Financial Services Web-based Seminars
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From GlobalCompliancePanel
Supply Chain Risk Management - Webinar By GlobalCompliancePanel
Overview: For the last decade, there has been an extensive and organized effort by organizations to assess their risks, especially in financial services. Non Financial firms are now increasing their risk management especially in the light of such complex, global, and out sourced supply chains. The new ISO 31000 and ISO 31010 frameworks provide guidelines in this process that make good sense and
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Introduction to Investment Risk - Credit Market and Portfolio - Webinar by GlobalCompliancePanel
...d credit risk management that all investors, and those in financial services need to comprehend.
Regardless of job titles, investment risk management is a shared responsibility by a wide range of managers. Compared to accounting, risk is an immature discipline with a variety of risk frameworks competing to dominate. Based on the new Wiley and Sons book, Essentials of Risk Management,
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From Business Expert Webinars
Differentiation Strategies for Financial Advisors
...p 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, Certified Financial Planner and financial advisor consultant, helps financial
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Create a Client Experience to Grow Your Financial Advisor Practice
... and communicate their individuality.
John has been in financial services since 1980. He has earned experience as a financial planner, a product wholesaler, a trainer, a marketer and a general manager.
John's marketing and business experience helps you create a focus for your practice. His technical and relational skills help you articulate the distinctive elements of your client
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From G-CEM (Global- Customer Experience Management)
TCE Total Customer Experience Model Building e-Workshop for Financial Services
TCE (Total Customer Experience) Model Building e-Workshop is designed to help Marketing, Sales and Service Executives build a TCE model to monitor, manage, and enhance the total customer experience across multiple channels and touch-points throughout the whole customer lifecycle. The content of this program is based on the U. S. patent-pending Branded CEM (Customer Experience Management) Method,
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