If you missed the webinar this past Friday, I'm sorry. As one advisor said, it was a great way to end a terrible week.
About 125 advisors attended and many have sent gratifying messages of appreciation (see below), motivating me to put together another one to help advisors in this difficult time.
90% of respondents to a post-webinar survey rated the program a 5 on a scale of 1 to 5, and all but one requested that we organize another webinar for Friday, October 17. Email me at agluck@advisorproducts.com if you'd like to be sent an invitation.
These webinars include no product pitches. We’re doing this as a service to independent advisors because we have the privilege of being in a position to do so.
Try not to let events of the moment make you miss the valuable strategic management ideas we are determined to bring at upcoming sessions.
Links to handouts from the session:
Andrew Gluck Handouts Crisis Communication With Clients And Prospects.pdf (283.45 kb)
Bruce Schneider Handouts BruceSchneider_Communication Skills for Financial Professionals.pdf (119.60 kb)
Duncan MacPherson of Pareto Systems Handouts Duncan_MacPherson_Client_Talking_Points.pdf (25.54 kb)
Combined slides
A few of the comments from attendees of Friday’s webinar:
"Very helpful in this most difficult time in my career. I called many of my clients over the weekend and used a lot of the tools that were discussed. You have been an extremely big help."
“The practical down to earth ‘what to do’ advice was just what we need to hear. We had already implemented some of the suggestions, but it was so important to have that validated.The new insights and tactics were "priceless,” a fantastic way to end a horrible week. You are meeting a huge need. We appreciate every minute of that meeting. Thank you! Thank you! Thank you!
“I commend you and your co-presenters; well-chosen trio, vital information, useful redundancy/overlap, and good (plain) slides. Very valuable.
"I’ve been in this business for 25 years and the temptation is always there to say I’ve seen it before. This meeting, however, was timely and had some outstanding content. This was truly a valuable service. I’ll be sure to mention how your firm has handled these trying times as I talk with my peers."
“Thanks! Very, VERY HELPFUL!”
“I commend you on putting together this program.”
“Thank you! This was very helpful and I really appreciate the effort and your good intentions.”
“Nice work! Very good job on putting this one together.”
“Geat webinar. We're new to your company and your capabilities have been a blessing in this difficult market, making it much easier to “touch” clients--and the response has been favorable. The webinar was like a cherry on the cake."
Subscribe