 Six Keys to Making it BIG as a Financial Advisors
March 25, 2010, 2:00pm-3:00pm EDT/11:00am-12:00pm PST
Complimentary Registration Limited to the First 1,000
Success leaves clues. The most successful advisors, both in terms of revenue and client experience, simply do things that less successful advisors simply don’t do. They do these things in good times and bad times, which explains why they succeed in good times and often significantly out-perform everyone else in bad times.
In another what-to-do and how-to-do-it webinar Bill Bachrach will teach you actionable ideas to set and achieve big goals as well as address some of the fears and limiting beliefs that may be holding you back. This session is based on over 20 years of working with some of the best advisors in the business. Success really does leave clues. In this webinar you will learn:
- what top advisors think about that mediocre advisors don’t
- what top advisors believe that mediocre advisors don’t
- what top advisors do that mediocre advisors don’t
- what top advisors have that mediocre advisors don’t
- the habits top advisor have that mediocre advisors don’t exhibit
- and how to shift from doing, being, and having moderate levels of success to achieving your true potential.
Click here to register
How to Add a Tax Planning Practice to Your Business
Model and Attract 150 New Clients Every Year!
April 22, 2010, 2:00pm-3:00pm EDT/11:00am-12:00pm PST
Complimentary
Webinar Limited to the First 1,000
Sponsored by 
We’ll
show you how you can integrate a tax planning practice WITHOUT the
headache and overhead of hiring a CPA! With our national network of CPAs
you can attract a large number of qualified new clients every year!
- Discover
the instant credibility you will have by combining tax planning into
your existing practice
- How to properly position financial
services to your new tax clients
- How to position the “What If”
tax return comparison this technique shows your prospect the real tax
benefits of tax deferral and Roth conversion opportunities using their
actual 1040 tax return
Produced by
ARCHIVES
Create Your Ideal Life in 4 Years, or Less!
- How designing your Ideal Life can help build the perfect business for you.
- Stop chasing someone else’s definition of success and build the business that’s right for you.
- Use
the exercises that I used at the beginning of the Advisors Excel
session: What does your Ideal Life look like *Tom Moore* why?
In another what-to-do and how-to-do-it webinar Bill Bachrach will teach you actionable ideas to make 2010 your best year ever.
In the Aftermath: Navigating the Sovereign Fiscal Crisis
With Dave Rolley
Click here for the video replay
Click here for the Presentation slides
February 23, 2010, 2:00pm-3:00pm EST/11:00am-12:00pm PST
Complimentary Registration Limited to the First 1,000
2008’s financial market meltdown spurred governments around the
world to respond rapidly and robustly by pumping stimulus funds into
local economies at all levels in order to stay afloat. In the aftermath
of the meltdown, financial markets have stabilized but governments are
feeling the pinch of dramatic fiscal shortcomings going into 2010.
Governments will be forced to walk a thin line between catching up with
their steep budget deficits and avoiding derailing a still tenuous
economic recovery. Can there be hope for growth in 2011?
Long-Term Care: What You Need To Know
Click here for the video replay
Click here for the Presentation slides
December 17, 2009, 12:00pm - 1:00pm EST
Who will need long-term care? Maybe your clients. Their parents. Your
parents. You. The trouble is, most people are unprepared to deal with
the emotional and practical issues involving long-term care. But in
just one hour, our expert panelists will provide you with key insight
on long-term care that can benefit you and your clients.
Dorothy Hinchcliff, managing editor of Financial Advisor magazine, will moderate this panel which includes:
Chris Cooper, CFP, planner and edlercare advocate, Owner and Founder of Chris Cooper & Co.
Karen Henderson, founder/CEO of the Long Term Care Planning Network
Sponsored by
Produced by
How to Make 2010 Your Best Year Ever
December 1, 2009, 2:00pm-3:00pm EST/11:00am-12:00pm PST
Complimentary Registration Limited to the First 1,000
Now is the time to plan for 2010 to be the best year ever.
