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03/12/2010 - Social Network Investing And Financial Advisors

20 years ago, the self-directed investor embraced online-brokers, demanding access, control, transparency, and financial empowerment. Over the years, many investors struggled to balance these benefits with their growing need for simply finding the time to manage their investments. Just as the Internet revolutionized the brokerage industry, social networking is influencing the asset management space.

At this webinar, you’ll learn:

  • The evolution of the self-directed investor
  • Recent innovations in transparency, access, accountability, and empowerment in the “social-investing” space
  • Some of the challenges and opportunities the changing landscape presents
  • How Covestor offers self-directed retail investors access to expert money managers previously only available to high net worth individuals
  • How Covestor's retail UMA and financial marketplace offers RIAs the opportunity to grow their AUM for no additional cost and minimal incremental effort

Speaker Rikki Tahta is chief investment officer of Covestor. A former investment banker with Dillon Read & Co., Rikki has founded a number of companies in the financial information and online industry, two of which were subsequently purchased by Thompson Financial Services and Merrill Lynch & Co. He is an active personal investor in both private equity and public markets. He holds a BA in History from Oxford University, a MBA in finance from Columbia Business School, and a Series 65.


Replay Past Webinars

DateTitlePresenterCompanyView ReplayDownload SlidesCE Credit
3/5/2010 Tactical Asset Allocation In A Secular Bear Market Kenneth Solow
Rick Vollaro		Pinnacle Advisory Group
2/26/2010 New Opportunities For Advisors In 401(k)s Charles EpsteinThe 401k Coach Program
2/19/2010 ETFs: The Good, Bad, And Misunderstood Gary GastineauETF Consultants
2/12/2010 A Roundup Of Leading Advisor CRM Systems Blane WarreneQuonWarrene
2/5/2010 Roth IRA Conversion Techniques Bob KeeblerBaker Tilly Virchow Krause, LLP
1/29/2010 The New Estate Planning Landscape Rick RandallNational Network of Estate Planning Attorneys
1/22/2010 What's New At Schwab Performance Technologies? Michael WilliamsSchwab Performance Technologies
1/15/2010 Precious Metals: Can The Rally Continue? William RhindETF Securities Ltd.
1/8/2010 The 401(k) Upheaval And How It Affects Advisors Mary RowlandAdvisors4Advisors
12/18/2009 Sizing Up Performance Reporting Outsourcing Solutions Michael LoboscoAdvent Software Inc
12/11/2009 Seizing The Roth IRA Opportunity With Clients And Prospects Ben NorquistConvergent Retirement Plan Solutions, LLC
12/4/2009 Secure Hardware For Advisors John Jefferies
Pam Seale
Joni Clark		Ironkey Inc
Absolute Software Corporation
Seagate Technology LLC
11/20/2009 Privacy Law, Data Security And Financial Advisors Brendon TavelliProskauer Rose LLP
11/13/2009 Going Paperless 2.0 Joanne DayTrumpet, Inc
11/6/2009 Embedding Processes In Your CRM Blane WarreneAdvisors4Advisors
10/30/2009 2010 Compliance Planning For RIAs Chris WinnAdvisorAssist
10/23/2009 Using Client Feedback To Drive Referrals Julie LittlechildAdvisor Impact
10/16/2009 2010 Business Planning Scott CohenFocus Partners, LLC
10/9/2009 One Year After The Global Financial Crisis: What Happened and What's Ahead Don Phillips
Fran Kinniry		Morningstar, Inc
The Vanguard Group
10/2/2009 A New Model For Life Planning Carol AndersonMoney Quotient
9/25/2009 Researching Your Prospects On The Web Sam RichterActiFi, Inc.
9/18/2009 Regulatory Reform: Will You Be A Fiduciary? Blaine AikinFiduciary360, LLC
9/11/2009 Navigating The Maze Of Exchange-Traded Products Rick FerriPortfolio Solutions LLC
8/28/2009 Advisor Self-Care: A Primer And Check-up Ed Jacobson, Ph.D.Edward A. Jacobson Associates
8/21/2009 Aligning Service Levels With Your Client Base Scott CohenFocus Partners, LLC
8/14/2009 Serving Middle Income Clients Kevin CondonMyFinancialAdvice, Inc.
8/7/2009 Actively Managing An ETF Portfolio Robert SteinAstor Financial LLC
7/31/2009 Leveraging Technology In Your Firm Dan SkilesShareholders Service Group
7/24/2009 Best Sites For Financial Advisors Andrew GluckAdvisor Products
7/17/2009 Preparing For The Worst: Managing Your Clients In A Bear Market Frederic Luskin, Ph.D.
Rick Aberman, Ph.D.
Art DeLorenzo		Maximize Your Talent Group LLC
7/10/2009 Crucial Financial Conversations With Clients David MaxfieldVitalSmarts
6/26/2009 What To Tell Investors Now: Speaking With Clients And Prospects About The Bear Market Max BolkaMaxBolka.com
6/19/2009 Mission Possible: The Link Between Operational Efficiency And Human Capital Mark TibergienPershing Advisor Solutions, LLC
6/12/2009 Restoring Investor Confidence Brian StimpflTD AMERITRADE Institutional
6/5/2009 Advisors Using Social Networking Successfully Richard J. Krasney
Bill Winterberg		RJK Wealth Management, LLC
FP Pad
5/29/2009 Advanced Marketing For Advisors Andrew GluckAdvisor Products
5/22/2009 Life Planning And The Financial Crisis George KinderKinder Institute of Life Planning
5/15/2009 Investment Tax Management: Turn Clients' Biggest Expense Into An Opportunity Dean MioliSEI Advisor Network
5/8/2009 Twitter For Advisors Andrew GluckAdvisor Products
5/1/2009 Using LinkedIn To Attract New Clients John ComerComer Consulting
4/24/2009 Increasing Operational Efficiency Peter Kaplan
Bruce Moulton		Financial Productivity Group
Moulton Strategic Partners
4/17/2009 Google AdWords For Advisors Howie JacobsonAdWords For Dummies
4/10/2009 After The Fall: Asset Allocation And Rebalancing Craig Israelsen, Ph.D.7Twelve Portfolio
4/3/2009 Compliance Issues Posed By LinkedIn, Blogs, And Social Networking Brian HamburgerMarketCounsel
3/27/2009 Hand-Picking Prospects Using LinkedIn® John ComerComer Consulting LLC
3/20/2009 Client Retention And Growth In Tough Times Jerry LezynskiSEI Investments
3/13/2009 How To Perform Due Diligence On Alternative Investments And Provide Transparency To Your Clients Jason ScharfmanCorgentum Consulting, LLC
3/6/2009 Overwhelmed By The Crisis? How To Manage Yourself And Your Clients Sharon HooverCoachingWorks
2/27/2009 Asset Protection Planning Gideon RothschildMoses & Singer, LLP
2/20/2009 Mutual Funds Are Bought, Not Sold: Winning In An Investor-Centric World Don PhillipsMorningstar, Inc
2/13/2009 Advanced Research Techniques For Advisors Sam RichterActiFi, Inc.
2/6/2009 Systematically Address Financial Personality To Remake Your Firm Amid The Crisis Hugh MassieFinancial DNA Resources
1/30/2009 What Clients Expect From Advisors: Findings From A Client Advisory Board Facilitator Bruce PetersCABHQ
1/23/2009 Investing In ETFs During The Crisis Kevin MahnSmartGrowth Mutual Funds
1/16/2009 10 Steps To Recover From The Market Cataclysm Mark TibergienPershing Advisor Solutions, LLC
1/9/2009 Capitalizing On Financial Planning Opportunities / An Honest And Authentic Approach To Professional Selling Linda Strachan
Scott Farnsworth		EISI
Sunbridge Legacy Network
12/12/2008 Rational Expectations In Uncertain Markets Fran KinniryThe Vanguard Group
12/5/2008 Opportunity And Risk In Fixed Income Securities Michael McGonigleT. Rowe Price Group, Inc.
11/21/2008 Client Communications And Financial Planning Amid Economic Uncertainty David Lawrence
Bob Curtis		The Efficient Practice, LLC
PIE Technologies
11/14/2008 Understanding The Global Crisis And How It Affects Financial Planning David Loeper
Tom Connelly		Financeware, Inc.
Versant Capital Management
11/7/2008 Two Experts On Investing Now: Cautious And Optimistic William Bengen
Gregory Brousseau		Author and Financial Planner
Central Park Group, LLC
10/31/2008 Growing Your Practice And Managing Portfolios In Turbulent Times Michael Kitces
Frank Maselli		Pinnacle Advisory Group
The Frank Maselli Company		 No Replay Available
10/17/2008 Communicating And Winning New Business In A Challenging Time Bob Veres
Spencer Segal		Inside Information
ActiFi, Inc.
10/10/2008 Communicating With Clients And Prospects During The Financial Crisis Andrew Gluck
Bruce Schneider
Duncan MacPherson		Advisor Products, Inc.
iPEC Coaching
Pareto Systems		 No Replay Available

