PROGRAM AGENDA - Implement Now
Transcription
PROGRAM AGENDA - Implement Now
PROGRAM AGENDA Monday, March 16th Michael Kitces, CFP®, CLU Nerds’ Eye View, Pinnacle Advisory Group, The Kitces Report Stephanie Sammons, CFP® Wired Advisor Jay Palter Social Advisory David Mehlhorn Redtail Technology Tuesday, March 17th Blane Warrene QuonWarrene, Digital Well Podcast Josh Turner Linked Selling, LinkedInUniversity.com Julie Littlechild If Not Now Research Baz Gardner The Social Adviser Wednesday, March 18th Alan Moore, CFP® XY Planning Network Carl Richards, CFP® Behavior Gap Kristen Luke Wealth Management Marketing Jim Stackpool Strategic Consulting & Training The Client Experience Starts Sooner than You Think: Tangible Tips to Improve a Prospect’s Search for You Marketing: How to Launch Your Own Podcast Practical Tips to Deliver Real Value Through Content Curation Processes & Workflows: How to leverage your CRM to improve the experience you offer & make your life easier! Cyber security: The challenges advisors face and steps to sure up their personal and business security. LinkedIn Strategies for Advisors: the comfortable way to generate referrals Deepen Your Client Engagement: How to segment, communicate and align your service offering with your resources. How to get over ‘perfection,’ secure your online reputation and communicate your true value Technology, Improving Efficiency, and Your Great Life Keep it Simple: Communication Skills that Put the Client First 10 Ways to Achieve Work / Life Balance How to Price Your Services by Value Sessions broadcast each day starting at 10:00am PT / 12:00pm CT / 1:00pm EST. Each session starts at the top of the hour. Replays will be available for 24 hours following original broadcast time. Page 1 of 2 PROGRAM AGENDA Continued Thursday, March 19th Bill Winterberg, CFP® FPpad.com Steve Lockshin Betterment Institutional Cliff Goldstein NerdWallet Amy Mullen Money Quotient Friday, March 20th Jamie Cornehlsen, CFA AUMinaBox Scott Burns, CFA Guide Financial Sheryl Garrett, CFP®, AIF® Garrett Planning Network Sophia Bera, CFP® Jude Boudreaux, CFP® Social Financial Planner Hypermedia Skills to Help You Build Trust Online using Video RoboAdvisors, Outsourcing, and Putting Your Client First Content Marketing, Blogging, & Engaging Online Improve the Quality & Effectiveness of Your Prospect and Client meetings Turn Your Practice into a Business How to use Technology to Complement Your Advice, Attract Prospects & Deepen Your Value Fiduciary Standard and What it Means for Your Practice Digital Marketing: How to Create Your Online Success Sessions broadcast each day starting at 10:00am PT / 12:00pm CT / 1:00pm EST. Each session starts at the top of the hour. Replays will be available for 24 hours following original broadcast time. Page 2 of 2