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
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
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
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
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
