008 4:00 PM - 5:00 PM EDT

  Begin to plant the seeds and reap the harvest of an unending stream of new client referrals in just 90 Days with the industry's most complete new client marketing sequence.

• Sponsored Web Seminar

  Wealth Management in a Weak Economy

  July 23, 2008 2:00 PM - 3:00 PM EDT

  This session examines how advisors can best counsel clients to stick to their asset allocation goals and not give in to their behavioral biases.

• Coaching Session

  The Power of PR in Your Marketing Plan

  July 24, 2008 4:00 PM - 5:00 PM EDT

  Learn how to build your business through the power of public relations and a focused brand in an exciting new AdvisorMax coaching session led by marketing expert Marie Swift.

• Coaching Session

  The 3-Step Strategy for Approaching Clients

  July 30, 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

  August 13, 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

  Habits of the Most Efficient Advisors

  September 17, 2008 4:00 PM - 5:00 PM EDT

  This live presentation will focus on the findings of one of the largest studies conducted on time management in the advisory field. Learn from the best ideas of other advisors: How to set goals, delegate activities, standardize routine processes and select clients. You'll learn how the most efficient advisors structure their time on a day-to-day basis, and how to apply these time management techniques in your own practice.

• Conference

  Wealth Management & Retirement Planning Forum

  October 19, 2008 - October 21, 2008

  This conference provides a forum for the bank investment industry to meet and discuss how to get the bank's wealth and advisory business retirement-ready.

• Conference

  Financial Behavior in Retirement: Understanding Retirees, Income, Asset Protection & Healthcare

  November 12, 2008 - November 14, 2008

  This conference will examine what we know about the way retirees make financial decisions, how advisors can be most effective in working with them, and what unmet needs the financial services industry should be looking to fill.

• 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

  The Economics of Independence

  December 4, 2007 4:00 PM - 5:00 PM EST

  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.

• 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

  Opportunities in Retirement Income Planning

  October 10, 2007 9:00 AM - 5:00 PM EDT

  Community and regional financial institutions are perfectly positioned to provide the help America will need to secure comfort, peace of mind, and prosperity in retirement. From deposit products to investments and insurance, all of the solutions they need are available in a single location, which also happens to be one of the most trusted sources in the community.

• Sponsored Web Seminar

  Building Relationships with Commercial Clients

  December 5, 2007 9:00 AM - 5:00 PM EST

  By extending the relationship with business clients to include the financial advisor, financial institutions can uniquely position themselves to serve the broadest possible range of commercial client needs, creating deeper and more-lasting partnerships.

• Podcast

  Fundamental vs. Cap-weighted: The Index Smackdown

  In the INDEX SMACKDOWN, a special video and podcast program, Chairman of Research Affiliates, Rob Arnott and Chief Investment Officer and a Managing Director of Vanguard, Gus Sauter will debate the relative merits of fundamentals vs. cap-weighted indexes.

• 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.