What Have You Done for Me Lately?

Presented by

Marie Swift, Bob Veres, Joel Bruckenstein, Bob Lindner, Michael Kay, & Skip Schweiss

About this talk

What Have You Done for Me Lately? Redefining Your Value as an Advisor Today Economic turmoil and scandals on Wall Street rocked many financial advisors – and their clients – to their core, leaving some scared, dazed and confused. In the wake of the great recession, how have public perceptions changed – and how are smart advisors redefining their value propositions to position themselves in the best light? Join marketing coach and industry influential Marie Swift — and an all-star panel of experts — as they share their insights and observations. You will be sitting in for a virtual “fireside chat” with: Marie Swift – President and CEO, Impact Communications Bob Veres – Publisher, Inside Information Joel Bruckenstein – Publisher, Technology Tools for Today Bob Lindner – CEO, Lindner Capital Advisors Michael Kay – President, Financial Focus Skip Schweiss – Managing Director of Advisor Advocacy, TD Ameritrade Trust Company Don’t miss this important conversation!

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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.