Financial Advisor Marketing & Technology

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What Advisors Said About Last Friday’s Privacy Law Webinar

The Financial Advisor Webinar Series has been a lot of fun for me and now I am going to start sharing the comments advisors make every week about each session.

The comments are not always flattering. In fact, they're often humbling for me. But I appreciate that you care enough about what we're doing to give us feedback.

Below you'll find the comments advisors gave us after last Friday's presentation, "Privacy Law, Data Security & Advisors," featuring Brendon Tavelli, a privacy law expert at Proshauer Rose LLP.

Before reading the comments advisors gave us, here's some background.

The Financial Advisor Webinar Series started in early October 2006 when advisors—along with just about everyone else—feared the world financial system might collapse.

Advisors were gracious in their thanks and we've kept doing it every Friday at 4 ET.

We've now produced about 55 sessions. Almost all of them are available for replay, and CFPs are eligible to receive CE credit for replays of many sessions.

The success of the series was a key factor in my decision to start Advisors4Advisors (A4A).

At the end of every webinar, I ask attendees to fill in a survey to give us feedback.

We plan to automatically feed the ratings and comments into the A4A Event Center but have not yet attacked that project. Until we do, I'll publish the comments from the exit surveys here in my blog every week.

You can view the replay of the session on privacy law and advisors and receive get CFP® CE credit for viewing this session if you’re a member of advisors4advisors.

If you don't care about the CE credit, you can see it for free at Advisor Products.

Please also join us for the next session on Secure Hardware For Advisors on Friday, Dec. 4 at 4 ET. Our presenters will be product managers from IronKey, LoJack For Laptops, and Seagate. Registering for that webinar lets you receive a free six-month membership in A4A.

  • Interesting topic with lots of information that was new to me.
  • Brendon was very knowledgeable and well prepared. Great presentation. I like the way Andrew approaches the seminars; he is easy going and professional. No sales here!
  • Excellent as always!
  • Very useful information.
  • Excellent presentation.
  • I found it very informative and the takeaway slides are completed in a manner that will allow me to remember what was said during the webinar as I reference them now and in the future.
  • This was a clear, articulate guy. Good delivery, good information, and willingness to disclose when not certain.
  • EXCELLENT – EXTREMELY WELL PRESENTED. VERY HELPFUL.
  • Excellent and timely information.
  • It was very informational. The changes in technology happen faster than any one person can keep track of them so the enforcement follows right behind.
  • I enjoyed this one. It didn't end "right on time" when there were questions & other items to discuss.
  • All good. Maybe include a few practical examples (in some detail) of actions firms are taking to comply with the new rules.
  • Very good. We have a good privacy program in place although the info on Nevada regs was new to me.
  • Audio sometimes fades out.
  • I found it had timely, relevant information and was able to take away some good bits to share with my office. It would be great to have those slides if they are available.
  • Very good.
  • Great webinar – thanks!
  • Recommendations for software solutions.
  • Need more live examples of how to implement these new laws. Being an attorney, Brandon went for the max. In the real world, there has to be a reasonable method.
  • Thank you – I had no idea about these requirements in Massachussetts and Nevada. Keep up the good work.
  • Great! Things we'd not thought of before.
  • Very good.
  • Good, but left with more questions than I had before the webinar. To some extent it sounds like it is still fluid in terms of the ongoing evolution of regulations.
  • More specific references on how implement security measures.
  • More specific actionable items for advisors, less overview, particularly first half of the call.
  • Very generic. I was hoping for more specific information and best practices advice.
  • More Q+A.
  • Too technical. Boring presentation.

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