Thrive and Enhance Your Practice in a Redefined World

This webinar series seeks to empower and equip you with the strategies, tools, and resources necessary for deepening client relationships and leveraging your unique value proposition for adapting and thriving in the current environment.

 

 

Webinar Details and Registration


Thriving through Crisis: How Marketing Automation + Personalization Can Turbocharge Your Growth

Diana Cabrices, Director of Enterprise Relationships, Snappy Kraken

Lack the time or resources to create engaging content? Learn how to enhance your digital communication with clients in a crisis and expand your marketing reach with consistent, personalized messaging with an easy-to-use platform and ever-expanding library.

45 min

REPLAY

Creating Fearless Investors: How Technology Can Guide Investors through a Crisis

Todd Johnson, Director of Channel Alliance, Riskalyze

Help your clients make better decisions with their own unique risk profile. Explore a better risk measure for bear markets with award winning technology and Nobel Prize winning metrics to build better portfolios and help investors stay the course.

31 min

REPLAY

Generate Referrals Without Asking: How to Develop a Unique, Repeatable Story to Attract Clients

Chris Hylen, CFP®, Practice Management Consultant, Swan Global Investments

Learn how you can create a “referable story” that your clients can repeat to their friends and family and discover a useful, practical framework for your prospect pitch to help you CLOSE while leveraging your unique value proposition.

48 min

REPLAY

Sell Like a Top Advisor with 6-Step Sales Process

Chris Hylen, CFP®, Practice Management Consultant, Swan Global Investments

Learn how to implement a client-centered sales process for addressing client needs building stronger client relationships.

45 min

REPLAY

5 Habits of Highly Profitable Advisors

Chris Hylen, CFP®, Practice Management Consultant, Swan Global Investments

To be a billion-dollar advisor, you need to run a tight ship. From client management to team leadership, learn the 5 essential habits that will help you level up your business.

39 min

REPLAY