Thought Leadership for Financial Advisors (TLFA) provides Registered Investment Advisors (RIA) and fee-only financial advisors with practice management insights. You can find industry luminaries presenting weekly webinars on topics such as social media, marketing, referrals, engaging the affluent, compliance, life planning, retirement planning, and succession planning.
You can attend the webinars at no cost and will be able to submit real-time questions to presenters during the live online events. If you are unable to attend a webinar live, you can also view it afterward on demand.
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.
In this webinar, we will see that with the arrival of the Internet, tablets, and smartphones, the expectations of customers have changed over the past 15 years. While many industries have been disrupted, banking is one of the industries that is yet to experience a big change. This has created a big gap for Fintech to flourish.
Is banking under attack? No. Fintech represents the opportunity for banks to not only serve their clients better, but also generate more revenues by lending their infrastructure to Fintech and indirectly reaching out to new audiences.
In this panel session, we will discuss:
-Incumbent banks, challenger banks, neobanks, internet banks -- What are the different business models developing?
- What are the digital and additional distribution/commercial channels or major transformational events that are redefining banking business models?
-Are we going toward full-frontal competitive battles, coopetition or partnerships between banks and fintech?
-How are regulatory evolutions impacting - positively or negatively - digital banking?
-The centrality of the user/consumer experience and requirements
There is much debate on fintech startups disrupting the traditional banking sector. What gives fintech companies the edge over traditional banks and how can they focus their business to do more of it? Join our panelists as they discuss the technology and processes that set fintech startups apart and how these companies can add value to the traditional/challenger banking ecosystem.
This year we saw the attention turning from the bitcoin and cryptocurrencies to the underlying blockchain technology. Never before we had a network with memory that could perform computations. This alters the very foundation of the Internet and can fundamentally change how companies operate. With more and more banks looking to get involved in the Blockchain initiative, now more than ever, there is a need to fully understand the potential of Blockchain and how banks can use it to reinvent themselves.
Attend this panel session where industry luminaries will tackle the challenges that Blockchain poses and what steps the financial services industry should take in 2016 if they want to stay in the game.
What’s next for emerging markets after a turbulent 2015? The unexpected devaluation of the Yuan, the collapse of emerging currencies, large capital outflows, the implosion of China’s local market, freefalling oil prices as well as persistent political uncertainty, were only some of the numerous headwinds.
In an environment characterized by low commodity prices, rising rates and uncertainties around China, emerging markets will remain complex, but are likely to offer even more opportunities and alpha potential for those who know where to find them and how to avoid risks. Let us guide you through emerging markets in 2016.
Discover why brand and culture are two sides of the same coin in professional services, and how to align them to achieve your strategic goals. In this webinar, Monica Ralli CMO and Arch Singh CHRO share how they initiated a transformation effort to renew the organization’s brand and culture, increase employee engagement and accelerate commercial success. By developing a Client Value Proposition and Employee Value Proposition in tandem, Hay Group has created a compelling story on releasing the full people potential of both clients and colleagues that resonates in both the marketplace and the organization. Learn why HR and marketing should work so closely together and how to achieve this in your organization.
In challenging and rapidly changing business environments, new leadership skills and behaviours are needed to lead through uncertainty and transform business. Leaders need to be agile and influential at all levels within the organisation. The old style of command and control no longer works. Instead, blame, judgment and criticism need to be replaced by responsibility and shared leadership.
Organisations who embrace a collective leadership approach will engage teams, inspire their clients and create lasting change.
Research shows that in the presence of horses, people are more aligned, more authentic and more transparent in their approach. Horses model leading from the collective, where every member of the herd takes responsibility for combined success. Jude will explain how working with horses enables teams to model collective leadership and lead change with confidence and clarity.
Jude is an international speaker, Horse Assisted Educator and author of the book Leadership Beyond Measure. She helps senior leaders develop embodied leadership skills that have a profound impact on clients and teams. Through live events and workshops, she partners with horses who provide non-judgmental feedback, enabling clients to identify their leadership behaviours and transform themselves into courageous and hugely influential, non-verbal communicators.
When faced with increased market pressures and the unavoidable need for change, the first port of call for many organisations is to focus on the skills and capabilities of their people. Indeed, corporate training and development is a growing area. Research shows year on year double-digit growth since 2011 in corporate training spend. And whilst capability and skill development is an inevitable part of organisational development and effectiveness, the question however has to be, are we truly getting the returns on the investments being made? Is capability development meeting the needs of the organisation?
In this webinar Simon Jackson will share his experience and insight that has been developed over many years working with leading global brands on transformation initiatives that have focused on leadership development and change programmes. We will explore what is really needed to transform the capability of your people and create high performance.