With 30 trillion moving hands from the Baby Boomers to Millennials, financial advisors need to ensure they can keep their clients and assets in place. Further, people are living longer, so the chances they move will depend on how a retention strategy is executed. Learning how clients like to be dealt with, and developing a strategy to develop client relationships will determine the strength of your practice.
This webinar will cover topics such as:
- How to establish a strategy for nurturing & client retention for aging generations
- Understanding how to create mutual accountability
- Developing proper communications protocols
Paul Ellis, Sustainable Investing Consultant
Brian Pierson, Managing Director, Tiedemann Advisors
A majority of advisors believe that ESG integration will become standard practice within their organization by 2022 , yet most of them are not asking clients retail & institutional about opportunities for ESG integration in their portfolio strategies. This will shift as Millennials become the predominant investor cohort; by 2030. How can advisors lead the conversation?
This webinar will cover the following:
- Understanding how millennials are approaching ESG and integrating it into their portfolios
- Using Thematic ETFs to design an ESG Portfolio
- What advisors should focus on when speaking with clients about ESG Integration.
Paul Ellis, Sustainable Investing Consultant (Moderator)
Jeffrey Gitterman, Co-Founder, Gitterman Wealth Management
Katherine St. Onge, Director, Syndications and Institutional Partnerships, Calvert Impact Capital
Why work for low-paying clients when, for the same amount of work, you can have high-paying clients? Benefits include working less for more money, better branding, and the ability to charge more. In this lively and informative webinar, USA TODAY’s small business columnist Steve Strauss will show you half a dozen ways to find bigger, better and higher-paying clients and customers. Additionally, you will learn how to:
- Pitch to these high-paying clients
- Convince them to say yes
- Leverage them into even more high-paying clients
Take selling to a new level with financial and business insights. Client IQ from FinListics, you will attain the information to take your solution and translate it to your customer's needs. With an average of 7 stakeholders involved in every sale, Client IQ gives you the power to speak to all of them in a language that they care about and want to hear.Read more >
CFP Board® and IMCA® CE eligibility pending
Behavioral Finance is one of Wall Street’s hottest topics and where major firms are allocating new resources to within their private wealth management divisions. Yet many advisors have little understanding of what it is or how to incorporate it into their client cultivation practices. In this webinar, Rick Bensignor, a recognized behavioral market strategist, will present an introductory webinar on the subject. You will learn:
•The difference between classic economics and behavioral economics;
•The history and evolution of behavioral finance theory;
•How financial biases can negatively influence investors’ thinking and behavior; and
•How learning to incorporate this process can help create a more successful advisory business.
Rick will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.
What is personal branding? What you are projecting to the world online and off -- and what people are saying about you. How do you maintain your authentic self and be someone easily found and regarded as a (very hire-able) thought leader in your field? That's what today's conversation is about, talking to five women who have built their own businesses (and brands!) around some aspect of personal branding and personal growth.
Who should attend? This is a no-brainer for anyone really because we are all looking to improve how our work is perceived and how we can convert that perception into more work and better networking.
Who is grabbing a cuppa and having a conversation around personal branding — that is geared towards women but could benefit men too? This episode features the following branding goddesses:
- Diana Berryman on social media and content marketing
- Remi Erogbogbo on style and beauty, finding the right color to wear for your next important interview or meeting
- Vibeke Foss on her niche building websites for female entrepreneurs
- Sophie Russell-Ross on how to create your own website and build a freelance brand
And all of these amazing women on growing a business, building a niche, and promoting yourself as a brand, online and off!
Enterprise accounts are not just bigger; they are different. This webinar presents five key methods a $5m - $250m company must master to WIN THE SALE and WIN THE LOYALTY of big company customers. They involve
New and actionable advice!
Growth through acquisition is a common strategy for recurring revenue businesses, providing rapid revenue gains, increased customer base, and cost-side synergies. Capturing those synergies requires thoughtful post-acquisition integration work; bringing multiple companies into a single way of operating across a larger pool of customers.
In many cases, each business has independently built a frictionless Continuous CustomerTM experience around their product offerings, fine-tuning their operations for the singular purpose of attracting, keeping, and growing that certain customer base for that particular offering. After the acquisition is made, attention quickly turns to how these independent entities can be quickly combined to operate efficiently and realize expected benefits.
This session will cover client examples of overcoming this challenge and map out the five steps to integrate recurring revenue business acquisitions to maximize value.
