Advisor Perspectives

JUNE 15, 2023

Seminars and workshops are a costly and exhausting way to acquire high-net-worth clients.

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Clients 40

Nerd's Eye View

AUGUST 23, 2022

In this episode, we talk in-depth about how Shari developed her 5-prong “Maximize the Return on Life” approach with clients and how she and the rest of the advisors in her firm iteratively built over time their “CFO Family Checklist” of planning issues to discuss with clients, how Shari’s firm uses the Diamond Teams approach (..)

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XY Planning Network

OCTOBER 14, 2024

So you’ve set up your books, perhaps in one of our Set-up & Training Workshops ; now what? Keeping your books clean and up to date is essential, especially in the highly regulated financial services industry. Auditors will request a Balance Sheet, P&L, General Ledger, and Reconciliation reports.

Budgeting 104

Budgeting Financial Services Accounting Fee Only 104

Indigo Marketing Agency

FEBRUARY 12, 2020

The post How To Choose Your Niche & Create A Radically Relevant Marketing Message (Workshop Webinar) appeared first on Indigo Marketing Agency. Once we cover the 7 steps, we’ll walk you through exactly how to articulate your radically relevant message. Register to save your seat at the webinar today !

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Marketing Marketing Clients Financial Advisor 52

Steve Sanduski

AUGUST 14, 2024

Last year, the most-attended workshop was one on year-end tax strategies. We do a countdown in that workshop at 60 minutes of the top 10 tax strategies that we see high-net-worth consumers tend to miss. And then the other aspect of it is we create a written version of those workshops as well.

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NAIFA Advisor Today

MAY 10, 2023

Lara Galloway is the SVP of Channel Management at White Glove , a marketing and management firm helping financial advisors connect and engage with quality leads. Lara collaborates with White Glove’s Resource Partners to provide educational resources to financial advisors on marketing practices, practice management, and presentation skills.

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Financial Advisor Education Management Marketing 52

Million Dollar Round Table (MDRT)

SEPTEMBER 12, 2022

We still do radio shows and educational workshops but with a new twist. For instance, vinyl record players, once considered outdated technology, are making a comeback in the modern music scene. The same is true in our profession. We still do client events but with a new twist. What are some other old but new ideas?

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Marketing Marketing Education Media 76

Million Dollar Round Table (MDRT)

OCTOBER 23, 2022

By Sandy Schussel As I was preparing to present a workshop in Indiana to a room full of young financial advisors, I overheard a small group of them discussing fishing. Chris,” I called out to one of them at the beginning of the workshop.

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Clients Financial Advisor Marketing Marketing 67

Tobias Financial

SEPTEMBER 9, 2022

Our COO Edgar Collado will be leading a workshop “Sourcing Capital for Your Business” for The Lauderhill CRA Small Business Academy on September 13 th at 6:00 P.M. During the workshop facilitated by SCORE, Edgar will offer his thoughts on bank lending, venture and angel capital, alternative financial strategies, and private investors.

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Banking 52

Investment Writing

MARCH 4, 2024

On this blog—and in my writing workshops —I’ve written about things that affect reading ease. I’ve focused on the average number of syllables per word, words per sentence, and sentences per paragraph. However, Harold Evans’ Do I Make Myself Clear?

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Commission Numbers Investing Investments 96

NAIFA Advisor Today

JULY 8, 2024

Jump in to discover how Walter can help make you more productive this summer from workshops to books to Apex! : How a Shark, Suckerfish, and a Parasite Teach Your Leadership, Mentoring, and Next Level Success.

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Risk Management Guru

SEPTEMBER 22, 2021

It will be 5 days of the most interesting workshops and will occur between 11th and 15th of October. This event is considered to be the biggest virtual conference about Risk Management topics, delivering more than 50 interactive workshops with more than 30 speakers, including the best Risk Management professionals in the planet.

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Risk Management Government Management Planning 52

MazumaBusinessAccounting

JUNE 30, 2021

Say there’s a seminar, class, or workshop that could help you gain important skills for your business. That includes books, travel to and from seminars, meals purchased while attending a workshop, etc.

