Marketing Smarter: 6 Steps to a More Profitable Client Base
Are you seeing a clear ROI on your marketing, networking, and seminar efforts?
The most successful financial advisors use niche marketing to stand out from the crowd. Before you change your marketing strategy, however, you must 1) learn the difference between niches and ideal clients, 2) create an ideal client profile, and 3) determine the best ways to market. Discover the simple secrets of marketing with niches and ideal client profiles before you waste your time and money on strategies that don’t work.
Today, decide to work with high-quality clients who value your services and the expertise you bring to the table. Attend this workshop and we’ll show you how.
What You Will Learn:
- The vast difference between niches and ideal clients
- How niching helps you stand out from your competition
- 6 steps to create an ideal client profile that brings you AAA clients and a more profitable firm
RecordedJan 9 201349 mins
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Join us for a live webcast of the 2019 Macroeconomic Outlook, where Henry and Eric will address topics we believe will be important in the incoming year, including:
· US Federal Reserve’s current approach to raising rates and reducing liquidity
· Impact of trade relations on economic growth
· Outlook for equity markets
· The future of corporate debt markets
· Diversification opportunities and volatility risks
Shelly Antoniewicz, ICI | Will Rhind, GraniteShares | Mike Venuto, Tesoro Investors | Chris Buck, ROBO Global
The flexibility of ETFs provides investors with the ability to gain exposure to a variety of asset classes and markets while controlling for market turbulence. What strategies are being employed, and what does the market look like now?
This webinar will gather leaders in the field to discuss top level outlooks on the global economy, as well as deep dives into how ETF strategies are being used across asset classes and markets.
Topics to be covered:
- Broad Market Outlook
- Equity Markets
- Emerging Markets
- China and APAC
Shelly Antoniewicz, ICI
Will Rhind, GraniteShares
Mike Venuto, Tesoro Investors
Chris Buck, ROBO Global
Travis Robinson, Craig J. Lazzara, Pollyanna Harper, Linda Zhang, Tony Watson, Deborah Fuhr
With ETFs continuing to grow in popularity, does Active Management have a place in the market? And, with so many proponents of Passive management, what are the contrarian voices saying?
Thought Leaders on both sides of the aisle will discuss:
* How to blend ETFs in a passive portfolio?
* How to use Equity ETFs as an active strategy?
* Can Alpha be generated with Smart Beta ETFs by producing more than marginal returns?
Travis Robinson S&P Dow Jones Indices
Tony Watson, CIO, Portfolio Solutions
Pollyanna Harper - Director - BlackRock
Linda Zhang, PhD - CEO and Founder - Purview Investments
Craig Lazzara - Managing Director - S&P Dow Jones Indices
Deborah Fuhr, Managing partner & Co-Founder, ETFGI
Paul Ellis, Jeffrey Gitterman, Benjamin Yeoh, My-Linh Ngo
“Doing well by doing good” is catchy, but it was often seen as a nice to have rather than a requirement. Sustainable Investing was a popular thing to say your firm does, but it was often seen as a “side dish” to real investments. This perception is changing, yet there is still work to be done. The challenge remains: How can ESG & Sustainable Investing create profit?
This panel will features leading experts in ESG & Sustainable Investing that will explain why ESG & Sustainable Investing is profitable, share profitable strategies across asset classes, and explain how to implement at your organisation.
This session will provide you with an appreciation of the history of ESG & Sustainable Investing, understand the challenges inherent in investing, and ideas on how to create profitable investment strategies.
Benjamin Yeoh, Senior Portfolio Manager, RBC
Jeffrey Gitterman, Co-Founding Partner, Gitterman Wealth Management
My-Linh Ngo, Head of ESG Investment Risk, BlueBay Asset Management
Paul Ellis, Sustainable Finance Consultant, Paul Ellis Consulting
Heinrich Hugenschmidt, Jordan Kimmel, Jon ‘JB’ Beckett, Marguerita Cheng
There is a buzz around responsible investing and, as the market enjoys a creative phase, there are still tough questions to be answered along the path to mass adoption across the ecosystem.
In this session, our panel of experts will share their take on the market outlook heading into the second quarter of 2018 with a focus on Environmental, Social And Governance (ESG), Socially responsible investing (SRI) and Impact Investing.
Key themes to be discussed include;
* Investor appetite vs market supply
* Unbundling of the responsible investments
* Manual approaches and hybrid innovations
* Regulatory environment and developments
Join this live Q&A panel session to engage with and hear from key industry experts with interesting and contrarian views on the market for responsible investments.
