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SALES IDEAS: Pivoting to a New Normal - Where Investors Should be Looking for Opportunities!
AP is pleased to welcome Hilton Capital Management Co-CIO Alex Oxenham and Portfolio Manager Tom Maher for this informative, two-part webinar covering the search for yield and what the proper risk/reward is in this low-rate environment. An update on Tactical Income and DIVYs will also be discuss...
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SALES IDEAS: Uncover Hidden Opportunities with Reg BI
This webinar with Vice President of National Sales Ken Aulbach and partner Simplicity Financial Distributors, Inc. will focus on the Best Interest Regulation (Reg BI) and the hidden opportunities financial advisors can take advantage of. Recorded August 4, 2020.
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APAC Peer-to-Peer: Discussion For Alliances
Join the American Portfolios (AP) new business development team for an APAC-hosted webinar with other colleagues for this advisor-led discussion. Each week will cover various topics for an interactive, peer-to-peer session. This week's call is designed for advisors in an Alliance practice - tho...
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APAC PEER TO PEER: Discussion for Sole Practitioners
A replay of the AP Advisor council (APAC) advisor-led discussion panel. Recorded April 17, 2020
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APAC PEER-TO-PEER: A Discussion for Women Advisors
This discussion was geared toward female financial advisors who discuss a variety of topics, including what made them choose to become investment professionals, what challenges and obstacles they face and advice they have for younger women interested in the financial services industry. Presented...
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APAC PEER-TO-PEER: Next Generation of Advisors
Join this APAC-hosted webinar with fellow investment professionals for an advisor-led, interactive session. Each week will cover various topics, with a panel of your colleagues for a peer-to-peer designed for advisors who are considered the next generation of investment professionals. Get a cha...
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APAC PEER-TO-PEER: Using Third-Party Managers to Enhance Your Portfolios and Practice
In this peer-to-peer panel discussion, join AP management, AP Advisor Council (APAC) members and colleagues for a discussion on how using third-party managers can enhance your portfolios and your practice. Presented by: David Molter, Vice President of New Business Development and Advisor Relatio...
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APAC PEER-TO-PEER: Financial Planning
Join Vice President of New Business Development and Advisor Relations Dave Molter, Director of Practice Management Corey Brodsky and a panel of your peers for a discussion on financial planning topics that will include structuring fees; technology and tools to build financial plans; and the valu...
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APAC PEER-TO-PEER: Discussion for OSJs
Join this APAC-hosted webinar with fellow investment professionals for an advisor-led, interactive session. Each week will cover various topics, with a panel of your colleagues for a peer-to-peer designed for advisors who are OSJs. Get a chance to share ideas and see what successful advisors ar...
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TECHNOLOGY TRAINING: New and Improved Client Registration Process for Going Green
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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Senior Investor Scams
Senior Investor Scams