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US Financial Advisors

  • Not long ago, pushing a button and immediately receiving your product seemed the stuff of futuristic movies with the likes of time travel and hover cars. While we’re still waiting on the latter, the On-Demand Economy has made (almost) immediate delivery a reality.

    Companies like Uber, Airbnb, Postmates, and more, have disrupted their respective industries by creating solutions to meet the unstoppable demand from consumers to have what they want, when they want it – and that usually means right now.

    By putting control over delivery into the hands of the consumer (i.e. do you want it now, or at a specified later time?), companies are allowing them to interact with products and services truly on their terms. This requires a deep understanding of consumer behavior and expectations, as well as the tools, payment options and customer experience to drive on-demand loyalty.

    Join us for a conversation on the on-demand economy, and how it's changing the future, and the present, of commerce.

    In this webinar, you'll:

    * Get insights into the changing consumer landscape

    * Learn how successful on-demand companies are effectively addressing customer needs

    * Enhance customer experience and offer better deals

    * Change the relationship between your customer and the business

    * Terry Angelos, Co-Founder and CEO, Trialpay
    * Jared Simon, Co-Founder and COO, Hotel Tonight
    * Sean Behr, CEO, Zirx
    * David Frankel, Managing partner, Founder Collective

    Sponsored by Trialpay
  • 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.
  • 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.

    Twitter: @judejennison and @leadershipwhisp
    Linked In: http://uk.linkedin.com/in/judejennison
    Tel: 0800 170 1810
  • A lot can happen in twelve months. The past year has seen investment markets dominated by continued uncertainty in the Eurozone, the threat of rising interest rates in the US and worries about a hard economic landing in China. What will next year have in store for investors? Can Financial Planners and Wealth Managers ever accurately predict the future? Assuming our crystal balls do work, how should advisers adjust their investment recommendations to avoid the pitfalls and focus on the opportunities? In this webinar, Martin will share his views on crystal ball gazing, the big themes to consider for 2016 and how investment portfolios are best positioned for the future.
  • 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.
  • Join Northern Trust investment experts who will discuss their perspectives on the state of the financial markets, potential timing of a Federal Reserve interest rate move and the implications for institutional investors.

    In this webinar you'll hear from:

    Carl Tannenbaum - Chief Economist
    Jim McDonald - Chief Investment Strategist
    Peter Yi, CFA - Director of Short Duration Fixed Income

    Chris Doell, CFA - Managing Director, Client Solutions Group will host this webinar and lead the Q&A using viewer submitted questions.
  • Join Portfolio Managers Wally Weitz and Brad Hinton as they review 2015 and discuss their outlook for the year ahead.
  • 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.