Jan Blakeley Holman, director of advisor education, discusses her work identifying and creating advisor education programs that support financial advisors as they work with their clients and prospects and how you can continue your own education.
This one hour session will provide a simple system for building your brand. Mike Fox, founder of the Mullingar Group, will discuss how to effectively articulate your unique value to clients and prospects.
Jan Holman discusses the strategy of dollar-cost averaging and reminds investors to think for the long-term when approaching the market.
Learn how to connect with the emotion and psychology of a prospect's decision-making process so they better understand why they should work with you.
Help clients make comparisons between you and other advisory practices by shifting your messaging to differentiate your services.
How do clients search for financial advisory options once they have identified that they need a new advisor?
Life events or problems may cause a client to look for a new advisor. Get tips on how to apply this knowledge to better connect with prospects.
Get informed about the five-step journey clients take when choosing a financial advisor and how to align yourself with the process.
Understand the importance of branding your practice and how it influences the decision-making process clients go through when choosing an advisor.
June is LGBTQ pride month. Find out from Jan what's changed for married LGBTQ couples, income inequality among them, and if there are any differences in the way LGBTQ people invest.