Thought Leadership for Financial Advisors

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Business insight for RIAs and fee-only FAs

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.

Subscribers (7,987)
Supertanker funds: Liquidity issues in shallow waters? Jon "JB" Beckett, fund selector, CIO, author of #newfundorder If we liken funds to ships, then the largest today would most certainly resemble the largest supertankers. The biggest risk for these funds is liquidity 'draft' and 'shallow water'.

Explore the concept of liquidity risk and why size matters (but not in a good way) with JB--fund selector, gatekeeper, CIO and author of the new book #newfundorder
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Jul 23 2015
46 mins
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  • If we liken funds to ships, then the largest today would most certainly resemble the largest supertankers. The biggest risk for these funds is liquidity 'draft' and 'shallow water'.

    Explore the concept of liquidity risk and why size matters (but not in a good way) with JB--fund selector, gatekeeper, CIO and author of the new book #newfundorder
  • Do you have a blog or news section on your website? Are you attracting high levels of traffic, but low numbers of leads for your firm? You're not alone! Converting website visitors to enquiries (and eventually clients) is a huge problem for many professional services firms. In this presentation, we'll talk about why this is the case, what you can do to combat it and how you can implement a full 'lead nurturing' system to keep converting visitors to clients, time and time again.
  • 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
  • Everyone is becoming accepting of the fact that technology has a role in the client experience and client journey within the wealth management industry.

    Many are better understanding the impacts on the operating costs for service delivery. While some have completely embraced the cost saving advantages to such an extent that they have stormed onto the scene and gaining market share.

    This rising presence of technology has brought about a new and unique relationship management standard. One that takes several steps away from the long standing traditional lorels of relationship management. However, it has allowed firms to take many a step closer to the ultimate focus, the client and their needs.

    Scorpio Partnership explores the current state of our industry and attempts to answer the new big questions that should be on everyone’s minds:
    How is technology really going to transform the wealth management landscape?
    What does this trend really mean for traditional wealth management?
  • There is a large amount of literature on happiness and the importance it has on our lives and work. There have been various studies into the connection between happiness in the workplace, learning and productivity and the general well-being of staff and individuals. This introductory webinar will introduce the neuroscience of happiness and the connection to creating a positive culture and how using humour as a cognitive tool helps create adaptable, resilient teams.

    In this webinar you will explore:
    - What is Laughology – The science and psychology of motivation, emotions, happiness and humour
    - Why happiness, humour and laughter is vital in all workplaces
    - What does happiness really mean for organisations
    · How a happy workforce is more flexible to change
    · Humour as a system for processing information and being positive
  • Today’s workplace is a complex environment that challenges ambitious women. The path to the top isn’t straightforward and it’s critical to understand the workplace dynamics in order to avoid potential barriers.

    This session provides the necessary tools to understand and overcome the obstacles in today’s complex work environment in order to reach your career goals. Watch while Kathleen Burns Kingsbury interviews Bonnie Marcus, certified executive coach, speaker and author, and you'll discover:

    • How to assess the power, the rules, and the culture of your organization in order to navigate successfully.
    • How to identify and plug into the power grid in your organization.
    • How to use self-promotion, strategic networking, and sponsorship to get ahead.
  • "The Go-Giver tells the story of an ambitious young man named Joe who yearns for success. Joe is a true go-getter, though sometimes he feels as if the harder and faster he works, the further away his goals seem to be.

    Rapidly going from national bestseller to global phenomenon, The Go-Giver soon gained a devoted following in its original English and in more than 21 foreign-language editions. From schools, churches and hospitals to law firms and information technology companies, individuals and groups around the world have applied the book’s Five Laws of Stratospheric Success to their organizations and businesses, relationships and personal lives."

    Join Meridith Elliott Powell as she interviews Bob Burg, Speaker and co-author of the International Best Seller, The Go-Giver. This webinar is full of information you will use every single day as you move forward with your business! Learn to shift the way you relate and even the way you view your business to increase value, build trust, and gain profits. This is one webinar you will NOT want to miss.
  • Time to Rediscover a Healthy You! To increase your bottom line, you need to make sure your health and wellness are at optimal performance! Join Host Meridith Elliott Powell as she interviews author, speaker, and health coach Polly Pitchford. Polly's radical approach to fitness will transform your lifestyle as you navigate the corporate world! Get the secrets that will increase your optimal performance, any day of the week!
  • The Diversity and Inclusion needle in the financial services industry has remained nearly stagnant even though it’s the 21st Century. During this webinar, Kathleen Burns Kinsgbury discusses this topic with Lazetta Braxton, CFP®, Founder and CEO of Financial Fountains. Watch this webinar to discover:

    - How leaders in the financial services industry can better accept their role as Diversity and Inclusion gatekeepers

    - Why you don’t want to put all of your eggs in one basket

    - What level of “risk” your firm may endure to realize its Diversity and Inclusion goal

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