Remake Your Firm Amid The Crisis: Systematically Uncover And Address Financial Personality Traits

by Andrew Gluck 1/30/2009 7:40:00 PM

Register to attend As the global economic crisis disrupts the financial services business, money is in motion, clients are firing brokers, and opportunities abound for independent advisors. How can you seize the moment? Replay Webinar About Client Advisory Boards

A key is systematically uncovering and addressing each individual’s unique financial habits and behavior and adapting your communication to each prospect and client. Based on empirical research, Hugh Massie of Financial DNA Resources has designed a process allowing advisors to uncover predictable behaviors that significantly influence financial decisions.

Learn how you can address hard-wired traits of financial personality to communicate and serve clients better and take advantage of opportunities presented by the current turmoil. Plus, this webinar has been approved for one continuing education credit from the Certified Financial Planner Board of Standards. Just be sure to enter your CFP Board Number when you register and we'll take care of the rest.

Register for the webinar       Download presentation slides      Two-minute pre-webinar survey

Missed our last webinar about Client Advisory Boards? See a replay here.

 

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3/14/2010 11:04:41 AM

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The Crisis Webinar Series, hosted by Advisor Products, is a free weekly webinar presentation that addresses key issues affecting independent financial advisors during the global economic crisis. Presenters are experts in investment management, financial planning, firm efficiency, advisor technology, business coaching, and client service and have helped advisors with techniques for managing portfolio risk, identifying investment opportunities, boosting revenue, gaining referrals, and strengthening client relationships during today’s challenging business environment.

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Advisor ProductsAdvisor Products
Advisor Products provides marketing and technology solutions for over 1,800 independent financial advisory firms. The company organizes the Crisis Webinar Series to support the independent advisory profession during a time of tremendous difficulty after the fallout from the credit crisis. Advisor Products believes that by utilizing techniques taught in these webinars, the independent advisory industry can survive and even thrive through the recession.

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