Financial Advisor Marketing & Technology

Marketing & Technology For Independent Financial Advisors

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CE Credit On Webinar Replays

When the U.S. economy seemed like it might collapse last October, Advisor Products hosted a webinar for advisors in an effort to help to help them cope.

Attendees were so grateful, we did it the following week.

Pretty soon, it became clear that advisors wanted us to bring them this information regularly. Thus was born the Financial Crisis Webinar Series, which brings advisors leading thinkers from the financial advisory profession every Friday at 4 p.m. EDT

We’ve now hosted 32 webinars , replays are always available, and since January we have offered continuing edcuation credit for Certified Financial Planner® licensees.

Last week, we upgraded our registration platform. As a result, you are now be able to receive continuing education credit when viewing webinar replays.

With the new registration system, you register just once. We’ll drop a “cookie” into your browser—a short line of texton your computer's hard drive—and you’ll be recognized without registering the next time you return. If you use a different computer, you’ll need to log in again, however. Before this upgrade, you had register your information each time you wanted to view a webinar replay.

The new registration system also allows you to access videos and request more information about our services from the Advisor Products website. Videos explain our client portal system, newsletters, AdvisorVault, and Online Reporting for Advent Axys or PortfolioCenter.

Advisor Products clients will continue to use their existing log-in credentials for accessing the BackOffice for managing your website, email newsletter, and newsletter. That is unaffected by these changes.

It is our privilege to be able to bring you The Financial Crisis Webinar Series. Join us this week to hear Mark Tibergien, CEO of Pershing Advisor Solutions, speak about the link between operational efficiency and human capital.

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