Practice Management Webcasts 


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    Statement on Standards in PFP Webcast Series

    Do the New Personal Financial Planning Standards Apply to You?
    (12/6/13) Clark Blackman and Dirk Edwards

    How to Attract Clients to Your Financial Advisory Firm by Finding a Niche

    (9/10/2013) Deborah Fox


    Using Interns to Begin the Evolution from Solo Financial Advisor to Ensemble Firm

    (9/5/2013) Deborah Fox

    Using a Workflow System and Integrated Technology Solutions to Deliver Consistent Client Services Efficiently & Profitably

    (9/4/2013) Deborah Fox

    You Are The Value! The Challenge to Know, Price and Sell Your Value
    (9/19/2013) Leo Pusateri

    Effective Use of Marketing and Media Resources for CPA/PFS Credential Holders
    (8/8/2013)  Jonathan Cox and Susan Josephson

    Defend Your Business Against Hacking, Phishing, and Spoofing Attacks
    (8/6/2013) Bill Winterberg

    Advertising and Regulatory Examinations: What CPA Financial Planners Need to Know
    (6/19/2013) Ellen Bruno

    Advising and Communicating with Clients in the Current Market and Interest Rate Environment
    (6/6/2013) Lyle Benson, Jean-Luc Bourdon, Michael Goodman, Joan Malloy, and Scott Sprinkle

    The Mobile Adviser: Everything financial advisers need to know to be safe, connected, and productive in the Mobile Age
    (5/15/2013) Bill Winterberg

    Trends in Pricing: How to Charge for Financial Planning or Wealth Management Services to Be Profitable
    (8/7/2012) Deborah Fox

    Building and Utilizing a Workflow System to Increase Productivity, Revenues, and Client Satisfaction
    (8/2/2012) Deborah Fox

    Use Your Current Client Base to Generate More Revenues, Attract New Clients and Create Clients for Life
    (7/26/2012) Deborah Fox

    Transforming How You Address Client Needs: A Multi-Disciplinary Solution to Financial Planning
    (11/21/2011) Tom Tillery 

    Investment Adviser SEC to State Transition and Other Compliance Issues
    (10/26/2011) Ellen Bruno

    Be Your Own Recruiter: How to Find, Hire and Retain Top Talent
    (8/31/2011) Caleb Brown, MBA, CFP®

    Standing Out in a Crowded Market
    (8/4/2011) Beverly Flaxington

    Using the Statement on Responsibilities in Personal Financial Planning Practice to Develop a Basis for Delivering PFP Services
    (7/27/2011) Dirk Edwards and Scott Sprinkle

    Best Practices for CPA Financial Planners When Using Social Media
    (7/21/2011) Michael Goodman (Moderator), Michelle Golden, Scott Brown

    Power Tools for Planners: The Essential Toolkit for Effective Relationships and High Performance
    (5/24/2011) Ed Jacobsen & Ted Sarenski

    Capitalizing on Your PFS Credential: How CPAs Market Their Expertise
    (12/8/2010) Jimmy Williams, Jean-Luc Bourdon, Dina Lee, Dean Owen, Leonard Wright 

    Statements on Responsibilities in PFP Practice: What You Need to Know for the PFS Exam and Beyond
    (11/4/2010) Dirk Edwards

    Reenergize and Renew Your Relationships with High-Impact Client Review Meetings
    (5/11/2010) Ed Jacobson 

    “You” are the Value!
    (11/19/2008) Leo Pusateri

     




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