MIT AgeLab insights on how the pandemic has shaped trends in work, communication, and tech adoption

A model to build productivity, communication and innovation.

Acquire clients using the world’s most powerful social media tool

Proven, practical tools to help you grow and operate a more efficient practice as you strive to meet the changing needs of today’s clients.

Financial professionals quickly adapted to virtual meetings over the last year. Now that in-person engagements will also be an option, how can you ensure that you’re ready to deliver a remarkable experience? Find out in this timely new presentation.

Time is our most precious commodity. However, many traditional time management techniques are no longer relevant in today’s world. By replacing time management with focus management, you can increase the health and growth of your business—and decrease your busyness.

Why the MIT AgeLab says friendships may be the most overlooked factor to an enjoyable retirement.

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.

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.

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.

Acquire clients using the world’s most powerful social media tool

LIST OF COURSE DESCRIPTIONS CURRENTLY GIVEN FOR CE CREDIT BY HFD CFP -CIMA-CPE & SHRM CREDITS.

How minor changes can boost team effectiveness.

Educating your clients about three main areas—timing, work, and taxes—can help them make the most of their benefits.

SMART Steps to College Savings presentation

We work in a data-driven industry—left brains engaged, always embracing logic. That’s the nature of our business. But as financial professionals, the foundation on which our work is built is a relationship. Like you, your clients will face challenges in life. They may confide in you. How you respond in those moments has the potential to change the trajectory of your relationship. Oftentimes, facts and data alone aren’t enough. Stories, however, humanize information. Good stories are engaging, foster credibility, and can spark action. Ignoring your story—how you’ve met both success and failure and what you’ve learned—leaves a powerful tool unused, even ignored. Being aware of key turning-point moments in your life will enable you to empathize with clients and forge new and lasting bonds—something that data, important as it is, cannot do.

Learn a system that helps ensure you accomplish your daily priorities—and create a clear boundary between work and play.

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.

LIST OF COURSE DESCRIPTIONS CURRENTLY GIVEN FOR CE CREDIT BY HFD CFP -IWI-CPE & SHRM CREDITS.

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.

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.

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.

Crises can trigger panic for clients, ultimately leading to costly short-term investment decision Today’s uncertain times can be scary—so scary that “playing it safe” to avoid losing money may seem like the only rational strategy. However, in the past 60 years, we’ve seen repeating patterns of crises and the market’s continued resilience. History shows that long-term investors who, despite their fear, stayed the course through crises and remained focused on their financial goals have been rewarded. Maintaining Perspective in Uncertain Times discusses the relationship between stress, anxiety, and crises; illustrates how investors’ instinctual behaviors can put their investment returns at risk, and provides three steps to helping investors maintain perspective during crises.

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.