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Overcoming the Challenges Advisors Face in 2010

Craig Lemoine, CFP®, Assistant Professor of Financial Planning at The American College, hosts a roundtable discussion with fellow faculty members Kirk Okumura, ChFC®, Adjunct Professor of Financial Planning, Kevin M. Lynch, CLU®, ChFC®, CFP®, RHU®, REBC®, CAP®, CASL®, LUTCF, Assistant Professor of Insurance, Mary Quist-Newins, CLU®, ChFC®, CFP®, Assistant Professor of Women’s Studies and the State Farm Chair in Women and Financial Services, and Glenn E. Stevick, Jr., CLU®, ChFC®, LUTCF, discussing the challenges financial advisors have faced in this economy and how to overcome them while preparing for potential reform.

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The former CEO of NAIFA and former President of the LIFE Foundation discusses “overcoming the undertow.”

Peter Escher, leader of the MBA Oath movement, discusses how the MBA Oath focuses on long-term benefits.

Professor Glenn Stevick discusses the potential effects of regulatory reform.

Peter Escher, leader of the MBA Oath movement, discusses how the MBA Oath can affect the behavior of future business leaders.

Glenn Stevick discusses the potential consequences of regulatory reform and the bill that is up for approval in the Senate.

Dr. Walt Woerheide speaks with the leaders of the distinguished Financial Planning Association.

Fred H. Jonske, President and CEO of the M Financial Group talks about some of the unintended consequences that could occur as a result of financial reform.

The former president of AALU discusses the estate tax, regulatory reform and more hot topics from the floor of AALU’s annual meeting.

Bud Schiff, CLU®, CEO of New York Life Executive Benefits gives his thoughts on the consequences of government regulation in the financial services industry.

Members of The American College faculty offer strategies for financial advisors to overcome volatility in the market and lack of trust from clients and consumers.