Loring Ward Webinar Focuses on Financial Advisor Best Practices

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Advisors share their powerful “5-Minute Gifts.”

As part of its commitment to helping financial advisors better serve their clients, Loring Ward will present a special webinar – “A Holiday Gift: Advisors Share Their Winning Strategies”– on Wednesday, December 12, 2012 at 11am PT/2 pm ET.

Hosted by Loring Ward Director of Practice Management Kevin Cullen, the webinar will feature the best “Five-Minute Gifts” from Loring Ward Study Groups. These “5-Minute Gifts” are powerful and practical business ideas and best practices presented by advisors to their peers at the Study Group meetings.

Webinar participants will gain an understanding of strategies and tactics that could positively impact their own practices and enhance their client relationships in 2013. At the end of the webinar, attendees will be able to cast their vote for the most impactful gift!

This webinar is intended for financial advisors only. To register, go to: https://www1.gotomeeting.com/register/842561177
About Loring Ward

Loring Ward (LWI Financial Inc.), based in San Jose, California is a Turnkey Asset Management Provider (TAMP) dedicated to helping independent advisors become the most trusted and valued professional in their clients’ lives.

Founded in 1990, Loring Ward is dedicated to bringing science, reason and innovation to wealth management, with solutions tailored to the unique requirements of successful individuals, small businesses and institutions. Loring Ward’s Asset Class Investing philosophy combines more than eight decades of market data, Nobel Prize-winning academic research and the latest discoveries in behavioral finance.

From Investment Management to Business Management to Practice Development, Loring Ward is committed to giving advisors the tools, training and support to provide clients with a world-class experience.    

As of November 2012, Loring Ward has more than $7.5 billion in assets under management. For more information, please visit http://www.loringward.com.

LWI Financial Inc. (“Loring Ward”) is an investment adviser registered with the Securities and Exchange Commission. Securities transactions may be offered through Loring Ward Securities Inc., member FINRA/SIPC. IRN R 12-482 (Exp11/14)

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Leslie Swid

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