Webinar Archive

07/22/2015
Best Practices for the Quarterly Check-In
Free Webinar:
By Morningstar Advisor

Date:
Wednesday, July 29, 2015

Time:
1:00 p.m. – 1:45 p.m. Central Time

In this complimentary 45-minute webinar, you’ll learn best practices for your client check-ins, including practical ways to showcase your investment knowledge and strengthen client relationships. Brian Bolan, Bolan Consulting Group, will show how he leverages Morningstar OfficeSM for more productive check-in meetings, and Morningstar’s Elise Isaacson will walk you through key features and reports you can generate with the tool.




04/30/2015
Key Traits of Winning Fund Managers
Join us at 1:00 on April 30th to learn a few traits of today's most successful fund managers

11/12/2014
FINRA Compliance Outlook and Best Practices
Featured Speakers:
- Todd Cipperman, Founding Principal, Cipperman Compliance Services
- Kathy VanNoy-Pineda, EVP, Governance, Risk, and Compliance Group, LPL

You’ll walk away with:
• A clearer vision of what will be on the minds of FINRA regulators
• What you need to know and how best to stay ahead-of-the-curve on importance issues
• Best practice solutions and advice that you can share with your team

10/08/2014
A Comprehensive Overview of the ByAllAccounts Aggregation Solution
• About ByAllAccounts
• Getting Started
• Data Connectivity
• How we deliver data
• Security & Privacy

10/01/2014
Key Insights on Today's Investor
• Investor Insights: Why do investor hire and fire advisors? Why are some still self directed?
• Understanding of the concept "Gamma": What is it? Why is it important?
• An Action Plan: How do you communicate your value as an advisor to potential clients?

06/25/2014
Are You Prepared For an SEC Exam?
Need to know Tips and Best Practices for keeping your
firm compliant.

04/24/2014
Archway - Webinar 7 Technology Innovations for Wealth Management
Wealth Management firms are constantly seeking new ways to incorporate technology into their operations. The 7 Technology Innovations for Wealth Management webinar introduces seven crucial technology developments affecting the success of wealth management firms. Dennis Mangalindan of Archway Technology Partners discusses the advantates your firm can achieve with each of these key innovations including on-demand software availability via SaaS (Software as a Service), automated data integrations for consolidated wealth management and advanced reporting alternatives. Join the webinar to discover how these innovations can provide your firm with improved efficiency, greater accessibility and reduced costs.

03/19/2014
Advising on healthcare in a rapidly changing market: Help your clients plan for the unexpected
Get the facts on the Affordable Care Act, Medicare, and Long Term Care; including products that are available. Hear real life client examples from one advisor and the solutions she developed.

03/13/2014
A Comprehensive Overview of the ByAllAccounts Aggregation Solution
Presented by Don McHenry, Technical Relationship Manager, ByAllAccounts. Learn about ByAllAccounts, how to get started, data connectivity, how we deliver data, and more.

02/11/2014
The Advisory Talent Crisis: how firms and advisors can maximize hiring potential
Presented by:
Caleb Brown: MBA, CFP, and Partner at New Planner Recruiting
Mindy Diamond: President and CEO, Diamond Consultants

11/20/2013
Surviving an SEC Audit
FREE 45-min Webinar: November 20th, 2:00 PM EST. Presented by Sheryl Rowling, principal of Rowling & Associates (and CEO of Total Rebalance Expert)

Learn about what the SEC wants to see before they arrive, how to prepare for the SEC examination, the initial interview, process, and more.

10/15/2013
Results from the 2013 Ipsos Affluent Survey USA
Presented by Stephen Kraus, VP, Chief Insights Officer, Audience Measurement Group, Ipsos MediaCT

Now in its 37th year, the Ipsos Affluent Survey USA is the definitive source of information about the lives, lifestyles, spending and media habits of 62.5 million Affluent Americans with $100K+ household income. Results of the 2013 study were revealed to survey subscribers on September 19th.

08/15/2013
How to Drive More Word-of-Mouth Referrals
During this webinar, you’ll learn how to reach out to potential customers through word-of-mouth. Includes specific examples from ByAllAccounts’ word-of-mouth marketing and a list of resources to investigate when you get back to the office.

06/19/2013
How to Grow Your UHNW or Family Office Practice
This live webinar will present best practices used successfully by multi-family offices to expand their family office practices.

05/16/2013
Target Date Funds: New DOL Demands for ERISA Fiduciaries
This live webinar will consider the DOL’s recently issued tips on “What to Remember When Choosing Target Date Funds."

