Investing & Financial Planning Amid Turmoil

by Andrew Gluck 11/11/2008 7:17:00 PM

Join Us Friday, November 14 at 4:00 p.m. EST For Our Continuing Webinar Series About The Global Financial Crisis 

Presenters this Friday will be Thomas Connelly, CFA, CFP®, a leading financial advisor who last spring warned of a meltdown, along with David Loeper, CIMA®, CIMC®, the chairman and CEO of Financeware, a goal-based financial advice system.

Mr. Connelly will speak about why, as early as a year ago, he grew increasingly fearful that the credit crisis would trigger severe dislocation in the financial markets, and he will explain his current investment stance and outlook.

Mr. Loeper will discuss how to speak with clients about the changing nature of their financial plans, why the result of Monte Carlo simulations can be misleading, and how to lead clients through financial compromises they must sometimes make. This free webinar is sponsored by Advisor Products Inc. as a service to the independent advisor community. Please feel free to send this blog post to other independent advisors who would benefit from attending.

Our previous webinars about managing client relationships during the global financial crisis received gratifying praise from attendees.

On Friday, November 21, David Lawrence, a practice efficiency consultant, will speak about how you can communicate with clients efficiently.

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1/7/2009 7:51:06 AM

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The Andrew Gluck Blog explains the ideas behind the most innovative marketing strategies used by financial advisors as well as technology, practice management, and other issues affecting the independent advisor business.

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Name of authorAndrew Gluck
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Andrew Gluck is a veteran financial reporter and the founder and CEO of Advisor Products Inc., a marketing company serving 1,800 financial advisory firms. Founded in 1996, Advisor Products has...more

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