From the NorthStar Practice Management Series
Join us each month as we bring industry experts together to discuss practice management, technology, marketing, distribution, compliance and more topics aimed at advisors, fund managers and business proprietors.
Upcoming Webinars
| Webinar Title |
Date |
Speaker(s) |
Register Link |
| The Power of Process |
9/21/2010 |
Tom Kane of Kane Carlton |
REGISTER NOW! |
In the webinar, learn:
- The significance of professional presentation materials in an intangible industry
- The importance of sophisticated and polished client reports and what they should contain
- Capitalizing on the opportunity to extend your brand
- The discovery process and becoming more personally involved with each client
|
Webinar Replays
| Webinar Title |
Date |
Speaker(s) |
Video & Audio Replay Link |
Audio Only Replay Link |
| Assessing the Worth of Your Financial Practice |
8/17/2010 |
David Grau, Jr. of FP Transitions |
|
replay |
| Marketing Your Financial Practice |
7/20/2010 |
Sam Richter |
replay |
replay |
| Exchanging Return on Investment (ROI) for Return on Life (ROL) |
6/15/2010 |
Mitch Anthony |
replay |
replay |
| Dissecting Roth Conversions: Who Should Make the Switch |
5/18/2010 |
Eric Harrell |
replay |
replay |
| The Power of Repetition |
4/12/2010 |
Rich Groff |
replay |
replay |
| Create Advocates without Talking |
2/23/2010 |
Dan Allison |
replay |
replay |
| Social Networking for Advisors |
1/26/2010 |
Andy Gluck |
replay |
replay |
| Planning for the Unknown: Critical Business Owner Actions |
12/22/2009 |
Patrick Clarke & Tony Lewis |
replay |
replay |
| Three Crucial Metrics for Better Business Decisions |
11/24/2009 |
Daniel Applegarth |
replay |
|
| Four Tips to Effective Public Relations |
10/20/2009 |
Jennifer Connelly |
replay |
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