04/24/2013
Reconciliation Trends & Best Practices for ADVENT Users
This live webinar will provide expert insights to ADVENT users on how to implement efficient account reconciliation.

02/28/2013
Upcoming Webinar: The Evolving ERISA Fiduciary Standard: What Do You Need To Know?
Free 30-min Webinar featuring Marcia Wagner of The Wagner Law Group. Thursday, February 28th at 2PM EST

01/01/2013
Sign-up to Receive Updates on FREE Upcoming Webinars for Advisors
Webinar Categories Include:

* Practice Management
* Marketing and Social Media
* Technology
* Regulation and Compliance
* Revenue & AUM Growth
* and More!

10/25/2012
Upcoming Webinars: AccountView Training
Please join us for our live AccountView training session. The topics will include:

• A High Level Overview
• Account Creation - Standard
• Accounts Tab
• Credential Tab
• Clients Tab
• Account Creation - Credential Access Client
• Institutions Tab
• Financial Data Tab
• Additional Features
• Questions and Answers

Upcoming Dates:

Mon, Oct 29, 2012 2:00 PM - 3:00 PM EDT

Thu, Nov 1, 2012 2:00 PM - 3:00 PM EDT

Mon, Nov 5, 2012 2:00 PM - 3:00 PM EST

Thu, Nov 8, 2012 2:00 PM - 3:00 PM EST

Mon, Nov 12, 2012 2:00 PM - 3:00 PM EST

Thu, Nov 15, 2012 2:00 PM - 3:00 PM EST

Mon, Nov 19, 2012 2:00 PM - 3:00 PM EST

Thu, Nov 22, 2012 2:00 PM - 3:00 PM EST

Mon, Nov 26, 2012 2:00 PM - 3:00 PM EST

Thu, Nov 29, 2012 2:00 PM - 3:00 PM EST

Mon, Dec 3, 2012 2:00 PM - 3:00 PM EST

Thu, Dec 6, 2012 2:00 PM - 3:00 PM EST

Mon, Dec 10, 2012 2:00 PM - 3:00 PM EST

Thu, Dec 13, 2012 2:00 PM - 3:00 PM EST

Mon, Dec 17, 2012 2:00 PM - 3:00 PM EST

Thu, Dec 20, 2012 2:00 PM - 3:00 PM EST

Mon, Dec 24, 2012 2:00 PM - 3:00 PM EST

Thu, Dec 27, 2012 2:00 PM - 3:00 PM EST

Mon, Dec 31, 2012 2:00 PM - 3:00 PM EST

Thu, Jan 3, 2013 2:00 PM - 3:00 PM EST

Mon, Jan 7, 2013 2:00 PM - 3:00 PM EST

Thu, Jan 10, 2013 2:00 PM - 3:00 PM EST

Mon, Jan 14, 2013 2:00 PM - 3:00 PM EST

Thu, Jan 17, 2013 2:00 PM - 3:00 PM EST

Mon, Jan 21, 2013 2:00 PM - 3:00 PM EST

Thu, Jan 24, 2013 2:00 PM - 3:00 PM EST

Mon, Jan 28, 2013 2:00 PM - 3:00 PM EST

Thu, Jan 31, 2013 2:00 PM - 3:00 PM EST

Mon, Feb 4, 2013 2:00 PM - 3:00 PM EST

Thu, Feb 7, 2013 2:00 PM - 3:00 PM EST

Mon, Feb 11, 2013 2:00 PM - 3:00 PM EST

Thu, Feb 14, 2013 2:00 PM - 3:00 PM EST

Mon, Feb 18, 2013 2:00 PM - 3:00 PM EST

Thu, Feb 21, 2013 2:00 PM - 3:00 PM EST

Mon, Feb 25, 2013 2:00 PM - 3:00 PM EST

Thu, Feb 28, 2013 2:00 PM - 3:00 PM EST

Mon, Mar 4, 2013 2:00 PM - 3:00 PM EST

Thu, Mar 7, 2013 2:00 PM - 3:00 PM EST

Mon, Mar 11, 2013 2:00 PM - 3:00 PM EDT

Thu, Mar 14, 2013 2:00 PM - 3:00 PM EDT

Mon, Mar 18, 2013 2:00 PM - 3:00 PM EDT

Thu, Mar 21, 2013 2:00 PM - 3:00 PM EDT

Mon, Mar 25, 2013 2:00 PM - 3:00 PM EDT

Thu, Mar 28, 2013 2:00 PM - 3:00 PM EDT

Mon, Apr 1, 2013 2:00 PM - 3:00 PM EDT

Thu, Apr 4, 2013 2:00 PM - 3:00 PM EDT

Once registered you will receive an email confirming your registration
with information you need to join the Webinar.