Heinrich Hugenschmidt, Advisor to Family Offices and Asset Managers
Jon ‘JB’ Beckett, Director and UK Representative, Association of Professional Fund Investors (APFI)
Marguerita Cheng, Chief Executive Officer, Blue Ocean Global Wealth
Jordan Kimmel, Portfolio Manager, Gitterman Wealth Management, LLC
In an effort to address some of the key concerns for investors surrounding cannabis we will:
· Examine recent legislative developments in a number of countries, most importantly Canada and the United States and the subsequent growth in demand.
· Define key terms and important distinctions between medical and recreational cannabis.
· Focus on the legalization of medical cannabis in a growing number of jurisdictions which has led pharmaceutical companies to invest in cannabis-based medicines, as well as alternatives based on synthetically produced cannabinoids.
· Chart the growth of business opportunities across the full spectrum of the cannabis industry – both medical and recreational – including the tentative entry of big players into the market.
Enhanced investor due diligence is required to address the legal, operational, financial and reputational risks the industry is facing – largely as a result of regulatory uncertainties and inconsistencies. We will examine some of the pitfalls of an industry in its infancy.
Curtis V. Cloke, CEO & Founder, Thrive Income Distribution System
Building retirement plans that can last a lifetime is the prize of every retirement planning professional and retiree. When retirement plans are “Built to Last”, longevity risk is the number one retirement risk for most retirees (especially when protecting two people for a lifetime). Retirement practitioners need to consider major risks associated with the distribution phase, different from the accumulation phase. Understanding what retirees want and what keeps them up at night are the major elements for financial professionals to resolve and solve for their pre-and-post retiree clients.
It is important to build investment allocations that create a base of income that cannot be destroyed, one that cannot be outlived, and when done correctly, protect principal in the event of early death. Investing solutions should focus on income flow, discretionary liquidity, growth opportunities and legacy goals. During this session, we will address many myths and biases that surround these questions and show you how building a retirement income floor that incorporates insurance guarantees can help clients meet their emotional and financial needs for a lifetime.
In this program, you will learn about:
- Promised Based Income: Luck vs. Skill (Predictable vs Unpredictable)
- Liquidity: Understanding the “Illusion of Control”… FOMO (fear of missing out)
- The top five risks to mitigate in retirement
- How to take a “basket of products approach” (agnostic approach)
- The benefits of: “Buy income and investing the difference®
- Divide and Conquer Strategy:
- Providing income that lasts a lifetime
- Providing an opportunity for long-term growth, discretionary liquidity and legacy goals
Lorraine Ell, CEO & Senior Financial Advisor, Better Money Decisions
Despite the rise in interest rates of late, creating income from an investment portfolio to fund retirement is still challenging for most. The oft quoted standard of a 4% withdrawal rate has proven to be untenable, as well as not necessarily appropriate in every investor’s situation.
So how can investors develop a workable retirement income scenario? Lorraine Ell, CEO of Better Money Decisions has helped clients create retirement income for decades. Learn from an expert how to:
- Identify your needs and wants
- Find the right level of risk
- Manage cash flow in up and down markets
- Boost yield with high income producing instruments
- Position assets to maximize returns
For the best part of a decade, delivering income has been a battle. Low interest rates and bond yields have pushed investors to take greater risks to achieve high income. As US interest rates rise and bond yields spike higher, has the landscape changed? With cash potentially delivering an income in real terms, are we back to a more normal environment of bonds for income and equity for growth? What does this mean for portfolio positioning today?
Marguerita M. Cheng, Chief Executive Officer, Blue Ocean Global Wealth
Jamie Hopkins, Director of the New York Life Center for Retirement Income
Tom Hegna, Economist, Author and Retirement Planning Expert
Most of us have heard about crypto “currencies”, ICOs and the tremendous volatility and risks involved. Is there any rationality in this space? Is there any room for a more traditional investor – or is investing in crypto anything but a crap shoot?
The fact of the matter is that there is already quite a broad range of investments available in the crypto space, many of which carry far less risk and a far higher level of security than one might believe from general media reporting on the crypto sector.
This session will briefly touch on all of the major categories of investments in the crypto space and then focus on the various fixed-income and pseudo-fixed-income investments which already exist. It will conclude with a brief look at where the sector is going – which we know with relative certainty because the “fiat” space (the traditional financial sector) has already been there…
Timothy is the founder and the primary Principal of Crypto Asset Management, LP ("CAM"). Prior to founding CAM, Mr. Enneking was the founder and investment manager for the Crypto Currency Fund (“CCF”), one of the world's first private funds focused on cryptocurrencies.
Prior to operating CCF, Mr. Enneking founded and managed Tera Capital Fund, a fund of funds focused on Eastern Europe (established in 2004). Simultaneously, in 2013, he was engaged to manage the world’s first Bitcoin fund.
