 Gregory Sullivan |  Marie Swift |  Dean Zayed |  Michael Zmistowski |
Brett Ellen, CFP® (mega-producer) talk about building a multi-million dollar financial advisory practice
Branding Your Firm from the Inside Out: What You Must Know and Do to Win Market Share Now
You will learn:
Annette says on the Financial Advisor Summit site: “Marie Swift is the CEO of Impact Communications. Her firm boasts a long and illustrious list of industry thought leaders, celebrities, and highly-successful advisors-all gleaned effortlessly through attraction-based marketing and PR strategies. She’s one of the top PR experts in the country, as well as an expert in public relations and marketing communication. She is hailed as the ‘Marketing Guru’ by the editors at Investment Advisor Magazine.”
If you go now to www.fasummit.com and register for the virtual event, they will send you information on how to access my recorded interview – which is available tomorrow only, between noon – 6:00 pm EDT for free. Please note that if you miss this free window of opportunity you can pay for the audio series and not only hear my interview but several others from world-class sales and marketing experts. It is important to note that I do not receive any royalties or revenue from any of the audio purchases you make on www.fasummit.com; I’m simply participating as a way to bring insights and value to the financial planning and investment advisory community.
I know this whole system is a bit confusing – as all things are when they are new to us – but give it a shot and let the conference organizers know what you think. I’m pretty sure my segment will contain a couple of good and inspiring ideas for you!
You can post comments for me HERE on my blog: www.marieswift.com and I’ll respond here.
Warm regards,
Marie
Robert J. Lindner, CEO of Lindner Capital Advisors (a TAMP that provides third-party asset management platform services to independent advisors and IBD registered reps), and I had a very interesting discussion in July 2010.
Our conversation is captured in this 19 minute podcast interview: Using Alternative Investments to Reduce Portfolio Volatility. It’s well worth the time you’ll spend listening to Bob share why his team is now adding Managed Futures to an otherwise well-diversified portfolio of low-cost asset class funds (e.g., DFA funds).
The Missing Piece of the Portfolio Puzzle – November 2009 Managed futures have only recently been made accessible to individual investors. While viewed as a bit risky, when added to well-diversified portfolios of stocks and bonds and properly managed, these investments may help protect against market declines. Read Robert Lindner’s full article in Physician's Money Digest.
Subtraction Through Addition: Adding Risk to a Client's Portfolio Can Reduce Overall Risk – March 2010
Anyone who has studied basic portfolio construction understands that it’s possible to reduce the overall risk in a portfolio by adding an asset class that has low or negative correlation to the rest of that portfolio’s asset class constituents. At least, that’s what they taught us in Investing 101. That’s all changed now. What people are really interested in still is how the strategy worked in 2008… Read Robert Lindner’s full article in Investment Advisor magazine.
Putting It in Neutral : How You Can Improve a Client’s Portfolio by Using a Market Neutral Strategy – April 2010
With every bear market the discussion as to whether "buy and hold" works invariably resurfaces. It will be analyzed in journals, opined over in the mainstream media, and spun into the sales pitch du jour for active management. Then we enter the next bull run and investors simply don’t pay attention anymore. Or perhaps they assume that end-date bias is the culprit, so why don’t we just pick a different end date and be done with it? Well, that only works if you aren’t within a few years of retiring or your stomach is made of iron… Read Robert Lindner’s full article in Investment Advisor magazine.
Bob and his team will be at the Innovative Alternative Strategies Conference put on by Financial Advisor magazine, Private Wealth magazine and the folks at Charter Media July 26-28, 2010 in Chicago. Stop by the Lindner Capital Advisors booth and say hi. And don't miss Bob's panel presentation Tuesday, July 27, 2010 at 2:00 pm. I'll be there and look forward to seeing you if you can make it!
Get additional updates by following @Lindner_Capital on Twitter.
For several months now, I've been knee deep in conversations with financial advisors and industry executives and coaches on one topic in particular: Value. 
Here are a few photos from the Women Advisors Forum in Chicago last week. The event, put on by SourceMedia, offered an opportunity to network with the most successful and influential women financial advisors in the nation, while gaining insight into their career experience and rise to the top.
If you'd like to listen to a radio interview I did with Nicole Coulter of Copernicus Radio, where at the top of the interview, I share about my experience at the Women Advisors Forum, here's a link: http://www.blogtalkradio.com/copernicus-institute/2010/06/17/interview-with-marie-swift
Tammy Butts and Sue Stevens share Secrets of Women Rainmakers during one of the panel sessions.
