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    • Behavioral Finance:  Insights for Improving Client Acquisition and Retention
      Behavioral Finance: Insights for Improving Client Acquisition and Retention Rick Bensignor Recorded: Oct 6 2016 8:15 pm UTC 64 mins
    • 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.

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    • Capturing the Value Opportunity in Emerging Markets
      Capturing the Value Opportunity in Emerging Markets Sam Bentley, Client Portfolio Manager, Eastspring Investments Recorded: Apr 11 2017 8:30 am UTC 31 mins
    • Value investing outperforms in emerging markets is the foundation of Eastspring’s investment philosophy. Sam Bentley, Client Portfolio Manager, will introduce you to capturing this value opportunity in emerging markets over time. He will describe Eastspring’s team structure and process, which have been designed to exploit the enduring opportunity created by behavioural biases hard-wired into individuals’ investment decisions.

      Together with an introduction to our GEM Dynamic Fund, Sam will explain our focused, best ideas strategy targeting those names with significant valuation signals and potential capital growth. You will see how our approach has performed and how it differs to our GEM peers. Sam will discuss how the strategy is positioned to take advantage of the huge valuation anomalies we still find today in GEM equities.

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    • Outside-in commercial lending: Putting clients in charge of their own destiny
      Outside-in commercial lending: Putting clients in charge of their own destiny Ina Yulo (BrightTALK), Jacqueline Morcombe (Misys), Kathryn Petralia (Kabbage), Amit Batra (Genpact) Recorded: Aug 18 2016 1:00 pm UTC 64 mins
    • We are living in a digital reality but bank’s corporate clients are already being wooed by post-digital, fintech driven possibilities. Traditional lenders face fundamental challenges to grow their business with 1 in 5 banks still lacking an enterprise digital strategy to serve their corporate clients. With low interest rates and increasing costs, optimising the customer experience might be part of the vision statement, but delivering on this ethos has not been straightforward. Has bank thinking been inside-out in commercial and corporate lending?

      Digitalisation has been spurred by a drive for back office simplification. While this delivers improved service levels, self-service for borrowers in commercial lending is still not business as usual. Slow turnarounds, limited digital engagement and an inability to surface key information at the right time in the right place continues to hamper corporate client productivity and liquidity. With an outside-in approach banks are starting to deliver strategies for end-to-end digitalisation and multiple channel, 24x7 self-service - from loan origination, to loan servicing.

      Discover how banks can capture new market opportunities, drive revenue growth and free up relationship managers time while also embracing integration, collaboration and choice in a post-digital world.

      In this webinar, a panel of experts will reveal
      - Use cases for banks to simplify the lending process and drive end-to-end digitalisation in commercial and corporate lending
      - The key pillars underpinning the corporate borrower’s user experience
      - How digital strategy today, can drive lending nirvana tomorrow

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    • Bento for One – Using Social media to retain clients and increase sales
      Bento for One – Using Social media to retain clients and increase sales Sarah Paul, Panacea Adviser & John Joe McGinley, Glassagh Consulting Recorded: Jul 15 2016 12:00 pm UTC 34 mins
    • In our latest in a series of ‘Better Business’ webcasts, Panacea Adviser is delighted to team up with Glassagh Consulting to produce a FREE ‘Bento for One’ webcast to support and educate advisers.

      The way in which we communicate with friends, family and businesses has changed forever. We are now in the age of the instant like, dislike, friend and unfriend. An age where recommendations on your service and proposition are shared and discussed on social media such as Twitter, Facebook and LinkedIn.

      How prepared is your business to promote your proposition in the digital age? John Joe McGinley from Glassagh Consulting and Panacea Adviser will outline in their next Bright Talk session.

      This webcast will cover 10 ways in which every business, large or small, can effectively use social media to promote their proposition, communicate with clients and increase sales and client retention.

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    • Triple Your Revenue Through Client Engagement (Part 2)
      Triple Your Revenue Through Client Engagement (Part 2) Rex Wood, Director, Iridium Financial Services Recorded: May 22 2013 11:00 am UTC 47 mins
    • The cornerstone to building a strong differentiated value proposition is the very beginning. The relationship is constructed from the first communication.

      It’s the structure and process of client engagement that is critical.
      This is the second of a two part webinar, ‘OPTIMUM ADVICE – The Client Engagement Conversation’, that will take you through how you can establish a robust, equitable and profitable client relationship, based on a partnership with a prospective client, setting out to achieve their own personal goals and outcomes.

      It will enable you to:
      • differentiate yourself
      • present a robust value proposition
      • charge fees for the work you do
      • develop long term comprehensive client relationships
      • engage new clients and uncover new opportunities with existing clients
      • triple your revenue

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    • Getting it right: Technology and Talent Acquisition
      Getting it right: Technology and Talent Acquisition Jamie Liddell of Outsource Mag, Raj Ranjan of Everest, Mitzi Jordan and Milr Ali of Futurestep Recorded: Dec 10 2014 4:00 pm UTC 61 mins
    • 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.

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    • Triple Your Revenue Through Client Engagement (Part 1)
      Triple Your Revenue Through Client Engagement (Part 1) Rex Wood, Director, Iridium Financial Services Recorded: May 8 2013 11:00 am UTC 45 mins
    • The cornerstone to building a strong differentiated value proposition is the very beginning. The relationship is constructed from the first communication.

