Sign-up for Financial-Planning.com today and take advantage of our exclusive member-only features. Free site registration entitles you to:
During these exceedingly busy times advisors are the rock on which worried clients are leaning. How will advisors use these new opportunities? What growth strategies and tactics are most successful? This web seminar will present cutting-edge thinking in this area with tips from top advisors.
Make the advisor/client connection! In this new 60-min web seminar, you'll learn how to read the visual, vocal and physical contact clues to determine a client's personality type. Once you understand their personality, you will know what to do and what not to do to gain the business!
Learn how to focus on results-driven communication. By improving the way you communicate, you can better your client relations, get more referrals, and simplify your life. This 60-minute web seminar will equip you with communication techniques that can be implemented immediately in your practice.
AdvisorMax coach Katherine Vessenes presents a 60-minute web seminar that will teach you what NOT to do in your initial meeting with a prospect.
Some advisors are having their best year ever—despite bear market conditions. Learn how they are doing it! Clients and potential clients are interested in finding an advisor who can help them manage their finances in this turbulent time. By improving your ability to communicate your value to clients and prospects, you can capture this opportunity and unlock the potential for referrals.
Marketplace