System Requirements
PC-based attendees
Required: Windows® 7, Vista, XP or 2003 Server

Mac®-based attendees
Required: Mac OS® X 10.5 or newer

Mobile attendees
Required: iPhone®, iPad®, Android™ phone or Android tablet

08/21/2012
The Ultimate Guide to Outsourcing for Financial Advisors
According to a recent online survey, 70% of advisors are currently outsourcing one-or-more non-core business activities to a third-party firm. Join us for an information-packed webinar on August 21st at 2 PM EST to learn everything you need to know about why outsourcing might be the a smart business decision for your firm, and how to get started.

Topics will include:

• Top business activities advisors are outsourcing and why
• When it’s time to consider an outsourcing solution, and key advantages (i.e. cost and time savings)
• A step-by-step guide to selecting the right outsourcer for your needs
• Tips for a successful migration/transition
• Case studies and success stories
• And more!

We will conclude the presentation with a 15-minute Q&A session to answer any questions you might have.

Our presenter will be Jon Reiners, VP of Business Development, Orion Advisor Services. Moderating this webinar will be Karla Paxton, Technical Relationship Manager, ByAllAccounts.

We look forward to having you join us!

08/16/2012
Advisors: How to Use Marketing to Build Pipeline
Traditional marketing methods like print and direct mail still work, but they aren't the most effective way to get clients. Prospects today will look for you online first. Even if they are referred to you- you can bet that the first thing they will do is Google your firm to see what they can find. In order to get in front of your prospects and create a favorable first impression join the webinar to learn and master the new marketing methods that include inbound/content marketing, email marketing and social media strategies.

Topics will include:

Goals of Marketing
Creating a Value Proposition
Targeting and Segmentation
Top 10 Marketing Activities Utilized by Advisors
The Power of Content and Search Engine Optimization
Best Practices in Email Marketing
Free Tools and Tips
How to Get Started Checklist

Join us for an information-packed one-hour webinar on Aug 16th at 2 PM EST.

We will conclude the presentation with a 15-minute live Q&A session to answer any questions you might have.

We look forward to having you join us!

07/19/2012
Get ALL Your Accounts in Advent: Utilizing Account Aggregation for a Unified Account View
As an Advent user, you already receive through ACD or "direct" interfaces the majority of the accounts you are actively managing, but what about the rest?

Join us for a special complimentary webinar for Advent users to learn how over 1,500 adviors are utilizing account aggregation technology to supplement their reporting data with hard-to-access accounts that they are not already receiving directly such as 401(k)s, trusts and 529s.

Topics will include:

-The benefits of a unified "holistic" view, and types of account data you can receive
-How an automated solution can streamline your operational efficiency and improve productivity of back-office staff
-How it works - as a compliment of, and in comparison to, ACD feeds
-Success stories - how account aggregation has impacted the businesses of other Advent users
-Tips for getting started
-and more!

We will conclude the presentation with a 15-minute live Q&A session to answer any questions you might have.

06/28/2012
Is Your Firm's Investment Technology Holding You Back (or Worse) Putting You at Risk?
Complimentary Webinar for Financial Advisors and Institutional Money Managers: June 28th 2-3 PM EST

A lot has changed since the market downturn of 2008, but has your core investment technology changed? Investment and wealth management firms can't afford to hold on to their outdated legacy systems. Firms that do risk falling behind competitors, not meeting new regulatory mandates and potentially putting their clients' data at risk due to inadequacies of old technology. Join us for this information-packed webinar to learn how:

-Legacy systems can have a negative impact on your business
-Regulations have pushed investment managers to provide great transparency
-New technology can be used to better manage your data and ultimately your business
-Important factors to consider when upgrading to your next system

We will conclude the presentation with a 15-minute live Q&A session to answer any questions you might have.

06/26/2012
Streamline Your Daily Workflow in PortfolioCenter
Accurate and comprehensive account data is the foundation for creating value for your clients. It is the key to everything your firm does, from reconciliation to performance reporting to billing. If you are a PortfolioCenter user and are facing challenges in this critical area, this webinar is for you. We will cover:

-Benefits of providing your clients with a comprehensive view of all their investments and accounts

-How to eliminate manual entry of hard to reach accounts such as 401k’s, annuities, 529’s and trusts

-How it works - A live demonstration of the short daily process of aggregating account data

We will conclude the presentation with a 15-minute live Q&A session to answer any questions you might have.