Mr. Enneking also has extensive M&A experience, having completed more than 70 transactions with an aggregate transaction value of over US$12 billion. He speaks near-native French and Russian, as well as German. He has five university degrees, all in international business and law.
William J. Costigan, Director, Guggenheim Investments
While the U.S. economy remains on solid footing, exogenous risks threaten asset values, market confidence, and the strength of the U.S. economy. The Fixed-Income Outlook webcast features Guggenheim Investments’ Bill Costigan, Director, Portfolio Management.
Exclusive insights to cover:
* What are risks of a full-blown trade war?
* Is Fed policy heading into restrictive territory?
* What fundamental concerns are rising in credit markets?
* Will investor confusion prevail as the mid-2018 theme?
In this webinar Breana will give you insight into the challenges facing banks including;
* Changing consumer dynamics
* Complying to rapidly changing regulations and global impacts
* Remaining competitive with Fintech disruptions
* Challenges with legacy systems and bad data
The world is changing and whilst you're reading this; the speed of change is increasing even further. What this leads to no one knows - the future of financial services could be "anxious and challenging" or "brilliant and full of opportunities".
Will customer centricity still be the mindset? What about “AI-first”? Or will we jump into the next phase of life?
In this session, Vincent Fokke, CTO FS Benelux, Capgemini, will walk you through the future of banking touching on key themes including;
* AI First as starting point
* Branch “office" or not…
* PLC V4.0
Join this session and start tomorrow's conversation today.
James is a globally recognised expert and innovator, published author on the innovation agenda and expert marketer and business strategist. He runs Springwise, which he founded as an incubation and analysis platform for great innovation agenda themes and ideas, and also is a serial adviser to notable organisations on innovation and evolving strategy, not least Capital D – a Pan European Private Equity Fund.
In this webinar, investors will be exposed to new investing ideas in the Impact Investing space - who is doing well by doing good, who is creating the future, and how can you get involved? These questions will be answered in this webinar
Simon Foster, Javier de Rocafort, Rob Garrett, Johann Bödecker, Hardeep Rai
Legacy is a key for Ultra High Net Worth and as such Family offices are increasingly seeking purpose and lasting impact in their investments.
What initiatives exist that HNW & UHNW can get behind? Once identified, how can they start an initiative and ensure that it has a lasting impact?
This webinar will cover:
* Creating meaningful impact – identifying strategies
* Aligning impact to measurable success – profit with purpose versus philanthropy
* Technological measurement of impact focus
* ESGs and SRI – creating a personal and organisational roadmap
* Energy, Healthcare, Education, Agriculture in focus with from an impact standpoint
You'll leave this webinar with an understanding of who the players are, what they are doing.
Johann Bödecker, Founder and CEO, Pentatonic
Simon Foster, Chief Executive Officer, TY Danjuma Family Office
Hardeep Rai, Founder and Managing Director, Kaleidoscope Investments
Javier de Rocafort, Chairman, Deer Valley Capital and the Quimera Project
Global capital and traditional banking has ignored the whole SME space. Incidentally, this SME space may have the biggest social impact if it could be better financed. There is huge opportunity if investors know where to look.
This webinar will discuss the how and why this market has opened up, who is involved, and where you can go to find the deals.
Deal Flow remains an issue for family offices. Where can you find more investing ideas, and how do you filter the good from the bad? Do you have the right connections, and are you tapped into the right networks, to get deals that are seemingly only seen by Investment Banks?
In this webinar KP Reddy will outline 7 considerations that Family Offices are taking to find new deals for investments, including Expertise, Alternatives & Equity Debt Hybrid models.
While Family Offices do rely extensively on the human touch to create and nurture relationships, technology can enable humans to do jobs that need to be done but still low-value.
Indeed, this is becoming a selling point, but how can you know what tech is worth it vs. what tech is just fun to say you have?
Further, what new business models exist that are driving value for clients?
This webinar will explore;
* Future tech that will enable increased output: BlockChain, AI & Automation
* Non-office technology that enables human connection: health & travel hacks
* What the best Family Offices are using to service their clients
* How to identify where you can be more efficient in your operations
You'll leave this webinar with an understanding of what technology exists to streamline operations, cut your work in half, and make you physically able to work more effectively, and what new business models exist.
Marc A. DePaul, J Jack Family Office
Michael L. Kalscheur, CFP®, Senior Financial Consultant, Castle Wealth Advisors, LLC
The US Financial Advisors Channel 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.
Marketing Smarter: 6 Steps to a More Profitable Client BaseMaria Marsala, Strategic Business EduCoach(TM), Elevating Your Business[[ webcastStartDate * 1000 | amDateFormat: 'MMM D YYYY h:mm a' ]]48 mins