Brand Your Practice and
Justify Your Fees
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Deliver Financial Advisor Training Workshops & Keynote Presentations
Top financial advisor meetings require professional business workshops and keynote presentations, not another product pitch. Firms and advisors are seeking new ideas and strategies in practice management. We maximize all marketing
opportunities with our managers at key meetings and seminars, giving you a competitive edge.
• Secure coveted speaking spots with The CONNECTED Advisor
practice
management workshops.
• Positions your firm as a source to help platforms and advisors be
more successful.
The CONNECTED Advisor
8-Steps to Building Your Extraordinary Practice
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Step 1: BUILD A 5-YEAR LIFE/ BUSINESS PLAN
Step 2: BRAND YOUR PRACTICE AND JUSTIFY YOUR FEES
Step 3: DEFINE "Platinum" SERVICES FOR TOP CLIENTS
Step 4: ESTABLISH COMMUNICATION PLANS THAT LOCK-IN TOP CLIENTS
Step 5: DEEPEN RELATIONSHIPS UTILIZING ADVISORY BOARDS
Step 6: ENGAGE TOP CLIENTS WITH LIFESTYLE EVENTS
Step 7: UNCOVER REFERRALS AND OPPORTUNITIES THROUGH CLIENT REVIEWS
Step 8: ACQUIRE TOP CLIENTS’ FAMILY AND FRIENDS
Learn More...
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