Presentation

TRAINING AND EDUCATION

WORKSHOPS AND WEBCASTS

On a monthly basis, we conduct 30 - 45 minute webcasts and live events with open forum Q and A. These trainings are tactical in nature and focus on business building and practice management topics that advisors can implement TODAY to build and improve their practices. 

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We also have relationships with various levels of management from many national, regional and independent firms.  For asset managers specifically, we are pleased to facilitate proactive access and introductions to management where applicable.

WORKSHOP TOPICS

  • Opportunity In Crisis - Strategies Client Retention and Growth

  • Become the New Age Advisor…Survive, Thrive & Grow In the New Normal

  • Top 10 Advisor Marketing Ideas

  • The WOW Client Experience

  • Generate Practice Alpha

  • The 45 Minute MBA: Running Your Practice Like a Business

  • Elevating the Client Experience

  • Top Marketing Ideas to Connect to the Next

  • Advisor-phobia

  • Developing Your 2021 Business

  • Segment for Success

  • Client Onboarding – the First 90 Days

  • Best Practices When Using LinkedIn

  • 10 Questions to Ask in Every Meeting

  • Cultivate Your Centers of  Influence

  • The 45 Minute MBA for Sales Assistants