Taxes 98

Taxes Insurance Education Retirement 98

Nerd's Eye View

MARCH 14, 2023

And be certain to listen to the end, where Nancy shares how she coped with failing her Series 7 exam 5 times in the span of a year before she realized she may have a learning disability and then after consulting with her doctor, she was able to find the right medication for her that improved her focus so much, that years later she got the highest grade (..)

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Management Financial Advisor Clients Wealth Management 130

NAIFA Advisor Today

JULY 20, 2022

Lifetime was founded on giving financial education workshops. Lifetime Financial Group Owner Jay Meneely has been a loyal NAIFA member since 1983. Now, his whole team benefits from NAIFA membership. Education First. As Meneely says, “We're an educational firm that specializes in the delivery of financial products.”

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Education 52

Integrity Financial Planning

JANUARY 6, 2023

It entails interactive workshops, artisan coffee and coffee cocktail stalls, as well as food stands, live music, and art exhibitions. Taking place in the heart of vibrant London, the London Coffee Festival brings together coffee lovers and professionals, offering an enriching three days of java-infused fun.

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Retirement Food Financial Planning Retail 91

NAIFA Advisor Today

MAY 23, 2024

Prior to NAIFA's Congressional Conference, our new partner, Stonewood Financial, provided a workshop titled, Protecting Your Clients (and Their Retirement) from Washington. Becky Ruby Swansburg and Neil Wilding both presented during the morning and are both authors, along with Becky's father, Martin H.

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Distribution Retirement Clients 52

Steve Sanduski

OCTOBER 1, 2024

We would do the dinner workshops. So we tried to do webinars and we did these dinner workshops and that didn’t necessarily work out. We’ll do a short-form class in a form of a workshop, we do a ton of webinars, and then we build a lot of content in regards to white papers, blogs, and so on. Thousands of them.

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Financial Advisor Marketing Marketing Clients 59

Integrity Financial Planning

APRIL 21, 2023

There are many types of painting to consider, such as oil, watercolor, or acrylic, and many classes and workshops available to learn new techniques. Many retirees find painting to be a therapeutic and meditative activity that allows for self-expression and creativity.

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Retirement Financial Planning Planning 92

Trade Brains

FEBRUARY 13, 2024

Workshops RVNL has expertise in planning and delivering State-of-the-Art railway Workshops and improving the capacity of production units. It has completed 13 workshop projects till 2021-22. During this financial year, it completed 4 workshop projects and 1 metro depot.

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Commission Government Budgeting Transportation 59

NAIFA Advisor Today

AUGUST 6, 2024

This conference brings together industry leaders and professionals for a dynamic series of events, workshops, and networking opportunities designed to advance the financial services industry. The award will be presented during the Apex/National Leadership Conference at the historic Arizona Biltmore from September 19-21, 2024.

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Insurance Financial Services Financial Advisor Education 52

Advisor Perspectives

SEPTEMBER 4, 2024

This week I had the chance to run a half-day workshop helping seasoned, successful advisors learn techniques for emerging as strong leaders, so I’ll share some of the information here in this column.

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Trade Brains

JUNE 5, 2023

The sum has been deployed to build a module workshop, a large crane, a new wet basin to hold vessels, a submarine workshop, etc. In this section, we will try to get some sense of what lies ahead for the company and its investors. MDL has been working towards modernization with a huge capital expenditure of Rs 900 crore.

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Planning Government Sales Portfolio 97

Steve Sanduski

APRIL 3, 2023

How Schwab distilled its Diversity, Equity, and Inclusion (DEI) culture strategy into a five-part workshop. Resources Related to This Episode Building an Inclusive Firm Learn more about Schwab’s culture workshops for RIAs. Lowering the waterline on your Cultural Iceberg.

