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Financial Advisor

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  • The Goldilocks Budget: Best practices for developing your “just right” budget The Goldilocks Budget: Best practices for developing your “just right” budget Jeff Epstein, Operating Partner, Bessemer Venture Partners Recorded: Oct 25 2016 33 mins
    Getting to a budget that is “just right” for the needs of your organization can prove a painstaking and daunting task. Yet by following a proven approach developed by Jeff Epstein and Byron Deeter of Bessemer Venture Partners, you can establish a transformative budgeting practice that enhances communication and collaboration, better informs planning, and can even help drive growth.

    In this Webinar, you will learn how to:

    Motivate your teams to perform and achieve at their highest levels.
    Invest resources in the highest priority projects.
    Protect the company if things go wrong or unforeseen challenges arise.
  • George Kinder on Developing a Mindfulness Practice: Part 2 George Kinder on Developing a Mindfulness Practice: Part 2 George Kinder Recorded: Oct 12 2016 60 mins
    Spend an hour with George Kinder as he leads a group meditation and discusses how to continue developing a mindfulness practice for yourself. There will be time for Q&A and discussion.

    Can’t Miss Takeaways -

    - You will:Learn the daily practice of Mindfulness and how it delivers practical benefits.
    - Have access to an audio guide to a daily Mindfulness practice.
    - Receive a free on-line copy of George Kinder’s book, Transforming Suffering into Wisdom: Mindfulness and The Art of Inner Listening.
  • George Kinder on Developing a Mindfulness Practice: Part 1 George Kinder on Developing a Mindfulness Practice: Part 1 George Kinder Recorded: Jul 13 2016 61 mins
    Spend an hour with George Kinder as he leads a group meditation and discusses how to develop a mindfulness practice for yourself. There will be time for Q&A and discussion.

    Can’t Miss Takeaways -

    - You will:Learn the daily practice of Mindfulness and how it delivers practical benefits.
    - Have access to an audio guide to a daily Mindfulness practice.
    - Receive a free on-line copy of George Kinder’s book, Transforming Suffering into Wisdom: Mindfulness and The Art of Inner Listening.
  • George Kinder on  Establishing a Mindfulness Practice George Kinder on Establishing a Mindfulness Practice George Kinder Recorded: Apr 6 2016 61 mins
    Spend an hour with George Kinder as he leads a group meditation and discusses how to establish a mindfulness practice for yourself. There will be time for Q&A and discussion.
  • George Kinder on Work-life balance - Life Planning & Mindfulness George Kinder on Work-life balance - Life Planning & Mindfulness George Kinder Recorded: Jan 28 2016 66 mins
    The #1 question for people everywhere:
    How to design & deliver a work-life balance that maximizes our best efficiencies at work and our most meaningful life outside work?

    George Kinder has specialized in delivering work-life balance to consumers and professionals worldwide through Life Planning and Mindfulness trainings and workshops for 30 years.

    The world today requires commitments in more areas than ever before. The requirements for work have been continuously expanded with new daily technologies, constantly competing with family time and lifestyle choices. Balancing a healthy lifestyle is critical for the future success of everyone in the workforce today.

    Combining thoughtful financial Life Planning with Mindfulness delivers work-life balance to everyone. Mindfulness gives you the ability to recognize where you sacrifice your work-life balance. Life Planning defines the balance you really want and the financial elements needed to secure it. Join this webinar and learn how to design the best of lives for yourself, your employees or your clients that simultaneously maximizes efficiencies at work.

    You will learn:
    1.How to deliver work-life balance to yourself, your clients and your employees
    2.How Mindfulness & Life Planning are key elements to your work-life balance
    3.Learn how to begin the process of creating a financial Life Plan to support your work-life balance
    4.Strategies for finding more time to support a good work-life balance

    Can’t Miss Takeaways - You will:
    1.Do the famous GK 3-Questions facilitated by George Kinder
    2.See and receive access to a Free consumer Life Planning website
    3.Receive a Free “Life Planning for You” book by George Kinder
    4.Have access to an audio guide to a daily Mindfulness practice.

