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24 Resources

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Find clients through branding

Brad Myers 3.0

How to brand yourself through retirement parties and food baskets.


Standing out from the crowd

Chris Leach, Dip PFS 0.0

Leach gives tips for how you should stand out from other financial advisors


Brand yourself as an expert: Inside high-performing offices

Brad Elman, CLU, CLTC 5.0

Get clients calling you for your expertise. Find out how to position yourself in the media as an expert clients want to work with.

Why you should write a book

Liz DeCarlo 0.0

Everyone has two books in them. It's time to start yours.

Ensure your web marketing brands, builds, and boosts your practice

Lorrie Thomas Ross 0.0

Websites and social media tools don't make marketing magic, it's how they're used that will elevate your business. Learn from Ross, a nationally recognized marketing expert and author, five factors for Web and social marketing success, including the basics of what a website should communicate and making it look its best.

What do you do for a living? Does the answer matter?

Thomas F. Love 0.0

Most people choose to answer this question with a simple statement of fact, according to Love. Effective messages are more complex. People don't buy WHAT you do, they buy WHY you do it — and WHAT you do simply proves what you believe. By understanding that having something to say is more important than someone to say it to, you will begin to benefit from the power of effective messages.


The advisor of the future

Duncan MacPherson 0.0

Duncan MacPherson is the co-author of “Breakthrough Business Development,” and is a master at client acquisition. He provides ways to use referrals, prospecting and networking to establish new relationships and build a larger client base. His topics include: Personal branding strategies, a proven client acquisition process, converting partial customers into regular clients, and testing strategies and tracking measurable results.


Authors are experts

William M. Upson, ChFC, CLU 0.0

Upson explains how being an author is an asset in the sales process.


Create distinction through the ultimate customer experience

Scott McKain 5.0

Business expert McKain reveals the cornerstones of creating a distinctive experience for clients and provides actions members can take to further separate themselves from the competition.

From survive to thrive: Highly efficient practice marketing

Corey Metz 5.0

Running your business like an entrepreneur requires finesse. Metz reviews all of his marketing systems, including how he gets in front of prospects and referrals ideas that work. Learn his unique process of tracking calls, appointments, meetings and sales. You can easily add five to 10 concrete and practical marketing ideas from this session to your practice immediately to propel you to the next level.

Cracking the code: The lost art of articulating your value

Duncan MacPherson 0.0

Too many advisors are seen as salespeople looking for the next sale. A lot of advisors have existing clients that do not know how to describe them to friends and family. Are you perceived as a consultant focused on process, or as a salesperson focused on commissions? MacPherson addresses three issues that are important to financial professionals — outstanding personal branding, client acquisition, and organization and structure — so you can run your business like a business and restore order to your life.


Learning hard lessons

Kat Cole 5.0

Kat Cole, group president of Focus Brands Inc and president of Cinnabon, shares her story about how she turned around a business during an economic downtown.


The shift

David Avrin 5.0

David Avrin, a marketing expert known as the Visibility Coach, advises that branding is key to shifting from selling products and services to helping clients buy them. He offers tips to effectively differentiate your business from others.

Business-owner marketplace made easy

Jeffrey Wadsworth 0.0

Learn how to ask for USD 10,000, USD 50,000 and USD 100,000 life insurance premiums in an easy and effective manner. Wadsworth shares powerful sales concepts within the context of the inspirational story he gave on the Main Platform last year about the tragic death of one of his best clients. Leave this dynamic presentation with many powerful ideas you can use right away.


Why clients leave you for competitors and how to win them back

David Avrin 5.0

One of the most in-demand business branding speakers and authors in the world today, Avrin has shared his entertaining and hard-hitting presentations around the world. In this session, he shows you how to recognize your competitive advantages and craft branding messages.

Is your future bigger than your past?

Jim S. Forbis, CLU, ChFC 0.0

Using what he calls the “building blocks for financial security and peace of mind,” Forbis helps you assess your practice, identifying strengths, weaknesses, threats and opportunities and develop a plan to grow a bigger future by concentrating on strengths and “transferring weaknesses” to others skilled in those areas. Learn to create and maximize a loyalty network to maintain a flow of clients from influential service relationships. Differentiate yourself from the rest of the crowd, and become top of mind to all you serve!