Webinar Archives 2009

TOPIC: “Building Trust in The Financial Planning Process- Questions Every Financial Adviser Should Ask”

This  webinar was held on 21st August 2009

The answer is in your question… The ability to ask great questions consistently is uncommon, especially in the financial planning process. Yet the quality of the questions you ask as a financial planner often determine the quality of the answers you get from your clients and set the ‘tone’ for not only the meeting, but sometimes the entire relationship. In financial planning a well timed, relevant and perfectly articulated question can not only unlock hidden information that is crucial to tailoring quality advice but it can also remove barriers, engage  clients in the process and build rapport and trust over time. How good are you at utilizing questions as a client engagement tool?

TOPIC: “Building Trust In The Financial Planning Process- The First Meeting”

This  webinar was held on 14th August 2009.

If you are a new adviser that wants to have tools and resources for creating trust from the word go in the first client meeting process, or you are an experienced adviser looking to freshen up your approach in the first client meeting, this webinar will give you some of the available behavioral tools. This session will focus on the first meeting process and will break down this process piece by piece-in a behavioral context. We will explore the meeting from the clients point of view and give you 'how to' tools to enable you to engage and connect with your client in a way that builds the foundations of trust from early on.

TOPIC: “Communicating Your Value: How To Articulate your Unique Value Proposition and Stand Out From The Pack”

This  webinar was held on 17th July 2009.

Can you show your client that you are the only one that does what you do for them and you do it so well that they would be crazy to leave you? This webinar is a must for any adviser who wants to freshen up their approach and position themselves as the "go to" adviser for their clients and prospects. Join us and learn how to position yourself and become attractive to your prospects, to position yourself and your services to engage with your existing clients more effectively, and generate effortless referrals. Join us and get these 7 handy tips and reminders to become the 'go- to' financial adviser!

TOPIC: "What Clients’ Want From Their Adviser in a Tough Economic Environment And How To Give It To Them”

This  webinar was held on 10th July 2009.

Join us in this timely and insightful webinar and find out how to go beyond your products and services and converse with clients in a 'real' and empathetic way to build trust and a deeper relationship.

TOPIC: “Marketing Yourself and Your Services Effectively In a Recession How to Stand Out As The ‘GoTo’ Financial Adviser”

This  webinar was held on 16th June 2009.

This webinar is a must for any adviser who wants to freshen up their approach and position themselves as the "go to" adviser for their clients and prospects. Join us and learn how to position yourself and become attractive to your prospects, to position yourself and your services to engage with your existing clients more effectively, and generate effortless referrals. Join us and get these 7 handy tips and reminders to become the 'go- to' financial adviser!

TOPIC:“Why Now Is the Best Time to Deepen Your Existing Client Relationships And Generate Referrals From them And How To Do It”

This  webinar was held on 26th May 2009.

Helping your existing clients understands WHAT you do and HOW you do it and the RESULTS it produces has its benefits. When your clients feel that you are the ONLY one who does what you do... this leads to creating a referral stream that is effortless.

Having satisfied clients is not enough to produce referrals. Even if your clients acknowledge that you are doing a great job we challenge you to be honest with yourself and think about whether you get even one warm referral per year for every client you have!

A referral in our definition is not what most of us as advisers are taught a referral actually is. It’s more than getting contact names and numbers from an existing client or prospect. A real referral is when a prospect calls YOU. When it is unsolicited because you are doing a good job and you have communicated your 'value' and demonstrated this to your existing clients.
It is NOW the perfect time to be communicating your value to your existing clients, and deepening your existing client relationships, and in the process naturally generating unsolicited referrals. Join us and find out more!

TOPIC: “Communicating Your Value to Your Clients and Prospects In Today’s Down Economy”

This  webinar was held on 19th May 2009.

If you don't understand what you do or you can’t answer the question "why your prospects and clients should do business with you above and beyond any other choices they may have, including doing nothing" with anything other than claiming that you are the best at what you do, then you need to view this webinar recording!