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PRACTICE MANAGEMENT: Advice in a New Era
Practice Management: Advice in a New Era Advances in technology and efficiencies in the markets have evolved our industry. We find ourselves in a new era. The role of the advisor has expanded beyond investment advice and portfolio allocation. Today's most valued advisors have become trusted co...
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PRACTICE MANAGEMENT: A "No Cost to You" Digital Marketing Platform
This webinar with Broadridge will walk you through the digital marketing capabilities that AP makes available to its advisors at no cost. From the ability to post recent, compliance-approved articles on social media to sending your clients digital e-cards, Broadridge has a wide-range of capabili...
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PRACTICE MANAGEMENT: Using Insurance to Enhance Your Practice
Much has changed in the last few months as we prepare to work in a post-COVID world. Hear from valued focus partners on how their firms have responded and their thoughts on operating in a virtual world, as well as new sales ideas to keep momentum going forward. Recorded June 18, 2020.
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PRACTICE MANAGEMENT: Enhancing Your Value in an Era of Change
Join AP joins with AIG Financial Distributors for an informative webinar on enhancing your value in an era of change. Developed in collaboration with AllianceBernstein Advisor Institute, this program examines the key disruptions affecting the financial services industry today, delves into the im...
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PRACTICE MANAGEMENT PEER-TO-PEER: Niche Marketing and Centers of Influence
Join Vice President of New Business Development and Advisors Relations Dave Molter and Director Practice Management Corey Brodsky, along with a panel of your peers, for a discussion on how a focus on niche marketing and centers of influence can help you significantly increase referrals and grow y...
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PRACTICE MANAGEMENT: Peer-to-Peer - Social Media
Join members of AP's management team and AP Advisor Council (APAC) members, along with a panel of your peers, for an insightful discussion on how to embrace social media in your practice, how it can help you grow your business and the ways in which it can increase referrals. Recorded July 16, 2020.
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PRACTICE MANAGEMENT: What Makes an Advisor Referable
Common wisdom says that referrals are the most effective way to gain new clients. Yet, many advisors still struggle to attract enough referrals to hit their growth expectations. This presentation, What Makes an Advisor (More) Referable, includes exclusive research from SEI’s white paper, co-writt...
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PRACTICE MANAGEMENT: Supporting Your Clients’ Mortality Concerns - The Important Role a Corporate Trustee Can Play
For this practice management session, AP joins with Senior Vice President and Manager for Adviors Trust Services Rosemary Hueser for this webinar, sponsored by Pershing, to discuss the role corporate trustees play in estate planning. Recorded May 7, 2020.
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PRACTICE MANAGEMENT: Truelytics- How Much Is Your Practice Worth?
Understand the different factors that impact your practice's valuation and how to maximize the value of your business. Truelytics Advisor Transition Management Platform is the first end-to-end, data-driven system to help wealth management and insurance enterprises attract, grow and retain adviso...
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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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Technical Training Client Onboarding and Going Green.mp4
Join Director of Practice Management Corey Brodsky and Michael Paxson for this special webinar on the new and improved client onboarding process. During this webinar, recent updates and enhancements to the client onboarding process will be discussed, with a demo of what clients will experience. ...
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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...