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How to Engage Prospects and Move their Business to You
11/2022
Your firm has an excellent brand, an effective website, and a great model for serving and retaining clients. Referrals and money are in motion. The challenge is making powerful connections with a prospective client during the first meeting, so they engage and take the next steps with you.
How to Overcome the Obstacles and Start 2023 Strong
11/2022
Uncover the key, actionable success factors that helped many successful people archive their true potential.
Speaking with Clarity and Impact
12/2021
Jeff Jacobi provides his insights and help on how to share a technical topic in a way that resonates with clients.
Your Brain on Finance with Michael Finke
11/2021
Join Michael Finke, Ph.D., CFP®, where he will go beyond behavioral finance into the origins of client biases, providing new insights into managing client’s emotional responses through innovative planning techniques.
The New Retirement Reality
07/2021
Michael Finke, Ph.D., CFP, discusses what it means to take risk with a financial portfolio in retirement, how high prices for bonds and stocks will impact withdrawal rate projection and the actual risk of healthcare expenses.
Elevating the Client Experience to Stand Apart
06/2021
Join impactful keynote speaker and workshop leader Richard Weylman to discover specific tactics to deliver a consistently elevated experience for your clients.
For Producer Use Only. Not for Use with the General Public.
