When you're delivering a presentation, your goal is to educate AND motivate people to take action. The little details really matter. Note: Sean's "11 steps" are a reference to the presentation he gave on making your presentation introductions compelling. You can watch the video of that talk here: https://www.horsesmouth.com/nailing-your-presentation-introduction-by-following-the-dynamic-patterned-opening
Learn what some of the biggest issues and opportunities are for advisors today. Industry coach and expert Kristin Andree talks with Ellen Rogin about the biggest challenges facing advisors in 2019, how to make the most of any networking meeting, what the indicators are that it's time to add staff, and the three best ways to use LinkedIn to grow your business.
It’s never been more important to be a black belt in communication skills with clients. In this discussion with relationship expert and coach, Monica Parikh, you’ll discover the best way to connect with clients (even when they are upset), how you might be hurting client relationships with no idea why, ways to boost your emotional intelligence, and what vibrational energy is and why it's so important.
The College Admissions scandal has exposed the lengths, in this case illegal, that some parents will go to in order to get their kids into well-known schools. And it has raised some urgent questions about high profile colleges and universities and using services such as "college consultants." Lynn O'Shaughnessy, creator of the Savvy College Planning program, reveals the big lessons that clients and prospects should takeaway from this scandal. This can be a valuable teaching moment for you.
It's ironic that in our social media saturated world it can be so challenging to actually connect with others in a meaningful way. Listen to David J.P. Fisher author of, "Hyper-Connected Selling," as he shares the most important sales skill to cultivate today, how to build good networking karma, and the best practices for using digital tools like LinkedIn to grow your business.
How do you get things done in less time with less drama when you have so many priorities you're trying to juggle? Managing your team, servicing your clients, trying to drum up additional business, etc, etc... Alan P. Brown is a productivity coach. Listen as he shares the "brain hacks" he used to take charge of his life and achieve greater results in this conversation with Ellen Rogin. You can use them to reclaim your time and attention and get more done.
Paying for college is the second biggest expense in the lives of millions of parents. Most financial advisors, however, know little if anything about how to help their clients shrink their college costs. Learn what you need to help your clients.
Clients are not as loyal as they used to be. With the internet, it's easy to shop around. So it's more important than ever to deliver a client experience that wow's and differentiates you. Listen to Ellen Rogin talk with Jeannie Walters, CEO and founder of 360Connext, and learn how to personalize each point of your client journey so that your clients feel that they matter and never once second-guess choosing you.
Advisor TalkingPoints: As you prepare for client interactions, Advisor TalkingPoints takes an unconventional look at the Fed’s plans to unwind the balance sheet. It also includes a review of the latest jobs report, Q4 earnings, and the government shutdown.