Anticipating Client Life Events

Advising couples requires financial advisors to perform a delicate balancing act. The successful advisor creates a trusting relationship with both members of the partnership, while meeting the joint needs of the couple. This webinar provides an overview of couples’ dynamics commonly seen in the advising office, strategies for coaching couples on resolving and accepting differences, and tips and tools for engaging female clients in the planning and investing process.

Ever go to a public swimming pool? Pool rules are always posted to protect everyone and insure a safe swimming experience. Imagine if there were rules posted at every networking event you attended including association meetings, conferences, conventions, trade shows, chamber mixers, golf outings, and community venues. Have no fear! The pool rules of networking are here! Learn the rules of networking and how to act at a networking event while generating more prospects, more referrals, and more business!

The benefits to a strong network are compelling yet schmoozing at large events is not most people's cup of tea. How do you build your network your way so you can meet more and better prospects and get more referrals?

In this workshop you will learn the:
1. Six principles of networking
2. Seven keys to growing your network for more referrals
3. 12 steps to building a 1:1 relationship
4. Latest research on why givers get the best results

Welcome to the Trust & Value Economy! A new economy, where competition is stronger, market differentiation is more complex, and retaining talent is a constant challenge. Our traditional approach to leading our organizations, developing our teams, and remaining relevant just isn't enough anymore. We need a fresh approach. Advancements in technology, increased competition and globalization require us to transform what we do, where we focus and how we lead. To succeed we must tap into the secrets, and apply these new strategies drive results; results that make growing your organization effective, and productive.

Join Keynote Speaker, Meridith Elliott Powell, for this content rich, highly interactive and fun session to learn the strategies to help you master the leadership skills that will transform your organization. You'll laugh and you'll learn with her real-life examples, proven strategies and entertaining stories. Keynote based on Meridith's book, "Winning In The Trust & Value Economy". This is a no-nonsense, make-it-happen session; no walking on coals, no breaking boards, just proven business strategies to put into action Monday morning.

Attending an industry conference can be a rewarding in many ways. There are significant opportunities to benefit from the educational, networking, and business development components of the event. But like any other business activity, proper planning is essential to ensure a successful experience.

Bill McGure will take you through a checklist of the most important things to need to do before, during, and after the conference, including:
- How to choose the conference(s) that best align with the needs of your business
- Methods to prepare and plan to your own personalized agenda
- Setting goals and developing an action plan to achieve them

So, join us for this valuable session on how to "make the most" of your conference experience and maximize your return on this investment.

Bill McGuire is principal consultant of W.M.McGuire, LLC, a full service integrated marketing firm that focuses on common-sense with keen eye towards budgets, deadlines and tangible results.

As advisors get more deeply involved in social media and content development, the natural questions are: “How does this fit into our broader marketing? How can I leverage my social media to gain media attention and marketplace awareness?” View this webinar to learn the answers to these questions.

The use of audio, images, video and other interactive content continues to be easier to create every day. The widespread adoption and use of social media provides an ever expanding palette upon which to share and consume this content. Our panel of experts, from across the financial services industry spectrum, will sound in on how interactive content plays a role in their own business and subsequently, their customers.