On average, CareerBuilder’s Applicant Tracking System delivers twice as many applications as the average ATS and decreases time-to-hire by six days. In this webinar, CareerBuilder recruitment expert Devon Butterfield will discuss how CareerBuilder’s ATS works differently to deliver superior results that save our customers time and money.
Learn how we combine leading-edge technology, labor market data and superior customer service to: enhance communication between hiring managers and candidates; create a seamless, automated workflow; and elevate your decision-making process.
Attendees will see a demonstration of our top ATS features at work.
For existing CareerBuilder Applicant Tracking customers, this is a great opportunity to learn about new and upcoming features for your current system.
They say you need 10,000 hours of practice in order to master a skill, but we’ll have you sourcing like a pro in just one. Join us for:
The Best Sourcing Strategies for Talent Discovery
Thursday, October 25
12:00 p.m. CT
In this new webinar from the talent acquisition experts at CareerBuilder, you’ll learn best practices for sourcing quality candidates through Talent Discovery fast. For instance, do you know how to tap into the dual power of Boolean and semantic search? Enhance the sourcing skills you already have while mastering all-new techniques. Sign up today.
Business and Industry Insights for your specific clients and verticals are discussed to prepare you for a more successful sales year.Know before hand what triggers and KPI's your clients are looking for to customize your message and solution and get the sale.Read more >
Looking for an edge in selling to executives - insights into executive compensation will help. Join Dr. Stephen Timme and learn how to use executive compensation to gain insights into executive decision making, have more effective conversations, and create more targeted messaging in your proposals. Dr. Timme will share stories and tips about how to use executive comp to better connect with buyers.Read more >
Futurestep welcomes an expert panel to discuss the latest recruitment technologies and how to choose the right technologies to support your talent acquisition strategy.Read more >
Ask yourself – could your company’s IT department handle a complex project in a short timeframe? Could it, for instance, integrate hundreds of new users and 35 branch offices in less than 30 days?
That's where Accudata Systems' proven methodology comes in. During this quick 30-minute webinar, you’ll learn Accudata’s proven formula for success – and understand how IT departments can revolutionize the way they operate. We will cover:
•Why IT departments struggle with large projects
•How to prioritize IT integration tasks
•Accudata’s five-step proven process to reduce project complexity
•Review a customer example that includes integrating 35 new sites and 600+ users into an existing organization in less than 30 days
Selecting technologies that will drive your talent strategy
Picking the right recruitment technologies can make an immediate and dramatic impact on your talent acquisition strategy. But picking the wrong one can seriously derail that strategy, as well as using significant amounts of resources, time and, thus, money.
This webinar looks at the multitude of new technologies being used by top companies today, and explores the best ways of ensuring the technology you select directly supports your strategy – and delivers a great candidate experience.
Join us, and hear from the following expert speakers:
•Rajesh Ranjan – Partner, Everest Group
•Jamie Liddell – Editor, Outsource Magazine
•Mitzi Jordan – Global Practice Leader, Talent Acquisition Advisory, Futurestep
•Mir Ali – Vice President, Global Recruitment Technology, Futurestep
Please join us for the third in the six part webinar series on Talent Acquisition Strategy.
CareerBuilder collaborated with Inavero to develop The Staffing Advantage Report - proprietary research based on responses from staffing industry clients, job candidates and staffing employees. This research offers insights into key trends and performance benchmarks for the staffing industry with the goal of helping staffing firms be more effective and productive.
Join Eric Gregg and Kyle Braun as they share a deeper dive into the Staffing Advantage Research and offer valuable information to help staffing firms position for a strong growth trajectory in 2018.
There is no better marketing for your organization than a good candidate experience. It reinforces positive perceptions of your business, as well as setting the stage for high levels of employee engagement and performance.
Meanwhile, a bad candidate experience can be more than a missed opportunity to engage new employees. It can also severely reduce a company’s ability to hire quality talent in the long term – and, because each candidate is also a potential customer, a bad experience can even hit the bottom line.
Please join Futurestep as we discuss how the right talent acquisition strategy and process can significantly enhance a company’s competitive advantage.
During the webinar, we will explore:
• The impact on your overall brand of key candidate interactions, all the way from attraction to retention
• How to develop a better understanding of candidate touch-points
• Some of the innovate strategies developed to collect candidate perceptions and manage the total candidate experience
Join Yello as they explore how to transform your interview process for all parties involved!