      It’s the structure and process of client engagement that is critical.
      This is the first of a two part webinar, ‘OPTIMUM ADVICE – The Client Engagement Conversation’, that will take you through how you can establish a robust, equitable and profitable client relationship, based on a partnership with a prospective client, setting out to achieve their own personal goals and outcomes.

      It will enable you to:
      • differentiate yourself
      • present a robust value proposition
      • charge fees for the work you do
      • develop long term comprehensive client relationships
      • engage new clients and uncover new opportunities with existing clients
      • triple your revenue

      OPTIMUM ADVICE provides advisers with a proven structure, methodology and process around the development, delivery and implementation of financial advice. It encompasses the entire spectrum of a clients financial life and is applicable both to new and existing clients.

      Discover how Optimum Advice can create better client outcomes, increased per client revenue, more diverse business revenue and result in an improved value of your business.

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    • George Kinder: Attract Clients with Life Planning on the Web
      George Kinder: Attract Clients with Life Planning on the Web George Kinder, author Recorded: Feb 9 2015 6:00 pm UTC 45 mins
    • 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

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    • Marketing to Keep Your Prospects & Clients Warm
      Marketing to Keep Your Prospects & Clients Warm Kristin C. Harad, CFP(R), President, Next10Clients Recorded: Feb 6 2013 6:00 pm UTC 49 mins
    • The biggest communication mistake financial advisors make is letting your "list" get cold. Without ongoing, relationship-building communications, prospects who may once have had an interest in your service soon forget about you. And clients who don't hear from you regularly postpone work or drift to another advisor or resource.

      In this invigorating session, you'll learn an easy-to-use framework to develop 12 months of communications to engage your audience and keep them warm...without having to do it all yourself!

      Learn:
      - 4 Kinds of "Cultivate" Communications to send to your prospects and clients
      - What to say to persuade other professionals to help you out
      - How to get past the 'overwhelm' and create your own communications calendar

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    • Winning your clients trust and safeguarding their data
      Winning your clients trust and safeguarding their data Derek Bradley, CEO, Panacea Adviser & Paul Holland, CEO, Mailock Recorded: Feb 26 2015 1:00 pm UTC 29 mins
    • Thoughtleadership Webcast for Financial Advisers and Paraplanners.

      We each represent 1 in 3 billion+ internet users, a population that represents around 40% of the world’s entire population.

      Online fraud continues to increase on ‘the same curve’ with no small part of this attributable to the interception of email and its sometimes sensitive content.

      Email volumes continue to grow exponentially with over 182 billion currently sent every day.

      Professional Services

      The UK government is getting serious about cyber-crime - Keeping the UK safe in cyberspace policy and looking to the professional services sector to lead on the subject.

      “Trusted professionals …… are on the front line of cyber-attacks – they are privy to sensitive information (e.g. client lists, personal information, sensitive commercial information about upcoming deals) which might be attractive to criminals/others. They are also well-placed to encourage their clients to take appropriate actions to protect themselves.”

      Failure to address this subject can carry significant consequences - the regulators, Law Society / FCA / ICO, take a dim view on those who choose to gamble with their clients most precious of assets, ‘their data / identity’.
      It’s estimated that more than 1 in 12 of us might be the subject of fraud whilst winning the lottery carries a probability of 1 in 14 million – or putting it another way
      . . . . you are probably a million times more likely to be defrauded than you are to win the lottery !

      The Webinar
      Panacea and Mailock explore what steps you can take to help address this growing issue, convey value on your clients by offering them a secure communication service - www.BESecureMail.com - that others might neglect to mention and build the all-important trust so fundamental to conducting your business.

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    • Attracting Top Talent: Why the candidate experience does matter
      Attracting Top Talent: Why the candidate experience does matter Mitzi Jordan, Global Leader for Talent Acquisition Advisory at Futurestep Recorded: Jun 24 2014 5:00 pm UTC 60 mins
    • 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

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    • Establishing Trust in Client Relationships with George Kinder
      Establishing Trust in Client Relationships with George Kinder George Kinder, President Recorded: Aug 29 2012 5:00 pm UTC 64 mins
    • Life Planning or Buyer Beware: In the aftermath of the banking crisis, consumer trust in financial services is at a dismal low, as amply illustrated by the latest Edelman survey. Rebuilding client relationships in today’s environment requires a new approach. George Kinder, father of the Life Planning Movement, has developed a holistic approach to engaging the client that reframes the client’s relationship to money within the context of his or her whole life. For the advisor, this pays off in what’s called the “client relationship dividend”.

      This webinar explores how advisors and firms who adopt Kinder’s model to engaging clients will:
      - Build a trusting relationship from the first minutes of the first meeting
      - Help clients uncover inspirational visions for their lives that bring vitality and vigor to their finances
      - Address obstacles to attainment of long-desired goals
      - Overcome resistance to plan execution
      - Build deep, lasting relationships with clients
      - Enjoy a more stable flow of income
      - Attract a larger share of clients’ assets
      - Receive stronger, warmer referrals
      - Create a richer, more satisfying life for yourself

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    • 5 Tips for Building Trust with Female Clients
      5 Tips for Building Trust with Female Clients Kathleen Burns Kingsbury, Founder, KBK Wealth Connection Recorded: Sep 12 2012 5:00 pm UTC 49 mins
    • Learn the reasons behind advisers 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, behavioural 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.

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