Implementing Technology To Support The Advice Process

Once you've got the pieces of the jigsaw in place the key is creating a point of difference in the mind of your clients. Sadly, most clients don't understand or care about the range of titles we've created for ourselves in an attempt to stand out - Independent Financial Adviser, Financial Planner, Wealth Manager, Life Planner etc - they just don't get it. Changing your title is not differentiation. True differentiation comes from owning a space in the market; doing different things to your competitors or more often doing the same things but in a different way. This webinar covers how to differentiate and market your business more effectively.

Fees have come down, performance has once again been ahead of the open-ended sector and fund raising has been buoyant. We discuss the year in investment trusts, whether the sector is finally seeing the much-anticipated RDR bounce and whether some of the issues of investment trusts - such as the fund supermarket problem - are closer to a resolution.

Your panelists include:
Jackie Beard, Morningstar UK (moderator)
Justin Urquhart Stewart, 7IM
Jeremy Tigue, F&C Assest Management

Hear the latest Stories, Planner Results, Client Impact and Research on using “Circle” and other Participatory Processes to empower, educate and engage women.

Join us for a session designed for advisors who want to enhance their ability to serve and attract women clients. We will explore what it truly means to change the conversation with women about money, discuss how to facilitate participatory events, such as circle and conversation cafes, and consider the impact of Changing the Conversation.

Kathleen Burns Kingsbury shares how both male and female advisors can better connect with female clients.

The investment trust universe is becoming more diverse, enabling investors to incorporate some interesting and non-correlated assets into their portfolios. Among the trusts now available are litigation funds, floating rate note funds, loan funds, and diverse property trusts. Which have performed best? Which have proved to be a genuinely uncorrelated source of returns? Where do these alternatives funds fit in a portfolio?

Your panel:
Cherry Reynard (moderator)
Ben Hayward, TwentyFour Asset Management
Ian Barrass, Henderson

Making the move to an 'outcomes focused' financial planning service is highest value for you and your clients, but there is some work in it. However, if you can create an amazing ongoing review service (see last months webinar) you are just about there. This month we look at the steps you can take to convert clients to your new offer successfully.

Much has been written and spoken about with regard to European elections, particularly in Germany. What will our expert panel make of the results, so far? What implications do they believe these results have for investors going forward into 2014?

This session is intended to help advisers understand the issues and challenges of new political landscapes in Europe and how it may impact on investment decisions. We will discuss and try to answer questions that may be of concern and relevance to you, the adviser.

Your panel:
· David Harris (moderator)
· Stephen Macklow-Smith, J.P. Morgan
· Jeremy Thomas, Allianz Global Investors

Nine months into the new world and we are seeing both advisers and providers looking for additional ways to develop new business and a value added services, in order to increase revenue streams.

A meeting with a life company can now costs an advisory business between £100-£250 per hour. If providers are only looking for product sales then there is little value added by them.

In this webinar, Richard Leeson, CEO at Adviser Advocate, will be sharing his views into some of the challenges facing the market. In particular how both advisers and intermediaries are challenged by changes in provider behaviour. There are unforeseen consequences of RDR that have yet to surface that will have a profound effect on traditional business relationships.

This is an event not to be missed, so register today.

Research from across the globe tells us that clients really value a great ongoing service from their adviser. However, the same research says that what is delivered by most advisers is pretty bad. Find out how to create a simple yet amazing review service for your clients and watch your profits soar.

As the world moves to the cloud to keep businesses digital, more companies turn to mobile cloud, and social and solutions to save in printing, processing, distribution and storage costs. As a result of using electronic signatures and other innovative technologies, they are accelerating the velocity of business in areas such as sales, HR, finance, legal, operations, and more.

During this live webinar, you will hear about best practices, transformational trends, and success stories on how to increase efficiencies and:
· Eliminate mail, fax and storage costs

· Save time and close more deals

· Streamline business processes

With the undersupply of qualified talent and more competition to find and recruit them, it is vital to your businesses’ success to play to the strength of your business against other small, medium and even enterprise businesses. Learn new approaches to recruiting the most talented employees in this competitive market, and once you've recruited them, how to maximize their potential.


About Tom:
Tom Becker is vice president of recruiting for ManpowerGroup North America. In his role, Tom is responsible for developing the recruiting strategy and overall operational framework, with a focus on creating a world-class recruiting organization across all of ManpowerGroup’s lines of business. Most recently, Tom served as vice president of recruiting for North American operations for the ManpowerGroup brand, Experis. Tom joined Experis when Manpower acquired COMSYS in April 2010. At COMSYS, he served as senior vice president of recruiting, leading the company’s recruiting, employment branding and the consultant experience organizations. Tom has extensive experience leading large recruiting and change management organizations. He is considered an industry recruiting expert, providing public commentary on recruiting best practices and innovations.

