Advisor Web-based Seminars - Training Resources

Differentiation Strategies for Financial Advisors ...he competition for new clients is fierce in the financial advisor industry. You're up against the big guys who offer a comprehensive suite of financial services as well as financial advisors deeply entrenched in the region for ages. Although competition is tough, there is a secret strategy for becoming the victor -- develop a compelling story that differentiates you from the masses. John Comer,  more...

Create a Client Experience to Grow Your Financial Advisor Practice ... clients said they were dissatisfied with their financial advisor. That's pretty scary if that includes your client base. You certainly can blame the economy for some of your client s frustration but are you responsible too? How you define the client experience affects, not only retention, but also the new clients driven to you if you have aligned the experience with their needs. John Comer,  more...

Sarbanes-Oxley Compliance As A Growth Strategy ...-Oxley best practices. Dr. Peg Jackson is your trusted advisor as she leads you through leveraging SOX to your strategic advantage. You learn how to be positioned as a preferred supplier utilizing SOX best practices. Differentiate your company and grow despite economic challenges with Dr. Jackson s easy to follow techniques: Examine your present compliance with SOX Prioritize  more...

Brand Busters: How What You Say And Do Can Ruin Your Reputation Do your customers seem confused when they interact with your sales or customer service departments? Have you had trouble getting the clients or projects you really want? Is your marketing and advertising failing to bring the results you need? It could be that you re busting your brand sending out signals through your words and actions that contradict the brand image you want to project. By  more...

Get Off the Plateau: Building a Sales Development Plan Are you a small to medium-sized business that has been stuck at the same sales level year over year? Is your marketing and advertising failing to bring the results you want? Do you need to ramp up sales but aren t sure where to start? As a small business owner you are responsible for sales whether you re comfortable in a sales role or not. This seminar helps participants begin the process of  more...

Create Value in the Selling Process ...Advisor When you meet with a prospect, what value do they get from the meeting? In the past, it was acceptable for a salesperson to be less than fully informed about the prospect s company, their industry and their challenges. All of that has changed! Business executives expect to get value when they meet with you. Sales people who cannot create value in these interactions will be the ones  more...

Create a Client Experience to Grow Your Financial Advisor Practice ... clients said they were dissatisfied with their financial advisor. That's pretty scary if that includes your client base. You certainly can blame the economy for some of your client s frustration but are you responsible too? How you define the client experience affects, not only retention, but also the new clients driven to you if you have aligned the experience with their needs. John Comer,  more...

Become Your Prospect s Trusted Advisor ...d is too high, you re gone in a click. Becoming a trusted advisor streamlines your ability to gain business from today s prospects. Ardath Albee, author of the upcoming book, E-Marketing Strategies for The Complex Sale and founder of Marketing Interactions, Inc., helps companies develop e-marketing strategies that increase prospect confidence and engagement that drives sales readiness. She  more...