In this content-rich webinar you will improve your skills to:
- Set and achieve your goals
- Run your business so
circumstances out of you control (market, economic, and world events)
have little or no negative impact on your business life
- Learn from your mistakes
- Be the master of your time
- Build an effective team
In another what-to-do and how-to-do-it webinar Bill Bachrach will teach you actionable ideas to make 2010 your best year ever.
Islamic Finance and Shari'ah-Compliant Indexes
What You Need to Know When Talking to Your Clients
Islamic finance is a rapidly growing sector and one that has
expanded far beyond the Middle East. Tune in to this new on-demand Webcast to find out what you need
to know to have an informed conversation with your clients.
Advisors: This Webcast is eligible for 1 CFP CE credit. To qualify,
you must successfully complete the short test at the end of the
program.
(registration is required)
Topics and Speakers
 |
A Primer on Islamic Market Indexes
Tariq Al-Rifai
Director, Islamic Market Index Group
Dow Jones Indexes |
 |
Index Application: JETS Dow Jones Islamic Market International Index Fund
Brint Frith
President
Javelin Investment Management |
 |
Moderator
Richard Ciuba
Senior Director, Americas Sales
Dow Jones Indexes |
Click here for the video replay
Click here for the Presentation slides
Leveraged and Inverse ETFs
Understanding the Returns and Potential Uses
Presented by 
November 17, 2009, 2:00pm-3:00pm EST/11:00am-12:00pm PST
Complimentary Registration Limited to the First 1,000
Featured Speakers
Suzanne Hamilton, Founder and President of Legacy Asset Management Inc.
Joanne Hill, Head of Investment Strategy for ProFunds Group.
Leveraged and inverse ETFs have seen explosive growth since their
introduction in 2006, as knowledgeable investors found them useful for
implementing a variety of strategies. With the recent market turmoil
these tools have also generated some controversy about how they fit
into an overall portfolio strategy. To get a more complete
understanding of leveraged and inverse funds, financial advisors can
register today for an exclusive webcast sponsored by ProFunds Group,
the world leader in short and leveraged funds. This webcast will also
provide a broader context of the factors driving performance for
leveraged and inverse funds over time, as well as potential uses and
investment strategies.
Participants will:
-
Learn about factors affecting performance over time
-
Review how rebalancing may help get closer to your goals over time
-
Hear from an advisor about the importance of trading strategies and moving averages
-
Gain insight from an advisor into when to buy, where to place stops, and when to sell
This program was approved by the CFP Board for 1 CE credit for attending the live performance
Most
ProShares ETFs and many ProFunds employ leveraged investment techniques
that magnify gains and losses and result in greater volatility in
value. Each Short or Ultra ProShares ETF and leveraged or inverse
ProFund seeks a return that is multiple or inverse multiple (e.g.
-200%) of the return of an index or other benchmark (target) for a
single day. Due to the compounding of daily returns, ProShares' and
leveraged and inverse ProFunds' returns over periods other than one day
will likely differ in amount and possibly direction from the target
return for the same period. Investors should monitor holdings
consistent with their strategies, as frequently as daily. For more on
correlation, leverage and other risks, please read the ProShares or
ProFunds prospectus.
Carefully consider the investment objectives, risks, charges and
expenses of ProFunds or ProShares before investing or sending money.
This and other information can be found in their prospectuses. Read the
prospectuses carefully before investing. For a ProFunds or ProShares
prospectus, financial professionals should call 888-776-5717, or visit
www.profunds.com or www.proshares.com.
"ProFunds Group" includes ProFunds mutual funds and ProShares ETFs.
ProFunds are distributed by ProFunds Distributors, Inc. ProShares
registered under the Investment Company Act of 1940 are distributed by
SEI Investments Distribution Co. (One Freedom Valley Dr., Oaks, PA
19456), which is not affiliated with ProFunds Group or its affiliates.)
