Most Common Mistakes Made by Financial Advisors

We interviewed social media maven, Cathy Curtis on the following topics:
- The Value of Having a Target Client
- Turning Your Website into a Lead Generator
- Attracting Your Perfect Client
- Blogging Best Practices
- What advisors could do better

Did her answers spur new ideas for your practice? Do you still have unanswered questions you'd like to ask Cathy?

To help answer any questions that might've arisen, we've invited Cathy back for a live Q&A with our audience. Don't miss this chance to connect with Cathy and to ask her your questions!

We interviewed social media expert, Victor Gaxiola the following questions:
- Is social media for everyone?
- What are the key differentiators among Twitter, LinkedIn and Facebook?
- What is the ROI of social media?

Did his answers spur new ideas for your practice? Do you still have unanswered questions you'd like to ask Victor?

To help answer any questions that might've arisen, we've invited Victor back for a live Q&A with our audience. Don't miss this chance to connect with Victor and to ask him your questions!

We interviewed niche marketing maven, Kristin Harad on the following topics:
- Identifying your ideal client
- Choosing a niche
- The most common marketing mistakes financial advisors make
- Optimizing your marketing efforts

Did her answers spur new ideas for your practice? Do you still have unanswered questions you'd like to ask Kristin?

To help answer any questions that might've arisen, we've invited Kristin back for a live Q&A with our audience. Don't miss this chance to connect with Kristin and to ask her your questions!

We interviewed social media maven, Cathy Curtis on the following topics:
- The Value of Having a Target Client
- Turning Your Website into a Lead Generator
- Attracting Your Perfect Client
- Blogging Best Practices
- What advisors could do better

Did her answers spur new ideas for your practice? Do you still have unanswered questions you'd like to ask Cathy? Sign up with a live Q&A with Cathy here: https://www.brighttalk.com/webcast/6867/72511

Victor Gaxiola works with financial services organizations and individuals wanting to adopt a social media strategy. See what Victor thinks is crucial when considering going social:

- Establishing a social media strategy
- Having valuable content for social media
- Providing proper training
- Choosing your success metrics to determine ROI

Did his answers spur new ideas for your practice? Do you still have unanswered questions you'd like to ask Victor? Sign up with a live Q&A with Victor here: https://www.brighttalk.com/webcast/6867/72515

See what niche marketing maven, Kristin Harad, had to say about the following topics:
- Identifying your ideal client
- Choosing a niche
- The most common marketing mistakes financial advisors make
- Optimizing your marketing efforts

Did her answers spur new ideas for your practice? Do you still have unanswered questions you'd like to ask Kristin? Sign up with a live Q&A with Kristin here: https://www.brighttalk.com/webcast/6867/72513

Cathy Curtis says you don't have to have a product or a company to brand; you can be your own brand. But what does being your own brand mean?

Stephen Wershing answers 3 audience questions that came in following his presentation "Striking It Niche! Earn More by Marketing to Less".

To view the full presentation, click the "Attachments" button on the top of the webinar player.

When your ideal client interviews you and four other advisors, what is the one important reason they should hire you rather than those others? The secret is niche marketing. You have probably seen articles about developing a niche and target marketing, but there is so much that they don’t cover or even get wrong. This program will give you a strategy for developing a niche and capitalizing on it.

The best way to retain clients and to generate referrals (without asking) is to take great care of your clients! This 60 minute session will offer insights, summaries from research on what clients want and practical ideas for enhancing your client care and your clients' experience of your value (including the 6 steps of holding a great client meeting).

Victor Gaxiola answers the million dollar question for advisors and financial services companies alike -- What is the real risk of social media?

Is referral business a key and favorite source of new revenue for your company? If you'd like more and better referrals, Matt Anderson, president of The Referral Authority, will cover the five things that you can do differently than everyone else in business development to ensure a much stronger inflow of referrals. No more average results or simply 'hoping' good customer service will suffice.

In this workshop you will learn that:
*You can ask for more of what you want
*You can be more clear about what you want
*You can help others open doors for you more effectively
*You can be more strategic with and better leverage key centers of influence
*You can be more of the person who gets a lot of referrals and business as a result

You do a fabulous job laying out a blueprint for your clients in the initial client engagement. You do a fabulous job monitoring progress through your client review meetings—sometimes. Sometimes not so much—perhaps you would like more consistency in your meetings. Or perhaps you know how to review investment performance but are not so sure how to review the other areas of the financial plan. Or perhaps you simply do not know what to do other than recreating the financial plan that provides a blueprint to move forward.

John Comer, writer, consultant and CFP® certificant, will describe a framework for refining your client review meetings. Your clients come to you for financial advice. In this session we will review the core deliverable for your clients, your review meeting, so you can provide the best Carriage Trade advice for your clients. Learn more at www.jcomerconsulting.com.

It is more important than ever for women to obtain good financial planning advice as their wealth and financial power increases. Additionally, just as important for women reaching retirement age is the consequence of a smart Social Security election decision on her lifetime income. This dual financial service need has created a win-win opportunity for advisors and women. With the right training and client outreach, financial advisors who enjoy educating and working with women clients and who want to strengthen this niche of their practice, can become an invaluable resource in their communities.The centers of influence around the topic of Social Security income planning – including CPAs, attorneys, insurance agents, human resource managers and even realtors – will gladly refer clients to advisors who specialize in this service. The women who benefit will see a potential increase of over $100,000 in their lifetime income and will certainly spread the news to friends and family members.

In this special BrightTALK webinar, you will learn how to enhance your Social Security income planning services by addressing the needs of your pre- and early retiree female clients and prospects. Financial advisors now have the opportunity to position themselves to help the swelling ranks of female boomers meet their retirement income goals.

Moderator
* Marie Swift, President & CEO, Impact Communications

Panelists
* Martha Shedden, Social Security Specialist
* Frank Horath, Financial Advisor and Author of "How to Grow Your Financial Practice with Social Security Income Planning"
* Jim Schwartz, CFP, Founder, Widowed Community Education & Support Services, Inc. (WCESS)