Julie Murphy Casserly, Clara Sierra and Amy Webber talk about Reaching the Top.
Mari J. Buechner, Marion Asnes and Bruce Morris at coffee break.
Marie Swift and Karen Embry at break with gourmet goodies.
Ruthie Ackerman and Marie Swift "tweeting" live from the Women Advisors Forum.
Link to the June 17, 2010 Chicago
Vince Esposito of AdvisorConnect and Marie Swift of Impact Communications talk about ways financial advisors can use Web 2.0 and Social Media to market their services and build relationships.
Long-time wealth manager Sue Stevens talks about finding financial happiness and her new book "Put Your Money Where Your Heart Is" in this podcast with Impact Communications' Al Martin in May 2010. Spend 5 minutes listening to Sue and Al talk about money, meaning and the pursuit of happiness.
dition, Sue was a guest on the Good News Broadcast radio show with host Paul Slatkis in July 2010. They spend 10 minutes talking about finding balance, budgeting using Maslow's pyramid of needs, putting your money to work in wise ways, and much more.
Put Your Money Where Your Heart Is helps readers:
Founder and President of Stevens Wealth Management LLC, Financial Happiness LLC and Stevens Visionary Strategies, Sue Stevens has held leadership roles in top financial organizations for 20 years. Stevens is frequently named as one of the top advisors in the country by Worth, Bloomberg, Reuters and others. In 2008, Stevens was named one of 50 Distinguished Women in Wealth Management by Wealth Manager magazine.
What a month for industry trade publication content - and for great conferences, too!
And speaking of tops ... what a nice surprise to receive the May issue of Financial Planning magazine and see Jim Nagengast, President of Securities America, Inc. on the cover. The cover photo perfectly captures Jim's optimistic personality and the interior content by staff writer Paul Mencheca - The Road Ahead - provides a fair and balance look into the inner workings and executive team at Securities America, one of the big-5 IBDs in the nation and, I am proud to say, a tenured client with Impact Communications. And the companion video, published via Sourcemedia's new AdvisorTV channel, in which Nagengast shares his thoughts on the future not only for Securities America but for the industry as a whole, is a perfect compliment to Menchaca's article.
E download at www.bobveres.com by May 15th. I've just read an advance copy and was duly impressed by numerous insights from dozens of industry thought leaders (who Bob interviewed for the paper) and, of course, Veres himself. Until Bob gets the final version of The Future of Advice white paper done and onto his site, I highly recommend you read his article in Financial Planning magazine - and if you are not already subscribing to Inside Information or his Client Articles service, you owe it to yourself to look at those information sources as well.
Sarah Spear of AALU, motivational speaker and author Sarano Kelley, and Mary Quist-Newins, CLU®, ChFC®, CFP®, State Farm Chair in Women and Financial Services at The American College discuss the nation’s astounding lack of financial literacy and how financial professionals can benefit from getting involved in this meaningful campaign.
tional video: Financial Literacy - What's In It For You?
This Radio Show Interview (mp3) was conducted in December 2009 by host Annette Bau for the Life Insurance Selling Summit. Really fun and informative conversation (if I do say so myself!)Looking Ahead
In my next installment for Research, I will provide tips on using Web 2.0 and online social networking strategies to expand your reach and generate positive search engine results.
But, if you are hungry for information on using Web 2.0 and social media to build buzz and create additional traffic to your primary Web site, you might want to sign up for the Using Web 2.0 and Social Media to Build Relationships webinar being offered by the Financial Planning Association (FPA) on January 20, 2010, at 1:00 pm CT.
I’ll be hosting the virtual learning session and will be joined by compliance expert Nancy Johnson Jones (www.compliancemaze.com), who will tell you what you can and can’t do under FINRA and/or SEC regulations, and multi-media expert Chris Hall (creator of “fast, fun and informative” Practice Management tips brought to you by the "vanguards of practice management" at Securities America, online and FREE at www.AdvisorPod.com) who will give an overview of LinkedIn, Facebook, Twitter, blogs, YouTube, podcasts and other tools you can use to build relationships with people online. You do not need to be a member of the FPA to attend; everyone is welcom, although there is a small fee to attend (goes to FPA to defray costs).
Of special note:
Davis Janowski, Tech Editor for Investment News writes today about Tamarac Inc., which is best known for its sophisticated portfolio re-balancing technology.
