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Showing 35 results for "Seminars"
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PRACTICE MANAGEMENT ( 3 RESULTS)
Learn what part of the day is critical to your productivity, how to simplify your daily priority list and stay focused, and why you should make more time for the things that matter most.
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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.
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When you know who your best potential prospects already are, you can confidently deliver your service offering because it's authentic; a service or services you've already been providing successfully. By doing so, you can grow your business by can replicating your best clients.
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How's you team performing during the pandemic? Gain new perspectives about your people and processes to help you emerge from this crisis with an improved, stronger team.
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Learn how to host virtual meetings like a pro (and avoid the mistakes that many advisors make)
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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.
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Longevity is changing retirement (Do your services match up?)
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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.
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Social distancing has impacted our access to the people, places, and things we need and enjoy. But technology provides ways to help us cope with the challenges and stay safe.
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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.
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How to acquire new clients with 3 subtle prospecting methods without coming off as too salesy
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How minor changes can boost team effectiveness.
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In times of crisis, effective client communication is key. Learn how to FACE adversity using proven techniques to better share insights, maintain visibility, communicate confidently, and engage with empathy.
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A 30% market drop in 30 days can make even the most steadfast investors frantic. No one likes to see their savings plunge. This presentation shares insights from the MIT AgeLab about the lifecycles of crises and how investors can maintain a long-term perspective
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Many couples expect retirement or an empty nest to be a picture-perfect chapter of life. But what if it isn’t? Learn how couples can discuss and align their individual for a more successful transition.
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How to Engage Remotely
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What is the AgeLab? How to use MIT Research Topics for Business Development and Client service.
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LIST OF COURSE DESCRIPTIONS CURRENTLY GIVEN FOR CE CREDIT BY HFD CFP -CIMA-CPE & SHRM CREDITS.
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LIST OF COURSE DESCRIPTIONS CURRENTLY GIVEN FOR CE CREDIT BY HFD CFP -CIMA-CPE & SHRM CREDITS.
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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.
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Educating your clients about three main areas—timing, work, and taxes—can help them make the most of their benefits.
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This creative seminar uses optical illusions to teach investment principles to help investors replace investment illusions with investment reality.
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The recent economic downturn has not only affected portfolio balances—it has also resulted in an unprecedented level of client anxiety. This informative presentation, based on research from The MIT AgeLab, explains the concrete steps you can take to effectively communicate with your anxious clients.
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Annie Duke, decision strategies and former poker pro, combines her experience as a professional poker player with some of the most advanced thinking on decision-making that integrates psychology, economics, and neuroscience.
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How minor changes can boost team effectiveness
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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.
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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.
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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.
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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.
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Your clients may have a limited view of what’s possible in retirement. They’ve heard the traditional story of old age where everyone lives happily ever after in leisure-filled retirements. This story is exactly what some clients are looking for. But some of them get bored with this story. They’re not ready to retire and relax. They want something more. Help them create their new story.
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Many advisors have no idea if their online presence is helping or hurting their affluent prospecting efforts. And how would they? They aren’t out there studying the digital trends of affluent consumers. This presentation can help. The Oechsli Institute’s 2019 affluent consumer research uncovered digital strategies that can help you prospect and connect with them.
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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.
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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.
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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.
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Your clients may have a limited view of what’s possible in retirement. They’ve heard the traditional story of old age where everyone lives happily ever after in leisure-filled retirements. This story is exactly what some clients are looking for. But some of them get bored with this story. They’re not ready to retire and relax. They want something more. Use this presentation to help them create their new story.
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