Brad Bofford participates in Client Communications Webinar – November 2009
Brad Bofford was a featured speaker on the Rebuilding Trust through Client Communication Webinar hosted by Dow Jones on November 18, 2009 (as advertised in the Wall Street Journal). As the economy begins to emerge from the historic recession and wealth managers move to put the financial crisis behind them, their success rides on their ability to restore client trust. Mr. Bofford will share his insight on how advisors can position themselves for growth by focusing on their current clients and also attracting new clients who may have lost confidence in their previous advisor.
Informed Investor – November 2007
Making smart investing decisions in today's volatile market is surly not an easy task. Financial Principles’ goal with The Informed Investor is to help you see through the noise of the marketplace in order to systematically make smart decisions about your money. View a PDF of the White Paper.
The Process of Focusing on the Client – May 2006
Brad Bofford is a featured speaker on the The Excellence in Financial Planning Seminar: The World's Top Financial Advisors on Best Practices and Strategies for Success. The seminar is distributed in both an audio CD and book of presentations with include more than three hours and 100 pages of authoritative, insider’s perspectives from planners who have handled hundreds of portfolios on behalf of their clients. Click here to learn more.
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