Click here for the video replay
Overpromise & Overdeliver
October 20, 2009, 2:00pm-3:00pm EDT/11:00am-12:00pm PST
Complimentary Registration Limited to the First 1,000
Bill
Bachrach, CSP, CPAE, author of Values-Based Financial Planning and
leading Financial Advisor Coach and Best Selling author, consultant,
and speaker Rick Barrera, CSP, will show you how the powerful concepts
in Rick's highly acclaimed and best-selling book Over Promise and Over
Deliver can quickly help you establish a powerful client-winning brand
and dramatically increase client loyalty to give you a significant
advantage in today's challenging marketplace
Mark your calendar and register right now. It will be time well invested.
 Click here for the video replay
Click here for the Presentation slides
Extraordinary Insights from Mark Tibergien
Positioning Your Firm To Profit In Lean TimesProtecting the Portfolio 09162009 pdf
Presented by 
September 24, 2009, 3:00pm-4:00pm EST/12:00pm-1:00pm PST
Complimentary Registration Limited to the First 1,000
Turbulent times create unusual opportunities for businesses to grow by capturing market share. But that’s easier said than done.
Exactly what does it take for a firm for exploit the opportunities
arising from a once-in-a-generation environment where High-Net-Worth
investors are starting to seek new advisors and move their money as
never before. In this complimentary webinar, Pershing Advisor Solutions
CEO Mark Tibergien, who spent two decades as a consultant to the
profession’s leading firms, shares some secrets of how the top firms
have expanded their businesses.
Click here for the video replay
The Power of Thinking BIG
Why BIG goals are better than “realistic” goals, especially in a weak economy.
How to set them. How to achieve them
September 22, 2009, 2:00pm-3:00pm EST/11:00am-12:00pm PST
Complimentary Registration Limited to the First 1,000
There is a famous saying, “success leaves clues.” And it’s also true
that the “rich get richer.” Why is that? How can you harness the power
of what successful people know and do in your business and life to
achieve the big goals you’d really like to be achieving?
In another what-to-do and how-to-do-it webinar Bill Bachrach will teach
you actionable ideas to set and achieve big goals as well as address
some of the fears and limiting beliefs that may be holding you back
 Click here for the video replay
Click here for the Presentation slides
Protecting the Portfolio
Using Convertibles to Preserve and Grow Wealth
Presented by 
September 16, 2009, 2:00pm-3:00pm EST/11:00am-12:00pm PST
Complimentary Registration Limited to the First 1,000 registrants
Featuring
Greg Miller, CEO, Wellesley Investment Advisors
If you continue to be amazed by the volatility of the stock market,
convertible securities may be a solution to your clients’ needs. We
have managed convertibles for over 15 years, focusing on risk
management and delivering constant performance. Find out how our
time-tested approach has delivered strength to both investment
professionals like yourself and your clients.
Click here for the video replay
Communication Skills
The Key to Getting More and Better Clients in Any Economic Environment
August 18, 2009, 2:00pm-3:00pm EST/11:00am-12:00pm PST
Complimentary Registration Limited to the First 1,000 registrants
Do the words matter? Only if you want clients to trust you, hire you,
move all their money to you, follow your advice, keep working with you
even when markets are down, and introduce you to other Ideal Clients.
Yes, the words matter! They matter a lot. What you say, how you say it,
and when you say it can make all the difference in the world to your
success, failure, or mediocrity.
In another what-to-do and how-to-do-it webinar Bill Bachrach will teach
you actionable ideas about what to say and what NOT to say in order to
attract and retain the clients you really want.
Click here for the video replay
Time, Priority & Calendar Management
The “Secret” to being a Highly Successful Financial Advisor
Sponsored by 
July 14, 2009, 2:00pm-3:00pm EST/11:00am-12:00pm PST
Complimentary Registration Limited to the First 1,000
There are fundamental truths for figuring out your priorities, placing
them on your calendar, and developing the discipline to consistently
honor your calendar.
Most Financial Advisors do not know these truths and fewer still even turn this knowledge into habits.
During another what-to-do and how-to-do-it webinar Bill Bachrach will
share lessons learned from being associated with the training and
coaching some of the most productive people in the world.
