Didn't get the chance to attend Connections 2016 in Atlanta?
Listen as Salesforce Marketing Cloud personalities Joel Book and Heike Young showcase their top ten takeaways from Connections 2016, the Digital Marketing Event of the Year!
Didn't get the chance to attend Connections 2015 in New York City? Listen to Salesforce Marketing Cloud personalities, Joel Book and Heike Young, as they showcase their top ten takeaways from Connections 2015, the Digital Marketing Event of the Year!Read more >
Outsourcing cabinetry components offers speed, quality, and consistency. If your supplier provides quality and consistency, outsourcing can mean zero waste.
In this free webcast, a trio of experts from Drawer Connection, Northern Contours, and Elias Woodwork cover opportunities for profitable capabilities only available through outsourcing wood components.
They will also explain how outsourcing can make it easier to keep up with the latest trends in color, texture and materials. And for specialty components made infrequently, or requiring specialized equipment, outsourcing provides a high-value-added specialties like contoured doors and more.
What you'll learn:
• Elimination of waste in outsourcing
• Major color, hardware and texture trends
• Special orders like curved doors and moldings
• Ordering from computer design programs
Who should attend:
• Cabinet Shop Owners
• Furniture Manufacturers
• Moulding & Millwork Shops
• Door Manufacturers
Client referrals from professional connections (accountants and solicitors) can be the business breakthrough you have been chasing and almost every top firm uses this distribution channel as a key source of new business. But there are some problems with the usual approach that advisers take when trying to develop professional introducers. This presentation shows you what they are and how to avoid them.Read more >
Today, having an Identity Management strategy is not only an IT need but rather a business priority. Identity and Identity Access Management is evolving and connecting to your customers, citizens, and partners means the difference between business as usual and business building innovation. Identity Relationship Management provides a common language for the evolution of identity as a driver of revenue. Building upon data context and the emerging internet of things, with respect for user control of data sharing, identity is now a powerful connection tool that fosters and supports relationships.Read more >
Advising couples is more art than science and counseling same-sex couples is a growing niche. In this webinar learn how to balance high-net-worth partners’ needs and how to effectively work with same-sex couples in the current, ever-changing legal and financial environment. Attend and learn:
· The Common Myths About Couples and Money
· How Your Couple Mindset Impacts The Couple Client-Advisor Relationship
· The Do’s and Don’ts of Advising Gay Couples
Kathleen Burns Kingsbury is a wealth psychology expert and founder of KBK Wealth Connection, and author of several books including How to Give Financial Advice to Women and How to Give Financial Advice to Couples, both published by McGraw-Hill. For more information, visit kbkwealthconnection.com.
Suzanne Slater, LICSW, is a family wealth dynamics consultant, founder of Gifted Generations, and the author of The Lesbian Family Life Cycle. For more information, visit giftedgenerations.com.
Today’s customers expect effortless customer service every time they engage with your organization. How will your organization adapt and keep up these customer expectations? What types of technology are required to meet and exceed these expectations? The Internet of Things (IoT) has created a connected world, where companies are connecting their products with people, processes, and technology. But the IoT is much more than just technology; it’s about integrating and managing a new channel for your business. It’s about transforming the service delivery model with a customer engagement platform; and it’s about creating effortless customer experiences that drive customer loyalty, additional revenue, and optimized efficiencies. In this webinar, you’ll learn about:
The Internet of Things (IoT) revolution - What is it and why should you care?
The 3 key technology components for creating connected solutions
How a connected solution drives value for you and your customer
A customer case study that highlights the business impact of connected solutions
In this session Tony and Phil share the exclusive adviser research uncovering how RDR will impact on firms.Read more >
Social Media for newbies - how to make powerful connections that broaden your reach and generate new business opportunities.Read more >
Learn the reasons behind advisors getting a bad reputation with female clients and tips for making sure prospects and clients know you are female-friendly.
Kathleen Burns Kingsbury, Founder of KBK Wealth Connection, will share:
- How the female brain impacts the advising process
- 5 quick tips for building trusting relationships with female clients, individually and as a member of a couple
Kathleen Burns Kingsbury is a wealth psychology expert, behavioral change specialist and frequent keynote speaker at financial industry conferences. She is the founder of KBK Wealth Connection, a consulting and coaching company dedicated to teaching financial advisors how to connect and communicate more effectively with clients to increase retention and profitability. As an expert on financial psychology, Kathleen has been interviewed and quoted in the Wall Street Journal, MSNBC’s “Today Money,” Forbes’s “ForbesWoman,” Thomson Reuters’s “Reuters Wealth,” and Financial Planning Magazine. She is a faculty member of the Certified Private Wealth Advisor (CPWA) program and is also an adjunct lecturer at the McCallum Graduate School of Business at Bentley University. She holds a Master’s in Psychology, is a Certified Professional Co-Active Coach (CPCC) and an internationally published author. Her third book, How to Give Financial Advice to Women: Attracting and Retaining High-Net-Worth Female Clients is receiving advanced praise by thought-leaders in the industry and is available on Amazon.com. For more information about her work, please visit www.kbkwealthconnection.com.
With more and more Americans out of work, networking is becoming increasingly popular. Networking communities, online social networks and informal leads groups are springing up all over the country. However, author Bonnie Ross-Parker says “there is a difference between networking that is 'hit or miss'—'trial and error' versus networking that hits the bull's eye.”
Join author, Bonnie Ross-Parker, for a 30 minute webcast and learn what American's Connection Diva has to say about:
* How to position yourself in a crowded marketplace
* How to start conversations
* What to say to make yourself memorable
* How to insure that others will want to do business with us
What you can expect from attending "Guest Blogging: Turning Connections into Content Creators". Click on the Attachments button to view the full webinar.Read more >
Join Stephanie Sammons and Blane Warrene as they discuss the power of guest blogging in your social media strategy – turning connections into content creators.Read more >
Kathleen Burns Kingsbury shares how both male and female advisors can better connect with female clients.Read more >
Join Kathleen to learn how to provide clients with more meaningful financial guidance by understanding their personal situation and motivations.Read more >
Discover how this channel can help you grow your business throughout client engagement. Hosts will each share 3 tips to get you on your way to being more client-centric.Read more >