05/17/2012
Are you an iPad(visor)? The Essential Guide to Utilizing Tablet Technology for Your Practice
In Q4 of 2011, the iPad adoption rate in Financial Services accounted for 41.7% of all iPad activations in the quarter; nearly four times that of any other industry. To learn everything you need to know about why so many advisors are utilizing tablet technology for their practice and how exactly they’re using it, please join us for an information-packed one-hour webinar on May 17th at 2 PM EST.

Topics will include:

• iPad Adoption Trends in Financial Services
• The Top Ways Advisors are Utilizing Tablet Technology
• Apps to use with Clients
• Productivity and Business Platform Apps
• Helpful Tips and Tricks
• And more!

We will conclude the presentation with a 15-minute live Q&A session to answer any questions you might have.

03/29/2012
The Future Ain't What it Used to Be: The Ultimate Guide to Retirement Planning for Baby Boomers
For decades practitioners were focused on saving for tomorrow; well for many of our clients tomorrow is here and the rules of planning change dramatically when an investor needs to begin drawing on their nest egg--especially in an era where yesterday's knowledge is quickly becoming irrelevant. With another baby boomer turning fifty-nine every seven seconds between 2012 and 2025, the time is ticking on how long financial advisors have to prepare themselves to meet the newly-defined expectations and requirements of the modern retiree. Those who fail to do so will be left behind.

This information-packed webinar will cover everything you need to know about retirement planning now and in the future, including:

* The New Reality: Risks Facing Today's Retirees
* Portfolio Design & Management
* Managing Expectations
* Managing Volatility
* Strategies and Suggestions to Manage Risk
* and more!

We will conclude the presentation with a 15-minute live Q&A session to answer any questions you might have.

Our presenter will be...

Harold Evensky, CFP®, AIF®, President, Evensky & Katz Wealth Management

Harold is an Internationally known speaker and author on investment and financial planning issues. He has been recognized as one of most influential people in the industry in 1999, 2000, 2001, 2009 and 2010 by leading publications including Accounting Today, Investment News, Financial Planning Magazine, Money Magazine and Investment Advisor Magazine.

03/05/2012
Secrets of the Tax Return: Spot the Clues to New Opportunities For You and Your Clients
Tax time can create big opportunities for you and your clients. By spotting clues in your clients’ (or potential clients’) tax returns, you can create increased business for yourself while saving your clients big bucks! This “win-win” opportunity is easy – if you know what to look for. You will be able to "wow" clients with your ability to pinpoint money-saving ideas from a quick review of their 1040. In this best practices briefing, you will:

* Discover a simple 5-step process to zero in on savings opportunities
* Find out how to detect common investment mistakes
* Determine how to increase after-tax returns
* Learn how to communicate your discoveries in a way that creates excitement
* and more!

We will conclude the presentation with a 15-minute live Q&A session to answer any questions you might have.

03/01/2012
Why Investors Hire & Fire Financial Advisors
A free webinar for financial advisors on client acquisition and retention strategies based on the results of a national survey of investors.

In Q4 of 2011 ByAllAccounts and Paladin Registry conducted a national survey of investors to learn how they form and maintain relationships with financial advisors. For an in-depth analysis of the results, please join us for a webinar on March 1st at 2 PM EST, and get the full details on:

* How investors find advisors
* Criteria they use to evaluate advisors
* Services they expect (and wish) to receive
* Why investors fire their advisors
* Why they become loyal clients
* And more!

We will conclude the presentation with a 15-minute live Q&A session to answer any questions you might have.

02/16/2012
Creating Your Ideal Client Profile: Optimize Your Client List and Maximize Profitability
The larger your book grows, the less room you have for taking on new clients that don’t give you the greatest return on your time. The “Ideal Client Profile” (ICP) process allows you to identify specific qualities found in investors that you really want to work with and that have the highest value to your firm—information that can then be used to place a filter at your door so that only the best prospects walk through. This process will save you time and money as you attract higher-quality partners and clients, and can also be used to create ideal profiles for suppliers, strategic partners, and employees. Define your “Ideals” and you’ll soon have them looking for you. In this best practices briefing, we will cover:

* The top ten benefits of working with ideal clients
* Five steps to creating an Ideal Client Profile
* Three easy steps to client segmentation
* Creating service level agreements
* and more!