Does the interview scheduling process keep you up at night? Do you wish your team could spend less time coordinating efforts and more time having strategic conversations? Listen in as Yello examines the interview process from all angles- our candidates, our interviewers and of course our recruiters - to give you practical tips and tricks to streamline & enhance the interview process.
In this webinar, you will learn:
-Keys to enhancing the candidate experience throughout the interview process
-How to ensure each interview - from initial screen to final round - is valuable and efficient for your interviewers
-How recruiters can reduce time spent on scheduling coordination activities
-The benefits & insights of investing in interview scheduling technology
Presenter Bio:Kelly Powers is the Product Marketing Manager at Yello, a company that builds talent acquisition software to help eliminate the gaps in the hiring experience. In her current role, Kelly leads the go to market strategy for Yello's product suite. Prior to her current role, Kelly was a Principal in Yello's solution consulting practice, serving clients in an advisory capacity on end-to-end solution architecture. With a background in Human capital consulting, Kelly has a passion for HR technology and brings a wealth of expertise leading enterprise-wide HR transformations enabled by technology.
As mergers and acquisitions continue in the insurance industry, integrating systems and data remains a massive challenge. Watch how AXA and Genpact used rapid automation/robotics to speed post-merger integration.Read more >
The Virtual Data Room (VDR) has become an essential tool for sharing time-sensitive data and intellectual property.
Join us to learn how to build a better VDR that isn't held back by outdated UI, poor mobile capabilities, missing integrations and lack of collaboration tools.
Here's what you'll find out:
-How using Box for VDRs accelerates deal cycles — M&A term sheets, joint ventures, cross-licensing and other collaborations
-Use cases from Life Sciences and Financial Services
-How systems integrator MSI uses Box to build VDRs for clients
When Alice in Wonderland asked the Cheshire cat "Which way should I go from here?", he replied, "If you don't know where you're going, any road will get you there." The same holds true in hiring. When you fail to consider key factors in what you are looking for in an employee, the likelihood of hiring the wrong person increases substantially.
Register for this webinar to:
- Learn 5 keys for reducing the chance of a bad hire
- Tap into knowledge from current and past hires to gain key hiring information
- Understand the importance that job fit and job descriptions play in the hiring process
Jennifer Leake CMC, Founder of Assessment Pros LLC has helped clients for over 20 years in their quest to avoid the costs of a wrong hire. It's vital to hire the right people because you can't train your way out of it when it happens, and the best product, processes or sales tools won't produce results if you don't have the right people in the job to begin with. Her 3-part "People System" creates high performing Employee Engagement with the right hires, on-going coaching and feedback and bosses people want to work for.
Suzanne Paling, Founder of Sales Management Services, provides sales management consulting and coaching to company presidents, owners, entrepreneurs and business executives seeking to increase revenue by improving their sales organization’s performance. She has helped more than 55 companies hire qualified, motivated sales people and sales leaders and create an on-boarding process to help those new employees succeed. Suzanne is the author of two award-winning books “The Sales Leader’s Problem Solver” and “The Accidental Sales Manager”.
A ‘Patent cliff’ describes a severe drop in revenue once the patent for a company’s leading product expires. The sharp revenue decline is a result of competitors being able to start developing and selling the product, often at a much lower price.
As US biopharmaceutical company Celgene struggles to get regulatory approval from the FDA, the company is facing major market, shares and revenue losses, and is facing a phenomenal patent cliff. Furthermore, research from EvaluatePharma reports that an estimated $250 billion in projected sales is at risk between 2018-2024 as many drugs lose exclusivity.
When it comes to acquisitions, the effects of a dwindling patent term can severely impact the value of your company. So how do you create 5-year plan to prepare for an inevitable patent cliff? We are very excited to welcome back Jurgen Vollrath, President of Exponential Technology Counsel, and customer of PatSnap. ET Counsel, advise clients on IP strategy & business alignment to ensure the most successful M&A and exit outcomes.
In this webinar, Jurgen will be discussing:
- Risk vs. reality when it comes to patent cliffs
- How to create a 5-year M&A plan for your organisation
- How to find potential acquisition targets
- Predicting the potential impact a patent cliff could have on your business.
Easy-to-use, low-cost social media programs are helping smaller fund managers and advisors stand out in a crowded market. Advisolocity’s John Drachman and Zach Hedges open their casebook to show how increasing numbers of investment professionals are putting the Internet to work by establishing thought leadership themes, expanding their presence and measuring the results.Read more >