Advisors will learn how to enhance their client review meetings by focusing on client life events. We will list several life events that could be developed like: singles get married, young married get children, children finish college, clients start a business/loose a job, parents become empty nest
Advisors will learn how to enhance their client review meetings by focusing on client life events. We will list several life events that could be developed like: singles get married, young married get children, children finish college, clients start a business/loose a job, parents become empty nesters, grandparents need help and clients retire. We will then review two or three specific life events in more detail. Handouts will include sample agendas for three or four life events.
RecordedDec 6 201148 mins
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Bill McGuire, Managing Director, WMMcGuire Marketing
Industry studies show that high performing advisory firms market strategically. If you’re looking to move the needle and grow your firm, focusing on content and design can be a great place to improve your marketing.
· Learn how to develop a marketing content calendar
· Create consistent design brand guidelines
· Leverage marketing automation platforms
This presentation will provide insights on the key components of building out the right technology structure, including:
· How to focus on the areas important to your firm, your decision-making process, and the information needed to make those decisions
· How to define your needs and communicate those needs to 3rd party vendors
· Learn key due diligence tips for evaluating vendor solutions and lessen the headaches of implementing technology
· New technology alone doesn’t ensure a successful structure – why and how you must integrate your staff and processes with technology to ensure your operational areas are the foundation of your firm.
Operations may not what you love about being in the advisory business, but if managed properly, play an important role in your firm’s success
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.
Andrew Chorlton, CFA, Head of US Multi-Sector Fixed Income, Schroders
The current market environment doesn’t make it easy for advisors to allocate to bonds. Cash offers only negative real returns, credit spreads remain volatile and munis are quite rich after a strong run. Should investors go back to viewing bonds as the ballast within a portfolio instead of always swinging for the fences and chasing yield? Hear Andrew Chorlton's views on the current market and why he thinks investors are better suited with a flexible approach to fixed income; one predicated on longer-term time horizons. Because in today’s environment, the only way you capture the liquidity premium is through time.
Derek Bradley, Panacea Adviser & John Joe McGinley, Glassagh Consulting
Panacea Adviser is delighted to have once again teamed up with Glassagh Consulting for the latest in our series of free ‘Better Business’ webcasts to support and educate advisers.
If you have clients who use your business on a regular basis find out how retainers can establish real and lasting value for your business and create customer loyalty.
Whilst retainers are commonplace in many service professions their adoption has been slow in financial services.
Panacea and Glassagh Consulting will explore with you:
- What a retainer programme could look like for your business
- The power of retainers in establishing long term client loyalty
- Why retainers makes you attractive as a strategic alliance for other professionals
- Why retainers can be your Trail of the future
A powerful tool to help you establish your retainer model now
Louise Beaumont, Matthew Hinkley (AltFi Advisory), Paul Sullivan (Modedaweb), Charlotte Petris (Timelio),Tania Ziegler (CCAF)
Whilst it is no longer a new idea, P2P lending still has a lot of hype around it and the opportunities within it for the future. Investment in this sector is increasing and SMEs are benefiting greatly from it.
In this panel session we will discuss:
-the alternative lending sector and how it can help SMEs obtain the capital they need for growth
-benefits for SMEs to sustain a healthy cashflow
-what role do government agencies play in AltFin?
-recent developments when it comes to AltFi in the real estate market
Johanna Pugh (Misys), Taylor Gerring (Ethereum), Hugh Halford-Thompson (Blockchain Tech Ltd), Kush Patel (Tallysticks)
Whilst many are familiar with blockchain technology, it has not made as big of a splash in the lending industry yet. Blockchain’s part in lending is not limited to securing a bitcoin loan. Join our panel of experts as they discuss the following:
-how blockchain can help small businesses and organisations in emerging markets
-can lending really be 100% transparent when on the blockchain?
-what are some of the reasons why businesses are still hesitant to lend and borrow on the blockchain?
-what are the regulations and compliance restrictions with this technology?
-who are some of the start-ups that are using this technology successfully?
