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Events
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.
Web Seminars
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Life Planning or Buyer Beware: Establishing Trust in Client Relationships
May 31, 2012 4:00 PM ETIn the aftermath of the banking crisis, consumer trust in financial services is at a dismal low, as amply illustrated by the latest Edelman survey. This web seminar will examine rebuilding client relationships in today’s environment.
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Investing in Alternatives: A Practical Look at New Strategies
June 27, 2012 4:15PM ETThis web seminar will examine alternative investment strategies and explore the potential advantages that alternative asset classes can bring to investors. As a CFP Board-Registered CE Sponsor, financial advisers who attend will be eligible for CFP credits.
Archived Web Seminars
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The Key to Unlocking Future Profit Growth
Date Held: May 2, 2012 - May 3, 2012This web seminar will explore several perspectives on what to expect as firms look to scale, and how to develop a course of action to take struggling firms to the next level of success. Learn how to leap where others have faltered.
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Are you a fiduciary for your retirement plan clients? How the DOL views your activities regardless of your client relationship.
Date Held: March 28, 2012 4pm ET / 1pm PTERISA is amongst the highest legal standards in the land. Join us for an informative session on this rapidly changing landscape and how top advisors are positioning themselves to capitalize on the opportunities being created.
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Becoming a Social Advisor: The Next Generation Advisor
Date Held: January 31, 2012 4pm ET / 1pm PTView this web seminar to learn how firms of all sizes can easily to move into a Social Enterprise and become a Social Advisor. You will hear directly from The Advisor Group on how they are using Salesforce to enable the next generation financial advisor.
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Podcasts
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Women Advisors Forum Podcast Series
2011 and 2012 SeriesArchived Podcasts from the 2011 and 2012 Women Advisors Forum events.
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Financial Behavior in Retirement
November 15, 2010Archived podcasts from the Financial Behavior in Retirement conference.
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ETF 360 Conference: Investing Strategies for Advisors
October 21, 2010Archived Podcasts from the ETF 360 Conference.
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Bank Investment Consultant Events
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Women Advisors Forum New York City
April 26, 2012 8:00 am - 7:00 pmFrom start to finish, the Women Advisors Forum New York city, kicking off on April 26, 2012 at the Metropolitan Club, is the event where women in the advisory business can gather cutting-edge, valuable insights on how to take their practice to the next level, network with an elite group of senior level financial planners, and gain continuing education credits. Register now for your exclusive Advisor Rate of $99. http://www.financial-planning.com/conferences/wafny
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Women Advisors Forum Dallas
May 22, 2012 8:00 am - 7:00 pmJust added to the series, Women Advisors Forum Dallas, May 22, 2012 at the Marriott Dallas City Center, is the event where women in the advisory business can gather cutting-edge, valuable insights on how to take their practice to the next level, network with an elite group of senior level financial planners, and gain continuing education credits. Please check back for more information. http://www.financial-planning.com/conferences/waftx
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Women Advisors Forum Chicago
June 12, 2012 8:00 am - 7:00 pmAttend the Womens Advisor Forum Chicago scheduled for June 12, 2012 at the InterContinental Chicago. From start to finish, the Forum is the event where women in the advisory business can gather cutting-edge, valuable insights on how to take their practice to the next level, network with an elite group of senior level financial planners, and gain continuing education credits. Check back with us for more information on date and location! http://www.financial-planning.com/conferences/wafch
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