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21 Resources

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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.

Think the unthinkable to spark transformation in your business

Nikhil J. Anandpara, CFP, CII 0.0

In this session, Anandpara teaches you how to build a personal brand to set yourself apart from the competition. He illustrates ways to zero in on a businesses’ unique products and services to define what differentiates one business from the rest. He also helps you better understand client needs and perceptions, teaches you how to use customer feedback to strengthen marketing efforts, and discusses how to develop creative sales presentations. This session offers content specific to India.

Marketing yourself as the expert

Charlie David Reading, APFS 0.0

Becoming a published author, using Facebook advertising to fill seminar rooms and having a multi-stream marketing approach allowed Reading to attract more than 270 leads last year and be viewed as “The Retirement Expert.” When you are seen as the expert, you have your ideal clients bashing down your door. Reading will explore strategies to make this happen for you and your practice.

Why you should write a book

Liz DeCarlo 0.0

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

How to get qualified prospects through an online brand

Amitab Mitbawkar, MBA, CWM 0.0

Instead of chasing clients, create an online personality that encourages others to reach out to you.

Q&A: Lucia Dewani Soeradji

Liz DeCarlo 0.0

Keeping meetings low pressure and building a brand through social media.


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.


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.

Build a brand that sets you apart

Doug Towill, MBA 0.0

Does your brand allow you to enjoy the success you deserve? In a market that bombards consumers with overwhelming amounts of information, financial advisors need to have a clear and powerful brand to stand out. Join Doug Towill as he introduces and explores a proven brand framework to help you: <ul> <li>Develop your core messages to position yourself competitively </li> <li>Identify the foundational business beliefs that drive your actions and processes</li> <li>Effectively articulate your brand to clients and prospects.</li> </ul> You will be recognized as a leader in the industry and the “go-to” individual by consciously building and communicating your brand.


Building your personal brand as a top-performing financial advisor

Agnes H. Ng 0.0

Personal branding differentiates you from other financial advisors. It contributes to earning your clients’ trust and their business. “Be authentic and relatable so people will naturally want to build a relationship with you.” Gain personal branding insights from top-performing financial advisor Agnes H. Ng, MBA, 2020-22 Country Chair, MDRT MCC Philippines, two-time Court of the Table qualifier.

What color is your business?

Jenny Brown, CFP, FChFP 0.0

While you may not care what information is out there shaping your public identity, it’s giving the public a perception of your business, and perceptions mean everything. Even your lack of presence speaks volumes. Brown discusses how branding can help you control and manage your public identity and provide constant reinforcement of what you stand for and what your clients and referral partners can expect. If you get branding right, you can get your reputation right and become a trusted partner to your clients.

Create yourself; create your brand

Rahul Rohit Dhanani 0.0

Simple steps to grow your business in a sustainable way.

12 sales ideas to impress

MDRT 4.3

Stand out from your competition with these ideas.


Gain clients through media exposure

David Braithwaite, Dip PFS 5.0

When you're interviewed by the media as a trusted financial expert, you can find clients without leaving your home. Being interviewed by the media positioned David Braithwaite, a Top of the Table qualifier from England, as a trustworthy expert with prospective clients, and it’s been worth its “weight in gold.” Braithwaite shares his best tips for connecting with the media and making the most out of your media interviews.

Effective marketing through the power of publicity

Marsha Friedman 0.0

Marsha Friedman shows you how to build your brand by positioning yourself as an authority. She shares key components to getting exposure in traditional media, which increases your visibility and credibility, and gives you a powerful social media following. Friedman shares ways to set yourself apart from competition. She walks through five steps to identify your own message. She shares tips on how to pitch yourself as a source to print media and become a guest for TV and radio. Plus, she discusses how to build a following on social networks.

Celebrity service

Geoff Ramm 0.0

You know the only way you can attract more clients is to create jaw-dropping marketing. But ask yourself this: How will you be remembered in 30 days’ time? How will you be remembered in 30 months’ time? Is it possible to be remembered in your clients’ minds in more than 30 years’ time? Discover the ideas that will have your clients remembering you before anyone else. <br> <br> <a href=""><center><hr><font color="darkred" size="3"><b>Click here to find more from the 2018 Annual Meeting</b></font><hr>