Name: Success Stories: How Advisors are Using Social Media for Business
Start: 2010-08-05T16:00:00Z
End: 2010-08-05T17:00:20.000Z
Location: BrightTALK

With the unstable economic climate, even more pressure is being put on financial advisors to innovate and stand out from the crowd. In this interactive webcast series, thought leaders will present the latest industry trends and best practices to help you implement superior customer acquisition and retention techniques.

Join this panel debate where the speakers will cover:
-Market outlook
-Evolution of asset allocation
-Risk-taking strategies for the current environment
-2018 predictions
-Challenges and opportunities

Multi-Asset Funds: Risk-taking strategies for the current environment

Getting to a budget that is “just right” for the needs of your organization can prove a painstaking and daunting task. Yet by following a proven approach developed by Jeff Epstein and Byron Deeter of Bessemer Venture Partners, you can establish a transformative budgeting practice that enhances communication and collaboration, better informs planning, and can even help drive growth.

In this Webinar, you will learn how to:

Motivate your teams to perform and achieve at their highest levels.
Invest resources in the highest priority projects.
Protect the company if things go wrong or unforeseen challenges arise.

The Goldilocks Budget: Best practices for developing your “just right” budget

Spend an hour with George Kinder as he leads a group meditation and discusses how to continue developing a mindfulness practice for yourself. There will be time for Q&A and discussion. 

Can’t Miss Takeaways -

    - You will:Learn the daily practice of Mindfulness and how it delivers practical benefits.
    - Have access to an audio guide to a daily Mindfulness practice.
    - Receive a free on-line copy of George Kinder’s book, Transforming Suffering into Wisdom: Mindfulness and The Art of Inner Listening.

George Kinder on Developing a Mindfulness Practice: Part 2

Spend an hour with George Kinder as he leads a group meditation and discusses how to develop a mindfulness practice for yourself. There will be time for Q&A and discussion. 

Can’t Miss Takeaways -

    - You will:Learn the daily practice of Mindfulness and how it delivers practical benefits.
    - Have access to an audio guide to a daily Mindfulness practice.
    - Receive a free on-line copy of George Kinder’s book, Transforming Suffering into Wisdom: Mindfulness and The Art of Inner Listening.

George Kinder on Developing a Mindfulness Practice: Part 1

Spend an hour with George Kinder as he leads a group meditation and discusses how to establish a mindfulness practice for yourself. There will be time for Q&A and discussion.

George Kinder on  Establishing a Mindfulness Practice

The #1 question for people everywhere:
How to design & deliver a work-life balance that maximizes our best efficiencies at work and our most meaningful life outside work? 

George Kinder has specialized in delivering work-life balance to consumers and professionals worldwide through Life Planning and Mindfulness trainings and workshops for 30 years.

The world today requires commitments in more areas than ever before.  The requirements for work have been continuously expanded with new daily technologies, constantly competing with family time and lifestyle choices.  Balancing a healthy lifestyle is critical for the future success of everyone in the workforce today.  

Combining thoughtful financial Life Planning with Mindfulness delivers work-life balance to everyone.  Mindfulness gives you the ability to recognize where you sacrifice your work-life balance.  Life Planning defines the balance you really want and the financial elements needed to secure it.  Join this webinar and learn how to design the best of lives for yourself, your employees or your clients that simultaneously maximizes efficiencies at work.

You will learn:
1.How to deliver work-life balance to yourself, your clients and your employees
2.How Mindfulness & Life Planning are key elements to your work-life balance
3.Learn how to begin the process of creating a financial Life Plan to support your work-life balance
4.Strategies for finding more time to support a good work-life balance

Can’t Miss Takeaways - You will:
1.Do the famous GK 3-Questions facilitated by George Kinder
2.See and receive access to a Free consumer Life Planning website
3.Receive a Free “Life Planning for You” book by George Kinder
4.Have access to an audio guide to a daily Mindfulness practice.

Who should attend?
Anyone seeking to improve their personal work-life balance or to help their clients or employees improve their work-life balance.

George Kinder on Work-life balance - Life Planning & Mindfulness

Great communication starts with great listening. And great listening starts with an inner listening called Mindfulness, a simple practice done 10-20 min. a day that makes an average communicator into a great one. Transform hollow interactions into engaged, dynamic relationships by being present and in the moment. Learn why successful organizations all over the world are bringing Mindfulness to the workplace. Developing inner awareness leads to productive relationship building, sharpening crucial skills in management, improving sales & operations at successful firms. Win the trust across the spectrum of those you communicate with, from clients to colleagues, employees to senior management, in every interaction.