    Who should attend?
    Anyone seeking to improve their personal work-life balance or to help their clients or employees improve their work-life balance.
  • George Kinder on Mindfulness: Great Listening / Great Communicating George Kinder on Mindfulness: Great Listening / Great Communicating George Kinder Recorded: Sep 3 2015 63 mins
    Great communication starts with great listening. And great listening starts with an inner listening called Mindfulness, a simple practice done 10-20 min. a day that makes an average communicator into a great one. Transform hollow interactions into engaged, dynamic relationships by being present and in the moment. Learn why successful organizations all over the world are bringing Mindfulness to the workplace. Developing inner awareness leads to productive relationship building, sharpening crucial skills in management, improving sales & operations at successful firms. Win the trust across the spectrum of those you communicate with, from clients to colleagues, employees to senior management, in every interaction.

    You Will Learn:
    1.What Mindfulness is & why it is useful in the business world.
    2.How this simple practice enhances self-awareness, making one a potent & attentive listener.
    3.How to be 100% in the present moment, focused, free of distractions.
    4.A 5-phase process that leads to effective communication & deep trust, yielding sustainable professional & personal relationships.
    5.How Mindfulness training has been embraced across industries, including health, financial services, technology, government, journalism, entertainment, social services, think tanks, law enforcement, the military & education. (Google, Apple, Aetna, Virgin, Madison Wisconsin Police Dept, Congress, & House of Commons.)

    Can’t Miss Takeaway:
    You will:
    •Learn the daily practice of Mindfulness & how it delivers practical benefits.
    •Have access to an audio guide to a daily Mindfulness practice.
    •Receive a free on-line copy of George Kinder’s book, Transforming Suffering into Wisdom: Mindfulness & The Art of Inner Listening.

    Who Should Attend?
    Anyone who wishes to be more effective in their communication skills, with greater control, clearer focus, more patience, flexibility & skill, greater leadership & access to intuition, values, creativity, & managing stress & difficult emotions with poise.
  • Take Control of Your First Impression Take Control of Your First Impression Julie Currid, COO of Initiafy, and Sean Fennell, CEO of Initiafy Recorded: Jul 9 2015 27 mins
    No matter what you call it, the process of bringing new contractors and temporary employees into your company can be challenging. Nowadays, the most inspirational companies use technology to care for and manage their contingency workforce so that everyone feels engaged and has an impact on productivity.

    Contractors and temporary employees may spend much shorter periods of time on your workforce.They may have different skill sets and be carrying out different work.They may even work on different locations to your direct employees. But they still need to be on-boarded in a way which keeps them safe and gets them productive in a timely manner.

    This presentation will bring you through the steps you should take when planning your initiation process for contractors and temporary employees.

    It advises you on your obligations as well as the kind of information you may wish to impart.
  • Assessing High Potential in Leaders Assessing High Potential in Leaders Rani Bains, Managing Consultant, YSC Ltd. Recorded: Jul 9 2015 41 mins
    YSC is a business psychology consultancy who have been at the forefront of assessing high potential in FTSE 100 organisations. This session will look at their model of high potential and identify the process of assessment involved to understand the psychological components which are deterministic of high potential performance and leadership.
    The model used by YSC is the most applied in the UK and has been formally validated through extensive research
  • How to turn your investment process into profit How to turn your investment process into profit Dan Middleton DipPFS Cert CII (MP & ER) Recorded: Apr 15 2015 24 mins
    Since RDR there has been a lot of pressure on advisers to establish an investment process that is robust, repeatable and compliant. Between growing regulation and client suitability requirements, it’s often a challenge to remain cost-effective.

    However, the use of independent reliable technology has proven to help thousands of UK advisers to streamline and maintain a consistent planning process that allows you to demonstrate the value in your proposition.

    Our webinar aims to equip advisers with information on how to make their planning process more effective and sustainable with key focus on the following areas:

    - Assessing a client’s investment suitability

    - Demonstrating investment suitability

    - Establishing a verified audit trail

    - Setting a fully automated review process.

    Sign up to find out more!
  • 4 Things Advisers can do to Immediately Improve their Marketing 4 Things Advisers can do to Immediately Improve their Marketing Sam Turner, Marketing Executive, ClientsFirst Recorded: Apr 15 2015 47 mins
    Focusing on your firm's marketing can be tough but with these four tips we'll walk you through some 'quick wins' that can make a real difference to your firm's communications with both existing clients and new prospects. Looking closely at elements of topics including Search Engine Optimisation (SEO) and social media, the webinar will discuss both why implementing these tips is a good idea and how you can go about getting them live, without any need for outside help.