Engage your clients.

8 ways to inspire trust in prospects and clients

Robert Sofia, CEO of Snappy Kraken, examined how advisors can accelerate the trust-building process – the cornerstone of every good client relationship. 

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Creating more self-awareness to drive better client relationships

Joy Lere, clinical psychologist and behavioral expert, and Alex Cavalieri, Head of Marketing & Strategy at CION Investment, discussed the crucial role of emotional intelligence in connecting with clients on a human level and understanding their fears, hopes and dreams. 

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Creating Client Service Calendars That Demonstrate Ongoing Advisor Value

Adam Van Deusen, Associate Financial Planning Nerd at Kitces.com, explored how client service calendars can help manage client expectations and strengthen the relationship. 

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Engage your prospects.

Can you buy Marketing Success? 

H. Adam Holt, CEO at Asset-Map, Derek Notman, founder at Conneqtor, and Megan Carpenter, CEO of FiComm Partners analyzed why understanding the marketing process and staying focused is key to being successful. 

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How to Ensure Your UVP, Mission and Vision Statements Are Effective

Penny Phillips, co-founder and president of Journey Strategic Wealth, explained how your unique value proposition needs to serve as an active guide for your business. 

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A 5-Step Prospecting Process To Sell Your Advisor Value With Greater Confidence And Trust

Stephanie Bogan, founder & CEO of Limitless Advisor Coaching, provided a no-stress sales process to help advisors systematically find and convert the right leads.

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Engage your mind.

The 6 Charismatic Leadership Styles – Which One Are You?

Writer Krista Brown reflected on how different styles of charismatic leadership work and how you can find the one that’s right for you.

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4 Things The Most Organized People Do Every Day

Best-selling author Eric Barker drew from Oliver Burkeman to understand the ways we can get things done, once we accept that we cannot do everything.

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Tips to Put Down Your Phone and Connect with the Real World

Best-selling author Gretchen Rubin shared how we can take a step away from the screen and experience the ‘real world.’

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We look forward to our next 100 editions as we continue our mission of helping firms and advisors connect with prospects and clients on a deeper level. 

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