Every small business owner knows the drill. When business is booming, they ignore their sales and marketing efforts. Then, business slows down as a result and they turn your attention back to sales and marketing. This is a hamster’s wheel to nowhere. Their business will remain flat-lined and stuck as long as they stay on the Double Helix treadmill.

Barry will show how to grow a small business by tossing out the old paradigms and traditional sales techniques through his easy to follow step by step guide. Follow these steps and every sales funnel will always be full.

You will learn:
- The Relationship Ratings Methods: Forget about getting sales, have a system to create systematic relationships. We actually can’t sell anything to anyone, we just need to be there when people are ready to buy!
- The Rapid Release Strategy: The exact method to avoid long, fruitless sales cycles, and how to get prospects to a buying decision in one-tenth of the time.

America’s 23 million small businesses are the heart and soul of our economy. It used be that small business owners could only dream of accessing the powerful technology solutions fueling Fortune 500 companies. Now, in a truly momentous time, small businesses can easily access the same rich functionality at incredible affordable prices. In this webinar, you’ll learn how technology can help boost three key areas of your small business: productivity, mobility and security.

Moderator:
Steve Strauss, Small Business Columnist, USA Today

Speaker:
Cindy Bates, Vice President, U.S. SMB Group. Microsoft

Modern technology and empowered customers have changed the way small business owners market their business and communicate with prospects and customers. Hear from our expert panelists on how the most successful small business owners are navigating through these changes and how you can turn prospects and customers into raving fans.

Panelists:
- Scott Klososky, ‎Partner, Future Point of View, LLC
- Anita Campbell, CEO, Small Business Trends LLC
- Ramon Ray, Marketing & Tech Evangelist, Infusionsoft & Smallbiztechnology
- Robin Joy, VP, Mobile and Online, DocuSign

We’ve come a long way from the Wild Wild West of sales and marketing efforts, where we were shooting blind and straight from the hip. It used to be that customer intelligence and behavior insights were slim pickings. Sales and marketing teams worked largely independently of each other – marketing established the brand messaging, while sales focused on prospecting and closing deals.

The Wild Wild West has now become the Online Globe – disruptive technology advancements have revolutionized the way buyers make purchasing decisions and have drastically shifted how companies engage with buyers. A disjointed approach to sales and marketing doesn't cut it anymore.

Discover how you can integrate your marketing and sales systems for better engagement with your buyers and improve lead conversion. Act-On’s Chief Marketing Officer, Atri Chatterjee, will discuss how you can leverage customer intelligence and insights to build a consistent and compelling marketing program that closely ties into your sales objectives to not only turn more prospects into customers, but also help you better engage with customers to increase their loyalty and commitment to your products or services.

The world has changed—we are living in the most challenging financial times in history. In order to achieve sustainable business growth you need to know your customers better than anyone else and meet their needs at the deepest level by constantly adding value. Does your business have the unfair competitive advantage it takes to not just survive but thrive?

Watch this session as Tony Robbins explores how to add more value to your customers through constant and never ending innovation and marketing.


*About Tony Robbins*
For over 35 years, Anthony Robbins has helped people to breakthrough and take their lives to another level — in their businesses, personal finance, families, careers and health. More than 50 million people in 100 nations have used his powerful strategies of leadership psychology, negotiation, business turnarounds and peak performance to create an extraordinary quality of life.

The creator of the #1 personal and professional development system of all time, Robbins has been honored by Accenture as one of the “Top 50 Business Intellectuals in the World,” and by American Express and Harvard Business School as one of the top business leaders in the world.

Marc Benioff, CEO of Salesforce.com, recently stated, “Tony Robbins and his strategies and tools, have been at the core of our culture from the beginning. He has been one of the critical keys to Salesforce.com's leadership in cloud computing and its growth into a 3 billion dollar company.”

As a new advisor, having a good mentor can be crucial for your success, but how do you create a relationship that is symbiotic? Learn what Tim Kober did when he first became an advisor to create a relationship that benefited both him and the mentor.

We review the latest developments in investment trusts - new launches, new issuance, funds closing and restructuring. We look at the bull and bear cases for the different trusts - and how they can serve a range of investor needs - income, diversity, growth.

The panel will also broaden this out into a wider discussion of the current market environment and how new issuance meets the needs of that environment - for example, the spike in bond yields, or the improving equity markets.

Moderator: Jackie Beard, Morningstar UK
John Yakas, Polar Capital
Robert Worthington, J.P. Morgan Asset Management

What are the basic theories that are related to retirement income planning and how can they be improved? Hear Michael Finke's ideas for improving the system for today's generation.