Watch Part 1 of Blockchain: The Last Chance for Banks to Reinvent Themselves - http://bit.ly/24QmXXK
Watch Part 2 of Blockchain: A reality check: blockchain in financial services - http://bit.ly/1R6gCx9
Konstantin Rabin (Kontomatik), Michael Ping (BlackHawk Investments), Philip Rakhou (CLSA)
Lenders today can benefit from a much wider range of the data to conduct credit scoring and KYC. Even though the technological backbone of lending certainly helps to perform better, the competition is on the raise too.
Attend this panel session where we will take a look at the main technological, operational and marketing KPIs for a successful online lender.
JS Gourevitch, Nathan Naidoo (Vodafone), Louise Holden (Mastercard), Chris Denny (Loot), Kyai Mullei (M-Changa), Maxim Thorne
Fintech has demonstrated in emerging countries that it can contribute efficiently to financial inclusion and sustainable development. Mobile payments, Mobile lending and savings and other services/products are providing new ways for excluded people to be better integrated and reach a better financial and social position.
Join this webinar where the key points that will be tackled include:
-Issues existing in developed countries despite an attempt to develop new solutions through regulation/legislation (e.g. universal bank accounts) and fintech could be providing new tools to address considerable needs in the US and Europe
-P2P lending could unlock some market segments that are very badly addressed by incumbent banks (e.g. SMEs/SMBs Lending, Mortage markets)
-Easy to use mobile/digital banks targeting the unbanked markets or markets such as students and foreign students that are either left unaddressed or badly addressed by incumbent banks would bring new positive contributions to financial inclusion.
Nadja Schlossel (Figo), Sergio Chalbaud (Fintonic), Joel Perlman (OakNorth)
The mobile world and mobility in general has opened many doors for small businesses and regular individuals who want to benefit from the P2P trend.
Join this session where we will discuss:
-Understanding individual customers' needs and how to create a product for the user
-The does "going mobile" really mean?
-Discussion of use cases with mobile lending
-Mobile banking adoption rates, APIs, Big Data, Biometrics, security concerns
David Brear (TDG), Kathryn Petralia (Kabbage), Sophie Guibaud (Fidor), Shaun Ledgerwood (Niu), Richard Sunman (Nostrum)
The lending industry has definitely been disrupted, with P2P lending leading the way. But with recent developments and incumbent organisations trying to play catch up, will Fintech be the main or alternative solution for the lending industry?
In this panel, we will discuss:
-Why consumers are choosing fintech lending platforms over more traditional ones
-What are some of the benefits that banks still offer in this space?
-What does the lending environment look like in 2016?
-What are some of the things new fintech companies can do to become the main lending solution?
Derek Bradley, Panacea Adviser & John Joe McGinley, Glassagh Consulting
In our latest in a series of ‘Better Business’ webcasts, Panacea Adviser is delighted to have oncea gain teamed up with Glassagh Consulting to produce a FREE ‘Bento for One’ webcast to support and educate advisers.
New technology and consumer behaviour are driving a socio-economic tsunami with the ascendancy of the informed consumer and the growing fashion of self-service. So, any individual or business that does not prepare for the changes it faces is in danger of missing out on the opportunities that every change always brings.
Remember, the asteroid that ended the world of the dinosaurs also allowed the rise of the mammals.
Change is a constant of life and business, so in this latest webscast, John Joe McGinley of Glassagh Consulting will provide some simple but effective techniques and tools to help you manage the stressful and sometimes time consuming experience it can bring.
Kristian Sørensen (Norfico), Killian Clifford (Mobile Money Consulting), Richard Johnson (Mobile Money & Fintech Advisor)
While the talk about mobile payments has been going on for almost a decade mass adoption has mainly been taking place in emerging markets. P2P solutions have been successfully deployed while mobile payments at POS has struggled despite one successful NFC pilot after the other. However this seem to change with the emergence of the so called “OEM Pays”: Apple Pay, Samsung Pay, Android Pay and perhaps soon WindowsPay?
Topics to be discussed:
•Has the OEM pays hit the spot for what the market wants for mobile payments?
•Are the OEM pays to deliver payments or to sell handsets?
•While off to a good start (in terms of hype) – what will it take for them to succeed?