You will learn 5 immediately actionable, results-producing tactics to:
- Get more done in less time,
- Say “no” to low priorities so there is plenty of time to say “yes” to high payoff activities,
- Fill your life with only those things that make you money and/or make you happy,
- Eliminate the feeling of being overwhelmed,
- Have plenty of time for client service, new client acquisition, and working with your team,
- Simplify your life….dramatically
- Surround yourself with people who support you to achieve your goals and eliminate people who don’t.
If you have ever been stressed about running out of time and wondered
how some people get so much done in the same amount of time you have,
then you’ll be happy you attended this webinar. These are tactics being
used by Financial Advisors who are capitalizing on the current economy
to attract more Ideal Clients and substantially increase their
production.
Mark your calendar and register right now. It will be time well invested.
Click here for the video replay
High-Trust Leadership
How to be a better “CEO” of your Financial Services Business
Sponsored by
June 16, 2009, 2pm – 3pm EST/11am – 12pm PST
Complimentary Registration Limited to the First 1,000
In this high-content what-to-do and how-to-do-it webinar, Bill Bachrach
and special guest, Tom Voccola – author of The Accidental CEO, will
present immediately action-able ideas so you can be a better leader.
These are the key skills that are crucial in order to break through to
higher levels of production and stay there.
You will learn:
-
To build and lead an organization that will help you deliver superior value for your clients
- Keys
to hiring quality staff and team members who serve you and your clients
in a way that frees you to contribute your strengths to your business
instead of the minutia of managing people
- How to work more effectively with subject-matter-experts like accountants, attorneys, money managers, and insurance people.
Let’s face it, financial advisors were never really trained on how to
lead even a relatively small organization. You’re busy with marketing,
prospecting, client meetings, client issues, compliance, plan creation,
etc, etc, etc. When do you find time to be an effective leader? Yet
being a good leader is an important skill to develop in order to
surround yourself with the effective people who can support you in
serving your clients, having a successful business, and the quality of
life you want.
 and 
present:
Understanding Real Estate:
Strategies for Today’s Markets
Featuring
Robert Shiller, Co-Founder & Chief Economist, MacroMarkets and Professor of Economics, Yale University
Robert Steers, Co-Chairman and Co-CEO, Cohen & Steers, Inc.
June 3, 2009 3:30 – 4:30 pm EST/12:30 pm – 1:30 pm PST
Complimentary Registration Limited to the First 1,000
Join us for a live webinar featuring two of the world’s leading experts on real estate as they discuss:
• How does the current real estate dip compare with others in the past?
• Have we seen the bottom yet? Where do we go from here?
• How will the new government programs influence the market?
• Does real estate stand apart as the legitimate investing asset class?
• How can homeowners and property owners best hedge their real estate exposure?
• What are some of the benefits and drawbacks of the existing real
estate indexes, including Case-Shiller and Cohen & Steers?
Sponsored by 
Ignite Your Practice: Surefire Ideas from Industry Trailblazers
Implement proven tactics from some of today’s most innovative advisors.
Presented by 
Co-Sponsored by 
May 28, 2009, 4 pm – 5 pm EST/1 pm – 2 pm PST
Complimentary Registration Limited to the First 1,000
Featuring
Ron Carson
Learn the techniques of an $11 million producer
Scott Hanson and Pat McClain
Gain marketing insights from a nationally recognized advisor team
Don Patrick
Uncover the keys to developing a consortium culture from a Top Branch Manager
When you visualize your practice in 2009, do you see obstacles or opportunities?
Implement proven tactics from some of today’s most innovative advisors.
Whether you target high-net-worth or mass affluent clients, or you are
a branch manager seeking ways to motivate your advisors, you will take
away actionable ideas for making 2009 a career-defining year.
Long-Term Care Planning
Increase Client Retention, Acquisition, and Firm Profitability by Addressing LTC Challenge
Sponsored by 
May 20, 2009 4:00 pm – 5:00 pm EST/1 pm– 2 pm PST
Complimentary Registration Limited to the First 1,000
Properly addressing long-term care will enhance your firm’s
relationship with clients and strengthen your relationship with their
heirs and other family members. As the financial advisory environment
changes, the future will belong to firms that make emotional
connections not only with their clients, but with the client’s heirs.
