Warnings At The Financial Crisis Webinar

by Andrew Gluck 11/15/2008 11:19:00 AM

David Loeper warned advisors not to rely too heavily on Monte Carlo and to tell clients always to expect thatSee A Replay their financial plans will need to be updated. Meanwhile, Tom Connelly said there’s only a 10% chance that the global financial crisis will cause a systemic collapse that leads to a depression but warned that the economy is most likely headed for a long period much like before the crisis erupted, only not as robust. Loeper and Connelly, thought-leaders among independent advisors, offered these thoughts this past Friday during a 90-minute webinar attended by about 125 advisors. If you missed the session, which was part of the Financial Crisis Webinar Series sponsored by Advisor Products Inc., it is available now for replay

Download David Loeper Slides

Download Tom Connelly's Slides


Please join us Friday, November 21, at 4 p.m. EST for another session in the Financial Crisis Webinar Series. David Lawrence, a consultant who helps advisory firms operate more efficiently, will speak about organizing a cost-effective system for communicating regularly with your clients during the crisis. Register Now For The Next Session In The Financial Crisis Webinar SeriesBob Curtis, the inventor of MoneyGuide Pro, a financial planning application with about 12,000 users, will speak about tradeoffs clients may need to consider in revising their financial plans because of the crisis, including working longer, saving more, or cutting expenses, and how advisors can handle these delicate discussions with clients.
Register now for that session. 

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1/7/2009 8:03:59 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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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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