Full Details and Schedule

Calibrating Your New Routine to Thrive While Working From Home
Featuring Machen MacDonald, CPCC CCSC
#1 Bestselling Author and Award-Winning Strategic Growth Coach 

Develop a relevant action plan to keep you focused and motivated to successfully navigate working from home.

• Clearly identify what you need to be doing and how to do it best while working from home.
• Get peace with not doing what you can’t at this time.
• Learn how to block your calendar and space to empower yourself to thrive.
• Discover how to bring real value to your clients and prospects to retain and attract new business.

Becoming Radically Relevant in Unpredictable Times
Featuring Bill Cates, CSP, CPAE
Author of Beyond Referrals and Radical Relevance

What you do (or don't do) to grow your business today will show up 3 to 6 months from now. If you put off working on client acquisition, you may be digging a hole in your business!

In this just-in-time virtual session with Bill Cates, you will discover:

• Why now is a time to be bold about your value and how advisors are growing their business during this perfect storm (virus, economy, stock market)
• What other successful financial professionals are doing to grow their business during these trying times.
• How to message your value proposition to attract just the right clients and repel the rest.
• How to communicate what makes you different in a way that matters to your prospects.
• One huge mistake you might be making when you talk about your value.
• A process to find the bullseye (Right-Fit Clients™) for your business.
• How to establish a reputation in one or more target markets to move from push prospecting to magnetic marketing.

This web class will be a high-content, note-taking, ready-to-take-action program!

Knockout Approaches to Virtual Networking
Featuring Michael Goldberg, CSP
Author of Knockout Networking for Financial Advisors

Financial advisors absolutely need a virtual “fight plan” to grow their business. Especially now! Networking, scheduling appointments, developing relationships, generating referrals, making important connections, and being massively in service to prospects, clients, and referral sources are just as important as ever!

“Weigh-in” and create a virtual strategy to:

• Practice a Networking Mindset to help develop better relationships with prospects, clients, and referral sources.
• Better leverage blogs, social media, virtual meetings, webinars, podcasts (and yes, the phone!) to generate more prospects, more referrals, and more business.
• Create and implement a Daily Fight Plan for greater focus and accountability around networking, relationship management, and business development.

Although you may not be exchanging business cards at cocktail parties, conferences, events, and mixers, networking and making connections is more important now than ever.

The time to throw your hat in the ring is NOW!

Understanding Your True Value in Uncertain Times
Featuring William Wright, CFP
Entrepreneur, Influencer, Founder & CEO of Financial Professionals Group

As we enter unprecedented times, there comes extraordinary opportunities to bring value to your clients, their children, and generations yet born.

Learn how to "lean-into" these opportunities through increased clarity, confidence & certainty:

• Accepting the value that you bring, and acting accordingly.
• Preparing a virtual office that provides a confidence creation experience.
• Seeking continual reasons to stay connected with clients for increased certainty.
• Bringing clarity around clients' key financial concerns including longevity, legacy & long-term care planning.

Now is the time to use "warrior" like strategies to increase the certainty in your clients' lives.

Managing Money During Crisis and Political Transition
Featuring Ray Harrison, CLU, ChFC, CEP, BFA
Founder & CEO of Advisors Solutions Inc.

An interactive interview with Chris Shuba, the CEO and Founder of the nation's fastest-growing investment research firm. In just over 4 years, this firm has grown to influence more than $30 billion of advisor managed assets.

Join me for an industry influencer's perspective on managing assets during economic uncertainty where we will discuss:

• Learning how to analyze portfolio design before a crisis begins
• Managing emotions in a high-stress investment environment
• Determining if a sell-off is a crisis or just speculation
• Discovering when to de-risk a portfolio and when to reinvest