Archives
2014
| Call Date | Presenter | Topic | Link |
|---|---|---|---|
| June 2014 | Cyndi German of Push.Nudge.Shove | The Importance of Using Social Media | 6/4/2014 – The Importance of Using Social Media |
| May 2014 | Cody McArthur of Net Documents | Cloud-based document management systems | 5/7/2014 – Cloud-based document management systems |
| March 2014 | Damon Deru, founder of Trade Warrior, Inc. | The benefits of trading and rebalancing software | 4/2/2014 – The benefits of trading and rebalancing software. |
| February 2014 | Leigh Jedeikin of inStream | inStream’s Productivity-Enhancing Software | 2/5/14 – inStream’s Productivity-Enhancing Software (PDF) |
| January 2014 | Chris Winn of Advisor Assist | 2014 Compliance – Are You Ready? | 2014 Compliance – Are You Ready? (Powerpoint) |
2013
2012
| Call Date | Presenter | Topic | Link |
|---|---|---|---|
| 2012-11-07 | Naomi Scrivener, Back Office Solutions | Outsourcing Financial Planning: Is it a Good Fit for your Practice | Outsourcing Financial Planning: Is It A Good Fit for Your Firm by Naomi Scrivener of Back office Solutions |
| 2012-10-03 | Laurie Gripshover-Taylor, Resourceful Coach | Transitions | Coaching Clients Through Transitions Presented By Laurie Gripshover Taylor of Resourceful Coach |
| 2012-09-12 | Don Whalen, Spectrum Input | PreciseFP | Working With Data Gathering Software By Don Whalen of PreciseFP |
| 2012-06-06 | Alex Murguia, inStream Wealth | inStream Financial Planning Software Presented by Alex Murguia | |
| 2012-05-02 | Dave Moran, Experienced Advisor Recruiting | Recruiting Experienced Advisors | Recruiting Experienced Advisors Presented by Dave Moran of Experienced Advisor Recruiting |
| 2012-04-04 | Julien Mordecai, Principal/Consultant All BackOffice |
Pragmatic Quarterly Reporting | Pragmatic Quarterly Reporting Presented By Julien Mordecai of All BackOffice |
| 2012-03-21 | Ginny Hudgens, Back Office Advisor | Time Management | Time Management Presented By Ginny Hudgens of The Strategic Implementer |
| 2012-03-07 | Jennifer Goldman, CFP, My Virtual COO | Report from 2012 T3 Conference | Report from 2012 T3 Conference Presented By Jennifer Goldman of MyVirtualCOO |
| 2012-02-01 | Linda Stimac, CFP, RainmakerDNA | The Rainmaker Imperative | The Rainmaker Imperative Presented By Linda Stimac of RainmakerDNA |
| 2012-01-25 | Ginny Hudgens, Back Office Advisor | Strategic Planning | Strategic Planning for Financial Advisors Presented By Ginny Hudgens of The Strategic Implementer |
| 2012-01-11 | Christopher Winn, Founder & Managing Principal of Advisor Assist | 2012 SEC to State Registration for Advisors | SEC to State Registration Presented By Chris Winn of AdvisorAssist |
2011
| Call Date | Presenter | Topic | Link |
|---|---|---|---|
| 2011-11-02 | Diane MacPhee CFP of DMAC Consulting | How and When to Raise Fees | How and When to Raise Fees Presented By Diane MacPhee of DMAC Consulting |
| 2011-10-05 | Peter McGratty, CFA, of Pinnacle Advisor Solutions | The Impact of Turbulent Markets on the RIA Business Model | The Impact of Turbulent Markets on the RIA Business Model Presented by Peter McGratty of Pinnacle Advisor Solutions |
| 2011-09-14 | Janet Davis, CFP, CPA of Trusted Advisors Consulting | Helping Your Clients Avoid Common Tax Traps | Helping Your Clients Avoid Common Tax Traps Presented by Janet Davis CFP/CPA of Trusted Advisors Consulting |
| 2011-08-03 | Wendy J. Cook of Wendy J. Cook Communications | Improving Communications with Clients | Improving Communications with Clients Presented by Wendy Cook of Wendy J Cook Communications |
| 2011-06-08 | Jennifer Goldman of My Virtual COO | Inside the Emerging RIA Practice | Inside the Emergin RIA Practice Presented by Jennifer Goldman of MyVirtualCOO |
| 2011-03-28 | Ginny Hudgens, Back Office Advisor | Marketing-Just DO It! | Marketing – Just Do It! Presented by Ginny Hudgens of The Strategic Implementer |