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Live Webinars

Tom Dickson
Financial Experts Update: New Courses + Website Changes + New CE Credits + NEW Referral Program
Join Tom Dickson from Financial Experts to learn about the many new features and programs available to Financial Experts subscribers. This includes the following:Tax Planning…
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Josh
Insights for Financial Advisors Considering Succession, Sale, or Growth through M&A.
Join us for an exclusive presentation, led by 3 experienced M&A lawyers from AdvisorLaw, designed for financial advisors considering succession, sale, or growth through M&…
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Isaac Mamaysky
Selling Your Book of Business: Contracts, Privacy Laws, and the Movement of Client Data
When a financial adviser sells their practice, the transition hinges on whether clients will follow. While client relationships are very personal, client data belongs to the…
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Isaac Mamaysky
Noncompetes and Restrictive Covenants: What Every Financial Advisor Needs to KNOW
Restrictive covenants -- such as noncompetes, nonsolicits, and confidentiality agreements -- govern what advisers can and cannot do after they leave their firm. These provisions…
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Brent Carnduff
AI Search Engine Optimization (AEO + GEO) for Advisors
Join Brent Carnduff, a financial advisor marketing consultant, to learn how search is changing with tools like ChatGPT, Perplexity, and Google’s AI Overviews — and what that means…
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