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Financial Crisis Webinars Offer Continuing Education For Financial Advisors

The Financial Crisis Webinar Series, a free weekly service providing financial advisors continuing education for navigating the global financial crisis, announced its schedule of upcoming speakers today.
 

 
Advisor Products, Inc.

Advisor Products, Inc.

FOR IMMEDIATE RELEASE

PR Log (Press Release)Feb 19, 2009 – WESTBURY, NY--The Financial Crisis Webinar Series, a free weekly service providing financial advisors continuing education on financial planning, client communication, and practice management issues for managing the global economic crisis, announced its schedule of upcoming speakers today.

Most sessions, which are held every Friday at 4 p.m. EST, provide continuing education credit from the CFP Board of Standards for certified financial planning licensees. One continuing education credit is granted per session. This week's session features Don Phillips of Morningstar and is approved for one financial planning continuing education credit. The upcoming schedule of the Financial Crisis Webinar Series is as follows:

February 20:    Don Phillips, Morningstar Inc.
"Mutual Funds Are Bought, Not Sold: Winning In An Investor-Centric World"
https://www1.gotomeeting.com/register/872270956

February 27:    Gideon Rothschild, Moses & Singer LLP
"Asset Protection Planning"
https://www1.gotomeeting.com/register/524302427

March 6:    Sharon Hoover, CoachingWorks Inc.
"For Financial Advisors Feeling Overwhelmed By The Crisis, Ideas To Manage Better"
https://www1.gotomeeting.com/register/143764115

March 13:   Jason Scharfman, Corgentum Consulting LLC
"How To Perform Due Diligence On Alternative Investments And Provide Transparency To Your Clients"
https://www1.gotomeeting.com/register/770285925

March 20:   Jerry Lezynski, SEI Advisor Network
"Client Retention And Growth In Tough Times"
https://www1.gotomeeting.com/register/770501167

March 27:   John Comer, Comer Consulting LLC
"Using LinkedIn To Market Your Financial Advisory Practice"
https://www1.gotomeeting.com/register/845154535


About 175 financial advisors attend the weekly webinars to hear about new financial planning techniques and how to communicate with their clients during the ongoing financial crisis.

Advisor Products, Inc., which makes websites, client newsletters, and brochures for financial advisors, sponsors the free Financial Crisis Webinar Series. “We have been placed in a privileged position by the hundreds of financial advisors that use our services, and helping the financial planning profession get through this difficult time is our way of giving something back,” says Andrew Gluck, founder and CEO of Advisor Products, Inc.

“We’ve played an important role over the years in helping financial advisors communicate with clients through the bull market of the late 1990s, the 9/11 tragedy, and the bursting of the tech-bubble. We’re simply sharing what we’ve learned.”

This week’s webinar features Don Phillips, managing director of Morningstar, Inc. Phillips, who joined Morningstar in 1986 as the company's first mutual fund analyst, will speak about the changing nature of the mutual fund industry and why funds that focus on stewardship over salesmanship are supplanting the traditional mutual fund giants and often provide better investor returns.

For more information on the Financial Crisis Webinar Series and feedback from financial advisor attendees, visit www.advisorblogcentral.com.

# # #

Advisor Products (www.advisorproducts.com) makes websites, client newsletters, brochures, and other marketing services for about 2,000 independent financial advisory firms. The Westbury, N.Y. company, which was founded in 1996 by veteran financial writer, Andrew Gluck, also provides logo design, marketing copy, stationery, and email newsletters for financial advisors. It hosts websites customized for advisors with financial planning content for high-net-worth individuals and hosts email account services geared to financial advisors. Many of the nation’s leading Registered Investment Advisers, independent Registered Representatives, and independent broker/dealers rely on marketing and technology services provided by Advisor Products.


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Email Contact:Click to email (Partial email =  @advisorproducts.com) Email Verified
Issued By:Advisor Products, Inc.
Phone:(888) 274-5755 ext 251
Fax:(516) 334-3750
Address:1025 Old Country Road, Suite 223
City/Town:Westbury
State/Province:New York
Zip:11590
Country:United States
Categories:Finance, Financial Planning, Investment Management
Tags:financial advisor, continuing education, financial crisis, financial planning, morningstar
Last Updated:Feb 19, 2009
Shortcut:http://prlog.org/10185681

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