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 !

Marketing 52

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.

Advertising 105

Advertising Marketing Marketing Clients 105

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.

40

40

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.

52

52

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.

Banking 52

Banking 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.

Financial Advisor 59

Financial Advisor Marketing Marketing Clients 59

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.

Distribution 52

Distribution Retirement Clients 52

Nerd's Eye View

JULY 13, 2023

For some, this means acquiring more credentials, while for others, it can mean devoting more time reading books and articles, listening to podcasts, and/or attending workshops or seminars.

Clients 233

Clients Financial Planning Financial Planner Communication 233

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?

Marketing 79

Marketing Marketing Education Media 79

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.

Insurance 52

Insurance Financial Services Financial Advisor Education 52

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.

Clients 69

Clients Financial Advisor Marketing Marketing 69

Nerd's Eye View

JUNE 20, 2023

In this episode, we talk in-depth about how, just months after her retirement from nursing, Tony’s mother became depressed and decided to take her own life, which made him see first-hand how entering retirement means so much more than just being financially prepared (as even though his mom was financially stable, she lacked purpose and was not (..)

Retirement 246

Retirement Clients Financial Advisor Financial Planning 246

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.

Taxes 52

Taxes Tax Planning Marketing Marketing 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

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.”

Education 52

Education 52

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.

Risk Management 52

Risk Management Government Management Planning 52

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.

Commission 59

Commission Government Budgeting Transportation 59

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.

Clients 52

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.

Financial Advisor 52

Financial Advisor Insurance Media Sales 52

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 (..)

Clients 216

Clients Planning Financial Advisor Financial Planning 216

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.

Certification 52

Certification Education Financial Planning Wealth Management 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?

Commission 96

Commission Numbers Investments Investing 96

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

Financial Advisor Marketing Marketing Advertising 52

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 (..)

Clients 155

Clients Planning Financial Advisor Financial Planning 155

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.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Ethics CFP 52

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]

52

52

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?

Planning 52

Planning Retirement Planning Retirement Distribution 52

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.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

MarketWatch

MARCH 9, 2023

Build-A-Bear Workshop Inc. stock BBW soared 12% in premarket trade Thursday, after the maker of teddy bears and other soft toys topped estimates for its fiscal fourth quarter. Louis-based company posted net income of $20.5 million, or $1.39 a share, for the quarter to Jan. 28, down from $24.1 million, or $1.48

Marketing 40

Marketing Marketing 40

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.

Retirement 91

Retirement Food Financial Planning Retail 91

MainStreet Financial Planning

MARCH 8, 2024

Local Workshops and Events : Check out local wellness centers, yoga studios, or women’s organizations offering workshops, retreats, or gatherings centered on self-care practices. I dedicate time each day to reflect and journal, using resources like Jenna Kutcher’s 5 Minute Reflection. The options are endless!

Budgeting 52

Budgeting Healthcare Planning Financial Planning 52

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.

Retirement 92

Retirement Financial Planning Planning 92

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 (..)

Management 130

Management Financial Advisor Clients CFP 130

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.

Planning 97

Planning Government Sales Portfolio 97

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.

Clients 59

Clients Marketing Marketing Planning 59

Midstream Marketing

NOVEMBER 8, 2024

Hosting Webinars and Online Workshops for Direct Interaction Webinars and online workshops are a great way to connect with potential clients. Focused SEO efforts can bring in targeted visitors to a financial advisor’s website. This can lead to more lead generation and help the business grow.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 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