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The Combined Effects of DOL's Proposed Advice Regulation and 408(b)(2) webinar recording and supplemental Q&A with Fred Reish now available: 

The recording of our most recent webinar, The Fiduciary Trend: The Combined Effects of the DOL's Proposed Advice Regulation and 408 (b)(2) presented by Fred Reish, is now available. If you were unable to attend or just want to view it again, You can view recording and slides here

  • Click here to view/download The Benefits of Online Training (pdf file)
  • Click here to view/download Adapting a Practice for RIP (pdf file)
  • Click here to view/download Client Acquisition Strategies (pdf file)
  • Click here to view/download Building a Profitable Business Model (pdf file)
  • Click here to view/download Client Management Strategies (pdf file)
  • Click here to view/download Creating a Successful Practice (pdf file)
  • Click here to view/download RM Lessons Worth Remembering (pdf file)
  • Click here to view/download Quality Service - Time-Constrained World (pdf file)
  • Click here to view/download Clients Savings Into Retirement Income (pdf file)
  • Click here to view/download Building Your Business By Talking to the Media (pdf file)
  • Click here to view/download Buying vs. Leasing Your Building (pdf file)
  • The Department of Labor offers this free document for use by the public and financial
        professionals to help future retirees plan for retirement.  
        Click here to download DOL - Taking the Mystery Out of Retirement Planning (pdf file)

        The individual sections and worksheets are available for download at 
        http://www.dol.gov/ebsa/publications/nearretirement.html
  • Click here to view/download 2008 Value of Financial Planning Report (pdf file)
  • Click here to view/download Buying vs  Leasing Your Building (pdf file)
  • Click here to view/download Why Successful Financial Advisors Use Advisor Solutions Coaching Services (pdf file)
  • Click here to view/download AIF Capstone Training and Designation 2012 (pdf file)
  • SEARCH BOARDS:
    Search Boards are all being optimized by the professional organizations and credential organizations.  It is important to make sure that your information is current on their database, as these organizations through social media, magazines, and TV ads are encouraging clients and prospects to look for advisors through these sites.

    The CFP Board  - http://www.cfp.net/search/
    The FPA Planner Search™  -http://www.fpanet.org/PlannerSearch/PlannerSearch.aspx


    Social Network Pages:
    www.google.com -https://profiles.google.com/
    www.yahoo.com – Yahoo Pulse - http://pulse.yahoo.com/y/landing?.done=http%3A%2F%2Fpulse.yahoo.com%2F
    www.linkedin.com
    www.facebook.com


    Map Services:  
    Google Maps-  Google Places https://www.google.com/accounts/ServiceLogin?service=lbc&passive=1209600&continue=http://www.google.com/local/add/businessCenter?hl%3Den%26gl%3Dus&followup=http://www.google.com/local/add/businessCenter?hl%3Den%26gl%3Dus&hl=en

    MapQuest-  List your business Profile  on Mapquest
    https://listings.mapquest.com/apps/listing

    Map your office location and verify what it states about your firm.  More people are using such map services to find your office. You want to make sure the information is correct and maximizes the opportunity for people to learn about your firm and the category of business you are involved in.

     

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