How have your clients reacted to the turbulent markets this past year? Faced with the unexpected, have they made the best long-term decisions?

On July 30, Michael Pompian, Director of the Private Wealth Practice at Hammond Associates and author of Behavior Finance and Wealth Management , hosted a practice management seminar, Using Behavioral Finance to Build Better Relationships with Clients.

Highlighting the practical application of behavioral finance research, Pompian discusses four behavioral investor types and their inherent characteristics. By recognizing these traits, you can understand your clients' emotions, manage their investment behavior, and build better client relationships.

Many advisors reported that their revenues had decreased 20-45% from September 2008-January 2009. Strikingly, those same advisors testified that their workload per client actually increased during that same time period. What if there was a way to recession proof your business? What if there was a way to create meaningful recurring revenue in addition to AUM fees and other product related commissions?

Todd Fithian, CEO of The Legacy Companies and a frequent speaker on Client Discovery and Sustainability, hosted a practice management seminar entitled, "Is Your Revenue Tied to the Market? It's Time to Redefine Your TRUE Value." Addressing both the theory and reality related to this challenge, Todd highlighted how to build a stronger and more saleable business.

They highlight how to focus on each case's pertinent facts and circumstances, structure a plan, and achieve a solution that allows clients to meet their financial goals.

Allyson Lewis CFP®, CIMA®, a Business Coach and the author of "The Seven Minute Difference," hosted an informative web seminar on Wednesday, October 1. She focused on measures that can push your practice past the formidable one yard line and toward end-goal success. To cultivate change, Lewis highlighted micro actions that can be completed in as little as seven minutes.

What will you leave behind? It’s not an easy question, but it’s one that’s at the forefront of one of the fastest-growing segments of the financial planning industry: legacy planning. Legacy planning takes financial planning and even estate planning to the next level: it involves documenting an individual’s personal values, life lessons, history, memories, final wishes, and more.

Mark Colgan, CFP is the Founder and CEO of Plan Your Legacy, LLC. In this Web seminar he will highlight the evolution of legacy planning and introduce BREADCRUMBS a comprehensive new program designed to help financial advisors lead clients through this important process.

Martin V. Higgins, CFP, CLU, AEP is a financial advisor whose firm, Family Wealth Management, is based in New Jersey. In this presentation, Marty outlines the key success factors in mapping out an effective marketing plan. The vast majority of financial advisors do not have a marketing plan, and as such, they do not maximize the potential of their business growth.