Videos tagged 'AP Webinar Series'
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PRACTICE MANAGEMENT: Using Behavioral Finance Concepts to Create Better Client Relationships
Incorporating behavioral finance into your financial planning process can help you and your clients stay on track for meeting financial goals. This session will cover how to identify client bias and steps you can take to coach your clients and create better client outcomes ... especially in a b...
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Special Announcement from CEO Lon T. Dolber
View a replay of CEO Lon T. Dolber's Special Announcement introducing the firm's partnership with SMArtX Advisory Solutions to bring enhancements to the AP Advisory platform. Gary Gordon, President of American Portfolios Advisors Inc. is on hand to provide details and answer questions. Recorded...
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Nine Points Investment Management Introduces: Themecatcher
The Nine Points Investment Management team headed by Cliff Walsh, APFS Chief Investment Officer proudly introduces the new Themecatcher project. Recorded April 6, 2020.
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SALES IDEAS: Balanced Portfolios Review with Sandhill Investment Management
This discussion with Sandhill Investment Management's Chief Equity Analyst and Partner Richard Ryskalzcak and Analyst Aaron VandeGuchte will revolve around balanced portfolios review. Presented by: Ken Aulbach, Vice President of National Sales. Speakers: Richard Ryskalzcak, Chief Equity Analyst...
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SALES IDEAS: Capital Group- American Funds- Model Update
Presented by: Ken Aulbach, Vice President of National Sales; Keith Carravone, Director of Insurance Products. Speakers: Mario DeVito, Investment Director, Capital Group Date: Aug. 18, 2020
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SALES IDEAS: Charting the Course Forward- 403b Opportunities with Security Benefit
Join Vice President of National Sales, along with Regional Vice President George Kelly and Regional Vice President Marcello Cosentino of Security Benefit, for an informative discussion on the stimulus package and regulation changes, the Security Benefit Sustainable Advantage and timely ideas to b...
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SALES IDEAS: Implementing Sustainability and ESG into Your Practice - Engagement Process, Part 2
Join Vice President of National Sales Ken Aulbach and others for a continued discussion of sustainability and Environmental, Social and Governance (ESG) investing. This is part 2 of the three-part series recorded August 12, 2020.
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SALES IDEAS: The Importance of Sustainable and ESG Investing, Part 1
Join Vice President of National Sales Ken Aulbach and others for a detailed discussion on sustainability and Environmental, Social and Governance (ESG) investing. Topics will include the shareholder engagement process and its importance; ESG ratings; the U.S. Department of Labor on ERISA and ris...
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SALES IDEAS: Logan Capital - One Asset Manager, Multiple Solutions
Join Vice President of National Sales Ken Aulbach and Christopher M. Travers of Logan Capital for a discussion on asset management. Whether you are focused on growth, value or international, learn what Logan Capital is. Recorded June 2, 2020.
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SALES IDEAS: Market Update with Advisors Capital Management
Join Vice President of National Sales Ken Aulbach, along with CIO Dr. Charles Lieberman and Portfolio Manager Dr. JoAnne Feeney of Advisors Capital Management, for a discussion on the economic impacts of the Coronavirus and investment opportunities created. Recorded April 21, 2020.
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SALES IDEAS: Niche Market & Health Savings Accounts (HSA)
Join Vice President of National Sales Ken Aulbach in conversation with Vice President of Nationwide Retirement Institute Steve Calandra and Regional Vice President of Nationwide Financial Michael Butler. This webinar will focus on HSAs, offering an in-depth look at how they can be used as an addi...
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SALES IDEAS: Socially Savvy
If you struggle to figure out how to leverage social media in a way that makes sense for your business and clients, or if you're just not sure how to begin, look no more. This presentation with Franklin Templeton will help you start on a productive path to a social strategy that suits your styl...