01/19/2012
What We Learned from Talking to 100+ Advisors: Industry Trends and Strategies
The past few years have been turbulent to say the least for the wealth management industry. We have seen a number of transformative trends emerge in these recent years, many of which will continue to unfold in 2012—in addition to the new ones that are sure to arise.

To identify these trends and get a better understanding of the most common strategic issues facing RIAs today, Pinnacle Advisor Solutions met with over 100 firms asking them to reflect on the most significant trends they see developing in the financial services industry, and the strategies they will implement to overcome new challenges and capitalize on new opportunities.

Join us for a webinar on January 19th at 2PM EST to get an in-depth analysis of the results from the study, and the answers to:

• What are the most common trends, challenges, and strategic issues financial advisors are experiencing in today’s wealth management industry?
• What strategies are Advisors implementing to overcome turbulent markets and recent changes in the RIA marketplace?
• How have recent trends impacted RIA business models, and which business models are most effective in the modern landscape?
• And much more!

The remainder of the hour will be left for a Q&A session to answer all of the questions you may have. We look forward to having you Join us!

12/13/2011
The Definitive Guide to Billing on Held-Away Assets
Join us for this webinar on December 13th at 2 PM EST to learn everything you need to know about how to bill on held-away assets, including:

1.) Areas of Business Opportunity

* Deeper Client Relationships and Increased Levels of Trust
* Better Risk managament
* Increased Revenue

2.) Risk and Compliance Considerations

* The Custody Rule (Background and FAQ)
* Due Diligence Methods
* Books, Records, and Contracts

3.) How to Bill on Held-Away Accounts

* What Can Be Billed? Where? How?
* How to Structure Billing
* The Use of Aggregation Technology

12/08/2011
How Over 1,000 Advisors are Increasing AUM with Account Aggregation
After being ranked as the #7 most used technologies by RIAs in a recent Investment News Survey, it’s obvious that the value of ByAllAccounts’ patented aggregation technology is no secret across the wealth management industry.

Join us for a webinar on December 8th at 2 PM EST to see why more than 1,000 advisors are currently using ByAllAccounts to increase revenues and AUM, scale their business and provide an exceptional level of service.

We will cover:

• The benefits for advisors and your clients
• Case studies on how other firms have succeeded with aggregation
• How it works
• How to Get Started
• Q&A Session

11/17/2011
Live Demo: Using ByAllAccounts with Morningstar Office
With ByAllAccounts, it’s now possible to aggregate data from a vast array of sources, and format it in seemingly countless ways. But, even with this ability, how do you get an overall picture of how data moves through an aggregator’s system into the most important system of all: yours?!

Join us for this webinar on November 17 at 2 PM EST if you’d like a comprehensive picture of how aggregated account data flows electronically from financial institutions to your reporting platform. We’ll show you the step-by-step process for how you and ByAllAccounts can:

*Create accounts within the ByAllAccounts system

*Import financial account data within held-away accounts (such as 401ks) from our cloud-based environment to your local environment

*Import financial information into a target reporting system (Morningstar Office will be used in this demonstration)

The demonstration will run for approximately 30 minutes, leaving the remainder of the hour to be used for questions and answers.

11/15/2011
Create Distinction: How to Stand Out in a Crowded Financial Advisory Space
How can clients and prospects tell the difference between you and your competition? In this information-packed presentation, internationally-known speaker and best-selling author Scott McKain reveals the Four Cornerstones of Distinction—and what you must do to create Ultimate Customer Experiences® that transcend mere transactions, and create the lifelong loyalty every financial advisor covets.

Join us for a 1-hour webinar on November 15th at 2 PM EST in which Scott will answer the following:

1. ) Why is it so difficult to stand out in today’s crowded financial services marketplace?

You'll learn:

The Three Destroyers of Differentiation

-Why these aspects pull your practice back to the pack
-Why it’s so difficult to get client’s attention and focus
-How the efforts of other advisors may impact your practice

2.) What does it take to create a distinctive practice as a financial advisor?

You'll learn:
The Four Cornerstones of Distinction

-Why you have to have a practice of clarity and focus
-How to be more creative in your client retention and acquisition
-A formula for communicating with clients in a distinctive manner
-The importance of the “Ultimate Customer Experience ®” with your clients

3.) How do you create the Ultimate Customer Experience ®?

You'll learn:
The Seven Steps of the Ultimate Customer Experience ®

-The importance of how your team interacts with your clients
-Why how you answer the phone and emails determines the success of million dollar accounts
-Why your competition is NOT other financial advisors – from the client’s perspective
...and more!

