Financial Advisor

Channel profile:

Business Intelligence for Financial Advisors

With the unstable economic climate, even more pressure is being put on financial advisors to innovate and stand out from the crowd. In this interactive webcast series, thought leaders will present the latest industry trends and best practices to help you implement superior customer acquisition and retention techniques.

Subscribers (5,631)
George Kinder on Mindfulness: Great Listening / Great Communicating George Kinder 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.
Read more >
Sep 3 2015
63 mins
Play
  • Date
  • Rating
  • Views
  • 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.
  • 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.
  • 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
  • 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!
  • 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.
  • Can you do Life Planning on the web as well as an in-person interview? What are the essential elements of a web based Life Planning Service? What is essential for the intimate, personal process of Life Planning to be delivered and how could it be approached through a computerised process?
    Receive a free e-book for attending: "Life Planning for you", the companion book to the LifePlanningForYou.com website.

    Attendees will learn:
    -To what degree can you computerise the Life Planning process within your own firm and is it advisable?
    -What are the advantages of having it on the web?
    -How to attract clients with web based Financial Life Planning
    -How to ask effective, meaningful questions through technology interfaces
    -Interpret client responses and understand personal communications over the web
    -How to keep the flow of intensive two-way reciprocation using technology
  • Dan Tubbs is the portfolio manager of the Mirabaud GEM and Asia ex-Japan funds. Dan will share his views on how he and his team search for interesting investment opportunities within the Global Emerging Markets universe which then form part of his concentrated portfolios.

    Through his investment process Dan will share his thoughts on 3 companies which have the potential to double in value over the coming year.
  • Are advisors providing the value and guidance that clients need? Understand the challenges and opportunities today's market presents.
  • John Phoenix of EnvestNet and Brian Hamburger of MarketCounsel discuss the trends they expect for 2015 including "robo-advisors", break-away brokers and the rise of technology platform as a service.
  • Todd Clarke of CLS Investments, LLC and Eric Clarke of Orion Advisor Services discuss the threats financial advisors face, the needs of educated investors and how advisors can continue to succeed in a changing marketplace.

Embed in website or blog