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US Financial Advisors

  • Sales Lessons from the Masters: Session 1
    Sales Lessons from the Masters: Session 1 Ken Smith Jul 31 2017 3:00 pm UTC 60 mins
    Ken Smith will be presenting a four-week webinar training series based on his book "Sales Lessons from the Masters."Great sales people learn from great sales people."


    Agenda:
    *Importance of a sales process
    *Using questions to solve a problem
    *One product may not solve the problem
    *Accident Plan
    -Who is a prospect
    -What problem does it solve?
    -What questions should you ask?
  • Sales Lessons from the Masters:Session 2
    Sales Lessons from the Masters:Session 2 Ken Smith Aug 7 2017 3:00 pm UTC 60 mins
    Ken Smith will be presenting a four-week webinar training series based on his book "Sales Lessons from the Masters." This week's topic is "Getting appointments and the introduction of a sales process."

    Agenda:
    *Making Calls
    *Hospital Indemnity
    -What problem does it solve?
    -Who is a prospect?
    -What questions should you ask?
    *Common Denominator of Success – A principle all great sales people have in common
  • Global REITs: State of play
    Global REITs: State of play Jan de Vos Aug 11 2017 12:30 am UTC 45 mins
    During this 30 minute webinar, our host Jan de Vos will discuss:

    - Amazon buys a retailer
    - Year in review
    - Q & A
  • From Regulation to Reality: Making PSD2 Work
    From Regulation to Reality: Making PSD2 Work Marijke Koninckx – Product Marketing Manager – FIS Sep 12 2017 2:00 pm UTC 45 mins
    While the launch of PSD2 is approaching fast, there is still some ground to cover to turn this regulation into reality.What are the challenges and opportunities and what is required to make PSD2 work?

    Marijke Koninckx, Product Marketing Manager at FIS, discusses how PSD2 transforms the relation between banks and their customers into a new 3-way relationship.

    How should banks manage this new 3 way relationship?
    What are the implications and what functional and technical issues need to be addressed to be successful?
  • Money Talks: Can banks switch to profiting from good financial behaviour?
    Money Talks: Can banks switch to profiting from good financial behaviour? Dr. Louise Beaumont (Strategic Advisor, Open Bank, Publicis.Sapient), Aleksi Grym (Head of Digitalisation, Bank of Finland) Sep 21 2017 2:00 pm UTC 60 mins
    Digital transformation is a promise that many have been skeptical of. Join this panel where industry experts will tackle all the tough questions and provide new and thought-provoking insights.

    Among others, they will discuss:

    -Can the banks switch to making money from enabling customers’ healthy financial behaviour, rather than from continuing to exploit ongoing financial self-harm?

    -Traditional banking is on the verge of major disruption, so digital transformation had better deliver *actual* transformation. Tinkering is expensively pointless

    -Continuing to exploit inertia-driven customer behaviour – and thus coining excess profits - will be seriously challenged by Open Banking
  • Introduction to Blockchain: Bitcoin, Ethereum, Ledgers, and more
    Introduction to Blockchain: Bitcoin, Ethereum, Ledgers, and more David Siegel, Blockchain, decentralization and business agility expert Oct 9 2017 2:00 pm UTC 60 mins
    Still confused about this whole Blockchain thing? Interested in investing in digital currencies, but not sure where to start? Want to get a better idea of the threats and opportunities?

    David Siegel is a Blockchain, decentralization and business agility expert who has been a high-level management & strategy consultant to companies like Sony, Hewlett Packard, Amazon, NASA, Intel, and many start-ups. David has been praised for being able to explain Blockchain in the most simple and interesting way.

    What you will learn:
    -What is Bitcoin?
    -What is the blockchain?
    -What is Ethereum? What is Ether?
    -What is a distributed application?
    -What is a smart contract?
    -What is a triple ledger?
    -What about identity and security?
    -What business models are at risk?
    -What are the opportunities?
    -What should we do?
  • Mattereum - Pragmatic Smart Ledgers Without The Lawyers
    Mattereum - Pragmatic Smart Ledgers Without The Lawyers Professor Michael Mainelli, Co-founder of Z/Yen Oct 11 2017 8:00 am UTC 60 mins
    Much has been written about the power and scope of Smart Ledgers and Mutual Distributed Ledgers (MDLs, aka blockchains). Amidst the rush to find new applications for this versatile, ‘trustless’ technology, people overlook the challenge of governing Smart Ledger networks. Governance provides the mechanisms required to balance accountability of the governing body and its duty of meeting the specific objectives of the organisation.

    Effective governance of Smart Ledgers should answer four critical questions - How are rules created for the ledger and who oversees their application? What happens in the case of dispute? Who is allowed to change the software application and the data? How are security, risk and performance managed and reported?

    One approach is to embed these questions in existing legal structures, another to try to remain outside, but a third is to explore the appropriate role of arbitration, mediation, and expert determination, as far as possible avoiding enmeshing novel identity, document, and agreement exchanges within traditional legal structures.

    In this webinar, Professor Michael Mainelli will share research from the Mattereum initiative as well as Long Finance research sponsored by the Cardano Foundation. He will conclude that, while there is nothing new under the sun, Smart Ledgers may need to shift the balance of power from law, to code, to human wisdom.