Archive of Topics

2014

Call DatePresenterTopicLink
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)   (PDF)

2013

Call DatePresenterTopicLink
November 2013 Jennifer Goldman of My Virtual COO Latest Trends in Improving Operations Latest Trends in Improving Operations
Presented by Jennifer Goldman of My Virtual COO

September 
2013
Alana Kohl of AdvisorPR Five Steps to DIY PR Five Steps to DIY PR
Presented by Alan Kohl 
August 2013 Linda Stimac of RainmakerDNA Rainmakers - Facilitators of Decision Making Business Development - the Realities of New Business Development
Presented by Linda Stimac creator/author of RainmakerDNA
June 2013 Ginny Hudgens of The Strategic Implementer What a Chief Admin Does and Why You Need One What a Chief Admin Does and Why You Need One Now
Presented by Ginny Hudgens of the Strategic Implementer
May 2013 Landon Jones of LRG Wealth Management Outsourcing Portfolio Management Outsourcing Your Investment Management
Presented By Landon Jones of LRJ Wealth Management
April 2013 John Hill of Pinnacle Advisory Group Succession Planning Succession Planning
Presented by John Hill of Pinnacle Advisory Solutions
February 2013 Damon Deru of TradeWarrior, Inc. Trading and Rebalancing Software Trading and Rebalancing Software
Presented by Damon Deru of TradeWarrior, Inc.
January 2013 Chris Winn of AdvisorAssist Regulatory Compliance What's New in Compliance for 2013
Presented by Chris Winn of AdvisorAssist

2012

Call DatePresenterTopicLink
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 DatePresenterTopicLink
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