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Showing 71 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.
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.
Use the 80/20 rule to retain your top clients, and acquire new ones by replicating those relationships.
Longevity is changing retirement (Do your services match up?)
How minor changes can boost team effectiveness
SAVE
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 65 RESULTS)
Acquire clients using the world's most powerful social media tool
2023 CFP Fear, Finance & The High-Anxiety Client presentation PDF
How to grow your practice through the creation of digital content
How to grow your practice through the creation of digital content
SAVE
2023 CPE Fear, Finance & The High-Anxiety Client PDF
How to reach more prospects with digital advertising
SAVE
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.
SAVE
How to reach more prospects with digital advertising
The Election and Your Portfolio presentation notes
SAVE
A model to build productivity, communication and innovation.
SAVE
transfer wealth not just wisdom
SAVE
Transfer wisdom not just wealth
2025 CFP Social Security: Unlock Its Potential CFP_SS
2025 CFP Social Security: Unlock Its Potential CFP_SS_Notes
SAVE
Education and longevity are raising the expectations for advice
2025 CFP Communicating to Connect Presentation Slides CFP-CTCHFD
Clients can learn how familial attitudes and beliefs about money may influence their own financial decisions today.
SAVE
2025 CFP Communicating to Connect Presentation Notes CFP_CTC_Notes
SAVE
2025 CPE Communicating to Connect Presentation Slides CPE_CTC
2025 CPE Communicating to Connect Presentation Notes CPE_CTC_NOTES
SAVE
Is your digital presence irresistible or ho-hum?
SAVE
How to grow your practice through the creation of digital content
SAVE
2024 CPE 8000 Days Presentation Notes CPE_8000_ppt
SAVE
Transforming multigenerational dynamics into workplace gold.
Discover three simple and seemingly unrelated questions that can engage plan participants and help them prepare for a quality retirement.
How to age proof your most valuable asset
SAVE
Hone your process to win more plans
How to reach more prospects with digital advertising
Is your online presence irresistible or ho-hum?
Acquire clients using the world's most powerful social media tool
SAVE
2023 CPE Fear, Finance & The High-Anxiety Client PDF
SAVE
The Election and Your Portfolio PowerPoint
SAVE
Why the MIT AgeLab says friendships may be the most overlooked factor to an enjoyable retirement.
SAVE
Educating your clients about three main areas—timing, work, and taxes—can help them make the most of their benefits.
How to pass down wealth and close the wisdom gap.
2025 CFP Communicating to Connect Presentation CFP-CTC_ppt.
SAVE
Clients can learn how familial attitudes and beliefs about money may influence their own financial decisions today.
2024 CFP 5 Ways Technology Will Change How You Age presentation notes
SAVE
2025 CPE Communicating to Connect Presentation CPE_CTC_PPT
SAVE
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.
SAVE
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 minor changes can boost team effectiveness.
How to reach more prospects with digital advertising
SAVE
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.
SAVE
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 to grow your practice through the creation of digital content.
SAVE
LIST OF COURSE DESCRIPTIONS CURRENTLY GIVEN FOR CE CREDIT BY HFD
CFP -IWI-CPE & SHRM CREDITS.
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.
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.
2025 CFP Social Security: Unlock Its Potential CFP_SS_PPT
SAVE
Clients can learn how familial attitudes and beliefs about money may influence their own financial decisions today.
SAVE
How to grow your practice through the creation of digital content.
SAVE
How to age-proof your most valuable asset.
SAVE
Discover three simple and seemingly unrelated questions that can engage plan participants and help them prepare for a quality retirement.
SAVE
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.
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.
Transfer wisdom, not just wealth
SAVE