Loring Ward
January 24, 2012
Educational Webinars

Fixed Income Review

Tuesday, January 24
at 1 pm PT / 4 pm ET

Joni Clark, Loring Ward
Chief Investment Officer

Joe Kolerich, Fixed Income Portfolio Manager, Dimensional Fund Advisors


Loring Ward’s Joni Clark and Dimensional’s Joe Kolerich discuss the current fixed income environment and why we believe short-term fixed income still makes sense.

Click here to register.
 
4th Quarter-in-Review

Wednesday, January 25
at 11 am PT / 2 pm ET

Matt Carvalho, Loring Ward Director of Portfolio Research

The 4th Quarter-in-Review webinar will focus on relevant news and current events that have influenced global markets this quarter, and will also present research and historical data that reinforce our Structured Investing philosophy. Learn how our Quarter-in-Review presentation can help format and facilitate more productive client meetings. We encourage you to invite your clients to attend. See accompanying article which includes a link to a sample invitation.

Click here to register.
 
Are They Properly Covered? Insurance Essentials for Wealthy Clients

Wednesday, February 15
at 11 am PT / 2 pm ET

Eric Golberg CFP©, Loring Ward Director of Wealth Management


High net worth clients are typically faced with a whole different set of risks in their lives. For example, they are often the target of lawsuits given their “deep pockets” so they require higher levels of liability coverage. They also might have other assets such as art, jewelry or collectibles that are a significant part of their net worth. In this webinar, you will learn the various insurance coverage available to mitigate these risks, as well as the most common mistakes the wealthy make with respect to insurance. Additionally, you will learn why having a property and casualty insurance professional as part of your expert team is essential.

Click here to register.
 
5 Steps to Leveraging Social Media in Your Practice

Wednesday, March 14
at 11 am PT / 2 pm ET

Kevin Cullen, Loring Ward Director of Practice Management

Stephanie Sammons, founder of The Wired Advisor


Are you trying to figure out how to grow your business with sites like LinkedIn and Facebook? Find out how social media can benefit your practice. This webinar will help you understand your options, opportunities and obstacles in the world of social media. Kevin Cullen, Loring Ward Director of Practice Management, and Stephanie Sammons, founder of The Wired Advisory, will walk you through the basics and help you see the opportunities available for marketing your practice utilizing social media. Stephanie has 15 years of advisory experience with Merrill Lynch and UBS, and is a national speaker on relationship and reputation marketing in the age of social media.

Click here to register.
 
- Monthly Recurring Webinars -

Structured Investing in an Unstructured World

Thursday, February 2 at
11am PT / 2pm ET
Click here to register.
 
4 Keys to Help Achieve a More Successful Investment Experience

Thursday, February 16 at
11am PT / 2pm ET
Click here to register.
 
 
QuickLinks
>  
>  
>  
>  
 
  If you have comments or questions about the Advisor Weekly News, or have ideas for future articles, please contact our Editor-in-Chief, Karen Parker:
P: 1.800.366.7266 ext. 3108
E: kparker@loringward.com
 
 
 
Webinar Today—Fixed Income Review at 1 pm PT/ 4 pm ET


To help you better understand the current fixed income environment, Joni Clark, Loring Ward’s Chief Investment Officer, and Joe Kolerich, Fixed Income Portfolio Manager, Dimensional Fund Advisors, will share their insights and discuss why we believe short-term fixed income still makes sense.

Click here to register
 
 
Don’t Miss Wednesday’s Quarter-in-Review Webinar at 11 am PT / 2 pm ET

 
This is a great opportunity for you and your clients to hear from Matt Carvalho, Loring Ward’s Director of Portfolio Research, as he puts the last quarter—and 2011—in perspective.

Click here for sample client invitation to the QIR webinar

Click here to register for the webinar
 
 
Two New Videos Available to Share with Clients (or Embed Into Your Website)


Looking to add engaging multimedia to your website? Now you can embed Loring Ward’s popular new videos – My Worst Financial Mistake and The Wealth Solution – into your own website or simply share the links to the videos with others.

Here’s how it works: Open a video and click on the question mark button in the toolbar at the bottom right of the player (as illustrated below).
 
From here you can obtain the HTML code to add the video to your website* or you can share the video with others directly by copying and pasting the provided URL link into an email.

Now more than ever your clients need your advice and guidance to help them reach their long-term goals. These videos make it clear just how much your clients—and prospects—need you.
 
Click here for My Worst Financial Mistake
Click here for The Wealth Solution
*You will need to work with your website designer. We recommend you have these videos approved by your Compliance department prior to embedding them into your website.
 
 
Schedule for 2011 Performance Data Updates


To update our presentations, calculators and marketing materials with 2011 numbers, Loring Ward employs index, performance and market data from a number of third-party providers. Click below for the estimated update schedule, which run from February to May.

Click here for Annual Performance Updates Schedule
 
 
Clients Undergo a 'Significant Shift to Austerity'

 
Something has changed in the minds of affluent, free-spending financial advisory clients: They have become frugal. This article from Investment News explains why clients do the things they do, even when it might not be in their best interests.

Click here for Clients undergo a 'significant shift to austerity'
 
 
10 Steps to Twitter Success

 
Whether you are new to Twitter or a seasoned vet, here are 10 tips to help you get the most out of the platform.

Click here for 10 Steps to Twitter Success
 

 

Advisor Use Only - Not for Public Distribution
 
 

 
  Contact Us  
  Loring Ward
3055 Olin Avenue, Suite 2000, San Jose, California 95128 • 1.800.366.7266
 

© 2012 LWI Financial Inc. All rights reserved. The material in this communication is provided solely as background information for registered investment advisors and is not intended for public use. Unauthorized copying, reproducing, duplicating, or transmitting of this material is prohibited. 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., an affiliate. Member FINRA/SIPC.

LWI Financial Inc. ("Loring Ward") is not a legal or tax advisor. The information herein is general in nature and should not be considered legal or tax advice.

As a convenience to our readers, some Advisor News messages contain links to information created and maintained by other organizations. Loring Ward does not control, cannot guarantee, and is not responsible for the accuracy, timeliness, or continued availability or existence of this outside information. IRN #R 12-020 (01/12)