FAQs

What is the Financial Advisor Webinar Series?

The Financial Advisor Webinar Series is a free weekly webinar presentation that addresses key issues affecting financial advisors and financial planners during the global economic crisis. Advisor Products began hosting the Financial Advisor Webinar Series in October 2008 as a way to support the financial advisor community during a difficult juncture for the industry.

As the global economic troubles cut advisory firms' assets under management revenues in half and clients were scared, our experts presented techniques to help advisors stop losing business and even gain market share from the competition. In short, the Financial Advisor Webinar Series has helped financial advisors survive and thrive during the financial crisis.

Is there a cost to attending the financial advisor online seminars?
No. There is no charge for attending the Financial Advisor Webinar Series.
How can I receive continuing education credit for attending live sessions of the Financial Advisor Webinar Series?
If you are a CFP, registered with the CFP Board of Standards, your only need to register and attend the webinar, and enter your CFP Board ID number in the post-webinar survey. We will submit the attendee list electronically to the CFP Board.
If I did not complete the post-webinar survey at the end of the live webinar session, how do I receive CE credit?
If you attended a CE-eligible live webinar session for at least 50 minutes, but did not complete the post-webinar survey, please send email webinars@advisorproducts.com with the date of the webinar, your full name as registered with the CFP Board of Standards, and your CFP ID number. Upon verifying your attendance, we will follow up with you within three business days.
Can non-CFPs receive continuing education credit for attending live sessions of the Advisor Products’ Advisor Webinar Series?
Currently, we can only process continuing education credit on your behalf from the CFP Board of Standards. If you would like credit from other organizations, you can view the replays and a letter will be generated for you. You can then use that letter to pursue credit on your own.
Do I have to attend for the full hour in order to receive continuing education credit?
You must attend at least 50 minutes of the one-hour webinar, in order to receive CE credit.
Can I receive continuing education credit for viewing replays of past webinars?
Continuing Education credit for webinar replays is available on advisorsforadvisors.com.
Can we download presentation slides before the presentation?
Yes. As soon as slides are available, we will post them to this page.
How can I obtain the CE letters for all the replays that I’ve previously viewed?
You can obtain letters for all credit-eligible webinar replays you've watched in entirety by clicking the links in your profile.
Can I become a speaker or suggest a speaker?
Suggest a speaker or become a speaker, please email agluck@advisorproducts.com.

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