Communication Planning Seminar 
Nerd's Eye View
APRIL 30, 2024
What's unique about Troy, though, is how his firm's emphasis on driving organic growth through a multi-pronged marketing strategy, including a radio show, in-person seminars, and most substantively and scalably, a YouTube channel, that has allowed the firm to grow its AUM from $85 million to $750 million during just the past 5 years.
Nerd's Eye View
JULY 13, 2023
Establishing successful client relationships as a financial advisor relies on good communication skills not just to present information persuasively and with confidence, but also to establish client rapport that allows meaningful and engaging relationships to be built.
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Steve Sanduski
APRIL 8, 2025
It’s a title that speaks to his firm’s intentional, comprehensive planning process. Keen Wealth’s checklist-driven financial planning process. Using a vision for the future and community impact to attract and retain top talent. Seminars don’t work. And again, it’s consistency.
Million Dollar Round Table (MDRT)
JULY 10, 2022
By Mike Beirne, MDRT Round the Table editor Try these ideas from the 2022 MDRT Annual Meeting speakers about referrals, communications and marketing. 2) The two-seminar strategy. I host two types of seminars. The other is a lunchtime seminar on the weekend for clients to bring their family and friends.
Million Dollar Round Table (MDRT)
APRIL 30, 2023
Now imagine you did a seminar targeting the general public and you filled the room. Sometimes agents and advisors hold seminars with an educational theme, but without the message of, “Here is how I can help you.” People still do seminar mailings. It attracts the target audience. What are you going to tell the other 95%?
eMoney Advisor
FEBRUARY 9, 2023
If you are looking for opportunities to grow your business, expanding your services to clients at all stages of the financial planning lifecycle creates new opportunities for you to reach those households in search of professional advice. People in this stage may have just graduated from college and recently joined the working world.
FMG
SEPTEMBER 16, 2022
Meeting with your clients outside of the office and getting them engaged with your community planning is crucial for establishing strong relationships. Whether retirement planning, technology seminars, or education planning, community events are an efficient way to share your experience with others in your community.
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