•What about the Banks – what are their role going forward?
oDo they risk losing the customer relation (or at least control of the channel)?
oWill the banks face the same “dumb pipe” dilemma as the MNOs did?
•What about the schemes
oWill the global scheme strengthen their role and position in the value chain as part of mobile payments?
oWill mobile payments strengthen or weaken local schemes?
•Tokenisation is playing a central role in most new solutions – including bank branded HCE solutions as well as the OEM pays.
oIs tokenisation a bigger strategic play than mobile payments in itself?
•Value added services - everyone talks about them as the next big thing in mobile commerce
oHave we seen any good case stories beyond pilots for value added services?
oWhat will drive these services to success?
•Is mobile payments just the first step towards connected commerce?
•Who is likely win the “game of phones”?
Today’s concept of a manager is about people development, being supportive to a variety of needs, having techniques to help you manage your own mood, put others in ‘good humour’, be resilient, self-motivated and motivate others amongst other more technical skills is a must. Being the ‘go-to manager’ that is approachable and supportive when others need you are all part of the skills needed in today’s working environment. Laughology understands the role of the manager has changed, in fact even using the term manager seems old fashioned. Team leaders, people leaders or even just leaders seems more apt. It’s all about knowing how to stay on-top in order to keep your team on-top, happy, supported and feeling good. Understanding more about the brain and how it works helps people and organisations increase their ability to recognise their potential and ability, to take on challenges, persist and develop. We call this Growth-mind set, developing people by encouraging high –expectations and supporting them through this process.
Developing and supporting happy teams (what-ever you like to call yourself) starts with developing the individual. At Laughology we understand and have researched the principles of happiness and how to create teams and individuals that are emotionally flexible. We understand happiness is about understanding human beings, not about processes and systems but developing humans to help them reach their potential and in turn they will commit to helping the organisation reach theirs.
David Parker (Polymath Consulting), Avinash Agrawal (Bankable), Lu Zurawski (ACI Worldwide), Sarah Hynes (WorldRemit)
Banks have always had a strong hold on the payments industry, but now with the emergence of Fintech start-ups, there is a definite threat in the environment. Many banks have been investing in Fintech companies, which makes some wonder if they are doing this as a precautionary measure or maybe there is a genuine desire for partnership.
In this webinar, we will tackle:
-With banks offering security, and new players providing convenience, is there a middle ground we can reach?
-The benefits of digital transactions
-Changing consumer preferences
-Key challenges in the disrupted payment environment
-Predictions for 2016: will banks collaborate with the Fintech companies? Will there be more innovations within banks?
Simon Jackson, Executive and Sales Coach, Aecern Coaching
Today’s fast moving, highly competitive marketplace is placing unprecedented pressure on organisations and individuals to develop and change. From taking advantage of technology innovations to capitalising on the opening up of global markets, protecting ourselves from economic uncertainties to understanding the expectations of our customers and workers; the need for strong leadership has never been greater. Why? Because everything rises and falls on leadership.
And leadership is not about position or job title. Leadership is about the person. Strong leaders give hope and confidence. They provide the optimism that leads to success and achievement, an optimism that can so easily be affected by uncertainty and change. Leadership is a skill that can be learnt and developed.
In this webinar Simon Jackson will share his experience and insight that has been gained over many years working with leading global brands on transformation initiatives that have focused on leadership development and change programmes. We will explore the essential elements of leadership and how our behavior so significantly affects those around us. We will look at the inner game of leadership to understand how our own thinking may be holding us back.
If you are an experienced leader, how do you know how you are doing? Whether you are an experienced leader or you are aspiring to lead others, we all have the ability to grow and become better leaders.
Thought Leadership for Financial Advisors (TLFA) provides Registered Investment Advisors (RIA) and fee-only financial advisors with practice management insights. You can find industry luminaries presenting weekly webinars on topics such as social media, marketing, referrals, engaging the affluent, compliance, life planning, retirement planning, and succession planning.
You can attend the webinars at no cost and will be able to submit real-time questions to presenters during the live online events. If you are unable to attend a webinar live, you can also view it afterward on demand.