You Will Learn:
1.What Mindfulness is & why it is useful in the business world.
2.How this simple practice enhances self-awareness, making one a potent & attentive listener.
3.How to be 100% in the present moment, focused, free of distractions.
4.A 5-phase process that leads to effective communication & deep trust, yielding sustainable professional & personal relationships.
5.How Mindfulness training has been embraced across industries, including health, financial services, technology, government, journalism, entertainment, social services, think tanks, law enforcement, the military & education. (Google, Apple, Aetna, Virgin, Madison Wisconsin Police Dept, Congress, & House of Commons.) 

Can’t Miss Takeaway:
You will:
•Learn the daily practice of Mindfulness & how it delivers practical benefits.
•Have access to an audio guide to a daily Mindfulness practice.
•Receive a free on-line copy of George Kinder’s book, Transforming Suffering into Wisdom: Mindfulness & The Art of Inner Listening.

Who Should Attend?
Anyone who wishes to be more effective in their communication skills, with greater control, clearer focus, more patience, flexibility & skill, greater leadership & access to intuition, values, creativity, & managing stress & difficult emotions with poise.

George Kinder on Mindfulness: Great Listening / Great Communicating

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.

Take Control of Your First Impression

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

Assessing High Potential in Leaders

Since RDR there has been a lot of pressure on advisers to establish an investment process that is robust, repeatable and compliant. Between growing regulation and client suitability requirements, it’s often a challenge to remain cost-effective.
 
However, the use of independent reliable  technology has proven to help thousands of UK advisers to streamline and maintain a consistent planning process that allows you to demonstrate the value in your proposition.
 
Our webinar aims to equip advisers with information on how to make their planning process more effective and sustainable with key focus on the following areas:
 
-        Assessing a client’s investment suitability

-        Demonstrating investment suitability

-        Establishing a verified audit trail

-        Setting a fully automated review process.

Sign up to find out more!

How to turn your investment process into profit

Focusing on your firm's marketing can be tough but with these four tips we'll walk you through some 'quick wins' that can make a real difference to your firm's communications with both existing clients and new prospects. Looking closely at elements of topics including Search Engine Optimisation (SEO) and social media, the webinar will discuss both why implementing these tips is a good idea and how you can go about getting them live, without any need for outside help.

4 Things Advisers can do to Immediately Improve their Marketing

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

George Kinder: Attract Clients with Life Planning on the Web

Dan Tubbs is the portfolio manager of the Mirabaud GEM and Asia ex-Japan funds. Dan will share his views on how he and his team search for interesting investment opportunities within the Global Emerging Markets universe which then form part of his concentrated portfolios.

Through his investment process Dan will share his thoughts on 3 companies which have the potential to double in value over the coming year.

3 GEM stocks which could double in 2015

Are advisors providing the value and guidance that clients need? Understand the challenges and opportunities today's market presents.

Personalized Advice and Automated Advice

John Phoenix of EnvestNet and Brian Hamburger of MarketCounsel discuss the trends they expect for 2015 including "robo-advisors", break-away brokers and the rise of technology platform as a service.

Trends in 2015 for RIAs

Todd Clarke of CLS Investments, LLC and Eric Clarke of Orion Advisor Services discuss the threats financial advisors face, the needs of educated investors and how advisors can continue to succeed in a changing marketplace.

The Biggest Changes to the RIA

Elliot Weissbluth of HighTower Advisors leads a panel of leading internet-based advisors, Betterment’s Jon Stein and CircleBlack’s John Michel, as well as industry contrarian, Joe Duran of United Capital Financial Advisors. The group will examine the “robo-advisor” landscape and answer the simplest of questions: friend or foe?

Revenge of the Nerds

Eliot Spitzer discusses the role of the SEC and the effects of potential regulations.

The Future Role of the SEC

Join this interactive roundtable panel featuring industry experts from One Fund, Socialware and more as we discuss the use of social media by advisors, how this integrates to an overall marketing strategy, success stories and strategies, embracing social in a compliant fashion and finally tips on how you can sell your firm on opening up access. 

- Advisor survey summary 
- Part of an overall strategy?
- Success stories and strategies 
- Are you compliant? 
- How can you sell social to your firm?

Success Stories: How Advisors are Using Social Media for Business

Financial Advisors

Social Media

advisor

Welcome to the US financial advisor community on BrightTALK. Join the community to learn alongside thousands of financial advisors and registered investment advisors. Access relevant and timely content on investment products and strategies, regulations and compliance and the market landscape. You can also find practice management insights on topics such as client acquisition and retention, life planning, marketing and social media best practices.

US Financial Advisors

Welcome to the US wealth managers community on BrightTALK. Join this community to hear industry experts share market, compliance, legal, tax and fund updates and analysis. You can also find helpful tips on financial planning, asset allocation, portfolio management and engaging and retaining high net-worth (HNW) clients.

US Wealth Managers

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Success Stories: How Advisors are Using Social Media for Business

Presented by

About this talk

More from this channel