10/27/2011
Give Your Clients Peace of Mind with Data Aggregation
With the recent market turmoil, your HNW clients are looking to you now more than ever to reassure them that their investments are secure. With data aggregation technology, you can give them the peace of mind they want—by letting them know you are:

* Monitoring and advising on all their assets, including those you manage directly and on held-away assets such as 401k’s, alternative investments and annuities
* Taking their total financial picture into account
* Keeping a watchful eye to help ensure that all is well

Find out what ByAllAccounts does. Join us for a 30-minute webinar on October 27th at 2 PM EST to learn what we do. See why over a thousand advisors already use ByAllAccounts to gain daily electronic access to all their clients’ data, so their clients can rest easy knowing their advisor has a clear, top-down view of all their assets, at all times.

The remainder of the hour will be left for a Q&A session to answer all of the questions you may have. Our Presenter will be Cynthia Stephens, Vice President of Marketing, ByAllAccounts.

10/25/2011
Acquiring the Next Generation of Wealth: How to Attract Gen X & Y Clients
As your Baby Boom clients reach/near retirement, it's time to start thinking about how to attract and establish long-term relationships with the next generation of clients.

Join us for this 45 minute webinar to learn everything you need to know about acquiring Generation X & Y clients, including:

* Where to find them
* How they want you to communicate
* Criteria they use for selecting an advisor
* Types of advice they are looking for
* Acquisition strategies and tips
* Open Q&A session

10/13/2011
The ByAllAccounts Data Cycle: LIVE Demo
With new technology, it’s now possible to aggregate data from a vast array of sources, and format it in seemingly countless ways. But, even with this ability, how do you get an overall picture of how data moves through an aggregator’s system into the most important system of all: yours?!

Join us for our webinar on October 13th at 2 PM EST if you’d like a comprehensive picture of how aggregated account data flows electronically from financial institutions to your reporting platform. We’ll show you the step-by-step process for how you and ByAllAccounts can:

*Create accounts within the ByAllAccounts system

*Import financial account data within held-away accounts (such as 401ks) from our cloud-based environment to your local environment

*Import financial information into a target reporting system (Schwab Performance Technologies' PortfolioCenter will be used in this demonstration)

The demonstration will run for approximately 30 minutes, leaving the remainder of the hour to be used for questions and answers.

09/22/2011
How to Find Better Prospects and Acquire More Clients: Marketing Techniques and Technology for Today’s Advisor
What’s working for advisors in marketing today? How do they acquire new clients and build their practices—and what can you learn from them?

Join us for a thought-provoking 1-hour webinar:

You’ll get insights into:

• Advisory Trends in Marketing and Business Development. Our experts will reveal the results of the 2011 Advisor Marketing Survey, so you can see what other advisors are doing to attract and convert customers. Are you using similar techniques and technologies as your competitors? Are you ahead of the curve or behind it? See how your firm stacks up.

• Today’s Marketing Challenges and Opportunities. Based on the survey results, we look at where marketing is headed for advisors—with an emphasis on content creation, increased website functionality, and social media marketing (all of which help you find younger prospects without relying on a traditional referral base).

• The Scoop on Marketing Automation Technology. What is it? And what does it do? Find out how it allows you to:

-Capture the identities of visitors to your web site and collect their relevant personal information.

-Track visitors as they navigate your site, so you can see who’s interested in what, and determine their level of interest.

-Convert prospects into clients by creating and sending automated e-mail campaigns to different audience segments (fully integrated with your CRM).

• Live Demonstration. See how CaptureTrackConvert technology has been designed specifically for today’s financial advisor.

09/15/2011
Increasing Revenue and AUM with Account Aggregation
This webinar is designed to answer all of your questions about how financial account aggregation can help you increase revenue and AUM at your firm.

We will cover:

* Typical data challenges firms face
* The benefits of account aggregation, and how it allows you to increase revenue and AUM by billing on held-away assets
* Case Studies of how other firms have succeeded using aggregation
* How it works (including a live demonstration)
* How to get started
* Q&A session

08/30/2011
How to Choose and Use CRM Systems for Financial Advisors
If you’re a financial advisor with questions about selecting and using a Customer Relationship Management (CRM) system, this is the webinar for you. Get your answers in this information-packed webinar in which we’ll share findings from a recent national survey of how 250+ advisors are choosing and using CRMs. Our presenters will include Cynthia Stephens, Vice President of Marketing at ByAllAccounts, and Brian McLaughlin, CEO of Redtail Technology— a leading CRM for financial advisors.