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Clients Financial Services Consulting Education 52

NAIFA Advisor Today

MARCH 7, 2023

Under the partnership, Advisorist will feature six NAIFA members in their live weekly Virtual Advisor Power Hour (VAPH) workshops in 2023. Led by CEO Jeremiah Desmarais , Advisorist is a group dedicated to helping insurance and financial advisors generate qualified leads and appointments to help their businesses grow.

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Financial Advisor Insurance Media Sales 52

Indigo Marketing Agency

JULY 1, 2024

Host Educational Workshops and Webinars Educational events, such as workshops and webinars, are a great way to demonstrate your skills and give possible clients something of value. Hosting classes and workshops shows your expertise and gives potential clients a chance to learn more about you.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

International College of Financial Planning

JANUARY 31, 2024

These include certification programs, professional development courses, and specialized workshops, each offering unique benefits and learning experiences. Specialized Workshops: Workshops offer practical, hands-on experience in specific areas of finance, ideal for those looking to gain specific skills in a short time frame.

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Carson Wealth

OCTOBER 6, 2022

Sometimes, the really large corporations will offer employee benefits workshops on routine basis. If you’re working at a big company, there should be some sort of power point presentation that’s offered during the onboarding process that outlines every benefit and how it works. This is a textbook case of “Use it or lose it.”

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Education Insurance Planning Retirement 98

The Richer Geek

JANUARY 4, 2023

19:02] About his decision and the process changing hotel brands, but more deeply about the upcoming workshop in Spring of 2023 Resources from Mike Gatewaype.com | LinkedIn. [15:16] What is his criteria if he’s looking to buy a hotel, what would it be coming out of COVID, versus was it before? [19:02]

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Fortune Financial

JANUARY 11, 2024

Our team at Fortune Financial conducts interactive educational workshops for organizations and their employees. Offer Financial Wellness Programs Financial Education Workshops: Organize workshops and seminars covering budgeting, investment basics and retirement planning.

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Retirement Planning Education Insurance Retirement 59

Harness Wealth

OCTOBER 2, 2024

Tip 5: Host Webinars or Virtual Workshops Offering webinars or virtual workshops can be an effective way to share information while building relationships with your community. To attract new clients and foster long-term relationships, tax advisors could consider adopting digital marketing strategies.

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Taxes Tax Planning Marketing Marketing 52

Indigo Marketing Agency

FEBRUARY 12, 2024

Educational Workshops and Webinars Hosting educational events, either in person or virtually, demonstrates a commitment to client education. Workshops and webinars provide opportunities to share knowledge, address common concerns, and connect with potential clients in a meaningful way.

Financial Advisor 52

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Fortune Financial

DECEMBER 23, 2022

Help Your Employees Grow With Business Workshops. If you are looking for useful financial tools and would like to have options explained to your employees, Fortune Financial offers interactive workshops that are valuable to organizations. What types of financial education does your organization currently provide?

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Planning Retirement Planning Retirement Distribution 52

Indigo Marketing Agency

MAY 24, 2021

Bill and I also co-host a workshop webinar on choosing your niche , which you can sign up for if you need help identifying a viable target market. The idea of a “tee box” branding statement came from one of my marketing mentors and dear friends, Bill Cates.

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Clients Marketing Marketing Planning 59

International College of Financial Planning

NOVEMBER 16, 2023

Digital Literacy Workshops: ICOFP regularly conducts workshops focusing on digital literacy. By integrating learning on online presence through seminars and workshops, we ensure that our students are not only well-equipped to excel in the financial world but are also savvy digital citizens.

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Indigo Marketing Agency

FEBRUARY 10, 2020

Watch this short video below now to learn more, and sign up now for our exclusive Radical Relevance Workshop Webinar with Bill Cates next week ! Once you finish the exercises in the book, you will be ready to embrace a specialty with your marketing and start winning more ideal clients.

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Financial Services Clients Marketing Marketing 52

FMG

DECEMBER 10, 2024

Educational Workshop & Dining Combine learning with celebration by hosting a financial planning session for the new year, followed by a holiday lunch or dinner for networking and mingling. Business-Focused Events Open House Invite clients to a festive open house at your office.

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