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Business Insights TV for Financial Advisors

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  • Real Life Career Transitions and Succession Planning for Financial Advisors
    Real Life Career Transitions and Succession Planning for Financial Advisors
    Marty Kurtz, CFP ® and Elizabeth Jetton, CFP® Recorded: Oct 1 2014 40 mins
    All successful financial advisors face a turning point in their career . . .

    Most succession planning presentations are focused on the sale, the price and the terms. This webinar will focus on helping you determine what really matters and your options. How do you prepare the practice, honor your clients, your employees and your family? How can you be successful in transitioning to your next phase of life and work?

    Marty Kurtz, CFP® has been in the midst of his own transition journey from the successful practice he built. Elizabeth is Marty’s consultant as well as consultant to numerous advisors and firms at varying stages of their professional lives. She retired from her own practice several years ago. Both Marty and Elizabeth are former presidents of the Financial Planning Association and thought leaders in the industry.
  • 2 Minutes on BrightTALK: Accelerate Your Advisor Business Through Technology
    2 Minutes on BrightTALK: Accelerate Your Advisor Business Through Technology
    Dave Welling, General Manager, Black Diamond Recorded: Sep 23 2014 2 mins
    Dave shares a case study of a small firm who is using technology to successfully serve clients remotely while having $160 million under management.
  • 2 Minutes on BrightTALK: What Contributed to the Growth of Your Company?
    2 Minutes on BrightTALK: What Contributed to the Growth of Your Company?
    Neal Simon, CEO, Highline Wealth Management Recorded: Sep 2 2014 2 mins
    Hear how referrals and keeping clients happy have helped Neal achieve year-on-year growth for his company.
  • 2 Minutes on BrightTALK: Key to Successful Succession Planning
    2 Minutes on BrightTALK: Key to Successful Succession Planning
    Corey S. Kupfer, Partner, Hamburger Law Firm Recorded: Aug 26 2014 2 mins
    The worst thing that can happen in succession planning is starting too late. Learn from Corey what other key components contribute to a successful succession planning.
  • Becoming a Conversational Leader: Bettering Our Practices & Impact with Clients
    Becoming a Conversational Leader: Bettering Our Practices & Impact with Clients
    Elizabeth Jetton, CFP®, Co-Founder of Directions for Women and of Turning Point Recorded: Aug 20 2014 47 mins
    Success stories from the field about how advisors are building their skills and using “participatory learning” processes such as the Circle and World Café to attract, retain and add meaningful value to clients.

    Since 2012, BrightTALK has featured highly rated sessions by Elizabeth Jetton, CFP®, on “Circle Practice: the art of changing the conversation with women about money.” Elizabeth is returning with an update:
    -WHY we need to become “conversational leaders” and
    -WHAT we are learning from advisors who are hosting client and community gatherings and adding this new element to their practice.
    -WHY new ways of engaging with clients and potential clients is critical in the 21st century.
  • 2 Minutes on BrightTALK: The Advantages of Going Independent
    2 Minutes on BrightTALK: The Advantages of Going Independent
    Todd S. Thomson, Chairman, Dynasty Financial Partners Recorded: Aug 12 2014 3 mins
    Learn why Todd believes every advisor should consider going independent.
  • 2 Minutes on BrightTALK: How to Successfully Engage in Conversations about Money
    2 Minutes on BrightTALK: How to Successfully Engage in Conversations about Money
    Kathleen Burns Kingsbury, Wealth Psychology Consultant and Founder, KBK Wealth Connection Recorded: Jun 30 2014 2 mins
    Join Kathleen to learn how to provide clients with more meaningful financial guidance by understanding their personal situation and motivations.
  • Effective Strategies For Reaching Gen X and Gen Y Clients
    Effective Strategies For Reaching Gen X and Gen Y Clients
    Marguerita M. Cheng Recorded: Jun 17 2014 44 mins
    Marguerita M. Cheng , CEO, Blue Ocean Global Wealth, www.blueoceanglobalwealth.com, will discuss succession planning and effective strategies for reaching Gen X and Gen Y clients.
  • 2 Minutes on BrightTALK: Establishing a Niche Client Base
    2 Minutes on BrightTALK: Establishing a Niche Client Base
    Carl Richards, Director of Investor Education, BAM Advisor Services Recorded: Jun 10 2014 2 mins
    Carl Richards describes how building a "psychological" (beyond profession or income level) niche market will help you become more comfortable with the emotional aspect of financial advising.
  • 2 Minutes on BrightTALK: Planning Your Firm's Future
    2 Minutes on BrightTALK: Planning Your Firm's Future
    David Canter, EVP, Practice Management and Consulting, Fidelity Institutional Wealth Services (IWS) Recorded: Jun 10 2014 2 mins
    David Canter shares how financial advisors should start planning for new talent acquisition and how your firm must build its KPIs around its client base.

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