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.
3 Tips For Helping Your Female Clients Earn More and Become Six-Figure WomenKathleen Burns KingsburyJoin Kathleen Burns Kingsbury as she and Barbara Stanny, bestselling author of "Prince Charming Isn't Coming," "Secrets of Six Figure Women" and "Overcoming Underearning®", discuss:
1. How you can coach your female clients to earn more and be better stewards of their financial lives
2. The traits of financially successful women
3. How to support women clients in their career goals and aspirationsRead more >
Social media offers tremendous business opportunities for financial advisors – networking, thought leadership, lead generation and education. However, clearly security and privacy risks must be properly managed as with any technology. Striking a balance means maximizing the use of the security and privacy capabilities available on social networks and for operating online. By expanding their knowledge and taking advantage of enhanced security and privacy technology, financial services professionals can implement a comprehensive security approach while building online credibility and influence.
That blasted sales pipeline … it's a messy, roiling, boiling flow of stuff--sales leads, false leads, pits, occasional jerks, people who act like they have money when they don't, others who surprise you with their wealth, a few logs thrown in banging loudly enough to disturb a good night's sleep.
And it’s full of holes.
In Bill Good’s webinar, you will learn:
- What to do when a prospect “goes dark.”
- How to respond when there’s no money now.
- How to deal with delays
And much much more
Lori Van Dusen says that today's clients are looking for more than just investment advice and are looking for an advisors who can provide integrated wealth management. What does this mean and what does it entail? View this video to find out.
Angie Herbers has worked with hundreds of clients to build succession plans and from those interactions, identified the most common mistake that they make. Learn how to avoid this mistake and focus on the things that really matter.