Topics will include:

• Financial Advisory Trends in CRMs: Am I going to be left behind if I don’t have a CRM? What trends should I be aware of with regard to CRM integrations with other platforms and data services providers?
• Choosing a CRM: What criteria should I consider when selecting a CRM, how much might I pay, which features do others find valuable?
• Using a CRM: How are other advisors using CRMs and what are the benefits? How can I efficiently get my clients’ account data into my CRM?

08/18/2011
The Madoff Lessons: What Every Financial Advisor Must Learn From History's Biggest Ponzi Scheme
The arrest of Bernard L. Madoff was a cataclysm for his trusting investors and a scorching indictment of his regulators. But what does this epic crime teach the financial advisor community about managing money—and managing trust? Join us for this upcoming webinar on August 8th at 2PM EST featuring Diana B. Henriques, a senior financial writer at The New York Times who was the first journalist to interview Madoff in prison, and is the author of the bestseller "The Wizard of Lies: Bernie Madoff and the Death of Trust".

08/11/2011
Making Better Decisions with Account Aggregation
This webinar is designed to answer all of your questions about financial account aggregation. ByAllAccounts retrieves, enriches and consolidates reconciliation-ready account data using our patented technology, which pulls in client data from any source and delivers it to any system an advisor or financial professional uses. This webinar will cover:

1.) Typical data challenges firms face
2.) The benefits of account aggregation
3.) Case Studies of how other firms have succeeded using aggregation technology
4.) How it works (including a demonstration)
5.) How to get started
6.) Q&A session

06/14/2011
Upcoming Webinar: Social Media Expert Q&A
Recent action by broker-dealers allowing the use of social media has raised a lot questions for financial advisors. Join us as our panel of experts address:

What are the FINRA & SEC regulations on social media?
How can an advisor stay compliant?
What is social media archiving and how is it used?
What are some best practices for using social media?
How are other advisors using it?

05/24/2011
Upcoming Webinar: Tips and Tricks for Reconciliation
In this 30 minute webinar, various strategies and considerations around reconciliation of aggregated held-away account data within a portfolio management system will be discussed. The webinar will cover::

• Best practices for choosing the correct security type for an asset within your PMS.

• Tools within WebPortfolio that can aid with reconciliation.

• Strategies for dealing with cash and money market funds.

• Real world examples of reconciliation issues encountered with various institutions and how they were handled.

05/19/2011
Upcoming Webinar: How Advisors are using Technology Today
How are advisory firms using technology? Find out as we review key findings from a recent survey of 500+ advisors. The results include a breakdown of what technology advisors use by firm size.

Other topics covered include:

• How technology can help firms scale

• What tools and gadgets (ex: iPads) are being used by advisors

• Best practices and criteria to consider when evaluating technology

• Integration and what it really means for an advisory firm

• Pitfalls to avoid when investing in a new technology

05/11/2011
Web Portfolio Compliance Demo Webinar

04/27/2011
Web Portfolio Compliance Demo Webinar
Avoid those messy custody regulations and remove the need to take custody of your clients credentials. This webinar will provide a brief demonstration of the Web Portfolio Account Access tool as well as the Source Extraction tool.

04/27/2011
Scaling your Business with Account Aggregation Technology: ByAllAccounts Product Demo
This webinar is designed to answer all of your questions about financial account aggregation. ByAllAccounts retrieves, enriches and consolidates reconciliation-ready account data using our patented technology, which pulls in client data from any source and delivers it to any system an advisor or financial professional uses.


This webinar will cover:


1. Typical data challenges firms face

2. The benefits of account aggregation

3. How it works (including a demonstration)

4. How to get started

5. Q&A session

04/20/2011
Web Portfolio Compliance Demo Webinar
Avoid those messy custody regulations and remove the need to take custody of your clients credentials. This webinar will provide a brief demonstration of the Web Portfolio Account Access tool as well as the Source Extraction tool.

04/13/2011
Web Portfolio Compliance Demo Webinar
Avoid those messy custody regulations and remove the need to take custody of your clients credentials. This webinar will provide a brief demonstration of the Web Portfolio Account Access tool as well as the Source Extraction tool.

04/06/2011
Web Portfolio Compliance Demo Webinar
Avoid those messy custody regulations and remove the need to take custody of your clients credentials. This webinar will provide a brief demonstration of the Web Portfolio Account Access tool as well as the Source Extraction tool.

03/30/2011
Web Portfolio Compliance Demo Webinar
Avoid those messy custody regulations and remove the need to take custody of your clients credentials. This webinar will provide a brief demonstration of the Web Portfolio Account Access tool as well as the Source Extraction tool.

