All successful financial advisors face a turning point in their career . . .
Most succession planning presentations are focused on the sale, the price and the terms. This webinar will focus on helping you determine what really matters and your options. How do you prepare the practice, honor your clients, your employees and your family? How can you be successful in transitioning to your next phase of life and work?
Marty Kurtz, CFP® has been in the midst of his own transition journey from the successful practice he built. Elizabeth is Marty’s consultant as well as consultant to numerous advisors and firms at varying stages of their professional lives. She retired from her own practice several years ago. Both Marty and Elizabeth are former presidents of the Financial Planning Association and thought leaders in the industry.
Elizabeth Jetton, CFP®, Co-Founder of Directions for Women and of Turning Point
Success stories from the field about how advisors are building their skills and using “participatory learning” processes such as the Circle and World Café to attract, retain and add meaningful value to clients.
Since 2012, BrightTALK has featured highly rated sessions by Elizabeth Jetton, CFP®, on “Circle Practice: the art of changing the conversation with women about money.” Elizabeth is returning with an update:
-WHY we need to become “conversational leaders” and
-WHAT we are learning from advisors who are hosting client and community gatherings and adding this new element to their practice.
-WHY new ways of engaging with clients and potential clients is critical in the 21st century.
Tips, advice and thought leadership to help build your business
Hear from a range of industry experts on interesting and unique ways to better market your practice among the high-net-worth audience. Topics include practice management, social media, referral marketing, blogging, connecting with clients and so much more.
2 Minutes on BrightTALK: Planning Your Firm's FutureDavid Canter, EVP, Practice Management and Consulting, Fidelity Institutional Wealth Services (IWS)[[ webcastStartDate * 1000 | amDateFormat: 'MMM D YYYY h:mm a' ]]2 mins