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Showing 58 results for "Seminars"
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PRACTICE MANAGEMENT (
OF 6 RESULTS)
Most advisors would like to acquire affluent clients but few know how to do it. This presentation provides steps, backed by research, to help you acquire affluent clients―and adopt a “can-do” mindset.
Longevity is changing retirement (Do your services match up?)
How minor changes can boost team effectiveness
Use the 80/20 rule to retain your top clients, and acquire new ones by replicating those relationships.
Uncovering their unique history with money can help clients gain a deeper understanding of their relationship with money, and change any behaviors that might be interfering with their financial success.
Aging clients now expect financial advisors to prepare them for what they may confront in middle age and as older adults. Your ability to provide these services will depend not only on your value proposition, but the depth of your relationship with each client.
LITERATURE (
OF 52 RESULTS)
The Election and Your Portfolio presentation notes
2025 CFP Communicating to Connect Presentation Notes CFP_CTC_Notes
Is your digital presence irresistible or ho-hum?
2024 CPE 8000 Days Presentation Notes CPE_8000_ppt
Transforming multigenerational dynamics into workplace gold.
What your past can reveal about your relationship with money. CFP/CIMA version.
How to reach more prospects with digital advertising
How to age proof your most valuable asset
Education and longevity are raising the expectations for advice
Is your online presence irresistible or ho-hum?
Hone your process to win more plans
Transfer wisdom not just wealth.
A 4-step process that turns elusive prospects into clients
A 4-step process that turns elusive prospects into clients
A fulfilling retirement isn’t just about freedom—it’s about continuing to feel that who you are, what you do, and how you connect with others truly matters.
Share historical patterns of crisis and the market's ability to grow wealth through recessions and bear markets. Prepare clients to avoid panic decisions when the next "Crisis of the Day" makes headlines.
How 125 Years of Innovation Prepare Us for the Age of AI
Crises can spark panic, but history shows disciplined investors who stay focused long term are rewarded.
Crises can spark panic, but history shows disciplined investors who stay focused long term are rewarded.
How to keep your brain’s protective instinct from undermining your health, finances, and decisions as you age.
Educating your clients about three main areas—timing, work, and taxes—can help them make the most of their benefits.
The Election and Your Portfolio PowerPoint
2025 Fear, Finance & The High-Anxiety Client PowerPoint Presentation CFP_FEAR_ppt
Why the MIT AgeLab says friendships may be the most overlooked factor to an enjoyable retirement.
How to reach more prospects with digital advertising
How to reach more prospects with digital advertising
Worried or skeptical clients may make investment decisions intended to protect their portfolio but are ultimately detrimental. Help clients see past common investment illusions to reach their long-term goals.
How to grow your practice through the creation of digital content
LIST OF COURSE DESCRIPTIONS CURRENTLY GIVEN FOR CE CREDIT BY HFD
CFP -CIMA-CPE & SHRM CREDITS.
When volatility strikes, repetitive bad news can stoke investors’ fear and anxiety. Learn concrete steps to addressing how your clients feel as well as how they invest.
How minor changes can boost team effectiveness.
How to pass down wealth and close the wisdom gap.
Crises can spark panic, but history shows disciplined investors who stay focused long term are rewarded.
Shifting demographics, technology innovations, and new employee expectations are shaping the workplace of the future. In order to retain and attract the best talent across the generations, you must meet the expectations of today’s employee.
Our advisor consultants can deliver this presentation at your client events to help them navigate 8,000 days of retirement.
With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which so much could happen.
You'll learn some very practical, proven LinkedIn recommendations based on research from The Oechsli Institute. We’re going to focus a lot less on helping you look good, and a lot more on helping you bring in new business. A few years ago, LinkedIn success stories were hard to find. People were on the network, but the business impact just wasn’t felt. Nowadays, we’re seeing advisors bring in new clients using LinkedIn by leveraging tips from our partner, the Oechsli Institute.
What your past can reveal about your relationship with money
LIST OF COURSE DESCRIPTIONS CURRENTLY GIVEN FOR CE CREDIT BY HFD
CFP -IWI-CPE & SHRM CREDITS.
In today’s world of financial services, being able to connect with clients and prospects has never been more important. The goal of this workshop is to help advisors better understand the opportunities and challenges of communicating with clients today, as well as to share strategies to help them better connect. The focus is on creating stronger connections, which lessen the chance of miscommunication – something perilous to the financial planning process.
Many clients are distracted and unengaged, and traditional, numbers-based approaches to financial planning have lost effectiveness. MIT AgeLab has identified three simple yet revealing questions you should ask your clients to prompt an assessment of how prepared they are to live well in older age, and to help them commit to planning for that future today.
A fulfilling retirement isn’t just about freedom—it’s about continuing to feel that who you are, what you do, and how you connect with others truly matters.
How 125 Years of Innovation Prepare Us for the Age of AI
Transfer wisdom not just wealth
How to keep your brain’s protective instinct from undermining your health, finances, and decisions as you age.
How to grow your practice through the creation of digital content.
Transfer wisdom, not just wealth
2025 Social Security for Couples CFP_SS_Spousal_ppt