03/23/2011
Web Portfolio Compliance Demo Webinar

Avoid those messy custody regulations and remove the need to take custody of your clients credentials. This webinar will provide a brief demonstration of the Web Portfolio Account Access tool as well as the Source Extraction tool.

03/16/2011
Tips and Tricks for Reconciling with PortfolioCenter
As most investment professionals know, reconciled account data is the foundation for creating value for your clients. It is the key to everything your firm does, from performance reporting to billing. If you are a PorfolioCenter user and are facing challenges in this critical area, this webinar is for you. In this webinar, we will cover:

• Answering the question: What exactly is reconciliation and why is it necessary?
• Best practices for account reconciliation in PortfolioCenter.
• How the various PortfolioCenter transaction types affect the positions and balances in an account, and what those effects look like on a reconciliation report.
• Custodial Integrator account and security translation strategies that help with reconciliation.
• Available resources for help with reconciliation in PortfolioCenter.

03/16/2011
Web Portfolio Compliance Demo Webinar
Avoid those messy custody regulations and remove the need to take custody of your clients credentials. This webinar will provide a brief demonstration of the Web Portfolio Account Access tool as well as the Source Extraction tool.

03/09/2011
Web Portfolio Compliance Demo Webinar
Avoid those messy custody regulations and remove the need to take custody of your clients credentials. This webinar will provide a brief demonstration of the Web Portfolio Account Access tool as well as the Source Extraction tool.

03/01/2011
Understanding the Fiduciary Standard
Adopting the fiduciary standard as a way of doing business reinforces your role as a trusted advisor and sets you apart from the competition. It also enables you to move your business to the next level — from an “asset manager” providing advice on a portion of your client’s assets to a “wealth manager” where you can develop a broader and deeper relationship and attract more HNW clients. This webinar will cover:

• The evolving definition of fiduciary
• Key fiduciary responsibilities: Loyalty and Care
• Points of regulatory emphasis: Transparency and accountability
• Benefits for investors and advisors of fiduciary principles and practices
• Steps you take to foster fiduciary excellence and communicate added value to clients

Guest speaker, Blaine Aikin is the Chief Executive Officer of fi360. Fi360 is a national and international leader in the field of investment fiduciary responsibility, providing training, Web-based analytical tools, and resources for those who manage money on behalf of others. He is the author of numerous articles on the subjects of fiduciary responsibility and investment management, and the author of the monthly Fiduciary Corner column in InvestmentNews magazine.

This presentation will last 30 minutes followed by an additional 15 minutes of Q&A. We look forward to having you join us.

02/23/2011
How to Choose an Outsourcer
Hiring an outsourcing firm is not a decision to be taken lightly. Finding the right vendor to help manage your business makes all the difference for a growing firm, which is why a diligent appraisal is vital. This webinar will cover:

- Is Outsourcing right for your firm? Questions to ask yourself.
- Criteria for choosing an Outsourcer
- Questions to ask when evaluating different Outsourcers
- Pricing and ROI criteria
- Common pitfalls and how to avoid them
- Recommendations on what outsourcers to use for your firm's environment

01/27/2011
Streamlining Your Practice for Profitability
Advisors are feeling the crunch! Volatile markets, nervous clients, competition, and squeezed profit margins make running an RIA practice harder than ever! How can you take charge? This webinar will provide you with easily implemented tools to brand your firm as top notch – turning your current clients into cheerleaders and attracting new clients! You will take away ideas that can be instantly converted into higher profits!

• Techniques for standardizing your methodology
• Adding tax-efficiency to portfolio management the easy way!
• Tooting your own horn: How to educate your clients into appreciating you!

01/20/2011
Put More Hours Back Into Your Day
In today’s fast-paced environment, we’re all looking for more time to deal with high-priority tasks, and meet with clients and prospects. Time has become one of our most valuable commodities. So why not take steps to streamline activities that are a drain on resources?

This webinar will cover:
* Is it worth it to make the investment in aggregation technology?
* Are other advisors successful with it?
* How will this technology fit into my practice as it grows?
* What is the implementation process?

12/16/2010
Billing on Held Away Assets
Thinking about billing on held away assets? Wondering how you compare to other advisors? Join the webinar to learn how other advisors are billing, where they take fees from, how much they bill and how they communicate those fees to their clients.

This web seminar will last 45 minutes followed by 15 minutes of Q&A. We look forward to having you join us.