Solving the challenges of LTC Planning for clients and their extended
family members can be a practical way to make this emotional
connection. The outcome will be the retention of your client’s assets
when assets are transferred to heirs, and enhancement of the value of
your firm from one generation of partners to the next.
Presented by
Allen Hamm
Allen Hamm
is President and Founder of The Association of Certified LTC Planners.
He is also author of the book Long-Term Care Planning: Assuring Choice,
Independence & Financial Security.
Build Your Ideal Client Community
By Referral Only
Sponsored by 
May 19, 2009, 2 pm – 3 pm EST / 11 am – 12 pm PST
Complimentary Registration Limited to the First 1,000
In this content-rich and results-oriented webinar you will learn the
what, why, and how for acquiring Ideal Clients by referral. Today’s
economy has created an unprecedented opportunity for proactive
Financial Advisors to expand their community of Ideal Clients. Be one
of them.
Sponsored by 
May 14, 2009 2:00 – 3:00 pm EST/11 am – 12 pm PST
Complimentary Registration Limited to the First 1,000
The past year has seen unprecedented market volatility. But while these
turbulent markets have been painful for traditional buy-and-hold
investors, they have created new opportunities for tactical investors
and traders.
In this one-hour presentation, the editors of IndexUniverse.com and the
Exchange-Traded Funds Report will walk you through the new breed of
ETFs that provide leveraged, short and leveraged-short exposure to the
markets.
Featuring
Matt Hougan, Editor IndexUniverse.com
Dan O’Neill, President and Chief Investment Officer Direxionfunds Direxionshares
Louis Stanasolovich, CFP, CEO & President Legend Financial Advisors, Inc.
click here for the video
click here to download the presentation slides
Better Off With Bonds
The 40-Year Story
A Complimentary Webinar with Rob Arnott
Produced by 
May 7, 2009, 1:00 – 2:00 pm EST
Complimentary registration limited to the first 1,000.
In a groundbreaking paper in the May/June issue of the Journal of
Indexes, Research Affiliates Chairman Rob Arnott overturned
conventional wisdom by showing that 20-year Treasury bonds have
outperformed stocks over the past 40 years.
Now, the editors of the Journal of Indexes are proud to host a live
webinar with Arnott to discuss his paradigm-altering research, the
details of his findings and the implications for any investor focused
on asset allocation. This one-hour presentation will cover:
• How bonds beat stocks for the past 40 years ... and why they might do it again
• Why investors dramatically overestimate the equity risk premium
• How to get more diversification benefits out of bond exposure
• The problem with bond indexes
If you missed this webinar or want to see it again click on the link below
The Right Value Proposition for Today’s Economic Reality
Why the old “investment advisor” approach is obsolete and what to propose instead
Sponsored by
April 21, 2009, 2pm - 3pm EST/11am - 12pm PST
Complimentary Registration Limited to the First 1,000
This how-to-do-it webinar is presented by Bill Bachrach, the Trusted
Advisor to Trusted Advisors. He will focus on why the old “Investment
Advisor” approach is obsolete and what to propose instead. Helping you
focus on the right action items right now and continue to not only
survive but grow your business during these challenging economic
times.
If you missed this webinar or want to see it again click on the link below
Webinar 3: Bachrach series (click here)
5 Reasons this is a GREAT Time to be a Financial Advisor
and the Tactics to Capitalize on this Current Opportunity
Sponsored by
March 24, 2009, 2pm – 3pm EST/11am – 12 pm PST
Complimentary Registration Limited to the First 1,000
You can be one of the many advisors who are distracted by the circumstances beyond your control or you can be one of the few who add a disproportionate number of Ideal Clients to your business. The key is to FOCUS on the right action items right now.
This is another what-to-do and how-to-do-it webinar presented by Bill Bachrach, the Trusted Advisor to Trusted Advisors. We will examine 5 reasons why this is a GREAT time to be a Financial Advisor and the tactics to capitalize on this unprecedented opportunity.
|
CONFERENCES
Dorothy 
